# Best Sales Performance Management Software - Page 3 *By [Julie Jung](https://research.g2.com/insights/author/julie-jung)* Sales performance management (SPM) platforms align sales teams with company revenue goals by monitoring, analyzing, and optimizing performance at an individual and team level. SPM tools provide interactive dashboards that display key performance indicators (KPI) such as quotas, revenue forecasts, and pipeline health, giving managers visibility into their sales teams' earnings and progress. With these insights, sales managers can identify opportunities to invest in coaching, training, and skills development to improve sales rep performance and ultimately drive revenue growth for the business. SPM tools are often equipped with [sales gamification](https://www.g2.com/categories/sales-gamification) features like public dashboards and leaderboards to reward top-selling sales reps while incentivizing others. Leaders can use the metrics provided to train and coach sales reps who are onboarding or need improvement. Many SPM solutions will also offer [sales coaching](https://www.g2.com/categories/sales-coaching) and [sales training and onboarding](https://www.g2.com/categories/sales-training-and-onboarding) tools, making best practices visible and accessible to the entire team. In addition, SPM products can integrate with [customer relationship management (CRM) software](https://www.g2.com/categories/crm), [sales analytics software](https://www.g2.com/categories/sales-analytics), and [revenue operations and intelligence (RO&I) software](https://www.g2.com/categories/revenue-operations-intelligence-ro-i) to centralize customer and sales data and provide deeper insights into team performance and revenue outcomes. These products also frequently integrate with [sales compensation software](https://www.g2.com/categories/sales-compensation) to correlate individual performance with compensation. To qualify for inclusion in the Sales Performance Management (SPM) category, a product must: - Manage and record sales performance at both the team and individual level - Provide dashboards that track KPIs such as quotas, revenue forecasts, earnings, pipeline health, etc. - Monitor sales progress against individual and team goals and provide tools for course correction - Generate performance reports that identify successes and failures ## Top Sales Performance Management Software at a Glance | # | Product | Rating | Best For | What Users Say | |---|---------|--------|----------|----------------| | 1 | [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) | 4.4/5.0 (24,664 reviews) | AI-augmented pipeline visibility and forecast governance | "[Powerful, Customizable Sales Platform—But Needs Onboarding to Tame Complexity](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12936463)" | | 2 | [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) | 4.4/5.0 (13,261 reviews) | Pipeline execution with native CRM-to-close automation | "[Comprehensive and User-Friendly CRM for Streamlined Sales Processes](https://www.g2.com/survey_responses/hubspot-sales-hub-review-9655871)" | | 3 | [Pipedrive](https://www.g2.com/products/pipedrive/reviews) | 4.3/5.0 (3,042 reviews) | Visual pipeline tracking with activity-driven follow-ups | "[Simple, Cost-Effective CRM with an Easy-to-Use Visual Pipeline](https://www.g2.com/survey_responses/pipedrive-review-13043351)" | | 4 | [CaptivateIQ](https://www.g2.com/products/captivateiq/reviews) | 4.7/5.0 (3,410 reviews) | Excel-like commission logic with real-time rep visibility | "[Easy to navigate for Sellers and eliminate time usage.](https://www.g2.com/survey_responses/captivateiq-review-11398999)" | | 5 | [monday CRM](https://www.g2.com/products/monday-crm/reviews) | 4.6/5.0 (1,246 reviews) | Visual sales pipeline with CRM-to-delivery continuity | "[monday.com CRM Streamlines Our RCM with Easy Forms and Team-Wide Visibility](https://www.g2.com/survey_responses/monday-crm-review-13068559)" | | 6 | [Performio](https://www.g2.com/products/performio/reviews) | 4.4/5.0 (1,001 reviews) | Real-time commission visibility for sales reps | "[Clear, Easy-to-Search Performance Stats with Helpful Trend Tracking](https://www.g2.com/survey_responses/performio-review-12667058)" | | 7 | [Salesforce Spiff](https://www.g2.com/products/salesforce-spiff/reviews) | 4.6/5.0 (3,006 reviews) | Salesforce-native commission automation with real-time rep visibility | "[Don't know how I'd do my job without Spiff](https://www.g2.com/survey_responses/salesforce-spiff-review-4103784)" | | 8 | [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) | 4.6/5.0 (840 reviews) | Visual pipeline tracking with follow-up enforcement | "[Affordable CRM for Small Teams with a Strong Integration Ecosystem](https://www.g2.com/survey_responses/bigin-by-zoho-crm-review-12912304)" | | 9 | [Apollo.io](https://www.g2.com/products/apollo-io/reviews) | 4.7/5.0 (9,354 reviews) | Outbound rep activity and pipeline tracking | "[Apollo.io’s All-in-One Sales Platform That Supercharges Efficiency](https://www.g2.com/survey_responses/apollo-io-review-13069391)" | | 10 | [Spinify](https://www.g2.com/products/spinify/reviews) | 4.6/5.0 (988 reviews) | — | "[Real-Time Trends Made Fun and Easy](https://www.g2.com/survey_responses/spinify-review-12545280)" | ## G2 Grid® for Sales Performance Management Software ![G2 Grid® for Sales Performance Management Software plotting products by satisfaction and market presence](https://www.g2.com/categories/sales-performance-management/grids.png?focus%5B%5D=506&focus%5B%5D=6227&focus%5B%5D=1619&focus%5B%5D=88220&focus%5B%5D=1174041&focus%5B%5D=3344&focus%5B%5D=88127&focus%5B%5D=128650) Highlighted products: Agentforce Sales (formerly Salesforce Sales Cloud), HubSpot Sales Hub, Pipedrive, CaptivateIQ, monday CRM, Performio, Salesforce Spiff, and Bigin by Zoho CRM. Underlying data: [Grid® JSON](https://www.g2.com/categories/sales-performance-management/grids.json?focus%5B%5D=agentforce-sales-formerly-salesforce-sales-cloud&focus%5B%5D=hubspot-sales-hub&focus%5B%5D=pipedrive&focus%5B%5D=captivateiq&focus%5B%5D=monday-crm&focus%5B%5D=performio&focus%5B%5D=salesforce-spiff&focus%5B%5D=bigin-by-zoho-crm) ## How Many Sales Performance Management Software Products Does G2 Track? **Total Products under this Category:** 188 ### Category Stats (Jul 2026) - **Average Rating**: 4.53/5 The average rating of products in this category, based on all submitted ratings - **Top Trending Product**: Flockjay (+1.49%) - Among all products in this category, Flockjay recorded the largest rating increase compared to last month *Last updated: July 12, 2026* ## How Does G2 Rank Sales Performance Management Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 116,900+ Authentic Reviews - 188+ 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. ## Which Sales Performance Management Software Is Best for Your Use Case? - **Leader:** [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - **Highest Performer:** [Spinify](https://www.g2.com/products/spinify/reviews) - **Easiest to Use:** [QuotaPath](https://www.g2.com/products/quotapath/reviews) - **Top Trending:** [monday CRM](https://www.g2.com/products/monday-crm/reviews) - **Best Free Software:** [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) --- **Sponsored** ### Apollo.io Apollo.io is an AI-powered go-to-market (GTM) platform that helps revenue teams find, engage, and manage B2B buyers across the entire sales cycle. Apollo.io is the company behind the industry’s first fully agentic GTM platform, transforming how revenue teams execute. Going beyond automation, Apollo’s intelligent agents actively drive results across the entire sales funnel – from prospecting to deal management – all in one place. Trusted by millions of users and hundreds of thousands of companies – including Anthropic, Autodesk, and Docusign – Apollo is making world-class go-to-market simple, intelligent, and accessible for all. Apollo serves sales development representatives, account executives, sales leaders, revenue operations, and marketing teams at B2B organizations of various sizes. Teams use Apollo to build and maintain target account lists, orchestrate outbound and inbound motions, manage opportunities, and understand which activities lead to qualified pipeline and closed revenue. Key capabilities include: Data and targeting: Access to a large B2B database with company and contact details, including firmographic, technographic, and buyer signal data, so users can define ideal customer profiles and create precise segments for outreach. Prospecting and enrichment: Tools to search, filter, and save prospect lists, plus enrichment workflows that keep contact and account records up to date in Apollo and connected systems such as CRM. Sales engagement: Multi-step, multi-channel sequences for email, calls, and tasks that standardize how reps follow up with prospects, with controls for timing, throttling, and deliverability. Agentic and AI-assisted workflows: Intelligent agents and AI features that help with account research, lead scoring, message generation, and next-step recommendations so reps can prioritize and personalize at scale. Deal and activity management: Basic CRM-style functionality for tracking opportunities, stages, activities, and notes, giving teams a single view of pipeline health and sales performance. By combining data, engagement, and deal execution in one platform, Apollo is designed to reduce the number of disconnected tools in a typical GTM stack and provide a consistent workflow for building pipeline and managing deals. This helps organizations improve data quality, increase seller productivity, and run more structured, measurable go-to-market programs. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=245&secure%5Bchosen_at%5D=2026-07-12T14%3A02%3A09Z&secure%5Bdisplayable_resource_id%5D=245&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=245&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=19743&secure%5Bresource_id%5D=245&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fsales-performance-management%3Fpage%3D3&secure%5Btoken%5D=7d806a45ba903fd1440eb9c69434d4f65ef62bc5ae5409a2b67c948eed776133&secure%5Burl%5D=https%3A%2F%2Fwww.apollo.io%2Fdemo%3Futm_source%3Dg2%26utm_medium%3Dcpc%26utm_campaign%3DG2Clicks%26utm_content%3Dtopic%26utm_term%3Dsalesperformancemanagement&secure%5Burl_type%5D=custom_url) --- ## What Are the Top-Rated Sales Performance Management Software Products in 2026? ### 1. [Sales Cookie](https://www.g2.com/products/sales-cookie/reviews) Sales Cookie is an easy to use, cloud-based solution to manage all aspects of your commission program - from participant enrollment to incentive plan design and personal dashboards. Sales Cookie provide capabilities found in enterprise solutions with an SMB-friendly cost and user experience. From incentive plan design to multi-currency support or user enrollment, you'll find all the features and flexibility you need. **Average Rating:** 4.9/5.0 **Total Reviews:** 65 **How Do G2 Users Rate Sales Cookie?** - **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 9.3/10) - **Integration:** 9.4/10 (Category avg: 8.7/10) - **Employee Structure:** 9.9/10 (Category avg: 8.6/10) - **Dashboards:** 9.8/10 (Category avg: 8.8/10) **Who Is the Company Behind Sales Cookie?** - **Seller:** [SalesCookie](https://www.g2.com/sellers/salescookie) - **Year Founded:** 2018 - **HQ Location:** Bellevue, WA - **LinkedIn® Page:** https://www.linkedin.com/company/19017297/ (13 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software, Medical Devices - **Company Size:** 75% Small-Business, 24% Mid-Market #### What Are Sales Cookie's Pros and Cons? **Pros:** - Customer Support (7 reviews) - Ease of Use (6 reviews) - Helpful (6 reviews) - Compensation Management (4 reviews) - Implementation Ease (4 reviews) **Cons:** - Learning Curve (2 reviews) - Implementation Challenges (1 reviews) - Poor Customer Support (1 reviews) - Setup Difficulty (1 reviews) - Time-Consumption (1 reviews) ### What Do G2 Reviewers Say About Sales Cookie? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **outstanding customer support** from SalesCookie, with prompt and helpful responses improving their overall experience. - Users appreciate the **effortless ease of use** of SalesCookie, streamlining commission management and providing real-time insights. - Users love the **responsiveness and efficiency** of SalesCookie, praising its seamless commission management and excellent support. - Users commend the **seamless commission management** features of Sales Cookie, significantly improving accuracy and efficiency. - Users praise the **implementation ease** of Sales Cookie, enhancing efficiency and accuracy in commission calculations seamlessly. **Cons:** - Users experience a **small learning curve** with Sales Cookie, but it becomes manageable as they grasp the system. - Users find the **implementation challenges** to be necessary yet manageable with Sales Cookie's supportive setup team. - Users express concern over **poor customer support** , noting limited availability and reliance on email response times. - Users find the **setup process challenging** , yet appreciate the support team’s efficiency in managing it for them. - Users find the **time-consumption** a bit complicated, but ultimately, they feel satisfied with the outcomes. #### What Are Recent G2 Reviews of Sales Cookie? **"[Streamlined Payouts and Commissions with Responsive Support](https://www.g2.com/survey_responses/sales-cookie-review-12922021)"** **Rating:** 5.0/5.0 stars *— Rosalie S.* [Read full review](https://www.g2.com/survey_responses/sales-cookie-review-12922021) --- **"[A total upgrade to commissions](https://www.g2.com/survey_responses/sales-cookie-review-12921826)"** **Rating:** 5.0/5.0 stars *— Jacob T.* [Read full review](https://www.g2.com/survey_responses/sales-cookie-review-12921826) --- #### What Are G2 Users Discussing About Sales Cookie? - [What is Sales Cookie used for?](https://www.g2.com/discussions/what-is-sales-cookie-used-for) ### 2. [Membrain](https://www.g2.com/products/membrain/reviews) Membrain is a specialized growth platform designed for B2B companies focused on enhancing their sales processes and driving sustainable growth. This comprehensive software solution provides users with the necessary structure, guidance, and insights to foster the right behaviors and effectively execute their sales strategies. With a strong reputation in the industry, Membrain has gained the trust of top sales experts and organizations across more than 80 countries. Targeted primarily at sales teams and management within B2B organizations, Membrain serves as a versatile tool that can either replace or complement traditional CRM systems. Its robust features cater to a variety of use cases, including sales performance management, sales coaching, and sales enablement. By integrating these functionalities, Membrain enables organizations to streamline their sales processes, improve team collaboration, and ultimately drive better results. One of the key features of Membrain is its ability to provide actionable insights through data-driven analytics. Users can track performance metrics, identify trends, and gain a deeper understanding of their sales activities. This level of visibility allows sales teams to make informed decisions, adjust their strategies in real-time, and focus on the activities that yield the highest returns. Additionally, Membrain's sales coaching capabilities empower managers to mentor their teams effectively, ensuring that best practices are shared and adopted across the organization. Membrain stands out in its category due to its unique combination of CRM functionalities and specialized sales tools. Recognized as a G2 Crowd High Performer in multiple categories, including CRM, Sales Performance Management, Sales Coaching, and Sales Enablement, Membrain offers a holistic approach to sales management. This integration of features not only enhances user experience but also ensures that organizations can leverage a single platform to address various aspects of their sales operations. The platform's user-friendly interface and customizable workflows further enhance its appeal, allowing organizations to tailor the system to their specific needs. By providing a comprehensive solution that encompasses both traditional CRM capabilities and advanced sales performance tools, Membrain equips B2B companies with the resources necessary to thrive in a competitive landscape. **Average Rating:** 4.6/5.0 **Total Reviews:** 211 **How Do G2 Users Rate Membrain?** - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.3/10) - **Integration:** 8.1/10 (Category avg: 8.7/10) - **Employee Structure:** 8.7/10 (Category avg: 8.6/10) - **Dashboards:** 9.0/10 (Category avg: 8.8/10) **Who Is the Company Behind Membrain?** - **Seller:** [Membrain](https://www.g2.com/sellers/membrain) - **Company Website:** https://www.membrain.com/ - **Year Founded:** 2012 - **HQ Location:** Stockholm, Sweden - **Twitter:** @membrain_com (1,990 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/membraincom/ (39 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 60% Small-Business, 34% Mid-Market #### What Are Membrain's Pros and Cons? **Pros:** - Ease of Use (42 reviews) - Customization (26 reviews) - Customizability (23 reviews) - Easy Customization (21 reviews) - Intuitive (20 reviews) **Cons:** - Missing Features (17 reviews) - Learning Curve (11 reviews) - Email Issues (7 reviews) - Integration Issues (7 reviews) - Limited Features (7 reviews) ### What Do G2 Reviewers Say About Membrain? *AI-generated summary from verified user reviews* **Pros:** - Users find Membrain to be **very easy to navigate** , with customizable dashboards ensuring efficient task management. - Users appreciate the **customizability** of Membrain, finding it easy to navigate and tailored to their needs. - Users highly value the **customizability** of Membrain, enabling tailored workflows and exceptional support for various industries. - Users value the **easy customization** of Membrain, tailoring the CRM to meet their specific business needs effectively. - Users highlight Membrain's **intuitive design** , making it easy to navigate and utilize its extensive features effectively. **Cons:** - Users find the **missing features** such as robust analytics and a customer portal frustrating in Membrain. - Users find the **learning curve challenging** due to complex setup processes and a lack of preset templates. - Users find the **email integration lacking** , facing issues with notifications and file attachments impacting usability. - Users face **integration issues** with third-party software, leading to slow syncing and broken functionalities. - Users find the **limited features** of Membrain insufficient for their prospecting and reporting needs. #### What Are Recent G2 Reviews of Membrain? **"[Membrain user for an Internal Sales role.](https://www.g2.com/survey_responses/membrain-review-10736226)"** **Rating:** 4.0/5.0 stars *— Moises B.* [Read full review](https://www.g2.com/survey_responses/membrain-review-10736226) --- **"[Top-Notch Support, User-Friendly UI, and Powerful Workflow Customization](https://www.g2.com/survey_responses/membrain-review-12622325)"** **Rating:** 4.5/5.0 stars *— Chris W.* [Read full review](https://www.g2.com/survey_responses/membrain-review-12622325) --- #### What Are G2 Users Discussing About Membrain? - [What is Membrain used for?](https://www.g2.com/discussions/what-is-membrain-used-for) - 2 comments ### 3. [Employee Nudging and AI salesforce acceleration](https://www.g2.com/products/employee-nudging-and-ai-salesforce-acceleration/reviews) Eubrics offers a dual-platform approach to enhance organizational capabilities: Organizational Development Platform: This platform focuses on upskilling your workforce through targeted, actionable learning modules combined with behavioral nudges designed to build effective habits. AI Sales Coaching Platform: Empower your sales representatives with an AI coach that simulates diverse buyer personas for realistic practice. Post-call, the AI delivers comprehensive analysis, scoring performance on parameters like BANT alignment, objection management, clear value articulation, effective communication, and even patience. **Average Rating:** 4.7/5.0 **Total Reviews:** 32 **How Do G2 Users Rate Employee Nudging and AI salesforce acceleration?** - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.3/10) - **Integration:** 8.3/10 (Category avg: 8.7/10) - **Employee Structure:** 8.8/10 (Category avg: 8.6/10) - **Dashboards:** 8.4/10 (Category avg: 8.8/10) **Who Is the Company Behind Employee Nudging and AI salesforce acceleration?** - **Seller:** [Eubrics](https://www.g2.com/sellers/eubrics) - **Year Founded:** 2021 - **HQ Location:** United States, IN - **LinkedIn® Page:** https://in.linkedin.com/company/eubrics (24 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Telecommunications, Retail - **Company Size:** 56% Enterprise, 41% Mid-Market #### What Are Employee Nudging and AI salesforce acceleration's Pros and Cons? **Pros:** - Ease of Use (8 reviews) - Efficiency (6 reviews) - Transparency (5 reviews) - AI Integration (4 reviews) - Ease of Learning (4 reviews) **Cons:** - AI Limitations (4 reviews) - Learning Curve (3 reviews) - Overwhelming Experience (3 reviews) - Inaccurate Information (2 reviews) - Low Engagement (2 reviews) ### What Do G2 Reviewers Say About Employee Nudging and AI salesforce acceleration? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **user-friendly interface** of Employee Nudging and AI salesforce acceleration, making learning engaging and practical. - Users value the **efficiency** of Employee Nudging, enhancing decision-making and agility through personalized, actionable nudges. - Users value the **transparency** provided by Employee Nudging, gaining clear insights into performance and actionable behaviors. - Users value the **seamless AI integration** , enhancing learning and ensuring timely course completion with helpful reminders. - Users love the **ease of learning** with AI-driven features that simplify navigation and enhance engagement in training. **Cons:** - Users find **AI limitations** frustrating as it fails to consider real-world scenarios and delivers excessive notifications. - Users find that **the learning curve can feel manipulative** due to repetitive nudging and reduced autonomy in tasks. - Users feel that **overwhelming notifications and repetitive nudges** can distract rather than enhance focus during busy periods. - Users experience **inaccurate information** from AI, as it sometimes ignores real-world challenges and product availability. - Users find that **low engagement** can make Employee Nudging feel manipulative and frustrating when automation replaces personal tasks. #### What Are Recent G2 Reviews of Employee Nudging and AI salesforce acceleration? **"[Improving Store Performance with Employee Nudging and AI](https://www.g2.com/survey_responses/employee-nudging-and-ai-salesforce-acceleration-review-12578570)"** **Rating:** 4.0/5.0 stars *— Rihan m.* [Read full review](https://www.g2.com/survey_responses/employee-nudging-and-ai-salesforce-acceleration-review-12578570) --- **"[Ease of use and navigate seamlessly with excellent support](https://www.g2.com/survey_responses/employee-nudging-and-ai-salesforce-acceleration-review-11828832)"** **Rating:** 4.5/5.0 stars *— Koteswara R.* [Read full review](https://www.g2.com/survey_responses/employee-nudging-and-ai-salesforce-acceleration-review-11828832) --- ### 4. [Nimble CRM](https://www.g2.com/products/nimble/reviews) Nimble is a relationship-focused CRM for your entire team. With customizable contact records and easy-to-use Kanban-style workflows, managing client information has never been simpler. Nimble effortlessly integrates with both Microsoft 365 and Google Workspace, gathering contacts and leads from all your platforms, while our automation tools handle the busy work. Focus on what matters most – growing your business and nurturing relationships, as Nimble streamlines your workflow for maximum productivity. **Average Rating:** 4.5/5.0 **Total Reviews:** 1,063 **How Do G2 Users Rate Nimble CRM?** - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.3/10) - **Integration:** 6.2/10 (Category avg: 8.7/10) - **Employee Structure:** 7.1/10 (Category avg: 8.6/10) - **Dashboards:** 7.6/10 (Category avg: 8.8/10) **Who Is the Company Behind Nimble CRM?** - **Seller:** [Nimble](https://www.g2.com/sellers/nimble) - **Year Founded:** 2008 - **HQ Location:** Santa Monica, CA - **Twitter:** @Nimble (15,980 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/nimblecrm/ (7 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, President - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 75% Small-Business, 16% Mid-Market #### What Are Nimble CRM's Pros and Cons? **Pros:** - Ease of Use (25 reviews) - Intuitive (16 reviews) - Integrations (15 reviews) - Customer Support (14 reviews) - Features (13 reviews) **Cons:** - Missing Features (11 reviews) - Limited Features (8 reviews) - Not User-Friendly (6 reviews) - Expensive (5 reviews) - Integration Issues (5 reviews) ### What Do G2 Reviewers Say About Nimble CRM? *AI-generated summary from verified user reviews* **Pros:** - Users find Nimble CRM exceptionally **easy to use** , making it ideal for solopreneurs and small businesses. - Users find Nimble CRM to be **extremely intuitive** , enabling quick access to features and saving valuable time. - Users value the **seamless integrations** of Nimble CRM, enhancing efficiency and ease of use across platforms. - Users praise the **exceptional customer support** of Nimble CRM, always ready to assist and improve the app. - Users appreciate the **user-friendly and essential features** of Nimble CRM, offering great value for small businesses. **Cons:** - Users often find the **missing features** of Nimble CRM limiting, impacting workflow and requiring costly workarounds. - Users express frustration with Nimble CRM's **limited features** , impacting usability and integration across multiple platforms. - Users find Nimble CRM's interface **not user-friendly** , citing complexity and difficulty in navigation as significant issues. - Users find Nimble CRM to be **expensive** due to high costs for additional features and storage upgrades. - Users struggle with **integration issues** in Nimble CRM, affecting functionality and syncing with other systems. #### What Are Recent G2 Reviews of Nimble CRM? **"[It Keeps Follow-Ups, Tasks, and Client Communication More Organized](https://www.g2.com/survey_responses/nimble-crm-review-12878240)"** **Rating:** 5.0/5.0 stars *— Ishan S.* [Read full review](https://www.g2.com/survey_responses/nimble-crm-review-12878240) --- **"[Simple, Intuitive Relationship Management with Seamless Email Integration](https://www.g2.com/survey_responses/nimble-crm-review-13041952)"** **Rating:** 4.0/5.0 stars *— Dharamveer p.* [Read full review](https://www.g2.com/survey_responses/nimble-crm-review-13041952) --- #### What Are G2 Users Discussing About Nimble CRM? - [What is Nimble used for?](https://www.g2.com/discussions/what-is-nimble-used-for) - 1 comment - [What are the benefits of HPE Nimble Storage?](https://www.g2.com/discussions/what-are-the-benefits-of-hpe-nimble-storage) - [Is nimble free?](https://www.g2.com/discussions/is-nimble-free) - 1 comment - [What is Nimble CRM?](https://www.g2.com/discussions/what-is-nimble-crm) - 1 comment - [What is nimble software?](https://www.g2.com/discussions/what-is-nimble-software) - 2 comments, 1 upvote ### 5. [Freshsales](https://www.g2.com/products/freshsales/reviews) 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:** 1,199 **How Do G2 Users Rate Freshsales?** - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.3/10) - **Integration:** 8.5/10 (Category avg: 8.7/10) - **Employee Structure:** 8.4/10 (Category avg: 8.6/10) - **Dashboards:** 8.6/10 (Category avg: 8.8/10) **Who Is the Company Behind Freshsales?** - **Seller:** [Freshworks](https://www.g2.com/sellers/freshworks) - **Year Founded:** 2010 - **HQ Location:** San Mateo, CA - **Twitter:** @FreshworksInc (19,020 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/freshworks-inc/ (7,505 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-Business, 27% Mid-Market #### What Are Freshsales's Pros and Cons? **Pros:** - Ease of Use (103 reviews) - Features (70 reviews) - Helpful (55 reviews) - Customer Support (50 reviews) - Intuitive (41 reviews) **Cons:** - Missing Features (47 reviews) - Limited Features (32 reviews) - Limitations (28 reviews) - Learning Curve (25 reviews) - Limited Customization (21 reviews) ### What Do G2 Reviewers Say About Freshsales? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Freshsales, benefiting from a clean interface and user-friendly training documents. - Users appreciate the **user-friendly interface and abundant features** of Freshsales, enhancing their CRM experience significantly. - Users find Freshsales to be **exceptionally helpful** for tracking business development leads and managing deals efficiently. - Users value the **responsive customer support** of Freshsales, enhancing their experience with effective onboarding and guidance. - Users appreciate the **intuitive design** of Freshsales, making it easy to navigate and customize for their needs. **Cons:** - Users find **missing features** in Freshsales, such as disorganized configurations and inadequate reporting capabilities, frustrating. - Users note **limited features** in Freshsales, causing frustration due to lack of flexibility and adaptability in workflows. - Users find **configuration complexities** and poor reporting functionality hinder their experience with Freshsales compared to competitors. - Users find the **learning curve challenging** , facing difficulties with reporting and understanding feature distinctions. - Users find the **limited customization** options in Freshsales restrict their ability to tailor the system effectively. #### What Are Recent G2 Reviews of Freshsales? **"[A Practical CRM for Managing Leads and Customer Interactions](https://www.g2.com/survey_responses/freshsales-review-12946886)"** **Rating:** 5.0/5.0 stars *— Ishan S.* [Read full review](https://www.g2.com/survey_responses/freshsales-review-12946886) --- **"[Clean, Easy-to-Use CRM That Streamlines the Entire Sales Pipeline](https://www.g2.com/survey_responses/freshsales-review-12996129)"** **Rating:** 4.0/5.0 stars *— Dharamveer p.* [Read full review](https://www.g2.com/survey_responses/freshsales-review-12996129) --- #### What Are G2 Users Discussing About Freshsales? - [What is Freshsales used for?](https://www.g2.com/discussions/what-is-freshsales-used-for) - 2 comments, 1 upvote - [What are the three benefits of CRM?](https://www.g2.com/discussions/freshsales-what-are-the-three-benefits-of-crm) - 2 comments - [What is Freshsales CRM?](https://www.g2.com/discussions/what-is-freshsales-crm) - 1 comment - [What are the major types of CRM?](https://www.g2.com/discussions/what-are-the-major-types-of-crm) - 1 upvote - [What are the features of CRM software?](https://www.g2.com/discussions/freshsales-what-are-the-features-of-crm-software) - 1 comment ### 6. [Pipeline CRM](https://www.g2.com/products/pipeline-crm/reviews) Pipeline CRM is a sales-first CRM designed to help teams close deals faster, automate processes, and drive predictable revenue growth. Our platform eliminates time-consuming admin work with powerful automation, seamlessly moving leads from prospect to customer. With an intuitive interface and highly customizable workflows, sales teams can focus on selling—not data entry. **Average Rating:** 4.3/5.0 **Total Reviews:** 911 **How Do G2 Users Rate Pipeline CRM?** - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.3/10) - **Integration:** 9.5/10 (Category avg: 8.7/10) - **Employee Structure:** 9.5/10 (Category avg: 8.6/10) - **Dashboards:** 9.5/10 (Category avg: 8.8/10) **Who Is the Company Behind Pipeline CRM?** - **Seller:** [Pipeline CRM](https://www.g2.com/sellers/pipeline-crm) - **Company Website:** https://pipelinecrm.com/ - **Year Founded:** 2006 - **HQ Location:** Seattle, WA - **Twitter:** @PipelineDeals (2,861 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1073626/ (28 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Manager, President - **Top Industries:** Construction, Marketing and Advertising - **Company Size:** 65% Small-Business, 27% Mid-Market #### What Are Pipeline CRM's Pros and Cons? **Pros:** - Ease of Use (7 reviews) - Pipeline Management (6 reviews) - Intuitive (5 reviews) - Lead Management (5 reviews) - Reporting (5 reviews) **Cons:** - Limited Features (7 reviews) - Limited Customization (6 reviews) - Integration Issues (5 reviews) - Missing Features (4 reviews) - Slow Performance (3 reviews) ### What Do G2 Reviewers Say About Pipeline CRM? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Pipeline CRM, making it simple to manage deals and prospects. - Users value the **exceptional sales pipeline management** of Pipeline CRM, enhancing their competitive advantage and client relationships. - Users praise Pipeline CRM for its **intuitive interface** , making lead management and deal tracking quick and efficient. - Users appreciate the **organized lead management** of Pipeline CRM, which helps maintain smooth progress in deals. - Users commend the **helpful reporting** features of Pipeline CRM for effectively tracking sales progress and opportunities. **Cons:** - Users find the **limited features** of Pipeline CRM hinder effective use, especially compared to the desktop version. - Users find the **customization limitations** of Pipeline CRM restrictive, particularly for businesses with complex sales processes. - Users find the **integration issues** with Pipeline CRM restrict its overall effectiveness and potential for customization. - Users find the **missing features** in Pipeline CRM limit deep integration and mobile app functionality, affecting overall usability. - Users experience **slow performance** with Pipeline CRM, facing lags and integration challenges that hinder efficiency. #### What Are Recent G2 Reviews of Pipeline CRM? **"[Pipeline CRM’s Clean, Simple Interface Makes Tracking Deals Effortless](https://www.g2.com/survey_responses/pipeline-crm-review-12996287)"** **Rating:** 4.5/5.0 stars *— Dharamveer p.* [Read full review](https://www.g2.com/survey_responses/pipeline-crm-review-12996287) --- **"[Keeping Follow Ups, Tasks, Timelines, and Daily Workflow More Under Control](https://www.g2.com/survey_responses/pipeline-crm-review-12880667)"** **Rating:** 4.5/5.0 stars *— Ishan S.* [Read full review](https://www.g2.com/survey_responses/pipeline-crm-review-12880667) --- #### What Are G2 Users Discussing About Pipeline CRM? - [What is Pipeline CRM used for?](https://www.g2.com/discussions/what-is-pipeline-crm-used-for) ### 7. [Vymo Engage IQ](https://www.g2.com/products/vymo-engage-iq/reviews) 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](https://www.g2.com/sellers/vymo) - **Year Founded:** 2013 - **HQ Location:** Sunnyvale, US - **Twitter:** @TeamVymo (166 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/vymo/ (324 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Relationship Manager - **Top Industries:** Insurance, Banking - **Company Size:** 69% Enterprise, 18% Small-Business #### What Are Vymo Engage IQ's Pros and Cons? **Pros:** - Lead Management (1 reviews) ### What Do G2 Reviewers Say About Vymo Engage IQ? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **lead tracking** feature of Vymo Engage IQ for its effectiveness in managing sales opportunities. #### What Are Recent G2 Reviews of Vymo Engage IQ? **"[It's good for track my daily activity](https://www.g2.com/survey_responses/vymo-engage-iq-review-7496855)"** **Rating:** 5.0/5.0 stars *— Subrat B.* [Read full review](https://www.g2.com/survey_responses/vymo-engage-iq-review-7496855) --- **"[VYMO - Better solution for online business drive](https://www.g2.com/survey_responses/vymo-engage-iq-review-8157373)"** **Rating:** 5.0/5.0 stars *— Radha R.* [Read full review](https://www.g2.com/survey_responses/vymo-engage-iq-review-8157373) --- ### 8. [Board](https://www.g2.com/products/board/reviews) Board is the Enterprise Planning Platform built to accelerate business performance and enable continuous planning with greater forecast accuracy to drive confident, aligned decisions. Its fully integrated planning solution spans the entire enterprise, delivering value for financial and operational planning in one unified platform. Using internal data and expert-curated external indicators, Board provides real-time visibility into your business. Board offers the most flexible, collaborative and adaptive user experience, powering executive dashboards and analytic capabilities that allows clear explanation and interpretation delivered through generative AI. This allows organizations to respond in an agile manner: capitalize on opportunities, optimize resources and mitigate risks. **Average Rating:** 4.4/5.0 **Total Reviews:** 301 **How Do G2 Users Rate Board?** - **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 9.3/10) - **Integration:** 8.6/10 (Category avg: 8.7/10) - **Employee Structure:** 8.2/10 (Category avg: 8.6/10) - **Dashboards:** 8.2/10 (Category avg: 8.8/10) **Who Is the Company Behind Board?** - **Seller:** [Board International](https://www.g2.com/sellers/board-international) - **Company Website:** https://www.board.com - **Year Founded:** 1994 - **HQ Location:** Chiasso, Ticino - **Twitter:** @BoardSoftware (27,073 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/98246/ (932 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Software Engineer, Software Developer - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 57% Mid-Market, 40% Enterprise #### What Are Board's Pros and Cons? **Pros:** - Ease of Use (26 reviews) - Flexibility (21 reviews) - Features (20 reviews) - Efficiency (18 reviews) - Customization (16 reviews) **Cons:** - Slow Performance (9 reviews) - Learning Curve (8 reviews) - Missing Features (8 reviews) - Poor Visualization (8 reviews) - Complexity (7 reviews) ### What Do G2 Reviewers Say About Board? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Board, thanks to its intuitive interface and low-code approach. - Users value the **flexibility** of Board, as it easily adapts to diverse business needs and workflows. - Users value the **centralized access to information** of Board, streamlining collaboration and enhancing decision-making efficiency. - Users value the **efficiency** of Board, significantly reducing time wasted on administrative tasks and improving focus on decisions. - Users appreciate the **customization flexibility** of Board, enabling tailored solutions for diverse business needs and projects. **Cons:** - Users experience **slow performance** with large datasets and complexity in setup, affecting their overall efficiency with Board. - Users find the **learning curve steep** with Board, complicating initial setup and advanced feature utilization. - Users note the **missing features** in Board, such as inadequate layout selections and limited computation options. - Users find the **poor visualization** of Board less effective, especially compared to other tools for dashboard design. - Users find the **complexity of configuration** in Board challenging, especially for newcomers needing training for advanced features. #### What Are Recent G2 Reviews of Board? **"[Insightful Yet Challenging for Forecasting](https://www.g2.com/survey_responses/board-review-13069480)"** **Rating:** 4.5/5.0 stars *— Verified User* [Read full review](https://www.g2.com/survey_responses/board-review-13069480) --- **"[Almost Unlimited Flexibility Across Data Models, Workflows, and Reports](https://www.g2.com/survey_responses/board-review-12625234)"** **Rating:** 4.5/5.0 stars *— Peter T.* [Read full review](https://www.g2.com/survey_responses/board-review-12625234) --- #### What Are G2 Users Discussing About Board? - [What is Board used for?](https://www.g2.com/discussions/what-is-board-used-for) - 1 upvote ### 9. [Goals.com](https://www.g2.com/products/goals-com/reviews) Goals.com is a simple, easy solution for sales performance management, field service management and managing team production. Built upon the premise that busy sales leaders and busy sales teams need a quick, accurate picture of the essential metrics and tools to help drive more sales, Goals.com provides intuitive software that integrates the key information to make the sales process more efficient for any team in both B2B and B2C focused industries. From the dynamic user dashboard which highlights individual progress over the course of a month, quarter and year for sales representatives to sweeping highlights of the entire team for sales leaders and managers, Goals.com provides the essentials for any business to thrive without the clutter and confusion of other platforms. Additional features include sales contest generation, highlights and a customer success team dedicated to being a partner and guide for your account for its entire life. Goals.com has everything a small, medium or large business needs to analyze performance, promote development and ultimately drive more sales. **Average Rating:** 4.9/5.0 **Total Reviews:** 26 **How Do G2 Users Rate Goals.com?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.3/10) - **Integration:** 7.1/10 (Category avg: 8.7/10) - **Employee Structure:** 5.0/10 (Category avg: 8.6/10) - **Dashboards:** 9.9/10 (Category avg: 8.8/10) **Who Is the Company Behind Goals.com?** - **Seller:** [Goals.com](https://www.g2.com/sellers/goals-com) - **Year Founded:** 2023 - **HQ Location:** Minneapolis, MN - **LinkedIn® Page:** https://www.linkedin.com/company/goals-com/ (7 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Construction, Consumer Services - **Company Size:** 100% Small-Business #### What Are Goals.com's Pros and Cons? **Pros:** - Daily Use (1 reviews) - Ease of Learning (1 reviews) - Ease of Use (1 reviews) - Easy Access (1 reviews) **Cons:** - Data Management Issues (1 reviews) - Email Issues (1 reviews) ### What Do G2 Reviewers Say About Goals.com? *AI-generated summary from verified user reviews* **Pros:** - Users find Goals.com easy to adopt, enhancing their **familiarity and efficiency** in new roles quickly. - Users find the **ease of learning** with Goals.com beneficial for quickly adapting to new roles and systems. - Users appreciate the **ease of use** of Goals.com, making it simple to adapt to new systems and workflows. - Users value the **easy access** of Goals.com, making it simple for new employees to adapt quickly. **Cons:** - Users experience **notification redundancy** , finding excessive emails unnecessary when the portal is already open and informative. - Users experience **redundancy in email notifications** , finding them unnecessary when the portal is consistently open. #### What Are Recent G2 Reviews of Goals.com? **"[Tremendous utility](https://www.g2.com/survey_responses/goals-com-review-10397714)"** **Rating:** 4.5/5.0 stars *— Lucas G.* [Read full review](https://www.g2.com/survey_responses/goals-com-review-10397714) --- **"[Goals.com nails it](https://www.g2.com/survey_responses/goals-com-review-10025411)"** **Rating:** 4.5/5.0 stars *— Bryce T.* [Read full review](https://www.g2.com/survey_responses/goals-com-review-10025411) --- ### 10. [Zoho CRM Plus](https://www.g2.com/products/zoho-crm-plus-2018-12-06/reviews) 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:** 129 **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) - **Integration:** 8.3/10 (Category avg: 8.7/10) - **Employee Structure:** 7.8/10 (Category avg: 8.6/10) - **Dashboards:** 8.6/10 (Category avg: 8.8/10) **Who Is the Company Behind Zoho CRM Plus?** - **Seller:** [Zoho](https://www.g2.com/sellers/zoho-b00ca9d5-bca8-41b5-a8ad-275480841704) - **Year Founded:** 1996 - **HQ Location:** Austin, TX - **Twitter:** @Zoho (137,880 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/38373/ (30,766 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:** 54% Small-Business, 37% Mid-Market #### What Are Zoho CRM Plus's Pros and Cons? **Pros:** - Ease of Use (28 reviews) - Efficiency (18 reviews) - Integrations (16 reviews) - Automation (15 reviews) - Integration (14 reviews) **Cons:** - Learning Curve (23 reviews) - Overwhelming Experience (9 reviews) - Not Intuitive (8 reviews) - Limited Customization (7 reviews) - Overwhelming (7 reviews) ### What Do G2 Reviewers Say About Zoho CRM Plus? *AI-generated summary from verified user reviews* **Pros:** - Users admire the **ease of use** of Zoho CRM Plus, streamlining workflows and enhancing team collaboration effortlessly. - Users appreciate the **efficiency** of Zoho CRM Plus, enjoying seamless integration of sales, marketing, and support functions. - Users appreciate the **seamless integrations** of Zoho CRM Plus, enabling efficient communication and collaboration across various channels. - Users love the **automation features** of Zoho CRM Plus, enhancing efficiency and streamlining workflows across teams. - Users value the **seamless integration** of Zoho CRM Plus, enhancing collaboration and providing a unified customer engagement view. **Cons:** - Users often face a challenging **learning curve** , requiring patience and training to fully utilize Zoho CRM Plus's features. - Users often find the **overwhelming experience** of Zoho CRM Plus challenging due to its extensive features and learning curve. - Users find Zoho CRM Plus to have a **not intuitive setup** , requiring patience and training to navigate effectively. - Users note **limited customization** in lower tiers, making advanced features and integrations less accessible without premium plans. - Users find Zoho CRM Plus to be **overwhelming** initially, struggling with its steep learning curve and complex interface. #### What Are Recent G2 Reviews of Zoho CRM Plus? **"[All-in-One Customer Platform with Time-Saving Automation and Insightful Reporting](https://www.g2.com/survey_responses/zoho-crm-plus-review-13043110)"** **Rating:** 4.5/5.0 stars *— Dharamveer p.* [Read full review](https://www.g2.com/survey_responses/zoho-crm-plus-review-13043110) --- **"[Comprehensive CRM with Intuitive UI and Effective Automation](https://www.g2.com/survey_responses/zoho-crm-plus-review-12877057)"** **Rating:** 4.5/5.0 stars *— Jeni J.* [Read full review](https://www.g2.com/survey_responses/zoho-crm-plus-review-12877057) --- #### What Are G2 Users Discussing About Zoho CRM Plus? - [What are key features of a CRM system?](https://www.g2.com/discussions/zoho-crm-plus-what-are-key-features-of-a-crm-system) - 1 comment - [What features Zoho?](https://www.g2.com/discussions/zoho-crm-plus-what-features-zoho) - [What apps come with Zoho CRM Plus?](https://www.g2.com/discussions/what-apps-come-with-zoho-crm-plus) - 2 comments - [What is included with Zoho plus?](https://www.g2.com/discussions/what-is-included-with-zoho-plus) ### 11. [Vanillasoft](https://www.g2.com/products/vanillasoft/reviews) Vanillasoft is the only sales engagement software that has \*built in\* lead management and auto dialling. Its the best for fast-moving revenue teams. Most sales engagement tools orchestrate and automate communication channels, standardize workflows, cadences, and scripts, and provide reporting and analytics. But, most sales engagement software rely on external CRMs to manage lists, and external dialers to launch calls. Vanillasoft's sales engagement software has an embedded, native auto dialer. We evaluate rank and serve the next best lead in real time, as an industry-leading lead management tool. Plus, Vanillasoft optimizes agent outreach deliverability, making sure that every call, SMS and email reach their destination. The primary audience for Vanillasoft are organizations with fast-moving revenue teams that rely on quick and effective communication with leads. The platform is tailored for teams that prioritize responsiveness and efficiency, making it an ideal choice for industries such as real estate, insurance, and financial services. With its focus on optimizing lead engagement, VanillaSoft serves as a critical tool for fast-moving revenue teams aiming to enhance their performance and streamline their processes. Fast moving revenue teams love Vanillasoft's: - Material, dramatic increases in agent activity - often 500% increase - Increases in agent productivity - up to 94% - Increases in agent actions per hour - 3x - 35% increase in call connections G2 Sales Engagement users say it clearly- we help teams move faster by being 1. The Easiest To Do Business with 2. The Best User Adoption 3. The Easiest To Use Vanillasoft users get going faster, get agents working sooner, and ramping to be productive faster. Vanillasoft ensures that communication is timely and effective. The platform's lead management and sales automation manages the sequence of calls, emails, and texts, ensuring that messages are sent in the optimal order and with the appropriate content. This capability not only improves the likelihood of successful contact but also helps agents avoid common pitfalls such as spam filters and blocked calls. By streamlining communication, Vanillasoft enhances the overall effectiveness of sales efforts, allowing teams to reach their leads more consistently. Overall, Vanillasoft's comprehensive system is built on the principles of effectiveness and efficiency, equipping sales teams with the tools they need to succeed in a competitive landscape. By prioritizing leads, simplifying agent activities, and optimizing communication, Vanillasoft stands out as a valuable solution for organizations looking to enhance their sales processes and achieve better results. **Average Rating:** 4.5/5.0 **Total Reviews:** 715 **How Do G2 Users Rate Vanillasoft?** - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.3/10) - **Integration:** 8.7/10 (Category avg: 8.7/10) - **Employee Structure:** 8.9/10 (Category avg: 8.6/10) - **Dashboards:** 9.1/10 (Category avg: 8.8/10) **Who Is the Company Behind Vanillasoft?** - **Seller:** [Vanillasoft](https://www.g2.com/sellers/vanillasoft) - **Company Website:** https://vanillasoft.com - **Year Founded:** 2005 - **HQ Location:** Plano, TX - **Twitter:** @VanillaSoft (26,123 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/vanillasoft/ (97 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Insurance Agent, Account Executive - **Top Industries:** Insurance, Marketing and Advertising - **Company Size:** 59% Small-Business, 31% Mid-Market #### What Are Vanillasoft's Pros and Cons? **Pros:** - Ease of Use (63 reviews) - Intuitive (23 reviews) - Simple (23 reviews) - Time-saving (22 reviews) - Lead Generation (21 reviews) **Cons:** - Slow Loading (15 reviews) - Call Issues (13 reviews) - Slow Performance (12 reviews) - Missing Features (10 reviews) - Connectivity Issues (9 reviews) ### What Do G2 Reviewers Say About Vanillasoft? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **ease of use** of VanillaSoft, appreciating its intuitive design and helpful customer support. - Users find VanillaSoft to be extremely **intuitive** , simplifying account management and enhancing their overall sales efficiency. - Users value the **user-friendly interface** of VanillaSoft, making it accessible for both sales reps and managers. - Users value the **time-saving automation** of VanillaSoft, enhancing productivity and streamlining outreach efforts. - Users appreciate the **effective lead generation tools** of VanillaSoft, streamlining contact management and outreach efforts. **Cons:** - Users find the **slow loading** times of Vanillasoft frustrating, often causing delays in accessing crucial information. - Users experience frequent **call issues** with VanillaSoft, leading to embarrassment and a lack of professionalism during calls. - Users experience **slow performance** with Vanillasoft, often facing delays between pages and during call dispositioning. - Users are frustrated by the **missing features** of VanillaSoft, particularly regarding client information and tracking options. - Users often face **connectivity issues** with VanillaSoft, experiencing frequent drops and glitches that disrupt professional interactions. #### What Are Recent G2 Reviews of Vanillasoft? **"[Flexible Dialer Settings That Keep Agents Calling Effortlessly](https://www.g2.com/survey_responses/vanillasoft-review-13032378)"** **Rating:** 4.5/5.0 stars *— Roman V.* [Read full review](https://www.g2.com/survey_responses/vanillasoft-review-13032378) --- **"[Real-Time Segmentation Makes Special Campaigns Faster and More Efficient](https://www.g2.com/survey_responses/vanillasoft-review-13032610)"** **Rating:** 4.0/5.0 stars *— Andres B.* [Read full review](https://www.g2.com/survey_responses/vanillasoft-review-13032610) --- #### What Are G2 Users Discussing About Vanillasoft? - [What is VanillaSoft used for?](https://www.g2.com/discussions/what-is-vanillasoft-used-for) ### 12. [Bigtincan Readiness (formerly Brainshark)](https://www.g2.com/products/bigtincan-readiness-formerly-brainshark/reviews) Brainshark is Bigtincan's AI-powered Readiness solution designed to help businesses in IT, manufacturing, insurance, banking and other sectors create learning and coaching content to prepare customer-facing teams for any interaction while connecting training initiatives to revenue. With Bigtincan Readiness, companies can: enable sales teams with on-demand training that accelerates onboarding and keeps reps up-to-speed with product and company updates, validate readiness with sales coaching and practice that ensures reps master their delivery of your message, and empower teams with rich, dynamic learning content that can be created quickly, updated easily, and accessed anywhere. AI capabilities are threaded throughout Bigtincan Readiness that support: - Content creation - Voiceover generation - Voice cloning - Voiceover translation - Transcript, caption, and slide note generation -AI coaching and roleplays with objective feedback - AI roleplays and coaching activities as part of certification, onboarding, and continuous training programs **Average Rating:** 4.4/5.0 **Total Reviews:** 595 **How Do G2 Users Rate Bigtincan Readiness (formerly Brainshark)?** - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.3/10) - **Integration:** 8.6/10 (Category avg: 8.7/10) - **Employee Structure:** 8.7/10 (Category avg: 8.6/10) - **Dashboards:** 8.7/10 (Category avg: 8.8/10) **Who Is the Company Behind Bigtincan Readiness (formerly Brainshark)?** - **Seller:** [Bigtincan](https://www.g2.com/sellers/bigtincan) - **Year Founded:** 2011 - **HQ Location:** Waltham, MA - **Twitter:** @bigtincan (2,236 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/bigtincan (184 employees on LinkedIn®) - **Phone:** 781-405-2376 **Who Uses This Product?** - **Who Uses This:** Account Executive - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 47% Enterprise, 40% Mid-Market #### What Are Bigtincan Readiness (formerly Brainshark)'s Pros and Cons? **Pros:** - Courses (10 reviews) - Time-saving (9 reviews) - Video Recording (9 reviews) - Customizability (8 reviews) - Customization (7 reviews) **Cons:** - Learning Curve (10 reviews) - Missing Features (10 reviews) - Not Intuitive (10 reviews) - Not User-Friendly (6 reviews) - Complex Features (4 reviews) ### What Do G2 Reviewers Say About Bigtincan Readiness (formerly Brainshark)? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of creating interactive self-paced courses** with Bigtincan Readiness, enhancing training engagement and efficiency. - Users find **time-saving features** of Bigtincan Readiness invaluable for efficient training and team collaboration. - Users appreciate the **ease of video recording** with Bigtincan, facilitating quick updates and effective training delivery. - Users value the **customizability** of Bigtincan Readiness, enabling quick adjustments to training and content delivery. - Users value the **easy customization** of Bigtincan, allowing quick updates and effective training content for evolving needs. **Cons:** - Users find a **steep learning curve** with Brainshark, struggling to effectively navigate and utilize its many features. - Users note several **missing features** in Bigtincan Readiness, such as bookmarking and customizable tests, hindering the experience. - Users find Bigtincan Readiness **not intuitive** , struggling to locate content and navigate the platform effectively. - Users find Bigtincan Readiness to be **not user-friendly** , struggling with navigation and searching for content effectively. - Users find the **learning curve for complex features** challenging, impacting their overall ease of use and navigation. #### What Are Recent G2 Reviews of Bigtincan Readiness (formerly Brainshark)? **"[This is a wonderful resource](https://www.g2.com/survey_responses/bigtincan-readiness-formerly-brainshark-review-11451205)"** **Rating:** 4.5/5.0 stars *— justin d.* [Read full review](https://www.g2.com/survey_responses/bigtincan-readiness-formerly-brainshark-review-11451205) --- **"[Bigtincan Readiness (Formerly Brainshark) - Great User Experience for Creating Content](https://www.g2.com/survey_responses/bigtincan-readiness-formerly-brainshark-review-10327657)"** **Rating:** 4.5/5.0 stars *— Ryan D.* [Read full review](https://www.g2.com/survey_responses/bigtincan-readiness-formerly-brainshark-review-10327657) --- #### What Are G2 Users Discussing About Bigtincan Readiness (formerly Brainshark)? - [What is Brainshark used for?](https://www.g2.com/discussions/what-is-brainshark-used-for) - [What is VoiceVibes used for?](https://www.g2.com/discussions/what-is-voicevibes-used-for) - [What is Bigtincan Zunos used for?](https://www.g2.com/discussions/what-is-bigtincan-zunos-used-for) - [How much does brainshark cost?](https://www.g2.com/discussions/how-much-does-brainshark-cost) - [Is brainshark free?](https://www.g2.com/discussions/is-brainshark-free) ### 13. [beqom Compensation Management](https://www.g2.com/products/beqom-compensation-management/reviews) beqom is a purpose-built compensation management tool that gives employers the power to realise compensation's full potential — from end to end, every day. From mid-market companies to the world's largest enterprises, beqom unifies compensation data, pay management, and AI-enabled pay intelligence to help organisations make smarter, more equitable compensation decisions. 𝐒𝐚𝐥𝐚𝐫𝐲 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠 — structure and manage base pay decisions with confidence 𝐁𝐨𝐧𝐮𝐬 & 𝐈𝐧𝐜𝐞𝐧𝐭𝐢𝐯𝐞 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 — design and execute variable compensation programmes that drive performance 𝐓𝐨𝐭𝐚𝐥 𝐑𝐞𝐰𝐚𝐫𝐝𝐬 — manage the complete value of employee compensation in one place 𝐏𝐚𝐲 𝐂𝐨𝐦𝐦𝐮𝐧𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬 — automatically generate and distribute personalized compensation statements 𝐈𝐧𝐭𝐞𝐧𝐭𝐢𝐨𝐧𝐚𝐥 𝐀𝐈 — uncover smarter insights with AI-powered intelligence. With unified data at its core and the latest AI technology, beqom's flexible, configurable platform fits seamlessly into your existing tech stack — delivering the control, scalability, and security that modern compensation teams demand. **Average Rating:** 4.3/5.0 **Total Reviews:** 25 **How Do G2 Users Rate beqom Compensation Management?** - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.3/10) - **Integration:** 8.8/10 (Category avg: 8.7/10) - **Employee Structure:** 8.8/10 (Category avg: 8.6/10) - **Dashboards:** 9.0/10 (Category avg: 8.8/10) **Who Is the Company Behind beqom Compensation Management?** - **Seller:** [beqom](https://www.g2.com/sellers/beqom) - **Company Website:** https://www.beqom.com - **Year Founded:** 2009 - **HQ Location:** Nyon, Switzerland - **LinkedIn® Page:** https://www.linkedin.com/company/3478973/ (254 employees on LinkedIn®) - **Phone:** 203-820-1032 **Who Uses This Product?** - **Top Industries:** Financial Services - **Company Size:** 78% Enterprise, 19% Mid-Market #### What Are Recent G2 Reviews of beqom Compensation Management? **"[beqom is an invaluable partner in our Compensation Management digitalization journey](https://www.g2.com/survey_responses/beqom-compensation-management-review-9462973)"** **Rating:** 4.5/5.0 stars *— Varun S.* [Read full review](https://www.g2.com/survey_responses/beqom-compensation-management-review-9462973) --- **"[Reliable sales compensation calculations and great reporting capabilities](https://www.g2.com/survey_responses/beqom-compensation-management-review-10234436)"** **Rating:** 4.5/5.0 stars *— Verified User in Financial Services* [Read full review](https://www.g2.com/survey_responses/beqom-compensation-management-review-10234436) --- #### What Are G2 Users Discussing About beqom Compensation Management? - [How do you use Beqom?](https://www.g2.com/discussions/how-do-you-use-beqom) - [What is compensation management?](https://www.g2.com/discussions/what-is-compensation-management) - [What is total compensation management?](https://www.g2.com/discussions/what-is-total-compensation-management) - [What does beqom do?](https://www.g2.com/discussions/what-does-beqom-do) - 1 comment ### 14. [Outdoo AI](https://www.g2.com/products/outdoo-ai/reviews) Outdoo is the enterprise AI training and roleplay platform for customer-facing teams, designed to translate training into execution and measurable revenue outcomes. By connecting AI Tutor-led learning, pre-call roleplays, real customer conversations, and post-call analysis, Outdoo closes the loop from preparation to performance. Outdoo AI delivers realistic multi-persona and video roleplays, AI Tutors that transform resources into live training, and unified AI scorecards that apply the same methodology across training and real customer conversations. With workflow simulation, personalized learning paths, SCORM and xAPI support, and 120+ integrations, Outdoo helps organizations drive consistent performance at scale. Trusted by 250+ enterprises worldwide, including Globe Life, Cvent, Invitation Homes, and Keller Williams. Ranked #1 in customer satisfaction on G2. Key features include: \* AI-powered roleplay simulations grounded in real customer scenarios \* Unified scorecards for both practice sessions and live interactions \* Personalized micro-learning tied to skill gaps \* Manager dashboards for tracking readiness and coaching effectiveness \* Enterprise integrations across LMS, CRM, and conversation intelligence platforms Outdoo is used by organizations seeking structured, measurable coaching processes that link training directly to real-world performance. **Average Rating:** 4.6/5.0 **Total Reviews:** 167 **How Do G2 Users Rate Outdoo AI?** - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.3/10) - **Integration:** 8.3/10 (Category avg: 8.7/10) - **Employee Structure:** 8.1/10 (Category avg: 8.6/10) - **Dashboards:** 8.3/10 (Category avg: 8.8/10) **Who Is the Company Behind Outdoo AI?** - **Seller:** [Outdoo AI](https://www.g2.com/sellers/outdoo-ai) - **Company Website:** https://www.outdoo.ai/ - **Year Founded:** 2022 - **HQ Location:** San Francisco, US - **Twitter:** @OutdooAI (68 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/outdooai/ (21 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Customer Success Manager, Account Executive - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 47% Small-Business, 46% Mid-Market #### What Are Outdoo AI's Pros and Cons? **Pros:** - Ease of Use (67 reviews) - Helpful (47 reviews) - Recording (40 reviews) - Call Recording (36 reviews) - AI Summary (34 reviews) **Cons:** - Call Issues (17 reviews) - Accuracy Issues (15 reviews) - AI Inaccuracy (15 reviews) - Missing Features (11 reviews) - Recording Issues (11 reviews) ### What Do G2 Reviewers Say About Outdoo AI? *AI-generated summary from verified user reviews* **Pros:** - Users find the **ease of use** of Outdoo AI makes it simple to fetch and analyze essential sales data. - Users find Outdoo AI **incredibly helpful** for enhancing call performance and refining sales pitches effectively. - Users value the **recording feature** of Outdoo AI, enabling efficient review and improvement of team meetings. - Users value the **detailed call recording and summaries** of Outdoo AI, enhancing focus during meetings and post-review efficiency. - Users appreciate the **time-saving AI meeting note summaries** that effectively capture key discussion points after meetings. **Cons:** - Users report **call issues** including inconsistent scoring, confusion in call joining, and lack of recording notifications. - Users have experienced **accuracy issues** with Outdoo AI ratings, where call scores often misrepresent actual performance. - Users experience **AI inaccuracy** with Outdoo AI, leading to misleading ratings and missed inputs during interactions. - Users note a **lack of customizable analytics** and express the need for better CRM integrations and transcription accuracy. - Users experience **recording issues** such as slow analysis times and transcription inaccuracies, impacting overall satisfaction. #### What Are Recent G2 Reviews of Outdoo AI? **"[User-Friendly Automation That Boosts Productivity](https://www.g2.com/survey_responses/outdoo-ai-review-12971039)"** **Rating:** 4.5/5.0 stars *— Kishan K.* [Read full review](https://www.g2.com/survey_responses/outdoo-ai-review-12971039) --- **"[Outdoo gives us unparalleled visibility into Sales conversations and pipeline progress](https://www.g2.com/survey_responses/outdoo-ai-review-11528226)"** **Rating:** 4.5/5.0 stars *— Luka B.* [Read full review](https://www.g2.com/survey_responses/outdoo-ai-review-11528226) --- #### What Are G2 Users Discussing About Outdoo AI? - [What is MeetRecord used for?](https://www.g2.com/discussions/what-is-meetrecord-used-for) - 1 comment ### 15. [Salesflare](https://www.g2.com/products/salesflare/reviews) Salesflare is the intelligent CRM that small and medium-sized businesses selling B2B love to use. It's a zero-input sales pipeline tool that thinks and works for its user, not the other way around. No more manual data entry. Salesflare fills out your address book and keeps track of all interactions with the people you're in contact with. It takes data from social media, company databases, phone, email, calendar and hands it to you in automated customer timelines that tell you everything you need to know. You just have to write the emails, make the calls, and have the coffee. Never miss a deal again. Salesflare will tell and remind you what to do about leads so deals can't fall through the cracks anymore. Visual pipelines and powerful insights put you in full control of your sales funnel. Intuitive and easy-to-use, Salesflare turns complexity into simplicity so you can turn leads into customers. Salesflare works wherever you work and with whatever you are working with. Use it on desktop, mobile or just from a sidebar straight from your email inbox (Gmail and Outlook) and LinkedIn. Get even more out of Salesflare by integrating with 5000+ other productivity tools, such as Google Workspace, MailChimp, Trello and Slack. **Average Rating:** 4.8/5.0 **Total Reviews:** 296 **How Do G2 Users Rate Salesflare?** - **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 9.3/10) - **Integration:** 9.0/10 (Category avg: 8.7/10) - **Employee Structure:** 9.1/10 (Category avg: 8.6/10) - **Dashboards:** 9.0/10 (Category avg: 8.8/10) **Who Is the Company Behind Salesflare?** - **Seller:** [Salesflare](https://www.g2.com/sellers/salesflare) - **Year Founded:** 2014 - **HQ Location:** N/A - **Twitter:** @salesflare (7,012 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO, Co-Founder - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 79% Small-Business, 14% Mid-Market #### What Are Salesflare's Pros and Cons? **Pros:** - Ease of Use (17 reviews) - Helpful (13 reviews) - Time-saving (11 reviews) - Features (10 reviews) - Automation (9 reviews) **Cons:** - Missing Features (9 reviews) - Limited Features (6 reviews) - Limited Customization (3 reviews) - Reporting Issues (3 reviews) - Feature Issues (2 reviews) ### What Do G2 Reviewers Say About Salesflare? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** in Salesflare, enabling effortless CRM management and streamlined workflows. - Users appreciate the **responsive support** of Salesflare, which aids in seamless onboarding and CRM transition. - Users praise Salesflare for its **time-saving automation** , simplifying CRM management and enhancing overall productivity. - Users adore the **effortless automation** of Salesflare, enhancing productivity and ensuring no leads are overlooked. - Users value the **automation features** of Salesflare, enhancing efficiency and ensuring no opportunities are missed. **Cons:** - Users feel Salesflare lacks **essential advanced features** , which may limit those accustomed to more customized CRMs. - Users find Salesflare has **limited features** , which may not suffice for companies needing more advanced capabilities. - Users find the **limited customization** options of Salesflare restrict their ability to tailor the CRM to their needs. - Users note that **reporting issues** hinder deeper analytics, limiting the overall effectiveness of Salesflare. - Users find **feature limitations** in Salesflare, particularly regarding customization options and advanced reporting capabilities. #### What Are Recent G2 Reviews of Salesflare? **"[Responsive Human Support and Continuous Innovation That Keeps Getting Better](https://www.g2.com/survey_responses/salesflare-review-12974906)"** **Rating:** 4.5/5.0 stars *— Verified User in Media Production* [Read full review](https://www.g2.com/survey_responses/salesflare-review-12974906) --- **"[Simplistic Yet Powerful CRM with Stellar Support](https://www.g2.com/survey_responses/salesflare-review-12441506)"** **Rating:** 5.0/5.0 stars *— Matthew L.* [Read full review](https://www.g2.com/survey_responses/salesflare-review-12441506) --- ### 16. [Terret.ai](https://www.g2.com/products/terret-ai/reviews) Terret is the answer-to-action revenue engine that tells revenue teams what to do, then does it. Built for CROs, VP of Sales, and RevOps leaders running complex enterprise revenue motions. Most revenue AI gives teams surface-level recaps of calls and deals. Terret gets to the root of the questions that move the number — why enterprise deals are slipping, where pricing conversations are breaking down, which product gaps correlate with lost deals — and then executes against them across every rep, every deal, and every system. That's the category: not AI that tells you what happened, but AI that tells you what to do and does it. Terret's flagship product, Terret Nexus, is built on three components. The Revenue Graph unifies structured and unstructured data from every revenue-facing system — CRM, calls, emails, and data warehouse. The AI Architects run strategic analysis across that graph to find the patterns that drive wins. The AI Agents deploy playbooks, workflows, and real-time coaching into the tools revenue teams already use — Salesforce, Slack, Claude, ChatGPT, and the Terret web app. The system works through a four-step loop — Ask → Answer → Operationalize → Activate — and compounds over time, with every deal generating new signal that sharpens the next cycle. The result is an engine that answers the revenue questions no other AI can handle — why win rates are dropping, where closers are outperforming, which product gaps are costing deals — and then closes the gap without a human having to chase it down. Carta, Udemy, Cloudflare, and Mistral run on Terret. **Average Rating:** 4.4/5.0 **Total Reviews:** 611 **How Do G2 Users Rate Terret.ai?** - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.3/10) **Who Is the Company Behind Terret.ai?** - **Seller:** [Terret ](https://www.g2.com/sellers/terret) - **Company Website:** https://terret.ai/ - **Year Founded:** 2018 - **HQ Location:** Santa Clara, CA - **Twitter:** @terret_ai - **LinkedIn® Page:** https://www.linkedin.com/company/boostup-ai/ (50 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Enterprise Account Executive - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 64% Mid-Market, 32% Enterprise #### What Are Terret.ai's Pros and Cons? **Pros:** - Forecasting Ease (31 reviews) - Analytics (22 reviews) - Efficiency (19 reviews) - Easy Access (17 reviews) - Updates (17 reviews) **Cons:** - Salesforce Integration (31 reviews) - Integration Issues (17 reviews) - Forecasting Issues (16 reviews) - Inadequate Reporting (12 reviews) - Difficult Reporting (10 reviews) ### What Do G2 Reviewers Say About Terret.ai? *AI-generated summary from verified user reviews* **Pros:** - Users find **forecasting remarkably easy** with Terret.ai, enjoying clear overviews and seamless Salesforce integration. - Users value the **powerful analytics** of Terret.ai, facilitating quick and customizable insights for effective decision-making. - Users value the **efficiency** of Terret.ai, appreciating its time-saving capabilities and seamless CRM integration for better forecasts. - Users enjoy the **easy access** to comprehensive business insights through a well-organized and user-friendly dashboard. - Users appreciate the **efficient integration with SFDC** , streamlining updates and enhancing visibility for leadership and forecasting. **Cons:** - Users experience **connection issues with Salesforce** , causing delays and lag in data refresh which hinders functionality. - Users face **integration issues** with Salesforce, requiring extra attention to ensure data sync and updates are timely. - Users note the lack of **hierarchy forecasting** , which complicates creating accurate monthly forecasts for large transactions. - Users find the **reporting inadequate** , lacking flexibility for tracking forecast accuracy and viewing in multiple currencies. - Users find the **difficult reporting** of Terret.ai limits flexibility and complicates tracking forecasts and currencies effectively. #### What Are Recent G2 Reviews of Terret.ai? **"[Revolutionized Our Pipeline Management](https://www.g2.com/survey_responses/terret-ai-review-12596787)"** **Rating:** 4.0/5.0 stars *— Kody E.* [Read full review](https://www.g2.com/survey_responses/terret-ai-review-12596787) --- **"[Boostup is a great tool to have everything in one place! Love it](https://www.g2.com/survey_responses/terret-ai-review-8403565)"** **Rating:** 5.0/5.0 stars *— Ronny B.* [Read full review](https://www.g2.com/survey_responses/terret-ai-review-8403565) --- #### What Are G2 Users Discussing About Terret.ai? - [What is BoostUp.ai used for?](https://www.g2.com/discussions/what-is-boostup-ai-used-for) ### 17. [SetSail](https://www.g2.com/products/setsail/reviews) SetSail is the AI analyst for revenue teams. Built on your sales data and tuned to your sales process, SetSail delivers timely, actionable insights that help go-to-market teams sell smarter. **Average Rating:** 4.6/5.0 **Total Reviews:** 126 **How Do G2 Users Rate SetSail?** - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.3/10) - **Integration:** 9.2/10 (Category avg: 8.7/10) - **Employee Structure:** 9.3/10 (Category avg: 8.6/10) - **Dashboards:** 9.0/10 (Category avg: 8.8/10) **Who Is the Company Behind SetSail?** - **Seller:** [SetSail](https://www.g2.com/sellers/setsail) - **Year Founded:** 2018 - **HQ Location:** San Mateo, CA - **Twitter:** @setsail (212 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/35627662/ (15 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Sales Development Representative, Account Executive - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 43% Mid-Market, 39% Enterprise #### What Are SetSail's Pros and Cons? **Pros:** - Daily Use (1 reviews) - Ease of Use (1 reviews) - Efficiency (1 reviews) - Helpful (1 reviews) - Motivation (1 reviews) ### What Do G2 Reviewers Say About SetSail? *AI-generated summary from verified user reviews* **Pros:** - Users find it easy to **track daily activity** with SetSail, and the leaderboard boosts team motivation effectively. - Users find SetSail to be **extremely easy to use** , simplifying the tracking of daily activities and boosting motivation. - Users value the **efficiency** of SetSail in tracking daily activities and boosting team motivation through competition. - Users find SetSail to be **extremely helpful** for tracking daily activity and boosting team motivation through leaderboards. - Users find that SetSail greatly enhances their **motivation** to excel through effective tracking and engaging leaderboard features. #### What Are Recent G2 Reviews of SetSail? **"[Changed the way I look at daily tasks](https://www.g2.com/survey_responses/setsail-review-7468207)"** **Rating:** 5.0/5.0 stars *— James C.* [Read full review](https://www.g2.com/survey_responses/setsail-review-7468207) --- **"[Boosting Sales and Efficiency with SetSail](https://www.g2.com/survey_responses/setsail-review-9978676)"** **Rating:** 4.0/5.0 stars *— Verified User in Information Technology and Services* [Read full review](https://www.g2.com/survey_responses/setsail-review-9978676) --- #### What Are G2 Users Discussing About SetSail? - [What is SetSail used for?](https://www.g2.com/discussions/what-is-setsail-used-for) ### 18. [Weflow](https://www.g2.com/products/weflow/reviews) Weflow is a Revenue AI Platform that captures every customer interaction and unlocks AI insights to help you convert and forecast your pipeline. Weflow offers a suite of products: - Activity Capture ($19/user/month (billed annually) - Conversation Intelligence ($39/user/month (billed annually) - Deal Intelligence & Forecasting ($39/user/month (billed annually) Pick single modules from above or bundles to save: - Revenue AI Foundation : Unify your GTM data with automated Salesforce data capture. Use AI to handle rep workflows and coach your team. - Revenue AI Business: Everything in Foundation, plus full deal and account intelligence. AI-powered scoring, summaries, and pipeline visibility, built in. - Revenue AI Enterprise: Everything in Business, plus AI-powered forecasting. Predict revenue, analyze pipeline, and run forecasts across your org. Transparent pricing, no platform fees. Premium support included. Learn more at: weflow.ai **Average Rating:** 4.6/5.0 **Total Reviews:** 121 **How Do G2 Users Rate Weflow?** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.3/10) - **Integration:** 9.2/10 (Category avg: 8.7/10) - **Employee Structure:** 8.6/10 (Category avg: 8.6/10) - **Dashboards:** 9.1/10 (Category avg: 8.8/10) **Who Is the Company Behind Weflow?** - **Seller:** [Weflow](https://www.g2.com/sellers/weflow) - **Year Founded:** 2021 - **HQ Location:** Berlin, DE - **Twitter:** @getweflow (56 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/getweflow/ (27 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive - **Top Industries:** Computer Software, Marketing and Advertising - **Company Size:** 48% Mid-Market, 26% Enterprise #### What Are Weflow's Pros and Cons? **Pros:** - Accuracy (1 reviews) - Analytics (1 reviews) - Customer Support (1 reviews) - Data Accuracy (1 reviews) - Ease of Use (1 reviews) **Cons:** - Salesforce Integration (1 reviews) ### What Do G2 Reviewers Say About Weflow? *AI-generated summary from verified user reviews* **Pros:** - Users value the **80% more data accuracy** provided by Weflow, enhancing pipeline management and forecasting discussions. - Users value the **data accuracy** of Weflow, enhancing communication and efficiency in revenue operations. - Users commend the **excellent customer support** of Weflow, enhancing their experience and ensuring efficient data management. - Users value Weflow for its **80% increased data accuracy** , enhancing communication between revenue leadership and sales reps. - Users praise the **ease of use** of Weflow, facilitating smoother data entry and improving CRM interaction. **Cons:** - Users find Salesforce Integration to feel like just another **widget on Salesforce** , adding complexity without significant benefit. #### What Are Recent G2 Reviews of Weflow? **"[No more writing up notes after client calls](https://www.g2.com/survey_responses/weflow-review-12870542)"** **Rating:** 5.0/5.0 stars *— Laszlo P.* [Read full review](https://www.g2.com/survey_responses/weflow-review-12870542) --- **"[Weflow changed how I manage my meetings allowing me to focus on the client, not on my notes.](https://www.g2.com/survey_responses/weflow-review-12856790)"** **Rating:** 5.0/5.0 stars *— Angel Rene L.* [Read full review](https://www.g2.com/survey_responses/weflow-review-12856790) --- #### What Are G2 Users Discussing About Weflow? - [What is Weflow used for?](https://www.g2.com/discussions/what-is-weflow-used-for) ### 19. [Accent Technologies](https://www.g2.com/products/accent-technologies/reviews) Sharper sales execution with data-driven sale enablement. Accent Technologies gives reps the tools and insight they need for strong sales enablement. Total content centralization, easy content management, intelligent opportunity scoring and visualization, dynamic recommendations based on the sales situation, real-time activity tracking, and analytics and insight into buyer interests all combine to give enterprise B2B sales teams a scientific approach to strategically improving sales and accelerating win rates. **Average Rating:** 4.4/5.0 **Total Reviews:** 32 **How Do G2 Users Rate Accent Technologies?** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.3/10) - **Integration:** 9.0/10 (Category avg: 8.7/10) - **Employee Structure:** 9.2/10 (Category avg: 8.6/10) - **Dashboards:** 9.2/10 (Category avg: 8.8/10) **Who Is the Company Behind Accent Technologies?** - **Seller:** [Accent Technologies](https://www.g2.com/sellers/accent-technologies) - **Year Founded:** 1990 - **HQ Location:** Melbourne, FL - **Twitter:** @Accent_Tech (688 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/37002 (125 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Financial Services - **Company Size:** 59% Enterprise, 28% Mid-Market #### What Are Recent G2 Reviews of Accent Technologies? **"[Easy and Accessible](https://www.g2.com/survey_responses/accent-technologies-review-5233264)"** **Rating:** 4.0/5.0 stars *— Verified User in Financial Services* [Read full review](https://www.g2.com/survey_responses/accent-technologies-review-5233264) --- **"[Accent Technologies is an A+ partner across the board!](https://www.g2.com/survey_responses/accent-technologies-review-4373175)"** **Rating:** 5.0/5.0 stars *— Gina G.* [Read full review](https://www.g2.com/survey_responses/accent-technologies-review-4373175) --- #### What Are G2 Users Discussing About Accent Technologies? - [What is Accent Technologies used for?](https://www.g2.com/discussions/what-is-accent-technologies-used-for) ### 20. [Prolifiq.ai CRUSH](https://www.g2.com/products/prolifiq-ai-crush/reviews) CRUSH simplifies key account management and stakeholder mapping within your CRM. Account plans are often built in slide decks, spreadsheets, or regular documents that become outdated, stale, and inaccessible. Understand "who is who" within complex accounts and how to leverage those relationships to capture low-hanging fruit from cross-seling or upselling additional products or services. Create key dates and tasks specific to account plan objectives so your entire team is aligned. Keep sales reps on target, on time, and on track toward quota. ✔ CRUSH Relationship Map - Easily identify, reach, and engage key stakeholders to progress key deals and penetrate your largest customers for expansion opportunities. Leverage reports to proactively identify stakeholders you need to engage based on deals you've won in the past, and deals at risk due to limited support. ✔ CRUSH Reports and Dashboards - Understand from a leadership perspective how opportunity plans are impacting win rates and sales cycles, what your best reps do differently, along with a high-level overview of how your team is helping key accounts hit goals, milestones, and key objectives. ✔ CRUSH Account Score - The Account Plan Health Score is a dynamic measurement of progress related to tasks, objectives, goals, and milestones agreed upon by your team and the customer. Proactively get ahead of accounts at risk of churning and improve how quickly customers see the value. ✔ CRUSH White Space - With 1-2 clicks, quickly understand which accounts are more likely to buy and what products or services you can cross-sell or upsell with a visual and dynamic white space chart. ✔ CRUSH Tasks - Streamline collaboration and hold team members accountable within Salesforce. ✔ CRUSH SWOT Analysis - Quickly visualize your strengths, weaknesses, opportunities, and threats to improving growth strategies and tactics. ✔ Team Selling - Provide visibility into key new log pursuits and key accounts between contributors, managers, and senior leadership with living, breathing plans that are consistently worked on in Salesforce. ✔ Collaborate with Customers - Easily export exiting plans into a PDF or PPT for account reviews, QBRs, and more. CRUSH brings account and opportunity planning into Salesforce so that your company owns the data that will drive strategy and execution. **Average Rating:** 4.7/5.0 **Total Reviews:** 53 **How Do G2 Users Rate Prolifiq.ai CRUSH?** - **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 9.3/10) - **Integration:** 9.0/10 (Category avg: 8.7/10) - **Employee Structure:** 9.0/10 (Category avg: 8.6/10) - **Dashboards:** 8.7/10 (Category avg: 8.8/10) **Who Is the Company Behind Prolifiq.ai CRUSH?** - **Seller:** [Prolifiq Software](https://www.g2.com/sellers/prolifiq-software) - **Year Founded:** 1999 - **HQ Location:** Beaverton, OR - **Twitter:** @PROLIFIQAPPS (514 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/prolifiqapps/ (18 employees on LinkedIn®) - **Phone:** 503-684-1415 **Who Uses This Product?** - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 62% Mid-Market, 25% Small-Business #### What Are Recent G2 Reviews of Prolifiq.ai CRUSH? **"[Intuitive and Flexible](https://www.g2.com/survey_responses/prolifiq-ai-crush-review-9886657)"** **Rating:** 5.0/5.0 stars *— Jozlyn B.* [Read full review](https://www.g2.com/survey_responses/prolifiq-ai-crush-review-9886657) --- **"[Prolifiq Relationship Map powerful tool for stakeholder in Salesforce.com](https://www.g2.com/survey_responses/prolifiq-ai-crush-review-10002119)"** **Rating:** 4.0/5.0 stars *— Henk H.* [Read full review](https://www.g2.com/survey_responses/prolifiq-ai-crush-review-10002119) --- #### What Are G2 Users Discussing About Prolifiq.ai CRUSH? - [What is Prolifiq.ai CRUSH used for?](https://www.g2.com/discussions/what-is-prolifiq-ai-crush-used-for) ### 21. [Zynwork](https://www.g2.com/products/elevatehq-zynwork/reviews) 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) - **Integration:** 9.4/10 (Category avg: 8.7/10) - **Employee Structure:** 9.4/10 (Category avg: 8.6/10) - **Dashboards:** 9.2/10 (Category avg: 8.8/10) **Who Is the Company Behind Zynwork?** - **Seller:** [ElevateHQ](https://www.g2.com/sellers/elevatehq) - **Year Founded:** 2020 - **HQ Location:** Gurugram, IN - **Twitter:** @elevate_so (49 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/elevate-so/ (10 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Medical Representative - **Top Industries:** Education Management, Pharmaceuticals - **Company Size:** 52% Mid-Market, 34% Enterprise #### What Are Zynwork's Pros and Cons? **Pros:** - Helpful (2 reviews) - Time-saving (2 reviews) - Data Visualization (1 reviews) - Ease of Learning (1 reviews) - Ease of Use (1 reviews) **Cons:** - Complexity (1 reviews) - Implementation Challenges (1 reviews) - Implementation Difficulty (1 reviews) ### What Do G2 Reviewers Say About Zynwork? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **time-saving features** of Zynwork, which streamline sales activities and improve overall efficiency. - Users value the **time-saving capabilities** of Zynwork, significantly enhancing workflow efficiency in sales activities. - 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 process complex** , which can lead to frustration during onboarding. - Users found the **initial setup challenging** , which hindered a smooth start with Zynwork. - Users find the **initial setup challenging** , leading to difficulties in getting started with Zynwork. #### What Are Recent G2 Reviews of Zynwork? **"[Time saving App](https://www.g2.com/survey_responses/zynwork-review-8122495)"** **Rating:** 5.0/5.0 stars *— Anil K.* [Read full review](https://www.g2.com/survey_responses/zynwork-review-8122495) --- **"[Easy to use commission software](https://www.g2.com/survey_responses/zynwork-review-9724640)"** **Rating:** 5.0/5.0 stars *— Verified User in Education Management* [Read full review](https://www.g2.com/survey_responses/zynwork-review-9724640) --- #### What Are G2 Users Discussing About Zynwork? - [What is ElevateHQ used for?](https://www.g2.com/discussions/what-is-elevatehq-used-for) ### 22. [Momentum](https://www.g2.com/products/momentum-momentum/reviews) Momentum is an Revenue Orchestration Platform that listens to your customer and prospect conversations, extracts key insights, and automatically takes action—communicating with your systems and teams in real time. Revenue teams today are drowning in conversations, but 99% of what’s said never makes it into a CRM. Insights get buried in call recordings, manual data entry is inconsistent, and teams operate in silos—leading to missed opportunities, bad handoffs, and slow deal cycles. Momentum fixes this by automating workflows and communication across teams. Our AI Agents analyze calls, emails, and meetings, then push the right information—product feedback, churn risk, competitor mentions, objections, and deal blockers—to the teams that need to know, exactly when they need to know it. No extra tools. No added complexity. Just seamless orchestration between Sales, RevOps, CS, and Product to move faster and win more. With pre-built workflows like automated deal desk approvals, Slack-based deal rooms, and real-time CRM updates, Momentum ensures your teams aren’t just capturing data—they’re acting on it. **Average Rating:** 4.6/5.0 **Total Reviews:** 101 **How Do G2 Users Rate Momentum?** - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.3/10) - **Integration:** 7.6/10 (Category avg: 8.7/10) - **Employee Structure:** 7.3/10 (Category avg: 8.6/10) - **Dashboards:** 7.1/10 (Category avg: 8.8/10) **Who Is the Company Behind Momentum?** - **Seller:** [Momentum](https://www.g2.com/sellers/momentum) - **Year Founded:** 2020 - **HQ Location:** San Francisco, CA - **Twitter:** @dealmomentum (301 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/dealmomentum/ (43 employees on LinkedIn®) - **Ownership:** JSE:MTM **Who Uses This Product?** - **Who Uses This:** Account Executive - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 70% Mid-Market, 20% Enterprise #### What Are Momentum's Pros and Cons? **Pros:** - Ease of Use (24 reviews) - Helpful (21 reviews) - Automation (16 reviews) - Integrations (14 reviews) - Customer Support (13 reviews) **Cons:** - Inaccuracy (10 reviews) - Performance Issues (8 reviews) - Accuracy Issues (6 reviews) - Call Issues (6 reviews) - Data Inaccuracy (6 reviews) ### What Do G2 Reviewers Say About Momentum? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Momentum, facilitating efficient call summaries and seamless collaboration. - Users commend the **collaborative and responsive support** from Momentum, enhancing their operational efficiency significantly. - Users appreciate the **automation capabilities** of Momentum, enhancing productivity and streamlining virtual meeting experiences. - Users value the **seamless integrations** of Momentum, enhancing productivity and communication during virtual meetings. - Users praise the **excellent customer support** of Momentum, enhancing collaboration and streamlining processes for sales teams. **Cons:** - Users note **inaccuracy** in features for non-English languages and experience occasional technical issues with joining meetings. - Users experience **performance issues** with Momentum, noting glitches and inconsistencies that hinder a seamless operation. - Users report significant **accuracy issues** with Momentum's AI, affecting transcription quality and insights in various languages. - Users report frequent **call issues** including joining problems and misunderstandings about permissions that hinder effective use. - Users report **data inaccuracies** in Momentum, with issues like misaligned calls and insufficient reporting capabilities impacting effectiveness. #### What Are Recent G2 Reviews of Momentum? **"[What a timesaver! A must-have tool for an AM or AE](https://www.g2.com/survey_responses/momentum-review-11568946)"** **Rating:** 4.5/5.0 stars *— Kaisa S.* [Read full review](https://www.g2.com/survey_responses/momentum-review-11568946) --- **"[Revolutionized Salesforce Integration with Stellar Support](https://www.g2.com/survey_responses/momentum-review-12813533)"** **Rating:** 5.0/5.0 stars *— Alex S.* [Read full review](https://www.g2.com/survey_responses/momentum-review-12813533) --- ### 23. [Copper](https://www.g2.com/products/copper/reviews) Copper is the only client and project management tool that's a Recommended for Google Workspace app. Built for agencies, consultants and professional services, Copper helps you connect with leads, win deals, deliver projects and create repeat clients. All in one easy-to-use tool. Join 30,000+ professional services businesses in building more valuable, longer-lasting relationships. Collect leads with website contact forms or scan business cards from our mobile app. Leads flow effortlessly into your sales pipeline. Pipeline flags and reports help you keep things moving. Transition new clients over to your onboarding or project delivery pipelines with one click. Manage next steps and tasks directly on your pipeline without needing to click into projects. Copper’s integration with Google works seamlessly with your Gmail, Calendar and Drive, you never have to switch tabs to add leads, track email conversations, find files and manage tasks in your marketing and sales process. Talking to a new person? Add new contacts directly from Gmail through our Chrome Extension. Hover over any Copper contact for rich, contextualized communication and activity details. Surface your CRM reminders and tasks alongside your Gmail inbox. Speed up your email responses with email templates, automations and merge fields. Add new leads and update old ones based on your email interactions, Google Contacts and Copper suggestions. Manual data entry is a thing of the past. Your Google Calendar gets a makeover too. You can look up event details, customer interactions, and materials directly from Google Calendar without breaking your workflow. Stop hunting for files, they're right where you need them. Files and Google docs sync to your Copper contact records automatically. Quickly surface customer files across company and deal records, and easily attach suggested files in Gmail based on your email activity. Export any data from Copper directly to Google Sheets via the custom report builder, or connect to Looker Studio to visualize Copper data longside other data sources. **Average Rating:** 4.5/5.0 **Total Reviews:** 1,126 **How Do G2 Users Rate Copper?** - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.3/10) - **Integration:** 8.0/10 (Category avg: 8.7/10) - **Dashboards:** 8.3/10 (Category avg: 8.8/10) **Who Is the Company Behind Copper?** - **Seller:** [Copper](https://www.g2.com/sellers/copper) - **Company Website:** https://www.copper.com - **Year Founded:** 2012 - **HQ Location:** San Francisco, CA - **Twitter:** @CopperInc (2,379 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/copper-inc/ (305 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO, Owner - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 79% Small-Business, 18% Mid-Market #### What Are Copper's Pros and Cons? **Pros:** - Ease of Use (27 reviews) - Gmail Integration (17 reviews) - Integration (17 reviews) - Integrations (14 reviews) - Seamless Integration (13 reviews) **Cons:** - Expensive (10 reviews) - Limited Features (10 reviews) - Integration Issues (9 reviews) - Missing Features (9 reviews) - Limited Customization (8 reviews) ### What Do G2 Reviewers Say About Copper? *AI-generated summary from verified user reviews* **Pros:** - Users enjoy the **ease of use** of Copper, appreciating its seamless integration with Google Workspace and user-friendly interface. - Users value the **seamless Gmail integration** that enhances their productivity and simplifies contact management directly from their inbox. - Users appreciate the **seamless integration** with Google Workspace, enhancing ease of use and productivity across tools. - Users praise Copper's **seamless integrations** , enhancing productivity and simplifying interactions with existing tools like Gmail. - Users love Copper's **seamless integration** with Google Workspace, enhancing productivity and simplifying workflow effortlessly. **Cons:** - Users note that Copper's pricing is **expensive** , especially considering the number of features and complexity in usage. - Users are frustrated with the **limited features** , lacking advanced tools like automation and detailed reporting. - Users often face **integration issues** with Copper, limiting third-party tool connectivity and automation options. - Users find the **missing advanced features** like automation and better support limit Copper's functionality and usability. - Users express concerns about **limited customization** , making processes unnecessarily time-consuming and reducing overall efficiency. #### What Are Recent G2 Reviews of Copper? **"[Copper CRM Streamlined Our Workflow with Fast Search, Smart Automations, and Great Visibility](https://www.g2.com/survey_responses/copper-review-12822250)"** **Rating:** 5.0/5.0 stars *— Matt M.* [Read full review](https://www.g2.com/survey_responses/copper-review-12822250) --- **"[Clean, Intuitive CRM with Excellent Google Workspace Integration](https://www.g2.com/survey_responses/copper-review-13060414)"** **Rating:** 4.5/5.0 stars *— Dharamveer p.* [Read full review](https://www.g2.com/survey_responses/copper-review-13060414) --- #### What Are G2 Users Discussing About Copper? - [What is Copper used for?](https://www.g2.com/discussions/what-is-copper-used-for) - [What is copper app?](https://www.g2.com/discussions/what-is-copper-app) - 1 comment - [How is copper used in CRM?](https://www.g2.com/discussions/how-is-copper-used-in-crm) - 1 comment - [What is copper CRM?](https://www.g2.com/discussions/what-is-copper-crm) - 2 comments ### 24. [Coevera](https://www.g2.com/products/coevera/reviews) Coevera: The AI-Native Revenue Platform Built for How Selling Actually Works Today Coevera is the AI-native revenue platform redefining how modern sales organizations operate, collaborate, and grow. Born from more than a decade of CRM innovation as Pipeliner, Coevera represents the next evolution: a purpose-built system designed not to digitize old sales processes, but to reimagine them for an era where AI is a teammate, not a tool. At the heart of Coevera is a simple conviction—traditional CRMs were built for managers to extract data from sellers. Coevera flips that model. It's built for sellers, with AI woven into every workflow to eliminate busywork, surface insight, and accelerate revenue. The result is a platform where reps actually want to log in, managers get the visibility they need without the chase, and leadership gains a real-time understanding of pipeline health, risk, and opportunity. Coevera is powered by Voyager AI, an intelligent engine that continuously learns from your sales motion to deliver predictive guidance, contextual recommendations, and automated execution. The Collaborator transforms the CRM from a system of record into a system of engagement—a true AI partner that helps sellers prepare for calls, draft communications, navigate complex deals, and stay ahead of every opportunity. The Automatizer workflow engine removes the manual friction that drains seller productivity, while native Model Context Protocol (MCP) integration ensures Coevera connects seamlessly with the broader AI ecosystem your business already relies on. What truly sets Coevera apart is its commitment to being AI-native, not AI-washed. Unlike legacy platforms that bolt generative features onto decades-old architecture, Coevera was rebuilt from the ground up to make intelligence the default state of the system—not a premium add-on. Every dashboard, pipeline view, and workflow is designed to think alongside you. Coevera also champions visual selling, intuitive navigation, and rapid time-to-value. Implementation is measured in weeks, not quarters. Adoption is high because the experience is built around the seller, not against them. For organizations ready to move beyond the limitations of legacy CRM and embrace a smarter, faster, more human way to sell, Coevera is the platform built for what's next. It's not just a new name—it's a new category. Welcome to AI-native revenue. Coevera. Sales, evolved. **Average Rating:** 4.6/5.0 **Total Reviews:** 444 **How Do G2 Users Rate Coevera?** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.3/10) - **Integration:** 9.1/10 (Category avg: 8.7/10) - **Employee Structure:** 8.9/10 (Category avg: 8.6/10) - **Dashboards:** 8.9/10 (Category avg: 8.8/10) **Who Is the Company Behind Coevera?** - **Seller:** [Pipelinersales Inc.](https://www.g2.com/sellers/pipelinersales-inc) - **Company Website:** https://www.coevera.com - **Year Founded:** 2007 - **HQ Location:** Los Angeles, CA - **LinkedIn® Page:** https://www.linkedin.com/company/2067987/ (122 employees on LinkedIn®) - **Phone:** (888) 843-6699 **Who Uses This Product?** - **Who Uses This:** Director, President - **Top Industries:** Information Technology and Services, Marketing and Advertising - **Company Size:** 71% Small-Business, 23% Mid-Market #### What Are Coevera's Pros and Cons? **Pros:** - Ease of Use (13 reviews) - Easy Tracking (7 reviews) - Helpful (7 reviews) - User Interface (7 reviews) - User-Friendly (6 reviews) **Cons:** - Limited Customization (6 reviews) - Expensive (5 reviews) - Complexity (4 reviews) - Integration Issues (3 reviews) - Learning Curve (3 reviews) ### What Do G2 Reviewers Say About Coevera? *AI-generated summary from verified user reviews* **Pros:** - Users find Coevera's **ease of use** and intuitive interface enhances productivity and simplifies lead generation tasks. - Users love the **easy tracking** features of Coevera, which enhance deal visibility and streamline sales processes effectively. - Users value the **easy and navigable dashboard** of Coevera, enhancing lead generation and project management efficiency. - Users find the **user-friendly interface** of Coevera intuitive, simplifying navigation and enhancing overall experience. - Users value the **user-friendly interface** of Coevera, making navigation and setup straightforward for all skill levels. **Cons:** - Users find the **limited customization options** challenging for complex workflows, requiring workarounds for advanced needs. - Users find Coevera to be **expensive** , making it unaffordable for small businesses and impacting their decision to use it. - Users find the **complexity of advanced customization** can hinder their experience and may require time-consuming workarounds. - Users face **integration issues** with Coevera, limiting flexibility and complicating customization and functionality with other tools. - Users find the **learning curve steep** due to the complexity of features and limited customization options. #### What Are Recent G2 Reviews of Coevera? **"[Handling Consultation Activities and Follow Up Tracking Feels More Structured](https://www.g2.com/survey_responses/coevera-review-12886493)"** **Rating:** 5.0/5.0 stars *— Ishan S.* [Read full review](https://www.g2.com/survey_responses/coevera-review-12886493) --- **"[The real value showed up when I stopped using it like a database](https://www.g2.com/survey_responses/coevera-review-13022665)"** **Rating:** 4.5/5.0 stars *— Yaroslav B.* [Read full review](https://www.g2.com/survey_responses/coevera-review-13022665) --- #### What Are G2 Users Discussing About Coevera? - [What is Pipeliner CRM used for?](https://www.g2.com/discussions/pipeliner-crm-what-is-pipeliner-crm-used-for) - [What is Pipeliner CRM used for?](https://www.g2.com/discussions/what-is-pipeliner-crm-used-for) - 1 comment ### 25. [Outreach](https://www.g2.com/products/outreach/reviews) 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:** 3,499 **How Do G2 Users Rate Outreach?** - **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 9.3/10) - **Integration:** 8.7/10 (Category avg: 8.7/10) - **Employee Structure:** 8.4/10 (Category avg: 8.6/10) - **Dashboards:** 8.2/10 (Category avg: 8.8/10) **Who Is the Company Behind Outreach?** - **Seller:** [Outreach](https://www.g2.com/sellers/outreach) - **Company Website:** https://www.outreach.io/demo - **Year Founded:** 2014 - **HQ Location:** Seattle, WA - **Twitter:** @outreach_io (7,689 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3559595/ (1,609 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% Mid-Market, 22% Enterprise #### What Are Outreach's Pros and Cons? **Pros:** - Ease of Use (87 reviews) - Automation (54 reviews) - Helpful (54 reviews) - Features (50 reviews) - Integrations (47 reviews) **Cons:** - Missing Features (38 reviews) - Learning Curve (26 reviews) - Limitations (24 reviews) - Limited Features (20 reviews) - Limited Customization (19 reviews) ### What Do G2 Reviewers Say About Outreach? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** of Outreach, appreciating its simplicity in managing follow-ups and contacts. - Users value the **automation capabilities** of Outreach, streamlining prospecting and enhancing communication efficiency significantly. - Users appreciate the **intuitive user interface** of Outreach, facilitating easy prospecting and effective communication. - Users appreciate the **streamlined prospecting process** in Outreach, enhancing strategic engagement and efficiency significantly. - Users value the **seamless integrations** of Outreach, enhancing communication management and streamlining workflow significantly. **Cons:** - Users express frustration with **missing features** , including limited mobile functionality and inadequate data handling capabilities. - Users find the **learning curve steep** with Outreach, noting it requires time to become proficient. - Users find that the **learning curve and navigation difficulties** in Outreach can hinder effective usage and setup. - Users find the **limited features** of Outreach hinder collaboration and customization, impacting overall usability and experience. - Users find **limited customization** options frustrating, particularly in reporting and collaboration across teams. #### What Are Recent G2 Reviews of Outreach? **"[Outreach Streamlines Multi-Channel Sequences and Follow-Ups Effortlessly](https://www.g2.com/survey_responses/outreach-review-12365799)"** **Rating:** 5.0/5.0 stars *— Silvina F.* [Read full review](https://www.g2.com/survey_responses/outreach-review-12365799) --- **"[Effective Campaign & Reporting Tool, Needs Autodialer Improvement](https://www.g2.com/survey_responses/outreach-review-12598441)"** **Rating:** 4.0/5.0 stars *— Anuj P.* [Read full review](https://www.g2.com/survey_responses/outreach-review-12598441) --- ## What Is Sales Performance Management Software? [Sales Acceleration Software](https://www.g2.com/categories/sales-acceleration) ## What Software Categories Are Similar to Sales Performance Management Software? - [Sales Gamification Software](https://www.g2.com/categories/sales-gamification) - [Email Tracking Software](https://www.g2.com/categories/email-tracking) - [Sales Analytics Software](https://www.g2.com/categories/sales-analytics) - [Sales Coaching Software](https://www.g2.com/categories/sales-coaching) - [AI Sales Assistant Software](https://www.g2.com/categories/ai-sales-assistant) - [Sales Engagement Software](https://www.g2.com/categories/sales-engagement) - [Revenue Operations & Intelligence (RO&I) Software](https://www.g2.com/categories/revenue-operations-intelligence-ro-i) --- ## How Do You Choose the Right Sales Performance Management Software? ### What You Should Know About Sales Performance Management Software ### Sales performance management software buying insights at a glance [Sales performance management software](https://www.g2.com/categories/sales-performance-management) helps revenue teams monitor and improve rep performance by centralizing quota attainment, pipeline health, forecasting signals, and coaching metrics in one operational system. As organizations scale across territories, segments, and hybrid go-to-market motions, this category has become essential for sales leadership and RevOps teams that need visibility into performance drivers, not just outcomes. In strong implementations, sales performance management software functions like a performance infrastructure, connecting CRM activity, progress toward goals, and rep-level insights into a standardized framework that helps teams stay aligned and execute consistently. Buyers often turn to sales performance management tools to reduce manual performance tracking, standardize [KPI](https://www.g2.com/articles/kpi-key-performance-indicator) definitions across teams, and create a more consistent coaching rhythm for managers. Across sales performance management software reviews, users repeatedly emphasize the value of real-time dashboard visibility, clearer performance trend tracking, and faster workflows for monitoring quota progress and pipeline movement.  Based on review patterns, buyers typically achieve the most value when these platforms are used as part of a weekly operating cadence (forecast calls, 1:1s, pipeline reviews), rather than as passive reporting dashboards. Pricing varies depending on the level of analytics sophistication, forecasting depth, admin controls, and integration scope (e.g., [CRM](https://www.g2.com/categories/CRM), [BI tools](https://www.g2.com/categories/business-intelligence), [data warehouses](https://www.g2.com/categories/data-warehouse)). Many vendors offer tiered per-user subscription plans, while others add pricing based on advanced reporting modules, feature bundles, or enterprise governance needs. Implementation services, data cleanup, and ongoing admin support are common cost factors that teams include when estimating the total cost of ownership. When shopping for the best sales performance management software, these are some buyer intent questions to ask: ### Top 5 FAQs from software buyers: - What features should I look for in the best sales performance management software for my sales org? - How do sales performance tools connect rep performance data to coaching decisions? - What is sales performance management software, and how does it differ from CRM reporting? - How long does it take to implement sales performance management software and integrate CRM data? - What should I look for in sales performance management software reviews when comparing vendors? G2's top-rated Sales Performance Management Software, based on verified reviews, includes [Salesforce Sales Cloud](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews), [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews), [Pipedrive](https://www.g2.com/products/pipedrive/reviews), and [Performio](https://www.g2.com/products/performio/reviews). [(Source 2)](https://company.g2.com/news/g2-winter-2026-reports) ### What are the top-reviewed sales performance management software on G2? [**Salesforce Sales Cloud**](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews) - Reviews: 2662 - Satisfaction: 100 - Market Presence: 99 - G2 Score: 100 [**HubSpot Sales Hub**](https://www.g2.com/products/hubspot-sales-hub/reviews) - Reviews: 2983 - Satisfaction: 100 - Market Presence: 91 - G2 Score: 95 [**Pipedrive**](https://www.g2.com/products/pipedrive/reviews) - Reviews: 608 - Satisfaction: 96 - Market Presence: 76 - G2 Score: 86 [**Performio**](https://www.g2.com/products/performio/reviews) - Reviews: 499 - Satisfaction: 90 - Market Presence: 51 - G2 Score: 71 [**CaptivateIQ**](https://www.g2.com/products/captivateiq/reviews) - Reviews: 879 - Satisfaction: 85 - Market Presence: 55 - G2 Score: 70 **Satisfaction** reflects user-reported ratings, including ease of use, support, and feature fit. ([Source 2](https://www.g2.com/reports)) **Market Presence** scores combine review and external signals that indicate market momentum and footprint. ([Source 2](https://www.g2.com/reports)) **G2 Score** is a weighted composite of Satisfaction and Market Presence. ([Source 2](https://www.g2.com/reports)) Learn how G2 scores products. ([Source 1](https://documentation.g2.com/docs/research-scoring-methodologies?_gl=1*5vlk6s*_gcl_au*MTAwMzU5MzUxLjE3NjM0MTg0NzYuNjY0NTIxMTY0LjE3NjQ2MTc0NzcuMTc2NDYxNzQ3Nw..*_ga*NzY1MDU0NjE3LjE3NjM0NzQ3ODM.*_ga_MFZ5NDXZ5F*czE3NjYwODk1MTMkbzY3JGcxJHQxNzY2MDkyMjQyJGo1NyRsMCRoMA..)) ### What I Often See in Sales Performance Management Software #### Feedback Pros: What Users Consistently Appreciate - **Real-time performance dashboards clarify quota progress and pipeline risk** - “I use this sales performance management software primarily to manage the entire sales process, from lead capture to deal closure, and it serves as a centralized CRM platform where all customer data and sales activities are easily accessible. I appreciate how it helps in tracking leads and opportunities, managing accounts and contacts, and forecasting sales with customizable dashboards and reports. The automation features like workflow rules, lead assignment, reminders, and approval processes help reduce manual work and improve productivity. Integration with email, marketing tools, and third-party applications creates a more efficient sales ecosystem. I find the pipeline visibility particularly valuable as it improves forecasting accuracy, with data consistently updated and standardized across the team. This allows for more informed decisions around targets and resource allocation. Overall, this sales performance tool helps gain better visibility into the sales pipeline, enhance customer relationship management, and drive consistent sales performance.” - [Rakesh Gaikwad](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews/salesforce-sales-cloud-review-12093552), Salesforce Sales Cloud Review - **Fast, intuitive reporting reduces manual tracking for managers and reps** - “This tool features a pre-built marketplace solution that helps speed up deployment. This helps reduce time wastage building new templates. It features an intuitive dashboard that is easy to use, allowing for self-service and interaction, which promotes positive decision-making.” - [Amal Gouiaa](https://www.g2.com/products/board/reviews/board-review-11953939), Board Review - **Support teams resolve onboarding, workflow setup, and reporting challenges** - “Your support team has been consistently responsive, approachable, and genuinely invested in helping us succeed. Whenever I’ve reached out—whether for troubleshooting or guidance on advanced features—the replies have been clear, solution-focused, and tailored to our needs. It’s refreshing to deal with a team that takes the time to understand our specific situation rather than offering generic answers.” - [Verified User](https://www.g2.com/products/pipedrive/reviews/pipedrive-review-11539209), Pipedrive Review #### Cons: Where Many Platforms Fall Short - **Advanced reporting configuration requires training to use confidently** - “This sales performance management software is feature-rich but has a high pricing structure, particularly for large teams. Its setup and customization need technical skills, which can elevate costs. While flexible, the platform may overwhelm new users due to its complexity, especially in configuring reports, workflows, and dashboards, necessitating thorough training.” - [Angeles González Abreú](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews/salesforce-sales-cloud-review-11709984), Salesforce Sales Cloud Review - **Customization gaps limit alignment with unique sales processes and KPIs** - “While HubSpot Sales Hub works well overall, some advanced customizations and automations can feel limited unless you move to a higher-tier plan. Reporting for very specific or complex use cases sometimes requires a workaround, and deeper customization of the dashboard could be more flexible. Additionally, for larger teams, managing permissions and maintaining consistent data hygiene can require extra effort.” - [Umesh Soni](https://www.g2.com/products/hubspot-sales-hub/reviews/hubspot-sales-hub-review-12089385), HubSpot Sales Hub Review - **Navigation friction slows access to critical performance views** - “I find this sales performance tool to be unintuitive, which makes navigation challenging. Specifically, it's hard to view attached accounts, parent accounts, contacts, leads, and the activity history. Additionally, the data sync process is difficult to manage. Generally, there is a sentiment of dissatisfaction with Salesforce among users at various companies.” - [Ellen Shieh](https://www.g2.com/products/salesforce-spiff/reviews/salesforce-spiff-review-11968695), Salesforce Spiff Review ### My Expert Takeaway on Sales Performance Tools Sales performance management software tends to perform best in organizations that already have clear definitions of success (quota logic, KPI hierarchy, forecasting methodology, and coaching expectations) and then use the platform to scale those standards across managers, teams, and regions. The strongest teams use these systems to reduce interpretation and inconsistency, so performance conversations are driven by shared metrics rather than manual reporting or “dashboard debates.” Review data shows this category is both highly rated and adoption-friendly: users report an **average star rating of 4.55/5** and a **9.11/10 likelihood to recommend.** The experience scores are also notably strong, with **ease of use averaging 6.35/7** and **ease of setup averaging 6.18/7** , indicating that most buyers view these platforms as usable once properly configured. **Quality of support scores 6.27/7** , which aligns with common reviewer expectations that vendors play an active role during onboarding, rollout, and workflow scaling. Where teams struggle is typically less about basic usage and more about operational complexity: once an org adds multiple sales motions, layered compensation rules, or region-specific performance frameworks, platform configuration and reporting governance become the main friction points. In mature implementations, teams mitigate this by assigning a consistent owner (RevOps or [Sales Ops](https://www.g2.com/categories/sales-ops-planning)), building a clear KPI taxonomy, and utilizing role-based dashboards that align with how managers and reps actually work.  Teams that skip this governance step often end up with inconsistent reporting views, slow adoption outside leadership, or a tool that becomes “quarter-end only” rather than a daily performance system. The biggest differentiator across successful implementations is not the number of dashboards available; it’s whether the platform helps managers and reps act on performance signals quickly. The best sales performance management software consistently supports three key outcomes: confidence in performance data, clear accountability to goals, and streamlined manager workflows that turn trends into actionable coaching. Across sales performance management software reviews, tools that maintain reliability as complexity grows tend to earn the strongest long-term sentiment. ### Sales Performance Management Software FAQs #### What tools can help me track my sales performance? Common sales performance tools include CRMs, sales dashboards/reporting platforms, [sales analytics tools](https://www.g2.com/categories/sales-analytics), [incentive compensation platforms](https://www.g2.com/categories/sales-compensation), and full sales performance management tools that combine goals, attainment tracking, forecasting signals, and coaching insights in one place. #### What are the benefits of sales performance management software? Sales performance management software helps teams improve visibility into rep performance, reduce manual reporting, standardize KPIs, and support more consistent coaching. It also helps leadership spot pipeline or attainment risk earlier and make faster, data-backed decisions. #### How does sales performance management software help? It helps by turning sales activity and pipeline data into clear performance insights—showing progress toward goals, highlighting trends, and surfacing where reps or teams need support. Many tools also automate reporting workflows so managers spend less time building spreadsheets and more time coaching. #### How does sales performance management software measure sales performance? These platforms measure performance using metrics like quota attainment, pipeline coverage, win rate, deal velocity, average deal size, conversion rates, and activity-based KPIs. Most systems also segment results by rep, team, territory, product line, or time period to identify patterns and performance gaps. #### What is sales performance analysis? Sales performance analysis is the process of evaluating sales results and the behaviors that drive them—such as pipeline health, conversion rates, and rep productivity—to identify what’s working, what’s not, and where teams should adjust strategy, coaching, or resources. ### Sources 1. [G2 Scoring Methodologies](https://documentation.g2.com/docs/research-scoring-methodologies?_gl=1*5ky9es*_gcl_au*MTY2NDg2MDY3Ny4xNzU1MDQxMDU4*_ga*MTMwMTMzNzE1MS4xNzQ5MjMyMzg1*_ga_MFZ5NDXZ5F*czE3NTUwOTkzMjgkbzQkZzEkdDE3NTUwOTk3NzYkajU3JGwwJGgw) 2. [G2 Winter 2026 Reports](https://company.g2.com/news/g2-winter-2026-reports) Researched By: [Julie Jung](https://research.g2.com/insights/author/julie-jung) Last updated on January 7, 2026