# Best CRM Software *By [Julie Jung](https://research.g2.com/insights/author/julie-jung)* Customer relationship management (CRM) software is a digital tool designed for businesses to efficiently organize, monitor, and maintain data about their existing and prospective customers. The [best CRM software](https://www.g2.com/articles/best-crm-software) centralizes data from various lead generation, traffic, campaign, and acquisition sources and creates records and profiles. The software has a repository of a complete customer database, which stakeholders use to manage long-term customer contracts and relationships. CRM software enhances customer experience by streamlining customer support, email marketing, sales outreach, and sales cycles. [CRM software](https://learn.g2.com/best-customer-relationship-management-software-tools) can be integrated with [call center infrastructure platforms](https://www.g2.com/categories/call-center-infrastructure-cci), digital marketing services, [ERP systems](https://www.g2.com/categories/erp-systems), [e-commerce platforms](https://www.g2.com/categories/e-commerce-platforms), marketing automation software, and [CPQ software](https://www.g2.com/categories/cpq) to reduce the risk of data silos and give real-time updates on the customer journey. Customer journey and funnel are categorized into different sub-processes in the CRM software where sales and marketing can access the data, build communication, and drive them forward to final deals. There are many different [types of CRM software](https://learn.g2.com/types-of-crm-software) provide a collection of integrated customer-related functions or all-in-one functionality, such as marketing automation, help desk, e-commerce tools, ERP, project or website management, to replace the need for additional solutions and better serve small and mid-market businesses. Standalone CRM solutions, however, focus primarily on sales-related functions such as contact, account, and pipeline management and do not offer extensive marketing help. The software also has help desk escalation, email automation, sales dispositions, automation workflows, and lead scoring and calling histories to help sales teams navigate to the current lead progress and establish contextual communication. To qualify for inclusion in the CRM category, a product must: - Provide a bounded set of sales-related functions - Provide lead, contact, account, and opportunity management functions - Capture and store sales activities and interactions performed - Consolidate customer history and transactions into a single interface - Track prospects and contacts throughout the sales pipeline - Facilitate communication at all phases of the customer lifecycle - Provide reporting features to track sales performance - Provide workflow automation capabilities to streamline sales processes - Integrate functions into a unifying database and platform ## How Many CRM Software Products Does G2 Track? **Total Products under this Category:** 1,029 ### Category Stats (May 2026) - **Average Rating**: 4.39/5 - **New Reviews This Quarter**: 1,438 - **Buyer Segments**: Small-Business 55% │ Mid-Market 33% │ Enterprise 12% - **Top Trending Product**: Superleap (+0.286) *Last updated: May 18, 2026* ## How Does G2 Rank CRM Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 120,100+ Authentic Reviews - 1,029+ 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. ## Top CRM 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 (24,606 reviews) | AI-automated pipeline-to-close CRM workflows | "[Salesforce Sales Cloud: Powerful, Customizable Visibility for Pipeline and Forecasting](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12867209)" | | 2 | [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) | 4.4/5.0 (13,208 reviews) | Pipeline visibility with automated sales sequencing | "[Intuitive Dashboards and Workflows That Streamline Team Performance](https://www.g2.com/survey_responses/hubspot-sales-hub-review-12889619)" | | 3 | [Pipedrive](https://www.g2.com/products/pipedrive/reviews) | 4.3/5.0 (2,999 reviews) | Visual sales pipeline with deal-stage automation | "[Practical CRM for Managing Communication and Workflow Activities](https://www.g2.com/survey_responses/pipedrive-review-12829512)" | | 4 | [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) | 4.1/5.0 (2,822 reviews) | Centralized lead-to-deal pipeline with workflow automation | "[Intuitive and Feature-Rich CRM](https://www.g2.com/survey_responses/zoho-crm-review-12765202)" | | 5 | [Close](https://www.g2.com/products/close/reviews) | 4.7/5.0 (2,023 reviews) | High-velocity outbound sales with built-in dialer | "[Efficient CRM with Easy Setup and Strong Follow-Up Tools](https://www.g2.com/survey_responses/close-review-11140783)" | | 6 | [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) | 4.4/5.0 (14,153 reviews) | Behavior-triggered CRM with automation workflows | "[Clear UI and Best-in-Class Automations Make CRM Management Effortless](https://www.g2.com/survey_responses/activecampaign-review-12689317)" | | 7 | [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) | 4.6/5.0 (812 reviews) | Pipeline-centric sales CRM for spreadsheet-to-CRM migration | "[Simple and practical CRM for managing patient follow ups in daily work](https://www.g2.com/survey_responses/bigin-by-zoho-crm-review-12746024)" | | 8 | [monday CRM](https://www.g2.com/products/monday-crm/reviews) | 4.6/5.0 (1,156 reviews) | Visual pipeline tracking with no-code automation | "[Essential Task Scheduler with Room for Feature Growth](https://www.g2.com/survey_responses/monday-crm-review-12737591)" | | 9 | [HighLevel](https://www.g2.com/products/highlevel/reviews) | 4.6/5.0 (623 reviews) | Omnichannel CRM with white-label automation workflows | "[Outstanding C ***** 5 stars for Mari Aguilar. she needs a raise I will be sending her boss an email](https://www.g2.com/survey_responses/highlevel-review-12853292)" | | 10 | [SAP Sales Cloud](https://www.g2.com/products/sap-sap-sales-cloud/reviews) | 4.2/5.0 (887 reviews) | SAP-native lead-to-cash pipeline visibility | "[A great and powerful software with a learning curve](https://www.g2.com/survey_responses/sap-sales-cloud-review-11746761)" | ## Which CRM 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:** [CRMOne](https://www.g2.com/products/crmone/reviews) - **Easiest to Use:** [Less Annoying CRM](https://www.g2.com/products/less-annoying-crm/reviews) - **Top Trending:** [HighLevel](https://www.g2.com/products/highlevel/reviews) - **Best Free Software:** [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) ## Which Type of CRM Software Tools Are You Looking For? - [CRM Software](https://www.g2.com/categories/crm) *(current)* - [Marketing Automation Software](https://www.g2.com/categories/marketing-automation) - [Email Tracking Software](https://www.g2.com/categories/email-tracking) - [Sales Analytics Software](https://www.g2.com/categories/sales-analytics) --- **Sponsored** ### SAP Sales Cloud SAP Sales Cloud is a cutting-edge sales automation platform / CRM that helps organizations make intelligent selling simple, through connection, insight, and adaptability. Leveraging SAP Sales Cloud, organizations can connect and optimize sales processes. Connect data and sales processes: Unite data, processes, and people to deliver effective sales engagements that drive revenue and customer loyalty Leverage insight to accelerate sales: Guide sales actions through intelligent recommendations that remove guesswork and help sellers focus on the right business Adapt and capture new opportunities: Provide the flexibility to overcome challenges and unique requirements as they shift with new market opportunities [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=paid_promo&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=179&secure%5Bmedium%5D=sponsored&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=509&secure%5Bresource_id%5D=179&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fcrm&secure%5Btoken%5D=634dc5b7af87a9079d1cd36f88e39af004736d60e42c2a7dd4803c1d0d01b712&secure%5Burl%5D=https%3A%2F%2Fwww.sap.com%2Fproducts%2Fcrm%2Fsales-cloud.html&secure%5Burl_type%5D=paid_promos) --- ## Buyer Guide: Key Questions for Choosing CRM Software Software ### What does CRM software do? I think of CRM software as the customer record system that keeps sales, account, and follow-up activity organized in one place. It stores contacts, companies, deals, notes, tasks, emails, calls, and pipeline updates so teams can see where each relationship stands. From what I see across G2 reviewer accounts, CRM platforms are used to track leads, manage deals, assign next steps, automate reminders, and report on customer or revenue activity. When customer information sits across inboxes, spreadsheets, call notes, and individual memory, a CRM gives the business one shared view of the relationship. ### Why do businesses use CRM software? When I reviewed G2 sentiment in this category, the recurring pressure point was sales visibility. Teams needed to know which leads to contact, which deals were active, what happened last, and what needed to happen next. From the patterns I evaluated, several outcomes show up consistently: - Reviewers describe lead and contact tracking as the base reason they rely on CRM software. - Many value pipeline views because they show deal stage, owner, expected value, and progress. - Users mention automations, reminders, and task assignment as ways to keep follow-up from slipping. - Several point to dashboards and reports as useful for tracking sales activity, team progress, and quarterly goals. However, reviewers also mention setup effort, data quality issues, sync gaps, add-on costs, slow screens, and complex customization as areas to review closely. ### Who uses CRM software primarily? After analyzing G2 reviewer profiles, I found that CRM software serves teams that manage customer relationships, sales activity, and account records. - **Sales representatives:** Track leads, calls, emails, deal stages, and next steps. - **Sales managers:** Review pipeline health, team activity, forecasts, and closed deals. - **Marketing teams:** Manage campaign contacts, lead sources, segments, and handoff to sales. - **Customer success teams:** Track customer health, renewals, satisfaction, and account history. - **Business owners and founders:** Keep contacts, deals, tasks, and customer communication organized without a large operations team. - **RevOps and CRM admins:** Configure fields, workflows, dashboards, permissions, and integrations. - **Support and service teams:** Use customer history to understand past issues and open conversations. ### What types of CRM software should I consider? When I examined how reviewers describe the products they use, CRM platforms generally cluster into a few groups: - **Sales pipeline CRMs:** Built for lead tracking, deal stages, activities, forecasting, and rep follow-up. - **All-in-one customer platforms:** Combine CRM with marketing email, forms, service tools, automations, and reporting. - **Small business CRMs:** Focus on simple contact management, reminders, lightweight automation, and quick setup. - **Customer success CRMs:** Track account health, renewals, onboarding, customer KPIs, and engagement signals. - **Enterprise CRM platforms:** Support custom objects, complex workflows, permissions, integrations, and larger admin teams. ### What are the core features to look for in CRM software? When I examined G2 reviewer sentiment, the CRM capabilities buyers prioritize most include: - Contact and account records that keep customer details, history, and activity timelines easy to update and retrieve. - Pipeline management with clear deal stages, ownership, and close dates that teams can act on. - Follow-up automation through tasks, reminders, sequences, and workflow rules that keep deals moving. - Reporting and forecasting that surfaces pipeline health, activity trends, and revenue visibility. - Integrations across email, calendar, phone, marketing, and support with reliable sync and duplicate controls. ### What trends are shaping CRM software right now? From my review of G2 user sentiment and recent market signals, the following trends are reshaping this category: - **AI agents moving into sales workflows:** CRM systems are adding agents for prospect research, lead follow-up, email drafting, and deal support. - **Data hygiene as a CRM priority:** Teams are cleaning duplicates, correcting errors, and standardizing fields so AI and reporting can work with better customer context. - **CRM expanding into a broader customer platform:** Sales, marketing, service, and customer data are being pulled closer together to reduce stack sprawl. - **Buyer confidence shaping sales process design:** CRM workflows are being built around clearer value proof, better follow-up, and more informed buying groups. - **Pipeline work getting more signal-led:** AI, buyer activity, and customer data are being used to guide which accounts need attention next. ### How should I choose CRM software? My analysis of G2 data suggests choosing CRM software around the customer workflow that needs the most structure. Sales-led teams should prioritize lead routing, pipeline views, follow-up tasks, forecasting, and email or calendar sync. Companies with marketing and service needs should look closely at automation, segmentation, customer history, and cross-team records. I also advise weighing setup effort, admin control, reporting depth, data cleanup, integration quality, and pricing tiers because those details often shape whether teams keep the CRM current after rollout. --- ## What Are the Top-Rated CRM Software Products in 2026? ### 1. [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 24,606 **Product Description:** Accelerate revenue from pipeline to paycheck with Salesforce Sales Cloud - your complete growth platform that brings together the power of humans with agents at every step of the sales cycle. Boost productivity with automation and drive revenue with an integrated growth platform. The future of sales is here, and with Agentforce, we’re helping teams unlock their full potential - making them limitless. Build Pipeline Faster with AI Agents: Sales Agents Sales AI Sales Engagement Sales Programs Buyer Engagement Accelerate Productivity with Automation: Sales Data Sales Analytics Sales Team Productivity Revenue Intelligence Drive Revenue on an Integrated Platform: Revenue Lifecycle Management and CPQ Sales Performance Management Partner Relationship Management ### What Do G2 Reviewers Say About Agentforce Sales (formerly Salesforce Sales Cloud)? *AI-generated summary from verified user reviews* **Pros:** - Users value the **feature-rich capabilities** of Agentforce Sales, enhancing their ability to engage customers effectively. - Users find **Salesforce Sales Cloud's ease of use** invaluable, making customer information always accessible and actionable. - Users value the **powerful lead management** of Agentforce Sales, enhancing customer experience and team collaboration effectively. - Users appreciate the **extensive customization options** of Agentforce Sales, allowing tailored solutions for any business needs. - Users value the **extensive customizability** of Agentforce Sales, allowing tailored solutions for diverse business needs. **Cons:** - Users find the **learning curve steep** , particularly due to complicated configuration and reporting challenges for new users. - Users find the **complexity and high customization limitations** of Salesforce Sales Cloud challenging, particularly for smaller teams. - Users find the pricing model **rather expensive** , which can be prohibitive for smaller companies seeking access. - Users find the **limited features** of Agentforce Sales require additional time and expertise for effective setup and customization. - Users find the **missing features** in Agentforce Sales hinder their ability to efficiently manage opportunities and create reports. #### What Are Recent G2 Reviews of Agentforce Sales (formerly Salesforce Sales Cloud)? **"[Highly Customizable CRM Ecosystem with Powerful Reporting and AppExchange](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12720548)"** **Rating:** 4.5/5.0 stars *— Himanshu I.* [Read full review](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12720548) --- **"[Salesforce Sales Cloud: Powerful, Customizable Visibility for Pipeline and Forecasting](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12867209)"** **Rating:** 4.0/5.0 stars *— Vanshika Y.* [Read full review](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12867209) --- #### What Are G2 Users Discussing About Agentforce Sales (formerly Salesforce Sales Cloud)? - [What is Salesforce Maps used for?](https://www.g2.com/discussions/salesforce-maps-what-is-salesforce-maps-used-for) - 2 comments - [What is the benefit of Salesforce CRM?](https://www.g2.com/discussions/what-is-the-benefit-of-salesforce-crm) - 7 comments - [What is Salesforce and CRM?](https://www.g2.com/discussions/what-is-salesforce-and-crm) - 3 comments ### 2. [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 13,208 **Product Description:** Sales Hub combines sales engagement tools, AI-powered productivity features, and workflow automation into a unified platform designed to help growing teams close deals faster. Core Value Proposition: Sales Hub addresses common sales challenges: inefficient manual processes that slow deal velocity, fragmented customer information creating incomplete context, and complex software requiring extensive training and ongoing administration. Built on the HubSpot Smart CRM, Sales Hub connects customer data and sales tools in a single unified system. Key Capabilities Sales Engagement Tools: Sales Hub provides email tracking, meeting scheduling, document sharing, and communication templates that streamline prospect interactions and eliminate administrative friction in the sales process. AI-Powered Productivity: The platform includes AI features that automate repetitive tasks, suggest next actions based on deal context, and surface relevant customer insights, helping representatives focus on selling rather than administrative work. Unified Customer View: Because all customer data, communication history, and deal information exists within the Smart CRM, sales representatives see complete context without toggling between systems. This includes visibility into marketing interactions, service tickets, and prior sales conversations. Workflow Automation: Sales Hub automates routine sales processes, ensuring consistent execution without manual coordination. Sales Hub vs. Alternatives: Unlike legacy CRM systems functioning primarily as databases requiring extensive customization, Sales Hub includes engagement tools, automation, and AI capabilities as native features rather than add-ons requiring integration. This eliminates the complexity of purchasing separate tools for email tracking, meeting scheduling, document management, and sales analytics. Sales Hub's intuitive interface reduces training time for new team members compared to traditional sales platforms requiring extensive technical knowledge. Teams benefit from fast onboarding, seamless alignment through shared data visibility, and flexible scaling. Who Should Use Sales Hub Sales Hub serves growing sales teams needing to increase productivity without adding headcount, sales representatives requiring complete customer context during buyer conversations, and sales leaders seeking pipeline visibility through unified reporting. The platform scales from small sales teams to enterprise organizations. Outcome Sales Hub helps teams sell smarter, not harder, enabling reps to get richer context and better insights at every step of the buyer journey. ### What Do G2 Reviewers Say About HubSpot Sales Hub? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **intuitive ease of use** of HubSpot Sales Hub, enjoying its comprehensive solutions and seamless integrations. - Users appreciate the **customizability and user-friendly interface** of HubSpot Sales Hub, enhancing flexibility and productivity in sales processes. - Users appreciate the **comprehensive visibility** of HubSpot Sales Hub, enhancing their sales management and decision-making processes. - Users appreciate the **comprehensive lead management** tools in HubSpot Sales Hub, enhancing organization and decision-making efficiency. - Users love the **intuitive interface** of HubSpot Sales Hub, making navigation and selling smooth and effective. **Cons:** - Users are disappointed with the **missing features** like multiple leads with the same phone number and mobile app limitations. - Users find the **limited features** of HubSpot Sales Hub, like dashboard constraints and a basic mobile app, disappointing. - Users note a **large learning curve** in navigating HubSpot Sales Hub, often finding it confusing without adequate training. - Users find HubSpot Sales Hub **expensive** with increasing costs and frustrating issues affecting their productivity and experience. - Users find HubSpot Sales Hub's **limited customization** frustrating, often needing workarounds for basic email sequences and workflows. #### What Are Recent G2 Reviews of HubSpot Sales Hub? **"[Efficient CRM for Streamlined Sales and Better Pipeline Visibility](https://www.g2.com/survey_responses/hubspot-sales-hub-review-12874306)"** **Rating:** 5.0/5.0 stars *— Preethi K.* [Read full review](https://www.g2.com/survey_responses/hubspot-sales-hub-review-12874306) --- **"[Intuitive Dashboards and Workflows That Streamline Team Performance](https://www.g2.com/survey_responses/hubspot-sales-hub-review-12889619)"** **Rating:** 5.0/5.0 stars *— Ben H.* [Read full review](https://www.g2.com/survey_responses/hubspot-sales-hub-review-12889619) --- #### What Are G2 Users Discussing About HubSpot Sales Hub? - [How has HubSpot Sales Hub impacted the sales pipeline management in small to mid-sized businesses?](https://www.g2.com/discussions/how-has-hubspot-sales-hub-impacted-the-sales-pipeline-management-in-small-to-mid-sized-businesses) - 4 comments - [What is HubSpot Sales Hub used for?](https://www.g2.com/discussions/what-is-hubspot-sales-hub-used-for) - 5 comments - [What is HubSpot good for?](https://www.g2.com/discussions/what-is-hubspot-good-for) - 2 comments ### 3. [Pipedrive](https://www.g2.com/products/pipedrive/reviews) **Average Rating:** 4.3/5.0 **Total Reviews:** 2,999 **Product Description:** Pipedrive is an easy-to-use sales CRM (customer relationship management) tool that empowers teams of all sizes to close more deals. With its customizable sales pipelines, real-time insights and powerful AI features, it’s no wonder 100,000 companies worldwide use Pipedrive for smarter, faster sales. ### What Do G2 Reviewers Say About Pipedrive? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** in Pipedrive, appreciating its intuitive interface and user-friendly features. - Users appreciate the **intuitive user interface** of Pipedrive, making customization and navigation effortless without a tech background. - Users appreciate Pipedrive for its **ease of use** , simplifying daily activities and enhancing workflow efficiency. - Users appreciate the **helpful support** Pipedrive offers, with training videos and quick responses enhancing their experience. - Users appreciate the **seamless integrations** of Pipedrive, enhancing campaign management and overall organizational efficiency. **Cons:** - Users find the **missing features** in Pipedrive limiting, especially due to high costs for essential add-ons. - Users find the **limited features** of Pipedrive restrict some functionalities, particularly for advanced reporting and automation. - Users find the **learning curve steep** , requiring extensive training to effectively utilize Pipedrive's features and automations. - Users experience **integration issues** with Pipedrive, particularly with Google Calendar not syncing meeting details effectively. - Users express concern over the **expensive pricing** of Pipedrive, which impacts features and accessibility for solo practices. #### What Are Recent G2 Reviews of Pipedrive? **"[Practical CRM for Managing Communication and Workflow Activities](https://www.g2.com/survey_responses/pipedrive-review-12829512)"** **Rating:** 5.0/5.0 stars *— VINAY P.* [Read full review](https://www.g2.com/survey_responses/pipedrive-review-12829512) --- **"[Simple, Organized CRM with Time-Saving Automation](https://www.g2.com/survey_responses/pipedrive-review-12865291)"** **Rating:** 4.5/5.0 stars *— Darshan M.* [Read full review](https://www.g2.com/survey_responses/pipedrive-review-12865291) --- #### What Are G2 Users Discussing About Pipedrive? - [What features of Pipedrive are most beneficial for new sales professionals to track and optimize their sales pipeline?](https://www.g2.com/discussions/what-features-of-pipedrive-are-most-beneficial-for-new-sales-professionals-to-track-and-optimize-their-sales-pipeline) - 2 comments - [What is Pipedrive used for?](https://www.g2.com/discussions/pipedrive-what-is-pipedrive-used-for) - 2 comments - [Is Pipedrive free?](https://www.g2.com/discussions/is-pipedrive-free) - 2 comments ### 4. [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) **Average Rating:** 4.1/5.0 **Total Reviews:** 2,822 **Product Description:** Zoho CRM is a cloud-based 360° customer relationship management tool that caters to business needs of mid-scale businesses to large-scale enterprises. Key features include contact management, sales funnels, pipeline management, workflow automation, AI-powered conversational assistant, task management, managing marketing campaigns, sales forecasting, customer support & service, inventory management, reporting & analytics, and seamlessly integrating with 500+ popular business apps in a single business system. ### What Do G2 Reviewers Say About Zoho CRM? *AI-generated summary from verified user reviews* **Pros:** - Users find Zoho CRM's **ease of use** refreshing, allowing intuitive navigation without unnecessary complications. - Users love the **robust features** of Zoho CRM, highlighting its ease of use and exceptional customer support. - Users love the **seamless integrations** of Zoho CRM, enabling a smooth workflow and enhancing data connectivity with ease. - Users love the **seamless integrations** of Zoho CRM, allowing efficient data synchronization across various platforms for better customer management. - Users value the **efficient lead management** in Zoho CRM, enhancing smooth workflows and daily lead uploads. **Cons:** - Users find the **learning curve challenging** , particularly with advanced features that require time to master. - Users face **integration issues** with Zoho CRM, hindering seamless functionality and complicating workflows across different systems. - Users find the **limited features** of Zoho CRM restrict their ability to automate and integrate effectively. - Users find Zoho CRM's **complexity** challenging, especially for first-time users unfamiliar with CRM systems. - Users experience **poor customer support** , often finding representatives untrained and queries inadequately handled. #### What Are Recent G2 Reviews of Zoho CRM? **"[Intuitive and Feature-Rich CRM](https://www.g2.com/survey_responses/zoho-crm-review-12765202)"** **Rating:** 5.0/5.0 stars *— Kristina Y.* [Read full review](https://www.g2.com/survey_responses/zoho-crm-review-12765202) --- **"[User-Friendly, Feature-Rich CRM That Streamlines Work and Boosts Productivity](https://www.g2.com/survey_responses/zoho-crm-review-12762599)"** **Rating:** 5.0/5.0 stars *— Suraj B.* [Read full review](https://www.g2.com/survey_responses/zoho-crm-review-12762599) --- #### What Are G2 Users Discussing About Zoho CRM? - [What are the key strengths of Zoho CRM in managing customer relationships compared to other CRM platforms?](https://www.g2.com/discussions/zoho-crm-what-are-the-key-strengths-of-zoho-crm-in-managing-customer-relationships-compared-to-other-crm-platf) - 3 comments, 1 upvote - [What are the key strengths of Zoho CRM in managing customer relationships compared to other CRM platforms?](https://www.g2.com/discussions/what-are-the-key-strengths-of-zoho-crm-in-managing-customer-relationships-compared-to-other-crm-platforms) - 3 comments - [What is Zoho CRM used for?](https://www.g2.com/discussions/zoho-crm-what-is-zoho-crm-used-for) - 2 comments, 2 upvotes ### 5. [Close](https://www.g2.com/products/close/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 2,023 **Product Description:** Most CRMs store data. Close helps you act on it. With built-in calling, email, SMS, and automation, your team can reach leads instantly — without stitching together tools. Trusted by 10,000+ teams • 2B+ sales interactions • 4.7★, Close is built to help sales teams move faster and close more deals. Now meet Chloe. Chloe is your AI sales teammate, built into Close. She doesn’t just automate tasks — she takes action. A new lead comes in → Chloe calls instantly A stale lead sits → Chloe re-engages it A deal stalls → Chloe follows up and moves it forward She has real conversations. Qualifies prospects. Books meetings. No scripts. No delays. No dropped leads. Every lead gets a response. Every conversation moves forward. Built into Close. Ready in minutes. Free during early Beta. Limited access. → Join the waitlist: close.com/chloe → Start a free trial: close.com ### What Do G2 Reviewers Say About Close? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** in Close, noting its smooth functionality for sales teams and report generation. - Users appreciate the **ease of use** of Close, enhancing the workflow for their sales teams efficiently. - Users appreciate the **efficient management of client interactions** with Close, thanks to its comprehensive communication and template features. - Users love the **intuitive interface** of Close, which simplifies lead management and enhances overall workflow efficiency. - Users value the **intuitive design** of Close, appreciating its seamless navigation and ease of use. **Cons:** - Users note **missing features** in Close, such as limited mobile functionality and a lack of flexible pricing options. - Users experience **call issues** such as disconnections from devices, impacting the smoothness of their business communication. - Users find the **limited features** of Close frustrating, feeling restricted by default fields and needing upgrades for full functionality. - Users find the **limited customization** of Close restricts advanced reporting and complicates workflow management. - Users find the **learning curve challenging** due to merging leads difficulties and a somewhat dated user experience. #### What Are Recent G2 Reviews of Close? **"[Streamlined Sales Tracking with Close](https://www.g2.com/survey_responses/close-review-9087574)"** **Rating:** 5.0/5.0 stars *— Tristan W.* [Read full review](https://www.g2.com/survey_responses/close-review-9087574) --- **"[Efficient CRM with Easy Setup and Strong Follow-Up Tools](https://www.g2.com/survey_responses/close-review-11140783)"** **Rating:** 5.0/5.0 stars *— Elle C.* [Read full review](https://www.g2.com/survey_responses/close-review-11140783) --- #### What Are G2 Users Discussing About Close? - [What is Close used for?](https://www.g2.com/discussions/close-what-is-close-used-for) - 2 comments - [What is Close used for?](https://www.g2.com/discussions/what-is-close-used-for) - 1 comment ### 6. [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 14,153 **Product Description:** ActiveCampaign is the autonomous marketing platform built to transform how marketers, agencies, and business owners work. Use Active Intelligence to power goal-aware automations and orchestrate personalized experiences across email, SMS, and WhatsApp. Effortlessly integrate with 1000+ apps, uncover deep performance insights, and optimize your workflows so you win every day. - Autonomous marketing Built on the foundation of marketing automation, fuel your marketing strategy and customer journeys with AI-driven execution, optimization, and insight at every step. - AI agents Run entire marketing campaigns through simple prompts, backed by Active Intelligence. - Cross-channel marketing Reach prospects and customers wherever they are, with email, SMS, WhatsApp, and more. - On-brand, personalized content Creative tools that deliver professional, conversion-ready designs for email and landing pages. - CRM Track, manage, and automate your sales process. - 1000+ apps & integrations Connect ActiveCampaign to your favorite tools. ### What Do G2 Reviewers Say About ActiveCampaign? *AI-generated summary from verified user reviews* **Pros:** - Users find ActiveCampaign to be **easy to use** , enjoying its intuitive features for effective email marketing and automation. - Users value the **automation features** of ActiveCampaign, enhancing customer engagement and streamlining marketing efforts effectively. - Users love the **powerful automation capabilities** of ActiveCampaign, transforming their customer engagement and marketing efforts. - Users love the **automation features** of ActiveCampaign, greatly enhancing their email marketing and lead nurturing efforts. - Users love the **versatile automation capabilities** of ActiveCampaign, enhancing customer engagement and email marketing effectiveness. **Cons:** - Users face a significant **learning curve** , requiring time and assistance to master ActiveCampaign's features and functionalities. - Users find the **missing features** in ActiveCampaign limit their ability to effectively test automations and manage client information. - Users find ActiveCampaign's pricing to be **expensive** , especially for smaller startups needing affordable plans. - Users find the **limited features** of ActiveCampaign frustrating, impacting customization and overall user experience. - Users find ActiveCampaign **not intuitive** , making setup and navigation challenging, especially with its extensive features. #### What Are Recent G2 Reviews of ActiveCampaign? **"[Clear UI and Best-in-Class Automations Make CRM Management Effortless](https://www.g2.com/survey_responses/activecampaign-review-12689317)"** **Rating:** 5.0/5.0 stars *— Tomás Alejandro M.* [Read full review](https://www.g2.com/survey_responses/activecampaign-review-12689317) --- **"[Strong Automation Features With Some Scaling Challenges](https://www.g2.com/survey_responses/activecampaign-review-12798717)"** **Rating:** 4.5/5.0 stars *— alka m.* [Read full review](https://www.g2.com/survey_responses/activecampaign-review-12798717) --- #### What Are G2 Users Discussing About ActiveCampaign? - [What are some creative ways businesses are using ActiveCampaign to automate their marketing efforts?](https://www.g2.com/discussions/what-are-some-creative-ways-businesses-are-using-activecampaign-to-automate-their-marketing-efforts) - 1 comment - [How much does ActiveCampaign cost?](https://www.g2.com/discussions/how-much-does-activecampaign-cost) - 1 comment - [What is ActiveCampaign CRM?](https://www.g2.com/discussions/what-is-activecampaign-crm) - 1 comment ### 7. [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 812 **Product Description:** Bigin by Zoho CRM is a simplified customer relationship management (CRM) software designed specifically for small businesses, startups and teams! Trusted by 20,000+ businesses, Bigin helps small businesses unify all customer-facing operations— marketing, sales, onboarding, delivery, and support and manage customer relationships effectively. What makes Bigin unique and a compelling choice for any business? - Simplicity and ease-of-use. - Designed for small businesses, startups, SMBs, customer-facing teams. - End-to-end mobile accessibility - Affordable pricing - Streamlined customer operations - Smooth collaboration and teamwork ### What Do G2 Reviewers Say About Bigin by Zoho CRM? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** of Bigin by Zoho CRM, making it perfect for small businesses on the go. - Users commend Bigin by Zoho CRM for its **simplicity and organization** , making it ideal for small businesses. - Users value the **intuitive design** of Bigin by Zoho CRM, making navigation and usability effortless and efficient. - Users love the **simplicity** of Bigin by Zoho CRM, making it perfect for small businesses with easy setup. - Users appreciate the **ease of use and excellent reporting** of Bigin by Zoho CRM, making management efficient and straightforward. **Cons:** - Users note the **missing features** in Bigin, including limited automations and insufficient integrations for diverse workflows. - Users find Bigin by Zoho CRM has **limited features** affecting integration and mobile functionality compared to competitors. - Users face **integration issues** with Bigin, particularly with complicated field mapping and limited automation options for scaling. - Users find **customization limited** with Bigin, lacking advanced features and flexibility for growing businesses. - Users find **limited integrations** with Bigin by Zoho CRM hinder functionality and connectivity with other applications. #### What Are Recent G2 Reviews of Bigin by Zoho CRM? **"[Simple and practical CRM for managing patient follow ups in daily work](https://www.g2.com/survey_responses/bigin-by-zoho-crm-review-12746024)"** **Rating:** 5.0/5.0 stars *— Ishan S.* [Read full review](https://www.g2.com/survey_responses/bigin-by-zoho-crm-review-12746024) --- **"[Streamlined Lead Management, Perfect for Small Teams](https://www.g2.com/survey_responses/bigin-by-zoho-crm-review-12865039)"** **Rating:** 4.0/5.0 stars *— Jeni J.* [Read full review](https://www.g2.com/survey_responses/bigin-by-zoho-crm-review-12865039) --- #### What Are G2 Users Discussing About Bigin by Zoho CRM? - [What is the difference between Bigin and Zoho CRM?](https://www.g2.com/discussions/what-is-the-difference-between-bigin-and-zoho-crm) - [Does Bigin integrate with Zoho CRM?](https://www.g2.com/discussions/does-bigin-integrate-with-zoho-crm) - 2 comments, 1 upvote - [What is Zoho Bigin?](https://www.g2.com/discussions/what-is-zoho-bigin) - 2 comments ### 8. [monday CRM](https://www.g2.com/products/monday-crm/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 1,156 **Product Description:** The only AI-first CRM your team will love monday CRM is the AI-powered CRM built for speed, visibility, and simplicity — empowering revenue teams to move faster, forecast better, and never miss a deal. It’s easy to set up, requires no coding, and adapts to any workflow so teams can get started fast and focus on selling. From lead capture to post-sale handoff: your tools, data, and teams stay aligned in one connected, intuitive workspace. With built-in AI and code-free automations, monday CRM doesn’t just help you manage work — it does the work for you. AI sales agents identify and qualify leads, the AI Notetaker summarizes calls and suggests next steps, and automations handle updates, follow-ups, and data entry, reducing manual work across the board. From pipelines and dashboards to emails, docs, and customer conversations, your entire revenue process runs on one unified platform. Sellers get clarity to close, and leaders get the real-time insights they need to forecast with confidence. And with monday campaigns, marketing and sales teams can plan, launch, and optimize branded email campaigns directly from their CRM without the need for integrations or extra tools. Key features Simple no-code setup Custom dashboards and reporting AI sales agents AI Notetaker Deal insights and prioritization No-code automations Sequences and mass emails monday campaigns Shared inbox Mobile app Lead enrichment Quotes and invoices 500+ integrations ### What Do G2 Reviewers Say About monday CRM? *AI-generated summary from verified user reviews* **Pros:** - Users find monday CRM to be **user-friendly and easy to use** , making task management and reporting straightforward. - Users appreciate the **easy integrations** of monday CRM, enhancing workflow efficiency and customization for their needs. - Users value the **automation features** of monday CRM, enhancing workflow efficiency and task management seamlessly. - Users commend the **incredible customizability** of monday CRM, enabling tailored solutions that grow with their business needs. - Users enjoy the **user-friendly features** of monday CRM, enhancing their productivity and facilitating smooth communication. **Cons:** - Users find a **learning curve** with monday CRM, requiring time to grasp board communication and implementation. - Users find the **missing features** in monday CRM limit functionality and overall user experience compared to competitors. - Users face **limited features** in monday CRM, hindering automation and overall efficiency in managing workflows. - Users find **limited customization options** in monday CRM, making complex workflows time-consuming and less efficient. - Users find **integration issues** frustrating due to manual setups and bugs that complicate the overall experience. #### Key Features - Customization - Contact & Account Management - Email Marketing - Case Management - Data Import & Export Tools #### What Are Recent G2 Reviews of monday CRM? **"[Essential Task Scheduler with Room for Feature Growth](https://www.g2.com/survey_responses/monday-crm-review-12737591)"** **Rating:** 4.0/5.0 stars *— Tajai T.* [Read full review](https://www.g2.com/survey_responses/monday-crm-review-12737591) --- **"[AI-Powered, Flexible CRM That Streamlines Workflows and Team Collaboration](https://www.g2.com/survey_responses/monday-crm-review-12836679)"** **Rating:** 4.5/5.0 stars *— Tamara R.* [Read full review](https://www.g2.com/survey_responses/monday-crm-review-12836679) --- #### What Are G2 Users Discussing About monday CRM? - [What is monday sales CRM used for?](https://www.g2.com/discussions/what-is-monday-sales-crm-used-for) - 1 comment ### 9. [HighLevel](https://www.g2.com/products/highlevel/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 623 **Product Description:** HighLevel is an all-in-one Sales & Marketing CRM currently powering hundreds of thousands of businesses worldwide. Functionality includes CRM, Email, 2-way SMS, Consolidated SMS/Messenger/Instagram DM/Whatsapp/GMB Chat, Outbound Calling, Call Tracking, Call Recording, Power Dialer, Form Builder, Survey Builder, Funnel Builder, Website Builder, Online Scheduling, Workflow Automation, Social Media Scheduling, Proposals, Estimates, Invoicing, Reporting, Webhooks, and more! Flat pricing, unlimited sub-accounts for agencies managing clients that can be cloned to speed up setups, and even white-label! Start with a 14 day free trial! ### What Do G2 Reviewers Say About HighLevel? *AI-generated summary from verified user reviews* **Pros:** - Users enjoy the **flexibility and ease of use** of HighLevel, valuing its comprehensive data management and affordable pricing. - Users appreciate the **efficiency and innovative features** of HighLevel, enhancing their business operations and support. - Users value the **exceptional customer support** of HighLevel, enhancing their overall experience with responsive assistance. - Users value the **extensive feature set** of HighLevel, appreciating its comprehensive tools and ongoing innovations. - Users praise HighLevel for its **intuitive automation** features, enhancing efficiency through customizable web triggers and integrations. **Cons:** - Users find the **learning curve steep** , making it challenging to keep up with constant updates and new tools. - Users feel that HighLevel lacks **essential features** like advanced email marketing and flexible live streaming options. - Users find the **steep learning curve** of HighLevel challenging, requiring significant effort to master the platform. - Users find the **interface not as intuitive** , causing some confusion and a learning curve for effective use. - Users often face **poor customer support** , with staff providing vague answers and lacking in-depth knowledge. #### Key Features - Internationalization - Product & Price List Management - Case Management - Data Import & Export Tools - Building and Personalizing Emails #### What Are Recent G2 Reviews of HighLevel? **"[Outstanding C ***** 5 stars for Mari Aguilar. she needs a raise I will be sending her boss an email](https://www.g2.com/survey_responses/highlevel-review-12853292)"** **Rating:** 5.0/5.0 stars *— Joe G.* [Read full review](https://www.g2.com/survey_responses/highlevel-review-12853292) --- **"[HighLevel centralizes CRM and automations with great flexibility](https://www.g2.com/survey_responses/highlevel-review-12432105)"** **Rating:** 4.0/5.0 stars *— Francisco P.* [Read full review](https://www.g2.com/survey_responses/highlevel-review-12432105) --- #### What Are G2 Users Discussing About HighLevel? - [How are other agencies working around HighLevel’s limits for bigger or more custom clients?](https://www.g2.com/discussions/how-are-other-agencies-working-around-highlevel-s-limits-for-bigger-or-more-custom-clients) - 2 comments - [Has pricing and “hidden” add‑ons changed how you package HighLevel to your own clients?](https://www.g2.com/discussions/has-pricing-and-hidden-add-ons-changed-how-you-package-highlevel-to-your-own-clients) - 1 comment - [What tips do you have for keeping email and SMS healthy when the tech side feels fragile?](https://www.g2.com/discussions/what-tips-do-you-have-for-keeping-email-and-sms-healthy-when-the-tech-side-feels-fragile) - 1 comment, 1 upvote ### 10. [SAP Sales Cloud](https://www.g2.com/products/sap-sap-sales-cloud/reviews) **Average Rating:** 4.2/5.0 **Total Reviews:** 887 **Product Description:** SAP Sales Cloud is a cutting-edge sales automation platform / CRM that helps organizations make intelligent selling simple, through connection, insight, and adaptability. Leveraging SAP Sales Cloud, organizations can connect and optimize sales processes. Connect data and sales processes: Unite data, processes, and people to deliver effective sales engagements that drive revenue and customer loyalty Leverage insight to accelerate sales: Guide sales actions through intelligent recommendations that remove guesswork and help sellers focus on the right business Adapt and capture new opportunities: Provide the flexibility to overcome challenges and unique requirements as they shift with new market opportunities ### What Do G2 Reviewers Say About SAP Sales Cloud? *AI-generated summary from verified user reviews* **Pros:** - Users highlight the **ease of use** of SAP Sales Cloud, enhancing performance and streamlining business strategies effectively. - Users value the **seamless integrations** with other SAP products, enhancing sales management and decision-making efficiency. - Users appreciate the **seamless integration** with other SAP products, enhancing overall functionality and user experience. - Users value the **effective lead management** in SAP Sales Cloud that enhances sales productivity and real-time insights. - Users value the **detailed analytics** of SAP Sales Cloud, which simplifies decision-making and enhances sales strategies. **Cons:** - Users find the **learning curve steep** with SAP Sales Cloud, making initial setup and navigation quite challenging. - Users find **limited customization** in SAP Sales Cloud, leading to inefficiencies in daily sales tasks and workflows. - Users find the **complexity** of SAP Sales Cloud to hinder usability, affecting training and overall adoption rates. - Users find SAP Sales Cloud to be **not intuitive** , struggling with its steep learning curve and sluggish performance. - Users find the **implementation costly** , often requiring extra resources, which raises the overall investment substantially. #### What Are Recent G2 Reviews of SAP Sales Cloud? **"[A great and powerful software with a learning curve](https://www.g2.com/survey_responses/sap-sales-cloud-review-11746761)"** **Rating:** 4.5/5.0 stars *— Alexander C.* [Read full review](https://www.g2.com/survey_responses/sap-sales-cloud-review-11746761) --- **"[High volume task handler](https://www.g2.com/survey_responses/sap-sales-cloud-review-11157624)"** **Rating:** 4.5/5.0 stars *— Carlos Q.* [Read full review](https://www.g2.com/survey_responses/sap-sales-cloud-review-11157624) --- #### What Are G2 Users Discussing About SAP Sales Cloud? - [What is SAP CRM used for?](https://www.g2.com/discussions/what-is-sap-crm-used-for) - [What SAP components are included in SAP CRM?](https://www.g2.com/discussions/sap-cloud-for-customer-what-sap-components-are-included-in-sap-crm) - 1 comment - [What SAP components are included in SAP CRM?](https://www.g2.com/discussions/what-sap-components-are-included-in-sap-crm) - 1 comment ### 11. [CRMOne](https://www.g2.com/products/crmone/reviews) **Average Rating:** 4.8/5.0 **Total Reviews:** 1,044 **Product Description:** The lack of a centralised CRM system can result in data disorganisation, ineffective communication, missed sales opportunities and limited customer insights. Many small to mid sized companies struggle with managing customer relationships without paying the hefty price of different essential features, or multiple subscriptions. However, it doesn’t have to be that way. With CRMOne, businesses can empower themselves with one seamless solution that can manage their customer relationships all in one place without compromising any features that they may need for sales and marketing without breaking the bank. From lead management and sales pipeline tracking to customer support and analytics, CRMOne offers a versatile toolkit to meet the diverse needs of businesses across various industries. CRMOne has a rich history of empowering over 4000 startups, growing businesses, and enterprises worldwide, showcasing a commitment to excellence and innovation. ### What Do G2 Reviewers Say About CRMOne? *AI-generated summary from verified user reviews* **Pros:** - Users value the **seamless lead management** that automates follow-ups and ensures smooth transitions to sales teams. - Users value the **shared customer database** of CRMOne, eliminating the hassle of searching for client details. - Users praise the **ease of use** of CRMOne, highlighting its accessible interface across various devices. - Users value the **efficient customer support** offered by CRMOne, enhancing satisfaction with quick and clear issue resolution. - Users love the **automatic reminders** and efficient handling of messages, boosting response speed and support availability. **Cons:** - Users find the **limited customization options** of CRMOne restrict their branding and personal preferences significantly. - Users find the **learning curve steep** due to UI differences and the need for manual intervention during setup. - Users find a **steep learning curve** with CRMOne, needing time to adapt to its complex functionalities and interface. - Users find that CRMOne has **limited features** , especially for complex queries and advanced user needs. - Users note that CRMOne lacks **advanced features** , particularly in productivity tracking and automation sophistication. #### Key Features - Opportunity & Pipeline Mgmt. - Email Marketing - Case Management - Social Network Integration - Dashboards #### What Are Recent G2 Reviews of CRMOne? **"[Review Title: Helped Us Streamline Sales Operations](https://www.g2.com/survey_responses/crmone-review-12202021)"** **Rating:** 5.0/5.0 stars [Read full review](https://www.g2.com/survey_responses/crmone-review-12202021) --- **"[A Complete CRM Solution for Growing Teams](https://www.g2.com/survey_responses/crmone-review-12193939)"** **Rating:** 5.0/5.0 stars [Read full review](https://www.g2.com/survey_responses/crmone-review-12193939) --- ### 12. [EngageBay All-in-One Suite](https://www.g2.com/products/engagebay-all-in-one-suite/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 668 **Product Description:** EngageBay is an all-in-one customer engagement platform designed for small and mid-sized businesses that want to manage marketing, sales, and support from a unified system. Positioned as a cost-conscious alternative to platforms like HubSpot and ActiveCampaign, it focuses on delivering essential CRM and automation capabilities without the overhead typically associated with enterprise software. The platform combines contact and deal management, marketing automation, email marketing, landing pages, forms, live chat, and help desk functionality within a single interface. By consolidating these functions, EngageBay provides teams with a centralized view of customer interactions across the lifecycle and reduces the need for multiple disconnected tools. EngageBay also incorporates AI-assisted features to streamline common tasks and improve productivity. These capabilities include AI-powered email and content generation, subject line suggestions, and workflow assistance that help teams create campaigns and communications more efficiently. The AI tools are designed to support everyday execution rather than replace core strategy, making them accessible to smaller teams that may not have dedicated automation specialists. On the marketing side, users can build email campaigns, design automation workflows, capture leads through forms and landing pages, and run A/B tests. The CRM module supports pipeline tracking, contact management, task automation, and appointment scheduling to help sales teams manage opportunities in a structured way. For post-purchase engagement, the service suite includes ticketing, knowledge base tools, and live chat to manage customer support conversations from one place. A key design principle of EngageBay is accessibility for growing businesses. The platform offers a free tier with core functionality and scales through bundled paid plans rather than numerous add-ons, helping teams adopt automation without significant upfront investment. EngageBay integrates with a range of third-party tools and provides reporting dashboards to monitor campaign performance, deal progress, and support activity. While it is not positioned as a deep enterprise platform, it is built to meet the day-to-day operational needs of SMB revenue teams looking for an integrated, AI-assisted, and budget-aware solution. The platform is built with a focus on simplicity and performance, integrating advanced marketing automation, sales CRM, and customer support software into one cohesive system. EngageBay leverages cutting-edge AI intelligence to enhance productivity and decision-making across various teams. This integration allows businesses to streamline their operations and improve customer interactions, making it an ideal choice for organizations that require a robust yet user-friendly solution. EngageBay's AI capabilities are particularly noteworthy, providing users with tools that help create content quickly, predict outcomes intelligently, and deliver personalized experiences at scale. The AI Email & Content Generator allows users to craft engaging emails and campaigns in seconds, while the AI Lead & Deal Scoring feature helps identify and prioritize leads most likely to convert. Additionally, AI Insights & Recommendations offer actionable suggestions to enhance engagement and productivity, making it easier for businesses to navigate their customer journeys effectively. The platform also boasts a suite of key features that add significant value to its users. EngageBay's marketing automation capabilities include email marketing workflows, landing page and form builders, and social media integration, which collectively enhance outreach efforts. The sales CRM component provides tools for contact and deal management, visual sales pipelines, and team collaboration, ensuring that sales processes are efficient and transparent. Furthermore, the customer support features, such as a helpdesk and ticketing system, live chat, and a unified customer view, facilitate seamless communication and service delivery. EngageBay is particularly well-suited for small to mid-sized businesses, startups, and growing teams that seek an affordable yet powerful alternative to fragmented tools. It is designed for organizations aiming to automate customer interactions, align marketing and sales efforts, and improve support efficiency through the use of AI. This comprehensive approach not only enhances operational efficiency but also positions businesses to compete effectively in their respective markets. What is this product? EngageBay is an all-in-one CRM software platform built for small and mid-sized businesses to manage marketing automation, sales pipelines, and customer support in a single system. It combines email marketing, marketing automation, landing pages, contact management, deal tracking, helpdesk, and live chat—eliminating the need for multiple disconnected tools. Designed as an affordable alternative to HubSpot and ActiveCampaign, EngageBay helps growing businesses attract leads, convert deals, and support customers without enterprise-level costs or complexity. It centralizes customer data, automates workflows, and improves visibility across the entire customer lifecycle. ### What Do G2 Reviewers Say About EngageBay All-in-One Suite? *AI-generated summary from verified user reviews* **Pros:** - Users find EngageBay's **ease of use** invaluable, streamlining workflows and enhancing productivity with its integrated features. - Users value the **automation feature** of EngageBay, significantly enhancing organization and saving time in daily tasks. - Users appreciate the **responsive customer support** of EngageBay, highlighting quick assistance and efficient service from the support staff. - Users value the **seamless integration** of CRM, email, and automation in EngageBay, enhancing workflow and productivity. - Users value the **seamless automation** in EngageBay, enhancing efficiency and organization across various tasks and tools. **Cons:** - Users find the **missing features** frustrating, including advanced templates and email threading for better engagement. - Users express frustration over **limited features** , like lack of email threading and insufficient mobile functionality. - Users find that **reporting issues** limit the effectiveness of EngageBay, particularly for specific industry needs. - Users express frustration with the **limited customization** options for landing pages, templates, and workflows in EngageBay. - Users find **reporting options too inflexible** for deeper analysis, requiring additional workarounds for advanced needs. #### Key Features - Workflow Capability - Task / Activity Management - Mobile User Support - ROI Analytics - Sending Outbound Emails #### What Are Recent G2 Reviews of EngageBay All-in-One Suite? **"[All-in-One Email Marketing and Landing Pages That Keep Leads Organized](https://www.g2.com/survey_responses/engagebay-all-in-one-suite-review-12888692)"** **Rating:** 4.5/5.0 stars *— Richard C.* [Read full review](https://www.g2.com/survey_responses/engagebay-all-in-one-suite-review-12888692) --- **"[EngageBay Keeps Contacts, Email Campaigns, and Automations in One Place](https://www.g2.com/survey_responses/engagebay-all-in-one-suite-review-12877213)"** **Rating:** 4.5/5.0 stars *— Konstantinos C.* [Read full review](https://www.g2.com/survey_responses/engagebay-all-in-one-suite-review-12877213) --- #### What Are G2 Users Discussing About EngageBay All-in-One Suite? - [What is EngageBay All-in-One Suite used for?](https://www.g2.com/discussions/what-is-engagebay-all-in-one-suite-used-for) ### 13. [Nutshell](https://www.g2.com/products/nutshell/reviews) **Average Rating:** 4.3/5.0 **Total Reviews:** 1,403 **Product Description:** Founded in 2010, Nutshell is an all-in-one sales, marketing and engagement platform that helps B2B organizations work together to win more deals. Simple enough for any user and sophisticated enough for any business, Nutshell is built for teams who are tired of juggling separate sales and marketing tools and don’t want to pay a full-time admin to manage their software. If you're aiming to boost revenue, streamline your sales process, or craft engaging marketing messages, Nutshell could be the solution. Every Nutshell subscription includes unlimited CRM contacts and data storage, fully customizable reporting tools, free data migration assistance, and world-class live support, all at an extremely affordable price. In 2024, Nutshell introduced Nutshell Marketing and Nutshell Engagement. Nutshell Marketing helps businesses create compelling email campaigns and landing pages to drive audience engagement, while Nutshell Engagement connects you with leads and customers throughout the sales journey via web chat and text messaging. Nutshell also integrates with popular tools like Google Workspace/Gmail, Microsoft Office/Outlook, QuickBooks Online, Intercom, and Slack. Nutshell also offers a mobile version, allowing sales reps to create, search, and edit contact information while in the field. Nutshell serves thousands of businesses around the world and has been named a top CRM for both user-friendliness and affordability. Nutshell has been honored as a "Leader" in G2's Grid® Report for CRM every quarter since Fall 2020. ### What Do G2 Reviewers Say About Nutshell? *AI-generated summary from verified user reviews* **Pros:** - Users highlight the **ease of use** of Nutshell, as it streamlines organization and daily tasks effortlessly. - Users find Nutshell to be a **reliable and intuitive tool** that streamlines the admissions and marketing process effectively. - Users praise the **responsive customer support** team at Nutshell for promptly addressing issues and providing assistance. - Users appreciate the **intuitive interface** and **customizable features** , making onboarding and tracking deals effortless. - Users enjoy the **intuitive design** of Nutshell, finding it easy to learn and navigate effectively. **Cons:** - Users note the need for **missing features** like better task differentiation and more built-in automation for efficiency. - Users find Nutshell's **limited features** restrict their customization and integration options, affecting overall usability for advanced needs. - Users find the **limited customization** options frustrating, particularly for email templates and mobile functionality. - Users find the **learning curve challenging** due to frequent feature changes and complicated layout affecting productivity. - Users experience **email integration issues** occasionally, requiring cleanup for better organization in Nutshell. #### Key Features - User, Role, and Access Management - Task / Activity Management - Integration APIs - Social Collaboration Features - Forecasting #### What Are Recent G2 Reviews of Nutshell? **"[It Keeps My Workflow Organized with Easy Contact and Follow Up Management](https://www.g2.com/survey_responses/nutshell-review-12825860)"** **Rating:** 5.0/5.0 stars *— Ishan S.* [Read full review](https://www.g2.com/survey_responses/nutshell-review-12825860) --- **"[Reliable, User-Friendly CRM with Strong Automation and Support](https://www.g2.com/survey_responses/nutshell-review-12833911)"** **Rating:** 4.5/5.0 stars *— Konjengbam M.* [Read full review](https://www.g2.com/survey_responses/nutshell-review-12833911) --- ### 14. [Attio](https://www.g2.com/products/attio/reviews) **Average Rating:** 4.3/5.0 **Total Reviews:** 448 **Product Description:** Attio is the AI CRM for the next era of companies. Built to adapt to any business, Attio gives companies the power to understand every customer, automate at scale, and create go-to-market systems exactly as they need. Thousands of companies, including category-defining AI leaders and startups, use Attio to power their go-to-market. ------------------------ Key features: - AI for how you already work. Ask Attio to find, update, or create in plain English. - Connect your agents to your CRM. Attio's MCP server plugs into any AI tool so your agents can read, write, and act on live customer context. - A CRM that fits your business. Model any GTM motion with our flexible data model, custom objects, and relationships tailored for your team. - Automate the work behind the deal. Powerful workflows route leads, manage deals, and keep your pipeline moving. - Stop chasing stale data. Attio enriches contact and company records automatically, so your team never wastes time on dead emails, outdated titles, or missing context. - Real-time performance. Live dashboards and advanced reporting give revenue teams instant visibility into pipeline, activity, and trends. - Keep the conversation going. Record meetings, generate AI summaries, and sync key insights directly to your CRM. - Connect the tools your team loves. Attio stays in sync across your entire stack with a growing library of integrations and a Developer Platform to create your own. Getting started with Attio is fast. Set up your CRM in minutes by syncing your email and calendar to build a complete system without manual data entry. ------------------------ Join the thousands of companies already using Attio to power their growth. See what Attio can do for you at attio.com ### What Do G2 Reviewers Say About Attio? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate Attio's **ease of use** , finding it intuitive and customizable for their specific needs. - Users value the **easy setup** of Attio, facilitating a smooth onboarding process tailored to individual workflows. - Users value the **easy customization** of Attio, allowing tailored workflows and seamless integration with existing processes. - Users value Attio's **seamless integrations** with various tools, enhancing data consistency and workflow efficiency. - Users love the **customizable features** of Attio, enabling flexible configurations and powerful integrations for enhanced productivity. **Cons:** - Users experience **integration issues** with Attio, finding challenges with linking notes and connecting various tools. - Users find the **missing features** like advanced reporting and integrations to hinder their experience with Attio. - Users find the **learning curve steep** with Attio, requiring patience and time for optimal setup and understanding. - Users find **feature limitations** in Attio, highlighting a lack of essential tools and complex reporting options. - Users find the **incomplete information** in Attio's reporting system frustrating and lacking clarity for effective analysis. #### Key Features - Customization - Contact & Account Management - Email Marketing - Integration APIs - Mobile User Support #### What Are Recent G2 Reviews of Attio? **"[A CRM That Keeps Everything Connected](https://www.g2.com/survey_responses/attio-review-12811288)"** **Rating:** 5.0/5.0 stars *— Evheniia K.* [Read full review](https://www.g2.com/survey_responses/attio-review-12811288) --- **"[Customizable CRM with Setup Challenges](https://www.g2.com/survey_responses/attio-review-12814754)"** **Rating:** 4.5/5.0 stars *— Herb K.* [Read full review](https://www.g2.com/survey_responses/attio-review-12814754) --- ### 15. [Instantly](https://www.g2.com/products/instantly/reviews) **Average Rating:** 4.8/5.0 **Total Reviews:** 4,088 **Product Description:** Instantly turns leads into clients with Automated Outreach, Deliverability Network, Sales Engagement, B2B Lead Database & AI-Powered CRM. Find your leads, create your campaigns, connect your sending accounts, and watch those leads turn into customers - with one, flat-fee subscription. Founded in 2021, Instantly is the leading sales engagement platform used by more than 35,000 customers, from solopreneurs to global agencies. Our goal is to be the simplest tool on the market to make money with cold email. ### What Do G2 Reviewers Say About Instantly? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** of Instantly, as it's intuitive and simple to set up and integrate. - Users commend the **excellent customer support** of Instantly, highlighting quick responses and effective solutions for their needs. - Users praise the **incredible customer support** of Instantly, highlighting their quick, precise, and helpful responses. - Users love the **simple and effective features** of Instantly, enhancing email outreach and lead organization effortlessly. - Users appreciate the **time-saving features** of Instantly, streamlining cold emailing and enhancing lead organization effortlessly. **Cons:** - Users find the pricing structure **expensive** , especially with useful features only available in higher-tier plans. - Users notice several **missing features** , like auto DM tools and improved UI/UX, impacting their overall experience. - Users face **frequent campaign failures** and issues with formatting, setup complexity, and email management limitations on Instantly. - Users find the **learning curve steep** , facing challenges in setup and navigation that hinder effective use. - Users experience **email issues** with Instantly, facing limitations in formatting and complicated campaign setups. #### What Are Recent G2 Reviews of Instantly? **"[Improving Communication Visibility During Supplier Coordination](https://www.g2.com/survey_responses/instantly-review-12812978)"** **Rating:** 5.0/5.0 stars *— VINAY P.* [Read full review](https://www.g2.com/survey_responses/instantly-review-12812978) --- **"[Migration Support and Warmup Make Managing Dozens of Mailboxes Effortless](https://www.g2.com/survey_responses/instantly-review-12850941)"** **Rating:** 5.0/5.0 stars *— Brian Y.* [Read full review](https://www.g2.com/survey_responses/instantly-review-12850941) --- #### What Are G2 Users Discussing About Instantly? - [What is Instantly used for?](https://www.g2.com/discussions/what-is-instantly-used-for) - 9 comments, 2 upvotes ### 16. [Capsule CRM](https://www.g2.com/products/capsule-crm/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 486 **Product Description:** Capsule CRM is a growth-oriented customer relationship management (CRM) tool that empowers salespeople, marketers, and business owners to win more business, retain more clients, and deliver exceptional work. With a focus on simplicity and efficiency, our 10,000+ global customers are attracted by our excellent value and incredible support. ### What Do G2 Reviewers Say About Capsule CRM? *AI-generated summary from verified user reviews* **Pros:** - Users find Capsule CRM's **ease of use** perfect for beginners, enhancing organization and efficiency in daily tasks. - Users highlight the **exceptional customer support** of Capsule CRM, appreciating their rapid responses and effective solutions. - Users appreciate Capsule CRM for its **user-friendly interface** , making it easy to manage contacts and track sales efficiently. - Users commend Capsule CRM for its **simplicity** , making setup and navigation quick and efficient for daily tasks. - Users appreciate the **effective task management** in Capsule CRM, which enhances their productivity and organization. **Cons:** - Users find that Capsule CRM lacks **template variety and customization options** , impacting efficiency for less-experienced users. - Users note the **limited customization** in Capsule CRM, particularly for templates and integrations, which can hinder flexibility. - Users find **integration issues** with Capsule CRM frustrating, impacting collaboration and requiring reliance on additional tools. - Users find the **learning curve steep** , suggesting that tutorial videos could enhance understanding of Capsule CRM's features. - Users find Capsule CRM has **limited features** , which restricts functionality and can hinder scalability for some needs. #### Key Features - Customization - Contact & Account Management - Customer Support Portal - Social Collaboration Features - Dashboards #### What Are Recent G2 Reviews of Capsule CRM? **"[Reliable & Easy to Manage CRM for Client Follow-Ups, Task Organization, and Professional Workflow](https://www.g2.com/survey_responses/capsule-crm-review-12786411)"** **Rating:** 5.0/5.0 stars *— Ishan S.* [Read full review](https://www.g2.com/survey_responses/capsule-crm-review-12786411) --- **"[Highly Customizable Pipelines and Tasks That Fit Our Needs](https://www.g2.com/survey_responses/capsule-crm-review-12611447)"** **Rating:** 5.0/5.0 stars *— Yllza H.* [Read full review](https://www.g2.com/survey_responses/capsule-crm-review-12611447) --- #### What Are G2 Users Discussing About Capsule CRM? - [What is Capsule CRM used for?](https://www.g2.com/discussions/what-is-capsule-crm-used-for) - 1 comment - [What are the top 5 CRM systems?](https://www.g2.com/discussions/capsule-crm-what-are-the-top-5-crm-systems) - 1 comment - [What is CRM database software?](https://www.g2.com/discussions/what-is-crm-database-software) - 1 comment ### 17. [Brevo Marketing Platform](https://www.g2.com/products/brevo-marketing-platform/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 2,440 **Product Description:** Trusted by over 500,000 businesses worldwide, Brevo (formerly Sendinblue) is the affordable, all-in-one marketing and CRM stack that helps growing businesses scale faster. It's easy to use and suitable for companies of all sizes. Build lasting customer relationships with Brevo's flexible toolkit. Products range from marketing to sales, chat, and transactional emails. Choose what you need — and only pay for what you use. Here are just some of the things you can do with Brevo: - Run multi-channel marketing campaigns across email, WhatsApp, SMS, web push, and Facebook ads - Trigger transactional emails, SMS, and WhatsApp notifications over Brevo SMTP and APIs - Automate marketing activities to deliver the right message at the right time, and efficiently manage your audience - Reduce the number of marketing and sales apps — and get a full view of customer interactions with tools that talk to each other - Engage customers in real-time and reply to FAQs 24/7 with live chat and chatbot - Track leads, automate tasks, and schedule meetings with the Brevo Sales Platform - Connect your e-commerce store to track web sales and use the Retention analysis to improve your marketing strategy. - Talk to customers anytime, anywhere with Brevo’s cloud-based phone system Learn more and start for free at https://www.brevo.com/products/marketing-platform/ Get a custom quote: https://www.brevo.com/plus/contact/ ### What Do G2 Reviewers Say About Brevo Marketing Platform? *AI-generated summary from verified user reviews* **Pros:** - Users highlight the **ease of use** of Brevo, making it accessible for new users and effective for email management. - Users commend the **ease of scheduling and automation** features in Brevo, making email marketing efficient and effective. - Users find the **easy setup** of Brevo Marketing Platform very helpful for efficient email marketing and automation. - Users appreciate the **affordable pricing and effective features** of Brevo for email marketing and automation tasks. - Users value the **simplicity** of Brevo, making campaign creation and management effective and easy to navigate. **Cons:** - Users find **missing features** in Brevo, especially in template flexibility and detailed reporting capabilities. - Users find the **limited features** of Brevo restrict customization and automation, hindering advanced marketing strategies. - Users find the **limited customization** of email templates restricts their ability to create unique designs. - Users find the **learning curve challenging** , often requiring time to fully understand the platform's advanced features. - Users find the **pricing too high** , suggesting a need for more affordable options to enhance value. #### What Are Recent G2 Reviews of Brevo Marketing Platform? **"[Brevo: Easy Email Campaigns with Solid Features at a Lower Price](https://www.g2.com/survey_responses/brevo-marketing-platform-review-12676684)"** **Rating:** 5.0/5.0 stars *— Bhavya D.* [Read full review](https://www.g2.com/survey_responses/brevo-marketing-platform-review-12676684) --- **"[All-in-One Marketing Platform That Simplifies Automation, Improves Targeting, and Drives Better ROI](https://www.g2.com/survey_responses/brevo-marketing-platform-review-12763163)"** **Rating:** 5.0/5.0 stars *— Hardik C.* [Read full review](https://www.g2.com/survey_responses/brevo-marketing-platform-review-12763163) --- #### What Are G2 Users Discussing About Brevo Marketing Platform? - [What is Sendinblue used for?](https://www.g2.com/discussions/brevo-marketing-platform-what-is-sendinblue-used-for) - 1 comment, 1 upvote - [Is Sendinblue free?](https://www.g2.com/discussions/is-sendinblue-free) - 6 comments - [What is Sendinblue email?](https://www.g2.com/discussions/what-is-sendinblue-email) - 1 comment ### 18. [Mekari Qontak](https://www.g2.com/products/mekari-qontak/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 31 **Product Description:** Mekari Qontak is a leading and expert provider of enterprise Omnichannel CRM technology leveraging scalable API technology. Built on a SaaS model, Qontak enables businesses to rapidly grow their sales, customer service and operations. Our solutions empower businesses using WhatsApp & Instagram, social media, e-commerce, voice calls, KPIs and offline activities within a unified SaaS CRM technology. ### What Do G2 Reviewers Say About Mekari Qontak? *AI-generated summary from verified user reviews* **Pros:** - Users find Mekari Qontak's **ease of use** exceptional, praising its user-friendly interface and hassle-free implementation. - Users value the **seamless integration** with CRM tools, ensuring efficient communication and up-to-date customer data management. - Users highlight the **user-friendly interface** of Mekari Qontak, making remote work and task management seamless and efficient. - Users value the **responsive and dependable customer support** of Mekari Qontak, enhancing their overall experience and satisfaction. - Users appreciate the **intuitive interface** of Mekari Qontak, making customer interactions and remote work seamless and efficient. **Cons:** - Users find the **complex setup** for advanced reports challenging, but value the actionable insights once configured. - Users face **connectivity issues** with Mekari Qontak, leading to discrepancies in account activation across devices. - Users find that **advanced configuration** for reports requires expertise, but the insights become very actionable afterward. - Users find an **incomplete information** issue with Mekari Qontak, wishing for more detailed reporting and analytics features. - Users face **integration issues** with Mekari Qontak, limiting WhatsApp Business use solely to its platforms. #### Key Features - Workflow Capability - Partner Relationship Mgmt. (PRM) - Email Marketing - Case Management - Social Network Integration #### What Are Recent G2 Reviews of Mekari Qontak? **"[Mekari Qontak Centralizes Channels for Faster, Clearer Customer Communication](https://www.g2.com/survey_responses/mekari-qontak-review-12750544)"** **Rating:** 5.0/5.0 stars *— chatelia n.* [Read full review](https://www.g2.com/survey_responses/mekari-qontak-review-12750544) --- **"[Mekari Qontak Makes Customer Communication Faster and More Organized](https://www.g2.com/survey_responses/mekari-qontak-review-12430999)"** **Rating:** 5.0/5.0 stars *— Yosua B.* [Read full review](https://www.g2.com/survey_responses/mekari-qontak-review-12430999) --- #### What Are G2 Users Discussing About Mekari Qontak? - [What is Qontak by Mekari used for?](https://www.g2.com/discussions/what-is-qontak-by-mekari-used-for) - 1 comment ### 19. [Oracle Sales Cloud](https://www.g2.com/products/oracle-sales-cloud/reviews) **Average Rating:** 3.9/5.0 **Total Reviews:** 139 **Product Description:** Oracle Sales Cloud offers an array of capabilities built to meet the essential needs of sales organizations. Easy-to-use productivity tools empowers sales with the information and guidance they need to close more deals quickly; “always-on” access even when on the go increases sales teams’ effectiveness and “right-time” insights engenders sales performance. The key elements of Oracle Sales Cloud's SFA solution are vast. They include: • Core foundational sales force automation tools such as account, opportunity and lead management and productivity tools • A comprehensive partner relationship management offering to manage channel sales and partner management • Extensive sales performance management encompassing the science of managing territories, quota management and sales incentive compensation • Advanced analytics consisting of pre-built analytic reports, data visualization and adaptive intelligence • A customer data management system to ensure clean, consolidated and complete customer information. With rich functional capabilities and a comprehensive feature set, Oracles Sales Cloud provides a more modern approach to sales execution. ### What Do G2 Reviewers Say About Oracle Sales Cloud? *AI-generated summary from verified user reviews* **Pros:** - Users value the **seamless integration** of Oracle Sales Cloud with other Oracle systems, enhancing operational efficiency. - Users value the **feature richness** of Oracle Sales Cloud, enhancing efficiency in sales processes and data management. - Users find Oracle Sales Cloud to have a **user-friendly interface** and appreciate the excellent support team. - Users appreciate the **responsive customer support** of Oracle Sales Cloud, ensuring smooth operations and quick technical assistance. - Users find Oracle Sales Cloud **very easy to use** , enjoying its intuitive interface and multiple features across devices. **Cons:** - Users face a **steep learning curve** , making initial navigation and adoption of Oracle Sales Cloud quite challenging. - Users find the **high complexity** of Oracle Sales Cloud challenging, particularly for new users and during initial setups. - Users find the **interface not user-friendly** , leading to a steep learning curve and complexity in workflows. - Users experience **slow performance** with large datasets and complex reports, leading to frustration during usage. - Users face **bugs** with data availability and unpredictable behavior during JPEG file uploads, complicating their experience. #### Key Features - Workflow Capability - Contact & Account Management - Lead Management - Case Management - Integration APIs #### What Are Recent G2 Reviews of Oracle Sales Cloud? **"[Centralized Sales Visibility and Automation with Strong Analytics in Oracle Sales Cloud](https://www.g2.com/survey_responses/oracle-sales-cloud-review-12830276)"** **Rating:** 4.5/5.0 stars *— Natalie H.* [Read full review](https://www.g2.com/survey_responses/oracle-sales-cloud-review-12830276) --- **"[Centralized Data, But Setup Can Be Tricky](https://www.g2.com/survey_responses/oracle-sales-cloud-review-12698890)"** **Rating:** 5.0/5.0 stars *— Aditya P.* [Read full review](https://www.g2.com/survey_responses/oracle-sales-cloud-review-12698890) --- #### What Are G2 Users Discussing About Oracle Sales Cloud? - [Is Salesforce an Oracle product?](https://www.g2.com/discussions/is-salesforce-an-oracle-product) - 2 comments - [Is Oracle CRM cloud based?](https://www.g2.com/discussions/is-oracle-crm-cloud-based) - [What is Oracle Sales Cloud?](https://www.g2.com/discussions/what-is-oracle-sales-cloud) - 1 comment ### 20. [Less Annoying CRM](https://www.g2.com/products/less-annoying-crm/reviews) **Average Rating:** 4.9/5.0 **Total Reviews:** 653 **Product Description:** We built Less Annoying CRM in 2009 for the thousands of independent consultants, agents, and small business owners who are hitting the limits of their spreadsheets, but nowhere near needing the complexity of big CRMs. Less Annoying CRM is for you if you’ve ever wished you could attach a to-do list to a contact, keep all your notes and emails for a client in one place, or just get a simple nudge so a follow-up never slips through the cracks again. We're the middle ground between the spreadsheet you're manually updating, and all those complicated, expensive, overwhelming CRMs on top 10 lists. We're built to be more than a spreadsheet, less than a CRM. You get a simple contact list, a calendar that syncs with Google and Outlook, and an easy-to-read report of your leads and tasks. All your team members can collaborate without the chaos of a shared spreadsheet, and you'll get a daily email agenda of everything on your plate. What you \*won’t\* get are confusing features you’ll never use, a consultant to set it all up, or a surprise bill because you needed an extra feature. We believe in one simple price ($15/month/user), no long-term contracts, and free phone and email support from real, happy humans. See why we are ranked G2's #1 easiest-to-use CRM. Start your no-hassle, 30-day free trial today -- no credit card needed. ### What Do G2 Reviewers Say About Less Annoying CRM? *AI-generated summary from verified user reviews* **Pros:** - Users value the **intuitive interface** of Less Annoying CRM, making it easy for teams to stay organized. - Users appreciate the **remarkable customer support** from Less Annoying CRM, making their experience smooth and efficient. - Users value the **simplicity** of Less Annoying CRM, appreciating its intuitive design and effective functionality. - Users appreciate the **user-friendly design** of Less Annoying CRM, enabling easy management of contacts and tasks. - Users love the **affordability** of Less Annoying CRM, finding it delivers essential features without unnecessary extras. **Cons:** - Users desire **missing features** like integrations with Constant Contact and document storage options for improved efficiency. - Users face **integration issues** with Less Annoying CRM, requiring workarounds that complicate list management and functionality. - Users find the **limited features** of Less Annoying CRM restrictive as their needs evolve and grow. - Users note that the **feature limitations** hinder advanced reporting and automation needed for growing business demands. - Users find the **limited customization options** of Less Annoying CRM restrict their ability to tailor the system effectively. #### What Are Recent G2 Reviews of Less Annoying CRM? **"[Straightforward and Easy to Integrate Into My Routine](https://www.g2.com/survey_responses/less-annoying-crm-review-12875409)"** **Rating:** 4.0/5.0 stars *— Carolyn D.* [Read full review](https://www.g2.com/survey_responses/less-annoying-crm-review-12875409) --- **"[Managing Nutrition Follow-ups and Daily Tasks More Professionally](https://www.g2.com/survey_responses/less-annoying-crm-review-12865757)"** **Rating:** 5.0/5.0 stars *— Ishan S.* [Read full review](https://www.g2.com/survey_responses/less-annoying-crm-review-12865757) --- #### What Are G2 Users Discussing About Less Annoying CRM? - [What is Less Annoying CRM used for?](https://www.g2.com/discussions/what-is-less-annoying-crm-used-for) - 1 comment ### 21. [Zoho CRM Plus](https://www.g2.com/products/zoho-crm-plus-2018-12-06/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 126 **Product Description:** 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. ### What Do G2 Reviewers Say About Zoho CRM Plus? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Zoho CRM Plus, enabling quick onboarding and productive teamwork without extensive training. - Users appreciate the **efficiency** of Zoho CRM Plus, streamlining operations by integrating all functions into one platform. - Users value the **seamless integrations** of Zoho CRM Plus, enhancing communication and streamlining workflow across departments. - Users value the **automation features** of Zoho CRM Plus, enhancing organization and efficiency across their businesses. - Users value the **seamless integration** of Zoho CRM Plus, enhancing efficiency in managing sales and customer communication. **Cons:** - Users find the **learning curve steep** with Zoho CRM Plus, as the interface and features can be overwhelming initially. - Users find Zoho CRM Plus **not intuitive** , with a complex interface that can overwhelm and frustrate new users. - Users find the **overwhelming experience** of Zoho CRM Plus due to its complexity and steep learning curve challenging. - Users find the **limited customization** options in Zoho CRM Plus restrict their ability to tailor the system effectively. - Users find the **overwhelming nature** of Zoho CRM Plus challenging due to its many features and steep learning curve. #### Key Features - Customization - Contact & Account Management - Lead Management - Customer Support Portal - Data Import & Export Tools #### What Are Recent G2 Reviews of Zoho CRM Plus? **"[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) --- **"[Highly Customizable CRM That Centralizes Data and Automates Follow-Ups](https://www.g2.com/survey_responses/zoho-crm-plus-review-12746508)"** **Rating:** 5.0/5.0 stars *— Jena R.* [Read full review](https://www.g2.com/survey_responses/zoho-crm-plus-review-12746508) --- #### 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 ### 22. [LocaliQ](https://www.g2.com/products/localiq/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 1,042 **Product Description:** LocaliQ is how businesses attract and retain ideal customers. The marketing platform helps businesses grow faster with a suite of AI lead management and digital agents, marketing automation, omnichannel campaign management, advanced reporting, and expert-led services. The technology allows customers to optimize ad spend in real-time across multiple channels, saving time and ensuring real results. Dash is LocaliQ’s AI-powered lead management SaaS solution designed to help businesses convert more leads into customers, faster and more efficiently. With automated lead scoring, follow-ups, and reporting, plus advanced AI agents and an included SMS conversational tool, Dash streamlines workflows, eliminates manual tasks, and helps to boost revenue for businesses of all sizes. Integrated with LocaliQ’s AI marketing platform, Dash enables businesses to enhance customer experiences, automate workflows, and save time to focus on growing their business. LocaliQ's products and services include: -AI Agents (Voice, SMS, and live chat) -Marketing Automation -Lead Management Software -Lead Scoring -Live Chat -SMS Marketing -Social Media Marketing -Cross-Channel Advertising -Paid Search Advertising -Marketing Analytics -Social Media Advertising -Display Advertising -Video Advertising -Targeted Email Marketing -Multi-Listings Management -SEO Tools -Websites & Landing Pages -Custom Promotions Gannett is now USA TODAY Co. In order to align all digital marketing solutions under a single brand identity, the ReachLocal, WordStream, and ThriveHive brands were consolidated under the LocaliQ name. ### What Do G2 Reviewers Say About LocaliQ? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **dedicated and supportive customer support** team at LocaliQ, enhancing their campaign success and experience. - Users commend the **personalized support** from LocaliQ, highlighting their commitment and proactive communication for success. - Users value the **dedicated team support** of LocaliQ, enhancing campaign implementation and overall success. - Users commend LocaliQ for its **effective business growth capabilities** , enhancing lead management and digital advertising success. - Users find LocaliQ to be **easy to use** , enabling efficient management of campaigns and leads seamlessly. **Cons:** - Users find the service **expensive** , especially for small businesses with limited budgets, risking financial strain. - Users find the **high costs** of LocaliQ burdensome, particularly for small businesses with limited budgets. - Users find **limited features** in LocaliQ, noting vague metrics and inconsistent lead quality affecting their experience. - Users experience **poor customer support** with LocaliQ, citing slow responses and ineffective communication regarding their service needs. - Users criticize LocaliQ for **poor sales performance** , highlighting overpriced leads and inadequate communication with clients. #### What Are Recent G2 Reviews of LocaliQ? **"[LocaliQ Boosted Our Visibility with Targeted Marketing and Powerful Analytics](https://www.g2.com/survey_responses/localiq-review-12467228)"** **Rating:** 4.5/5.0 stars *— Prosper I.* [Read full review](https://www.g2.com/survey_responses/localiq-review-12467228) --- **"[Trusted Long-Term Rep Support with Helpful, Business-Savvy Guidance](https://www.g2.com/survey_responses/localiq-review-12886484)"** **Rating:** 5.0/5.0 stars *— Rojiar A.* [Read full review](https://www.g2.com/survey_responses/localiq-review-12886484) --- #### What Are G2 Users Discussing About LocaliQ? - [What is WordStream used for?](https://www.g2.com/discussions/what-is-wordstream-used-for) - [What is ReachEdge used for?](https://www.g2.com/discussions/what-is-reachedge-used-for) - 1 comment - [What is LOCALiQ?](https://www.g2.com/discussions/what-is-localiq) - 1 comment, 1 upvote ### 23. [NetSuite](https://www.g2.com/products/netsuite/reviews) **Average Rating:** 4.1/5.0 **Total Reviews:** 4,629 **Product Description:** As the world's #1 AI Cloud ERP solution for more than 25 years, NetSuite has helped businesses gain the visibility, control, and agility to build and grow a successful business. First focused on financials and ERP, we now provide an AI-powered integrated system that also includes inventory management, HR, professional services automation, and commerce, and is used by more than 43,000 customers in 220 countries. ### What Do G2 Reviewers Say About NetSuite? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** in NetSuite, benefiting from intuitive navigation and customizable reporting capabilities. - Users value the **customizability** of NetSuite, enhancing flexibility to meet diverse business needs efficiently. - Users value the **extensive customization options** of NetSuite, enhancing flexibility and simplifying data management. - Users value the **extensive reporting capabilities** of NetSuite, enhancing data organization and cross-functional operations seamlessly. - Users value the **customization options** in NetSuite, enabling tailored solutions and efficient data management. **Cons:** - Users often face a **challenging learning curve** , making initial setup and customization time-consuming and complex. - Users report that the **interface is outdated and unclear** , leading to usability issues and complicated integration. - Users report **missing features** in NetSuite, complicating customization, integration, and overall ease of use. - Users find **limited customization** in NetSuite frustrating, as certain features feel disjointed and restrict usability across functions. - Users struggle with **NetSuite's user-friendliness** , citing a steep learning curve and an unintuitive interface. #### What Are Recent G2 Reviews of NetSuite? **"[Review NetSuite ERP](https://www.g2.com/survey_responses/netsuite-review-12772509)"** **Rating:** 4.5/5.0 stars *— Evan C.* [Read full review](https://www.g2.com/survey_responses/netsuite-review-12772509) --- **"[Easy Navigation, Strong Integrations, and Amazing NetSuite Support](https://www.g2.com/survey_responses/netsuite-review-12806676)"** **Rating:** 4.5/5.0 stars *— Rebecca S.* [Read full review](https://www.g2.com/survey_responses/netsuite-review-12806676) --- #### What Are G2 Users Discussing About NetSuite? - [Is NetSuite an accounting software?](https://www.g2.com/discussions/is-netsuite-an-accounting-software) - 4 comments - [What is NetSuite built on?](https://www.g2.com/discussions/what-is-netsuite-built-on) - 1 comment - [Is NetSuite a good ERP system?](https://www.g2.com/discussions/is-netsuite-a-good-erp-system) - 3 comments, 1 upvote ### 24. [RSoft CRM](https://www.g2.com/products/rsoft-crm/reviews) **Average Rating:** 5.0/5.0 **Total Reviews:** 15 **Product Description:** RSoft CRM (Customer Relationship Management) software is a tool used by businesses to manage interactions and relationships with current and potential customers. These software typically provide a range of features designed to help organizations streamline their sales, marketing, and customer service efforts. Here are some common features found in Roft CRM software: 1. Contact Management 2. Sales Management 3. Lead Management 4. Marketing Automation 5. Customer Support & Services 6. Analytics Report & Dashboard 7. Integration ### What Do G2 Reviewers Say About RSoft CRM? *AI-generated summary from verified user reviews* **Pros:** - Users commend the **excellent customer support** of RSoft CRM, noting quick responses and effective issue resolution. - Users find RSoft CRM to be **user-friendly** , enjoying its intuitive interface and excellent customization options. - Users love the **automation features** of RSoft CRM, enabling easy task management and efficient workflow customization. - Users appreciate the **efficient lead management** in RSoft CRM, streamlining follow-ups and enhancing conversion rates. - Users find **easy access** helpful for efficient client management and timely follow-ups using RSoft CRM. **Cons:** - Users experience **email issues** requiring frequent communication for problem resolution, although improvements have recently been made. - Users face **connectivity issues** that require addressing via email, causing interruptions during usage. - Users have noted that RSoft CRM has improved but initially faced **user-friendliness issues** requiring frequent email requests for support. #### What Are Recent G2 Reviews of RSoft CRM? **"[Quick Lead Follow-Ups and Daily Email Reports That Boost Sales Monitoring](https://www.g2.com/survey_responses/rsoft-crm-review-12343048)"** **Rating:** 5.0/5.0 stars *— Pavithrapazheri .* [Read full review](https://www.g2.com/survey_responses/rsoft-crm-review-12343048) --- **"[It is a user friendly software to all the person those who are using it.](https://www.g2.com/survey_responses/rsoft-crm-review-12151473)"** **Rating:** 5.0/5.0 stars *— VIKAA H.* [Read full review](https://www.g2.com/survey_responses/rsoft-crm-review-12151473) --- ### 25. [OnePageCRM](https://www.g2.com/products/onepagecrm/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 257 **Product Description:** Built for small businesses and solo founders, OnePageCRM is a super simple, clean, and easy-to-use CRM system with stress-free onboarding and affordable pricing. With fast setup and a lightweight interface, it has zero bloat and offers only the features you actually need. OnePageCRM is trusted by thousands of users in over 80 countries. ### What Do G2 Reviewers Say About OnePageCRM? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **ease of use** of OnePageCRM, noting its clear interface and manageable processes for client follow-ups. - Users value the **simple and effective design** of OnePageCRM, making client management easy and streamlined. - Users value the **simplicity and ease of use** of OnePageCRM, making it ideal for quick adoption in small businesses. - Users commend the **quick and caring customer support** from OnePageCRM, making their experience seamless and efficient. - Users appreciate the **easy setup** of OnePageCRM, making it intuitive and manageable for everyday tasks. **Cons:** - Users find the **missing features** of OnePageCRM limiting, wishing for better integration and functionality enhancements. - Users find **limited options** in reporting, automation, and customization with OnePageCRM, affecting their overall experience. - Users feel that OnePageCRM has **limited features** , lacking advanced integrations and reporting options for varied needs. - Users experience **export limitations** with OnePageCRM, making reporting and data analysis more cumbersome than desired. - Users find **integration issues** challenging, particularly when connecting OnePageCRM with other productivity and learning tools. #### What Are Recent G2 Reviews of OnePageCRM? **"[Helping The Brun Bear Foundation Stay Organized and Engaged](https://www.g2.com/survey_responses/onepagecrm-review-12859063)"** **Rating:** 5.0/5.0 stars *— Vanessa W.* [Read full review](https://www.g2.com/survey_responses/onepagecrm-review-12859063) --- **"[Ideal CRM for Small to Mid-Sized Businesses](https://www.g2.com/survey_responses/onepagecrm-review-12294309)"** **Rating:** 5.0/5.0 stars *— Kato M.* [Read full review](https://www.g2.com/survey_responses/onepagecrm-review-12294309) --- #### What Are G2 Users Discussing About OnePageCRM? - [How has OnePageCRM supported your sales pipeline management, and what features do you rely on?](https://www.g2.com/discussions/how-has-onepagecrm-supported-your-sales-pipeline-management-and-what-features-do-you-rely-on) - [What is OnePageCRM used for?](https://www.g2.com/discussions/what-is-onepagecrm-used-for) - 1 comment ## What Is CRM Software? [Sales Tools](https://www.g2.com/categories/sales-tools) ## What Software Categories Are Similar to CRM Software? - [Marketing Automation Software](https://www.g2.com/categories/marketing-automation) - [Email Tracking Software](https://www.g2.com/categories/email-tracking) - [Sales Analytics Software](https://www.g2.com/categories/sales-analytics) --- ## How Do You Choose the Right CRM Software? ### Everything About CRMs ### CRM software buying insights at a glance [Customer relationship management (CRM) software](https://www.g2.com/categories/crm) strategically manages customer interactions across marketing, sales, service, and analytics functions, using capabilities such as customer data aggregation, workflow automation, and analytics-driven insights. Organizations primarily use CRM software to manage leads, track customer interactions, automate sales pipelines, and centralize customer data. CRM systems range from sales automation tools to specialized solutions tailored for industries such as real estate, finance, or nonprofits. Most CRM solutions are priced per user monthly or annually, averaging approximately $35 per user/month, with free plans for small businesses and premium enterprise solutions reaching up to $3,960 per user/year. If you’re evaluating CRM software, consider your organization's size, desired integrations, pricing transparency, ease of use, feature availability, vendor support quality, and AI capabilities. Essential questions include: - How transparent and scalable is the pricing structure? - What training and onboarding resources are provided? - What integrations are supported, and how user-friendly are they? - How responsive is the vendor to customer support issues? - Does the CRM utilize AI to automate interactions or insights? G2's top-rated CRM systems currently include Salesforce Sales Cloud, HubSpot Sales Hub, ActiveCampaign, ClickUp, and Close. ### What is CRM software? G2 defines [CRM software](https://www.g2.com/categories/crm) as platforms and applications designed to strategically manage and optimize customer interactions across marketing, sales, service, and analytics functions. Effective CRM systems aggregate multiple data sources, automate customer-facing workflows, and offer insights to accelerate sales conversions. Organizations typically source first-party customer data through call center interactions, web-based lead forms, social media engagements, and targeted marketing campaigns. CRM modules then organize this information systematically by demographic attributes, customer interactions, purchasing signals, and conversion potential. CRM tools further simplify sales processes by automating lead nurturing, prospect outreach, and campaign management. These applications provide a centralized system to track deal progression, customer interactions, financial transactions, and post-sale support, delivering a unified, real-time view of the entire customer journey. The CRM market is projected to reach $96.39 billion by 2026, growing at a compound annual growth rate (CAGR) of 10.6% between 2021 and 2026. ([_Source 1_](https://www.g2.com/articles/sales-statistics)) G2 currently covers 785 CRM products, with 9963 reviews published in the last 12 months, making it one of the most reviewed and comprehensive software categories on our platform. ([_Source 2_](https://documentation.g2.com/docs/research-scoring-methodologies)) ### What are the top reviewed CRM systems on G2? G2 scores the top-rated CRM systems based on a [proprietary algorithm](https://documentation.g2.com/docs/research-scoring-methodologies) that factors in real-user satisfaction ratings and popularity from review data. Here are the five highest-rated CRM products G2 for this category: #### 1. [Salesforce Sales Cloud](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews) - Number of Reviews: 20,244 - Satisfaction: 99 - Market Presence: 99 - G2 Score: 99 #### 2. [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - Number of Reviews: 9,685 - Satisfaction: 99 - Market Presence: 87 - G2 Score: 93 #### 3. [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - Number of Reviews: 3,503 - Satisfaction: 94 - Market Presence: 70 - G2 Score: 82 #### 4. [ClickUp](https://www.g2.com/products/clickup/reviews) - Number of Reviews: 1,507 - Satisfaction: 93 - Market Presence: 70 - G2 Score: 81 #### 5. [Close](https://www.g2.com/products/close/reviews) - Number of Reviews: 1,346 - Satisfaction: 98 - Market Presence: 63 - G2 Score: 81 These rankings are determined by combining verified user ratings and publicly available web search popularity data: - The **Satisfaction Score** measures user satisfaction with software products based on user feedback, review quality, quantity, and recency. It helps buyers easily understand how well a product meets user expectations.([_Source 2_](https://documentation.g2.com/docs/research-scoring-methodologies)) - The **Market Presence Score** measures a product's prominence in its market. It combines data from G2 user reviews and external sources, focusing primarily on product-specific factors to reflect real-world popularity and vendor influence.([_Source 2_](https://documentation.g2.com/docs/research-scoring-methodologies)) - G2 ranks products using a unique scoring system called the **G2 Score** , calculated from real user reviews, online data, and social signals. This score makes it easy to compare and evaluate different software products within each G2 category.([_Source 2_](https://documentation.g2.com/docs/research-scoring-methodologies)) ### CRM software pricing and cost considerations CRM software pricing varies significantly depending on the vendor, scale, complexity, and deployment model. Pricing categories typically include: - Free tier: Basic functionality suitable for startups or small businesses requiring minimal CRM capabilities. - Entry-level and mid-market Tiers: Moderate feature sets with per-user subscription pricing targeted at mid-sized businesses. - Enterprise-level tiers: Comprehensive, highly customizable solutions with extensive support, integrations, advanced analytics, and strategic implementation support. Most CRM software solutions on the market are priced per–user per month, but they can also be offered at annual rates. According to G2 data covering 86 CRM products (245 editions), the average annual license cost is about $415.95, roughly $35 per user per month when paid yearly. Some products offer [free versions](https://www.g2.com/categories/crm/free), while high-end, enterprise-level solutions can cost up to $3,960 per user per year. Organizations should carefully evaluate Total Cost of Ownership (TCO), including hidden costs such as onboarding, integrations, training, and ongoing technical support. For on-premises solutions, factor in hardware, IT resources, and ongoing maintenance. ### Types of CRM software on G2 CRM software solutions typically fall into the following categories, each with distinctive functionalities suited to specific organizational needs: - Sales Automation CRM: Focuses primarily on automating sales processes, enhancing productivity, and streamlining pipeline management. - Analytical CRM: Provides deep data-driven insights, predictive analytics, and customer segmentation through advanced AI-driven reporting. - Industry-Specific CRM: This type of CRM offers specialized features tailored to industry-specific operational requirements. This includes [real estate CRM software](https://www.g2.com/categories/real-estate-crm), [construction CRM software](https://www.g2.com/categories/construction-crm), [financial services CRM software](https://www.g2.com/categories/financial-services-crm), [mortgage CRM software](https://www.g2.com/categories/mortgage-crm), [legal CRM software](https://www.g2.com/categories/legal-crm), [PR CRM software](https://www.g2.com/categories/pr-crm), and [nonprofit CRM software](https://www.g2.com/categories/nonprofit-crm). - [Social CRM](https://www.g2.com/categories/crm/f/social-network-integration): Captures and manages customer interactions from social media channels, facilitating seamless cross-platform engagement. - [Mobile CRM](https://learn.g2.com/mobile-crm): Enables sales and marketing teams to access CRM capabilities via mobile apps, supporting productivity on the go. - [All-in-One CRM](https://www.g2.com/categories/crm/f/all-in-one): Combines multiple CRM functions into a unified platform, eliminating the need for disparate applications. This software supplants the need for broken software chains like standalone [ERPs](https://www.g2.com/categories/erp-systems) or [human capital management systems (HCMs)](https://www.g2.com/categories/hcm-software). - [Standalone CRM](https://www.g2.com/categories/crm/f/standalone): Operates independently without requiring extensive integration into an existing tech ecosystem. Often found in small or mid-sized businesses that prefer simpler setups. - Cloud-based CRM: Delivers scalable and secure solutions through cloud infrastructure, reducing IT complexity and promoting agile growth. - [Small Business CRM](https://www.g2.com/categories/crm/small-business): This type of CRM provides accessible, intuitive CRM tools specifically designed for smaller organizations with straightforward deployment and lower costs. ### Top CRM software features rated by G2 reviewers There is no [best CRM software](https://learn.g2.com/best-customer-relationship-management-software-tools) for everyone. Different CRM features within CRM software can help users in a few ways: - Contact & account management: Store customer data and manage interactions centrally. - Opportunity & pipeline management: Track sales deals through each stage from lead to close. - Task & activity management: Schedule tasks, assign deadlines, and track activities. - Lead management: Capture, qualify, and manage leads throughout the sales process - Email marketing & campaign management: Create, launch, and measure email and multi-channel campaigns. - Reporting & dashboards: Visualize performance and trends through intuitive dashboards and customizable reports. - Mobile & social integration: Access CRM on mobile devices; engage customers through social media channels. - Workflow automation: Automate repetitive tasks and streamline business processes. - Customer support & case management: Track and resolve customer inquiries and issues effectively. - Integration capabilities: Seamlessly integrate CRM with other essential software and business systems. - AI capabilities: Use generative AI to automate text creation and enhance customer interactions. ### Top CRM software benefits identified by G2 reviewers Effective CRM implementation can yield multiple strategic business benefits, including: **Enhanced customer insights:** CRM systems consolidate interaction data for deeper customer understanding, enabling personalized engagements and proactive sales efforts. _“It consolidates all customer data onto a single platform, tracking the entire customer journey within our system through a single interface. This includes all interactions from the initial point of contact, whether inbound or outbound, through marketing or direct sales, to the final outcome of either a closed win or closed loss.”_ - [Akshay S., Sales Development Manager](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews/salesforce-sales-cloud-review-10680560). **Improved revenue growth:** CRM tools support targeted marketing campaigns, streamline lead management, and accelerate sales processes that drive increased revenue. _“The tool helps me keep track of leads, follow-ups, and client interactions without things slipping through the cracks.”_ - [Chelsea D., CEO](https://www.g2.com/products/hubspot-sales-hub/reviews/hubspot-sales-hub-review-10856634). **Optimized productivity and efficiency:** CRM software automates repetitive tasks, minimizing manual intervention and freeing staff to focus on high-value strategic activities. “_The automation features save us a ton of time by cutting out manual data entry and follow-ups. This means we can focus more on growing the business and less on chasing details, which has definitely helped our team stay more productive and organized._” - [Byron S., VP, SFDC & Data Administration](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews/salesforce-sales-cloud-review-10275142). **Improved collaboration and transparency:** CRM solutions offer centralized visibility into customer journeys, facilitating cross-functional collaboration and aligning sales and marketing efforts. _“The tool allows us to have transparency and a centralized location for all of our staff to store the information we need to help the customers.”_ - [Ryan L](https://www.g2.com/products/close/reviews/close-review-8802552). ### Top CRM systems challenges identified by G2 reviewers Implementing CRM software often presents specific challenges that can impact overall success. Analyzing G2 user reviews reveals frequent issues, including pricing concerns, complexity of user experience, limited or underdeveloped features, inadequate customer support, and integration limitations. Here are the most common hurdles users face, along with practical advice to address them: **1. Cost concerns:** Reviewers frequently identify high or unclear pricing as a barrier, particularly with enterprise-level CRM systems, making affordability an ongoing concern, especially for small or mid-sized businesses. - **Essential questions to ask your CRM vendor:** How is your pricing structured, and what exactly is included in each tier? Are there additional costs for adding users, premium features, or customer support? - **How to overcome the challenge:** Seek transparency from vendors upfront and consider scalable solutions or tiered pricing options that align costs with your business growth. **2. Steep learning curve:** CRM software often introduces unfamiliar workflows, resulting in slow adoption or even resistance within teams accustomed to different processes. - **Essential questions to ask your CRM vendor:** What training programs or onboarding resources do you provide? How do you help teams transition smoothly from their existing processes? - **How to overcome the challenge:** To facilitate an easier transition, opt for CRM solutions that offer comprehensive onboarding materials, continuous training, and strong vendor support. **3. Limited or underdeveloped features:** Many CRM users express disappointment regarding missing or insufficiently developed functionality, limiting effectiveness in critical business scenarios. - **Essential questions to ask your CRM vendor:** Can you outline your current features and upcoming development roadmap? How responsive are you to customer feedback when prioritizing new features? - **How to overcome the challenge:** Prioritize CRM providers who are transparent about feature availability and future development, ensuring alignment with your essential business needs. **4. Support and reliability issues:** Users commonly cite inadequate customer support, slow response times, or unreliable systems as major pain points negatively affecting daily operations. - **Essential questions to ask your CRM vendor:** What support channels are available, and what are your average response and resolution times? Do you provide clearly defined Service Level Agreements (SLAs)? - **How to overcome the challenge:** Evaluate vendors based on proven reliability and responsive customer support. Clarify expectations with detailed SLAs. **5. Integration limitations:** CRM solutions can become less effective when integration with existing tools is difficult, limited, or complex, reducing overall productivity. - **Essential questions to ask your CRM vendor:** What integrations do you currently support, and how complex is the setup process? Do you assist customers with integrations and troubleshooting? - **How to overcome the challenge:** Choose CRM software with robust, user-friendly integrations. Confirm compatibility with essential tools early in the evaluation process. ### What is CRM software used for? Analysis of CRM software reviews reveals the following common scenarios: - **Lead management & tracking:** Businesses use CRM tools to capture, qualify, assign, and monitor leads throughout the sales funnel, ensuring leads never slip through the cracks. - **Centralized customer & contact data:** Reviewers say CRM solutions help store all customer interactions and communications in one centralized system, ensuring multiple departments access accurate, up-to-date records without duplication. - **Pipeline & deal management:** CRM applications organize sales opportunities clearly by stage, value, and timeline, allowing sales teams to prioritize deals and forecast revenue effectively - **Collaborative account & case management:** Reviewers say CRM platforms simplify customer support by enabling multiple stakeholders to collaborate on customer inquiries, case management, and issue resolution, keeping all communication records linked and up-to-date. ### Who uses CRM systems? CRM software users span various roles, from senior executives to frontline sales and marketing professionals. Based on G2 reviewer demographics, typical users include CEOs, owners, founders, account executives, directors, and managers. Common industries include computer software, marketing and advertising, information technology, financial services, and real estate. ### Common CRM software integrations We analyzed extensive user-review data to identify common software categories users frequently integrate with CRM: - **Marketing automation software:** Integrating CRM software with [marketing automation tools](https://www.g2.com/categories/marketing-automation) allows businesses to automate email campaigns, streamline lead nurturing, and enhance lead scoring capabilities. - **Email & calendar tools:** CRM integrations with [popular email](https://www.g2.com/categories/email) and [calendar platforms](https://www.g2.com/categories/calendar-software) help centralize communication, appointments, and contact management, providing a unified view of customer interactions. - **Workflow and custom integration tools:** Flexible integrations using APIs and [workflow automation tools](https://www.g2.com/categories/workflow-management) enable businesses to synchronize CRM data seamlessly across multiple applications, enhancing operational efficiency. - **Collaboration & communication platforms:** Connecting CRM tools with [internal collaboration and messaging platforms](https://www.g2.com/categories/internal-communications) facilitates instant communication, simplifies meeting scheduling, and enhances internal team coordination. - **Website and lead capture software:** Integrating CRM apps with website and [form-building software](https://www.g2.com/categories/online-form-builder) allows real-time lead capture, automated follow-ups, and personalized customer engagement directly from web-based interactions. ### What's the best CRM app for small business owners? For [small business owners](https://www.g2.com/categories/crm/small-business), I recommend exploring CRM apps specifically designed for small and medium-sized businesses (SMBs) as they focus on ease of use and cost-effectiveness, such as:  1. [Microsoft Dynamics CRM](https://www.g2.com/products/dynamics-365-sales/reviews) offers a robust solution to boost sales productivity and marketing effectiveness with social insights, business intelligence, and campaign management. It provides both on-premises and cloud solutions, with mobile CRM apps for on-the-go management. 2. [Vtiger All-In-One CRM](https://www.g2.com/products/vtiger-all-in-one-crm/reviews) is tailored for small to medium-sized businesses, providing a 360-degree customer view. It optimizes sales, support, and marketing touch-points with AI-powered tools and robust automation to enhance customer experiences across various channels. 3. [BSI Software](https://www.g2.com/products/bsi-software/reviews) delivers a comprehensive platform for the digitalization of customer relationships, with a strong CRM system supporting industries like banking, insurance, and energy. It emphasizes a 360° customer view and uses AI to improve processes and customer interactions. ### What CRM is the best for e-commerce platforms? The best CRM software for eCommerce platforms depends on your business size, sale volume, and integration needs. With that in mind, here are some top choices to support your business based on G2 reviews: 1. [HighLevel](https://www.g2.com/products/highlevel/reviews): An all-in-one Sales & Marketing CRM with CRM, Email, 2-way SMS, consolidated messaging, outbound calling, and more. 2. [Close](https://www.g2.com/products/close/reviews): A CRM designed to help small, scaling businesses close deals fast with built-in communication, automation, and reporting tools. 3. [Agile CRM](https://www.g2.com/products/agile-crm/reviews): A fully integrated CRM with sales tracking, contact management, marketing automation, and telephony. ### Future of CRM software - **AI-driven insights and predictive analytics:** CRM platforms increasingly leverage AI and machine learning to process vast customer data, predict behaviors, and recommend the next best actions. ([_Source 3_](https://www.sap.com/india/products/crm/what-is-crm/crm-technology-trends.html)) This helps teams identify high-value leads, reduce churn, and personalize communications. Predictive analytics accelerate sales cycles and improve marketing campaign targeting. AI-powered insights also automate manual tasks, allowing teams to focus on strategic interactions rather than data entry. - **Omnichannel engagement and conversational interfaces:** Businesses are meeting customers on their terms, whether via chat, social media, or voice assistants. CRMs of the future will integrate new channels effortlessly and use conversational AI to streamline interactions. ([_Source 4_](https://solutionsmetrix.com/article/top-crm-trends-2024/)) - **Deeper IoT integration for real-time engagement:** With the rise of IoT (smart devices, wearables, sensors), next-generation CRMs will sync with real-time data streams. ([_Source 3_](https://www.sap.com/india/products/crm/what-is-crm/crm-technology-trends.html)) This will enable proactive customer service, automated triggers for maintenance or support, and personalized product recommendations based on real-world usage. ### CRM Software FAQs ### Most Popular FAQs #### **Which CRM Software has the best reviews?** Based on verified user ratings across thousands of reviews, these CRM platforms consistently earn top marks for overall satisfaction: - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — A widely adopted CRM known for its clean interface, cross-team collaboration tools, and strong alignment between sales and marketing workflows. - [HighLevel](https://www.g2.com/products/highlevel/reviews) — An all-in-one platform built for agencies and small businesses, praised for its automation capabilities, multi-channel communication tools, and competitive pricing. - [Close](https://www.g2.com/products/close/reviews) — A sales-focused CRM built for speed and simplicity, highly rated by outbound teams for its integrated calling, SMS, email, and intuitive lead management. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — A pipeline-centric CRM recognized for its visual deal management, ease of use, and robust integration ecosystem. #### **What is CRM software used for?** CRM (Customer Relationship Management) software is a tool that helps businesses organize, track, and manage their interactions with leads, prospects, and customers in one centralized platform. At its core, CRM software solves the problem of scattered customer data by consolidating contact records, communication history, sales pipeline stages, and task management into a single system. Users across industries rely on CRM software to automate follow-up sequences, reduce manual data entry, manage deal pipelines, generate performance reports, and improve response times. Beyond basic contact management, modern CRM platforms increasingly incorporate email and SMS marketing, AI-powered assistants, chatbots, and workflow automation — making them the operational backbone of sales, marketing, and customer support teams alike. #### **What is the best cloud-based CRM for the service industry?** Cloud-based CRM tools built for service-oriented businesses prioritize scheduling, client communication, and workflow visibility. The following options earn strong marks from service industry users: - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — A cloud-native CRM that centralizes client outreach, deal tracking, and email sequences, making it a practical choice for service teams managing ongoing client relationships. - [HighLevel](https://www.g2.com/products/highlevel/reviews) — A cloud-based platform popular with service-based agencies that need integrated appointment booking, reputation management, and automated client follow-up under one subscription. - [OctopusPro](https://www.g2.com/products/octopuspro/reviews) — A field service management and CRM platform designed for mobile and on-site service businesses, offering ticketing, scheduling, and customizable workflow tracking. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — A hosted CRM with strong pipeline visualization tools, activity reminders, and integration capabilities suited for service businesses managing multiple client engagements. #### **What is the best CRM solution with marketing automation features?** The strongest CRM platforms with embedded marketing automation go beyond basic contact management to support full campaign execution, lead nurturing, and cross-channel outreach. Top options include: - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Offers tightly integrated sales and marketing tools including email sequences, deal tracking, and web visit tracking, with an interface designed for non-technical users. - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — A CRM and marketing automation platform built around flexible workflow builders, enabling businesses to automate complex multi-step email and SMS campaigns with conditional logic. - [HighLevel](https://www.g2.com/products/highlevel/reviews) — An all-in-one platform that combines CRM, email, SMS, social media automation, funnel building, and AI voice agents, purpose-built for marketing agencies managing multiple clients. - [EngageBay All-in-One Suite](https://www.g2.com/products/engagebay-all-in-one-suite/reviews) — An affordable CRM suite that consolidates email marketing, contact management, landing page creation, and support ticketing in a single interface. #### **What is the best CRM for beginners?** New CRM users consistently prioritize ease of setup, guided onboarding, and an interface that doesn't require technical expertise. The following platforms earn high marks for accessibility among first-time CRM users: - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Frequently cited by new users for its intuitive visual pipeline, clean drag-and-drop interface, and short onboarding curve — users routinely describe going live within a day. - [CRMOne](https://www.g2.com/products/crmone/reviews) — A straightforward CRM praised for quick setup and a responsive support team that helps new teams get organized with minimal friction. - [Nutshell](https://www.g2.com/products/nutshell/reviews) — Known for its simple, navigable interface, extensive learning resources, and live webinars that help users new to CRM get up to speed quickly. - [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) — A lightweight CRM designed as an entry point into the Zoho ecosystem, offering pipeline management and contact organization with minimal setup complexity. ### Small Business FAQs #### **What is the most affordable CRM software for SMBs?** For small and medium-sized businesses, the best CRM at an affordable price point balances essential functionality with low total cost of ownership. These platforms consistently earn recognition from SMB users on a budget: - [EngageBay All-in-One Suite](https://www.g2.com/products/engagebay-all-in-one-suite/reviews) — One of the most cost-effective all-in-one platforms for small businesses, offering CRM, email marketing, and support features at a price point that rivals far more limited tools. - [CRMOne](https://www.g2.com/products/crmone/reviews) — Frequently highlighted by SMB users for delivering core CRM and automation features at a price that competes favorably with enterprise-tier alternatives. - [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) — A purposefully lean and affordable CRM built for small teams, offering pipeline management, contact tracking, and the ability to scale into the broader Zoho ecosystem as needs grow. - [Nutshell](https://www.g2.com/products/nutshell/reviews) — A moderately priced CRM that small businesses frequently choose for its clean UI, fast implementation, and value relative to more expensive mid-market platforms. #### **What is the best CRM software for startups?** Startups need a CRM that can be implemented quickly, scales with growth, and doesn't require a dedicated admin to maintain. These platforms are well-suited for early-stage teams, and you can explore the full [SMB CRM software](https://www.g2.com/categories/crm?segment=small-business) category on G2 for a complete view of top-rated options: - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — A popular choice among startups for its free tier, ease of use, and the ability to grow into more advanced sales and marketing automation as the team scales. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Startup founders and small sales teams frequently cite Pipedrive's visual pipeline and quick setup as a practical way to get deal tracking in place immediately. - [Close](https://www.g2.com/products/close/reviews) — Built specifically for sales-first startups, Close consolidates calling, emailing, and SMS in one interface with a fast onboarding experience and no-bloat feature set. - [EngageBay All-in-One Suite](https://www.g2.com/products/engagebay-all-in-one-suite/reviews) — Startup users appreciate its low cost and all-in-one approach to managing contacts, automating outreach, and handling support tickets without adding additional tools. #### **Which CRM software is the most user-friendly for startups?** Ease of use is critical for lean startup teams where no one has the bandwidth for weeks of onboarding. Among the CRM platforms reviewed, these earn the highest usability marks from small-team users: - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Consistently cited for its visual, drag-and-drop pipeline and minimal learning curve, making it one of the most accessible CRMs for teams adopting their first dedicated sales tool. - [CRMOne](https://www.g2.com/products/crmone/reviews) — Startup users highlight how quickly their teams got comfortable with the interface, with most reporting same-day or next-day adoption without formal training. - [Nutshell](https://www.g2.com/products/nutshell/reviews) — Praised for a clean, distraction-free interface and a responsive support team that guides new users through setup and configuration challenges. - [folk](https://www.g2.com/products/folk-folk/reviews) — A CRM built around a modern, Notion-inspired interface that resonates strongly with startup founders and small teams who find traditional CRMs overly complex. #### **What is the best CRM for small teams in financial services?** Financial services firms at the small business level need a CRM that can reliably track client accounts, log correspondence, and support compliance-adjacent record-keeping. You can browse the full [small business CRM software](https://www.g2.com/categories/crm?segment=small-business) landscape on G2 to compare options by industry: - [Maximizer](https://www.g2.com/products/maximizer/reviews) — A CRM used by financial advisors and insurance professionals, valued for its robust contact-to-account lifecycle tracking, task scheduling for renewals, and detailed client record storage. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Widely used in financial services SMBs for managing client outreach, tracking deal pipelines, and aligning sales and marketing communication in a single platform. - [Close](https://www.g2.com/products/close/reviews) — Used by small financial services sales teams for its speed of entry, multi-channel outreach, and streamlined lead management without unnecessary complexity. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Adopted by small financial services teams for its intuitive pipeline management and integration flexibility with quoting and productivity tools. #### **What CRM tools are best suited for solo business owners and freelancers?** Solo operators and freelancers need a CRM that's fast to set up, low-maintenance, and handles the essential tasks of contact management and follow-up without requiring a team to administer it. The following platforms see strong adoption among single-person operations, and you can explore the full [small business CRM](https://www.g2.com/categories/crm?segment=small-business) category for additional options: - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — A top pick among freelancers and solo sales professionals for keeping deal pipelines organized without requiring daily admin overhead. - [Less Annoying CRM](https://www.g2.com/products/less-annoying-crm/reviews) — Built explicitly for solopreneurs and micro-businesses, prioritizing simplicity and a flat-rate pricing model that avoids the per-feature upgrade cycle common in larger platforms. - [folk](https://www.g2.com/products/folk-folk/reviews) — A modern, lightweight CRM designed around relationship management that resonates strongly with founders and freelancers who rely heavily on LinkedIn and email for outreach. - [Nutshell](https://www.g2.com/products/nutshell/reviews) — Solo users highlight Nutshell's ease of implementation and task-based reminders as core value drivers for staying organized without dedicated CRM support. ### Enterprise FAQs #### **What is the best-rated CRM software for tech enterprises?** Technology enterprises require a CRM with deep customization, scalable architecture, and strong developer ecosystems. These platforms earn the highest marks from enterprise tech buyers, and you can explore the full [enterprise CRM software](https://www.g2.com/categories/crm?segment=enterprise) category on G2: - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — The market's most recognized enterprise CRM, built for large tech organizations that require custom objects, complex automation, AI-driven sales assistance, and broad ecosystem integrations. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Increasingly adopted by mid-to-large tech companies for its accessible interface, cross-functional deal visibility, and tight alignment between marketing and sales data. - [Creatio](https://www.g2.com/products/creatio/reviews) — A no-code-first CRM platform valued by enterprise tech teams for its powerful marketing suite, flexible workflow automation, and deep customization without requiring developer resources. - [NetSuite](https://www.g2.com/products/netsuite/reviews) — An enterprise-grade platform that combines CRM capabilities with ERP, finance, and inventory management, making it a strong fit for tech companies that need unified business operations. #### **What is the most reliable CRM software tool for enterprises?** Enterprise buyers prioritize uptime, data integrity, and consistent performance at scale. Among platforms with significant enterprise user bases in this review dataset, the following earn recognition for reliability: - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Long the enterprise reliability benchmark, Salesforce is recognized for centralized data management, extensive uptime infrastructure, and a mature ecosystem of support and implementation partners. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Enterprise teams frequently cite HubSpot's consistent platform availability, predictable performance, and strong user permissions and admin controls. - [Creatio](https://www.g2.com/products/creatio/reviews) — Enterprise users highlight Creatio's stability across large user deployments, noting its hosted and on-premise options and continuous platform enhancements as drivers of long-term confidence. - [NetSuite](https://www.g2.com/products/netsuite/reviews) — Trusted by enterprises for housing critical business data across CRM, financials, and operations in a single auditable system, with robust case-based support infrastructure. #### **What is the best-reviewed CRM software for enterprise app integration?** Integration depth is a top evaluation criterion for enterprise CRM buyers managing complex tech stacks. These platforms stand out for their integration ecosystems, and you can explore the [enterprise CRM software](https://www.g2.com/categories/crm?segment=enterprise) category on G2 for in-depth comparison: - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Salesforce's AppExchange and native API infrastructure make it a top choice for enterprises requiring integration with ERP, marketing, service, and analytics platforms at scale. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Enterprise users praise HubSpot's native integrations and marketplace ecosystem for connecting sales data across business intelligence, email, and communication tools. - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — Recognized for strong third-party integrations including Salesforce and Zapier, making it a practical choice for enterprises embedding CRM and marketing automation into broader workflows. - [Creatio](https://www.g2.com/products/creatio/reviews) — Enterprise reviewers highlight Creatio's flexible integration framework and no-code tooling as differentiators for connecting CRM processes with legacy and third-party systems. #### **What is the best enterprise CRM for customer success teams?** Customer success functions within enterprise organizations require a CRM layer that goes beyond pipeline management — one that tracks client health, onboarding progress, and renewal timelines. You can browse the full [enterprise CRM software](https://www.g2.com/categories/crm?segment=enterprise) category on G2 for a complete list of top-rated options: - [Planhat](https://www.g2.com/products/planhat/reviews) — Purpose-built for enterprise customer success teams, Planhat manages the full post-sale lifecycle from onboarding through renewal with health scoring, timeline management, and proactive account planning tools. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Enterprise customer success teams use HubSpot for cross-department deal visibility and contact management, particularly in environments where CS and sales operate from shared data. - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Used by enterprise CS teams that need deep customization and integration to map complex customer journeys, connect service records, and track success metrics across accounts. - [SuperOffice CRM](https://www.g2.com/products/superoffice-crm/reviews) — An enterprise CRM that centralizes account information, customer contracts, and support requests, earning high marks from administrators for its configurability and clean information architecture. #### **What is the best enterprise CRM with AI capabilities?** AI functionality in enterprise CRM has moved from differentiator to expectation, spanning predictive analytics, automated outreach, intelligent forecasting, and virtual sales assistants. The following platforms lead on AI maturity within the enterprise segment reviewed here, and you can explore the [enterprise CRM](https://www.g2.com/categories/crm?segment=enterprise) category on G2 for the latest AI feature comparisons: - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Salesforce's native AI layer, Einstein, delivers predictive lead scoring, automated data capture, and conversational AI for enterprise sales teams operating at scale. - [Creatio](https://www.g2.com/products/creatio/reviews) — Enterprise users highlight Creatio's rapidly expanding AI capabilities integrated within its no-code workflow environment, enabling smarter automation without developer dependency. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — HubSpot has embedded AI across email tracking, deal predictions, and content assistance — features enterprise teams are actively incorporating into daily sales workflows. - [HighLevel](https://www.g2.com/products/highlevel/reviews) — Reviewers in tech-oriented agencies highlight HighLevel's AI voice employee and AI-driven workflow features as a meaningful competitive advantage, particularly for teams managing high volumes of inbound and outbound communication. ### Sources 1. [73+ Sales Statistics To Achieve Business Targets in 2024](https://www.g2.com/articles/sales-statistics), G2 2. G2 reviews data: G2 reviews are sourced from verified software users and factor in satisfaction ratings, market presence, and real-time popularity data. Rankings in this guide are based on an analysis of G2 user reviews published within the last 12 months. For more details, read [G2’s full scoring methodology](https://documentation.g2.com/docs/research-scoring-methodologies). 3. [CRM technology trends](https://www.sap.com/india/products/crm/what-is-crm/crm-technology-trends.html), SAP 4. [Keeping Up to Date with CRM Trends in 2025: Here’s What to Expect](https://solutionsmetrix.com/article/top-crm-trends-2024/)​, Solutions Metrix Last Updated on 04/20/2026 _Written and researched by _[_Blue Bowen_](https://research.g2.com/insights/author/blue-bowen) _Reviewed and edited by _[_Sinchana Mistry_](https://www.linkedin.com/in/sinchana-mistry95/)