# Best CRM Software

## How Many CRM Software Products Does G2 Track?

**Total Products under this Category:** 1,529

### Category Stats (Aug 2026)

- **Average Rating:** 4.39/5 The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** PipelinePRO (+52.73%) - Among all products in this category, PipelinePRO recorded the largest rating increase compared to last month

_Last updated: August 01, 2026_

## How Does G2 Rank CRM Software Products?

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

- 30 Analysts and Data Experts
- 122,400+ Authentic Reviews
- 1,529+ Products
- Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

## G2 Grid® for CRM Software
 ![G2 Grid® for CRM Software plotting products by satisfaction and market presence](https://www.g2.com/categories/crm/grids.png?focus%5B%5D=506&focus%5B%5D=6227&focus%5B%5D=1619&focus%5B%5D=1174041&focus%5B%5D=576&focus%5B%5D=128650&focus%5B%5D=3296&focus%5B%5D=1934)

Highlighted products: Agentforce Sales (formerly Salesforce Sales Cloud), HubSpot Sales Hub, Pipedrive, monday CRM, Zoho CRM, Bigin by Zoho CRM, Close, and ActiveCampaign.

Underlying data: [Grid® JSON](https://www.g2.com/categories/crm/grids.json?focus%5B%5D=agentforce-sales-formerly-salesforce-sales-cloud&focus%5B%5D=hubspot-sales-hub&focus%5B%5D=pipedrive&focus%5B%5D=monday-crm&focus%5B%5D=zoho-crm&focus%5B%5D=bigin-by-zoho-crm&focus%5B%5D=close&focus%5B%5D=activecampaign)

**Sponsored**

### Attio

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

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=179&secure%5Bchosen_at%5D=2026-08-21T13%3A03%3A10Z&secure%5Bdisplayable_resource_id%5D=179&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=179&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=166178&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=6fa356f0058cb46cac94a0c2a6ec62892e5002dcc9fa61bdb868b14903d4266c&secure%5Burl%5D=https%3A%2F%2Fattio.com%3Futm_source%3Dg2%26utm_medium%3Dppc%26utm_campaign%3Dg2_ads&secure%5Burl_type%5D=custom_url)

### [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)

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

**Average Rating:** 4.4/5.0

**Total Reviews:** 24,692

#### How Do G2 Users Rate Agentforce Sales (formerly Salesforce Sales Cloud)?

- **Has the product been a good partner in doing business?:** 8.4/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.5/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.8/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.7/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Agentforce Sales (formerly Salesforce Sales Cloud)?

- **Seller:** [Salesforce](https://www.g2.com/sellers/salesforce)
- **Company Website:** www.salesforce.com
- **Year Founded:** 1999
- **HQ Location:** San Francisco, CA
- **Twitter:** @salesforce  
579,511 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c04f36289ca03aeff007197f1d9e74e925e328ed6bcfaff98911c78b3ab382f7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3185%2F&secure%5Burl_type%5D=linkedin_company_website)  
83,223 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Account Executive, Account Manager
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 46% Medium, 34% Large

#### What Do G2 Reviewers Say About Agentforce Sales (formerly Salesforce Sales Cloud)?

_AI-generated summary from verified user reviews_

##### Pros

- Users find the **ease of use** in Agentforce Sales invaluable for managing customer data and improving productivity.
- Users value the **straightforward flow and comprehensive visibility** of Agentforce Sales, enhancing team collaboration and insight.
- Users value the **360-degree view of customer information** , enhancing lead follow-up and closing processes efficiently.
- Users value the **centralized customer data** of Salesforce Sales Cloud, enhancing insights and streamlining sales workflows efficiently.
- Users appreciate the **seamless integration capabilities** of Agentforce Sales, enhancing workflow and connecting with internal systems effortlessly.

##### Cons

- Users find the **steep learning curve** daunting, struggling with complex setups and mobile UX challenges.
- Users find **limitations in package options** and struggle with navigation and security complexities in Agentforce Sales.
- Users find the **complexity** of Agentforce Sales to be overwhelming, especially with deep configurations and numerous options.
- Users find Salesforce Sales Cloud **highly complex** , especially during initial setup and customization, which can be time-consuming.
- Users find the product **expensive** and suggest improving cost-effectiveness for better business adaptability.

#### What Are Recent G2 Reviews of Agentforce Sales (formerly Salesforce Sales Cloud)?

**["Agentforce Sales Centralizes Customer Data with Powerful Dashboards and Automation"](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-13227740)**

**Rating:** 4.0/5.0 stars

_— Javiera I._

[Read full review](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-13227740)

**["Salesforce: The Ultimate CRM for Effortless Business Automation"](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12156297)**

**Rating:** 4.0/5.0 stars

_— Akash S._

[Read full review](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12156297)

#### 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) - 8 comments
- [What is Salesforce and CRM?](https://www.g2.com/discussions/what-is-salesforce-and-crm) - 3 comments
- [What makes high velocity sales more powerful than ever?](https://www.g2.com/discussions/what-makes-high-velocity-sales-more-powerful-than-ever) - 1 comment
- [How do I enable Inbox in Salesforce?](https://www.g2.com/discussions/how-do-i-enable-inbox-in-salesforce) - 4 comments

### [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews)

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.

**Average Rating:** 4.4/5.0

**Total Reviews:** 13,308

#### How Do G2 Users Rate HubSpot Sales Hub?

- **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.3/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.7/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.6/10 (Category avg: 8.6/10)

#### Who Is the Company Behind HubSpot Sales Hub?

- **Seller:** [HubSpot](https://www.g2.com/sellers/hubspot)
- **Company Website:** hubspot.com
- **Year Founded:** 2006
- **HQ Location:** Cambridge, Massachusetts, United States
- **Twitter:** @HubSpot  
784,270 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e7728cdccf3cd40d382e6159b493e5f6534eb2bfad47dc424c39639ed9e0ebf3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F68529%2F&secure%5Burl_type%5D=linkedin_company_website)  
12,158 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Account Executive, Business Development Manager
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 60% Small, 35% Medium

#### What Do G2 Reviewers Say About HubSpot Sales Hub?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **intuitive ease of use** of HubSpot Sales Hub, appreciating its streamlined organization and integrations.
- Users appreciate the **customizability and user-friendly interface** of HubSpot Sales Hub, enhancing their sales management experience.
- Users value the **comprehensive visibility** of HubSpot Sales Hub for managing sales efforts and forecasting effectively.
- Users value the **excellent lead management** provided by HubSpot Sales Hub, enhancing organization and efficiency significantly.
- Users value the **intuitive interface** of HubSpot Sales Hub, which simplifies navigation and enhances productivity.

##### Cons

- Users find **missing features** in HubSpot Sales Hub, including limited lead creation and incomplete mobile app functionality.
- Users find the **limited features** of HubSpot Sales Hub, like dashboard limitations and mobile app functionality, frustrating.
- Users face a **large learning curve** , finding the system confusing without extensive training on contacts versus leads.
- Users find HubSpot Sales Hub to be **expensive** , especially as costs increase and bugs persist affecting usage.
- Users find HubSpot Sales Hub significantly **limited in customization** , hindering efficient outreach and task management.

#### What Are Recent G2 Reviews of HubSpot Sales Hub?

**["HubSpot Sales Hub’s AI Turns CRM Data Into Actionable Outreach Lists Fast"](https://www.g2.com/survey_responses/hubspot-sales-hub-review-13338768)**

**Rating:** 4.5/5.0 stars

_— Alexa P._

[Read full review](https://www.g2.com/survey_responses/hubspot-sales-hub-review-13338768)

**["Intuitive Interface and Flexible Data Management"](https://www.g2.com/survey_responses/hubspot-sales-hub-review-13233048)**

**Rating:** 5.0/5.0 stars

_— Taryn Q._

[Read full review](https://www.g2.com/survey_responses/hubspot-sales-hub-review-13233048)

#### 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
- [How do I use HubSpot for sales?](https://www.g2.com/discussions/how-do-i-use-hubspot-for-sales) - 3 comments
- [What can you do with free HubSpot?](https://www.g2.com/discussions/what-can-you-do-with-free-hubspot) - 2 comments

### [Pipedrive](https://www.g2.com/products/pipedrive/reviews)

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.

**Average Rating:** 4.3/5.0

**Total Reviews:** 3,070

#### How Do G2 Users Rate Pipedrive?

- **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.3/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.6/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.9/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Pipedrive?

- **Seller:** [Pipedrive](https://www.g2.com/sellers/pipedrive)
- **Company Website:** www.pipedrive.com
- **Year Founded:** 2010
- **HQ Location:** New York
- **Twitter:** @pipedrive  
14,355 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=593f28c37b331c98d518c81ecb518081b4eb6dcf79869bad97f35f51a7d3bcef&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1876917%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,051 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CEO, Sales Manager
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 71% Small, 23% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Pipedrive, finding it intuitive and customizable for their evolving business needs.
- Users praise the **intuitive interface** of Pipedrive, making it easy for anyone to customize and use effectively.
- Users appreciate the **simple and user-friendly interface** of Pipedrive, making navigation and task management effortless.
- Users appreciate the **ease of customization** in Pipedrive, enabling them to tailor the CRM to their specific needs.
- Users value the **seamless integrations** of Pipedrive, enhancing their sales process and automating essential tasks.

##### Cons

- Users express concerns about **missing features** in Pipedrive, including limited automation options and customization difficulties.
- Users express frustration over **limited features** in Pipedrive, such as automation setup and customization options.
- Users find the **learning curve steep** with Pipedrive, requiring significant time and training for effective use.
- Users find Pipedrive **expensive** , especially the add-ons, making it challenging for solo practices and small businesses.
- Users experience **integration issues** with Pipedrive, notably missing meeting details in Google Calendar events.

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

**["Visual Pipelines, Helpful AI Setup, and Great Value for New CRM Users"](https://www.g2.com/survey_responses/pipedrive-review-13260876)**

**Rating:** 5.0/5.0 stars

_— Gavin A._

[Read full review](https://www.g2.com/survey_responses/pipedrive-review-13260876)

**["A great visual and customizable CRM with Room for Label Improvements"](https://www.g2.com/survey_responses/pipedrive-review-13019176)**

**Rating:** 4.0/5.0 stars

_— Pasi R._

[Read full review](https://www.g2.com/survey_responses/pipedrive-review-13019176)

#### 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
- [What is Pipedrive software?](https://www.g2.com/discussions/what-is-pipedrive-software) - 2 comments
- [What is Pipedrive used for?](https://www.g2.com/discussions/what-is-pipedrive-used-for) - 2 comments

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

El único CRM con enfoque en IA que tu equipo amará monday CRM es el CRM potenciado por IA diseñado para la velocidad, visibilidad y simplicidad, empoderando a los equipos de ingresos para moverse más rápido, prever mejor y nunca perder un trato. Es fácil de configurar, no requiere codificación y se adapta a cualquier flujo de trabajo para que los equipos puedan comenzar rápidamente y centrarse en vender. Desde la captura de leads hasta la transferencia post-venta: tus herramientas, datos y equipos permanecen alineados en un espacio de trabajo conectado e intuitivo. Con IA incorporada y automatizaciones sin código, monday CRM no solo te ayuda a gestionar el trabajo, sino que hace el trabajo por ti. Los agentes de ventas de IA identifican y califican leads, el AI Notetaker resume llamadas y sugiere próximos pasos, y las automatizaciones manejan actualizaciones, seguimientos y entrada de datos, reduciendo el trabajo manual en todos los ámbitos. Desde pipelines y paneles hasta correos electrónicos, documentos y conversaciones con clientes, todo tu proceso de ingresos se ejecuta en una plataforma unificada. Los vendedores obtienen claridad para cerrar, y los líderes obtienen los conocimientos en tiempo real que necesitan para prever con confianza. Y con monday campaigns, los equipos de marketing y ventas pueden planificar, lanzar y optimizar campañas de correo electrónico de marca directamente desde su CRM sin necesidad de integraciones o herramientas adicionales. Características clave Configuración simple sin código Paneles personalizados e informes Agentes de ventas de IA AI Notetaker Información y priorización de tratos Automatizaciones sin código Secuencias y correos masivos monday campaigns Bandeja de entrada compartida Aplicación móvil Enriquecimiento de leads Cotizaciones y facturas Más de 500 integraciones

**Average Rating:** 4.5/5.0

**Total Reviews:** 1,530

#### How Do G2 Users Rate monday CRM?

- **¿Ha sido the product un buen socio para hacer negocios?:** 8.9/10 (Category avg: 8.9/10)
- **Capacidad de flujo de trabajo:** 8.7/10 (Category avg: 8.5/10)
- **Contacto y gestión de cuentas:** 8.7/10 (Category avg: 8.7/10)
- **Gestión de Oportunidades y Pipelines.:** 8.8/10 (Category avg: 8.6/10)

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

- **Vendedor:** [monday.com](https://www.g2.com/es/sellers/monday-com-d88207e4-9e92-412d-903b-61cd13ca592b)
- **Sitio web de la empresa:** monday.com
- **Año de fundación:** 2012
- **Ubicación de la sede:** Tel Aviv
- **Twitter:** @mondaydotcom  
40,761 seguidores en Twitter
- **Página de LinkedIn®:** [www.linkedin.com](https://www.g2.com/es/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=efcc1bc784d43448424f5b18a6e2f5d5488a066e911204b167572629a6d9b361&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmondaydotcom&secure%5Burl_type%5D=linkedin_company_website)  
3,837 empleados en LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Gerente de Proyecto, Director Ejecutivo
- **Top Industries:** Marketing y publicidad, Tecnología de la información y servicios
- **Company Size:** 75% Small, 21% Medium

#### What Do G2 Reviewers Say About monday CRM?

_AI-generated summary from verified user reviews_

##### Pros

- Los usuarios encuentran que monday CRM es **muy fácil de usar** , apreciando su simplicidad y características útiles para el trabajo colaborativo.
- Los usuarios elogian las **integraciones eficientes** que mejoran el flujo de trabajo, haciendo que las tareas diarias sean más fluidas y fáciles de gestionar.
- Los usuarios aprecian la **increíble personalización** de monday CRM, lo que permite soluciones a medida para sus necesidades empresariales únicas.
- Los usuarios valoran las **funciones de automatización** de monday CRM, mejorando la eficiencia del flujo de trabajo y minimizando las tareas manuales.
- A los usuarios les encanta el **diseño intuitivo** de monday CRM, lo que hace que sea fácil de navegar e implementar en su flujo de trabajo.

##### Cons

- Los usuarios encuentran que las **funciones faltantes** en monday CRM, como la automatización limitada y las columnas, obstaculizan significativamente sus flujos de trabajo.
- Los usuarios encuentran la **curva de aprendizaje empinada** , particularmente al conectar tableros e integrar completamente el sistema.
- Los usuarios notan **características limitadas** en monday CRM, sintiendo que carece de profundidad en comparación con herramientas CRM más robustas.
- Los usuarios encuentran **personalización limitada** en monday CRM en comparación con herramientas más robustas, lo que afecta los informes detallados y configuraciones complejas.
- Los usuarios encuentran monday CRM **caro** , particularmente desafiante para equipos más pequeños con presupuestos ajustados y costos de suscripción en aumento.

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

**["Potentes características de monday.com y un destacado conector de Anthropic"](https://www.g2.com/es/survey_responses/monday-crm-review-13273519)**

**Rating:** 5.0/5.0 stars

_— Mohd Anas A._

[Read full review](https://www.g2.com/es/survey_responses/monday-crm-review-13273519)

**["CRM flexible con fuertes capacidades de integración"](https://www.g2.com/es/survey_responses/monday-crm-review-13271232)**

**Rating:** 4.0/5.0 stars

_— Nitin P._

[Read full review](https://www.g2.com/es/survey_responses/monday-crm-review-13271232)

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

- [¿Para qué se utiliza el CRM de ventas de Monday?](https://www.g2.com/es/discussions/what-is-monday-sales-crm-used-for) - 1 comment

## FAQs About CRM Software

Generated using AI

Last updated: June 3, 2026

### What's the best CRM app for small business owners

Based on G2 reviews, these CRM products are frequently mentioned by recent reviewers for helping small teams stay organized, manage pipelines, and reduce manual follow-up work.

- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub) — easy navigation and pipeline reviews.
- [Pipedrive](https://www.g2.com/products/pipedrive) — visual pipeline and follow-up reminders.
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub) — simple setup and contact management.
- [Pipedrive](https://www.g2.com/products/pipedrive) — straightforward CRM for growing teams.

### Best CRM solution with marketing automation features

Based on G2 reviews, these CRM products are often highlighted by recent users for combining contact management with email automation, campaign workflows, and follow-up support.

- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub) — sales workflows with marketing alignment.
- [ActiveCampaign](https://www.g2.com/products/activecampaign) — automated journeys and contact segmentation.
- [Zoho CRM](https://www.g2.com/products/zoho-crm) — lead tracking and workflow automation.
- [ActiveCampaign](https://www.g2.com/products/activecampaign) — CRM plus email automation workflows.

### What CRM is the best for e-commerce platforms

Based on G2 reviews, these CRM products are commonly cited by recent users for organizing customer data, syncing communications, and supporting sales workflows tied to online channels.

- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub) — centralized deals and outreach tracking.
- [ActiveCampaign](https://www.g2.com/products/activecampaign) — customer journeys and campaign automation.
- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud) — integrations and pipeline visibility.
- [Zoho CRM](https://www.g2.com/products/zoho-crm) — organized leads and follow-up workflows.

### What should buyers look for in crm software

According to verified users, the most consistent buying themes in recent CRM reviews are ease of use, clear pipeline visibility, centralized customer records, and reminders that keep follow-ups from being missed. Buyers also repeatedly mention reporting dashboards, task management, and workflow automation as practical time-savers. Integrations matter too, especially for email, calendars, and other business tools teams already use. Reviewers also flag common tradeoffs to evaluate during selection, including learning curve, mobile experience, reporting depth, and how well the system handles customization as processes become more complex. In short, buyers tend to value software that keeps sales activity organized without making daily work harder.

### How do teams use CRM for follow-ups

According to verified users, teams mainly use CRM to keep follow-ups consistent and visible across the whole sales process. Recent reviews repeatedly mention reminders, task tracking, activity history, and pipeline stages as the tools that prevent outreach from slipping through the cracks. Users describe using CRM to log calls, emails, notes, and next steps in one place so any teammate can quickly understand account context. Automation is another recurring theme, with teams using it to trigger reminders, route leads, and reduce repetitive admin work. The practical outcome reviewers highlight most often is better organization: less time spent chasing updates manually and more confidence that important prospects and customers are being contacted on time.

### [Zoho CRM](https://www.g2.com/es/products/zoho-crm/reviews)

Zoho CRM es una herramienta de gestión de relaciones con clientes basada en la nube que atiende las necesidades empresariales de negocios de mediana a gran escala. Las características clave incluyen gestión de contactos, embudos de ventas, gestión de pipeline, automatización de flujos de trabajo, asistente conversacional impulsado por IA, gestión de tareas, gestión de campañas de marketing, pronóstico de ventas, soporte y servicio al cliente, gestión de inventario, informes y análisis, e integración sin problemas con más de 500 aplicaciones empresariales populares en un solo sistema empresarial.

**Average Rating:** 4.1/5.0

**Total Reviews:** 2,841

#### How Do G2 Users Rate Zoho CRM?

- **¿Ha sido the product un buen socio para hacer negocios?:** 8.0/10 (Category avg: 8.9/10)
- **Capacidad de flujo de trabajo:** 8.2/10 (Category avg: 8.5/10)
- **Contacto y gestión de cuentas:** 8.5/10 (Category avg: 8.7/10)
- **Gestión de Oportunidades y Pipelines.:** 8.2/10 (Category avg: 8.6/10)

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

- **Vendedor:** [Zoho](https://www.g2.com/es/sellers/zoho-b00ca9d5-bca8-41b5-a8ad-275480841704)
- **Año de fundación:** 1996
- **Ubicación de la sede:** Austin, TX
- **Twitter:** @Zoho  
137,880 seguidores en Twitter
- **Página de LinkedIn®:** [www.linkedin.com](https://www.g2.com/es/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9c8e45ddb296c32c6c5597ef9ba945c94562c57624f7bd1dcf1a9e9931f71578&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F38373%2F&secure%5Burl_type%5D=linkedin_company_website)  
30,766 empleados en LinkedIn®
- **Teléfono:** +1 (888) 900-9646 

#### Who Uses This Product?

- **Who Uses This:** Propietario, Director Ejecutivo
- **Top Industries:** Tecnología de la información y servicios, Software de Computadora
- **Company Size:** 62% Small, 33% Medium

#### What Do G2 Reviewers Say About Zoho CRM?

_AI-generated summary from verified user reviews_

##### Pros

- A los usuarios les encanta la **interfaz intuitiva** de Zoho CRM, lo que hace que las tareas diarias sean fáciles y fluidas de navegar.
- Los usuarios aprecian las **potentes características de IA** de Zoho CRM, mejorando las ventas, el marketing y el soporte al cliente sin problemas.
- Los usuarios aprecian las **integraciones fluidas** de Zoho CRM, mejorando la colaboración entre los procesos de Marketing y Ventas de manera efectiva.
- Los usuarios aprecian las **fáciles integraciones** en Zoho CRM, mejorando la eficiencia del flujo de trabajo y simplificando la gestión de clientes.
- Los usuarios aprecian la **flexibilidad y facilidad de gestión de leads** con las amplias características e integraciones de Zoho CRM.

##### Cons

- Los usuarios experimentan una **curva de aprendizaje** desafiante con Zoho CRM, ya que las funciones avanzadas pueden ser confusas al principio.
- Los usuarios tienen dificultades con **problemas de integración** , encontrando el sistema inflexible y desafiante para automatizar con herramientas que no son de Zoho.
- Los usuarios encuentran que las **funciones limitadas** en Zoho CRM restringen la funcionalidad, dificultando la integración y automatización con otros sistemas.
- Los usuarios encuentran la **complejidad** de Zoho CRM desafiante para los principiantes, a menudo luchando por localizar funciones y navegar por el sistema.
- Los usuarios a menudo enfrentan **un mal servicio al cliente** con Zoho CRM, lo que lleva a la frustración y desafíos durante tareas críticas.

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

**["Zoho CRM: Personalizable, Organizado y Orientado a la Automatización para Ventas Eficientes"](https://www.g2.com/es/survey_responses/zoho-crm-review-13274373)**

**Rating:** 5.0/5.0 stars

_— Kartik S._

[Read full review](https://www.g2.com/es/survey_responses/zoho-crm-review-13274373)

**["Zoho CRM centraliza datos, automatiza flujos de trabajo y ofrece potentes insights."](https://www.g2.com/es/survey_responses/zoho-crm-review-13163763)**

**Rating:** 4.5/5.0 stars

_— Muhammed A._

[Read full review](https://www.g2.com/es/survey_responses/zoho-crm-review-13163763)

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

- [¿Cuáles son las principales fortalezas de Zoho CRM en la gestión de relaciones con los clientes en comparación con otras plataformas CRM?](https://www.g2.com/es/discussions/zoho-crm-what-are-the-key-strengths-of-zoho-crm-in-managing-customer-relationships-compared-to-other-crm-platf) - 3 comments, 1 upvote
- [¿Cuáles son las principales fortalezas de Zoho CRM en la gestión de relaciones con los clientes en comparación con otras plataformas CRM?](https://www.g2.com/es/discussions/what-are-the-key-strengths-of-zoho-crm-in-managing-customer-relationships-compared-to-other-crm-platforms) - 3 comments
- [¿Para qué se utiliza Zoho CRM?](https://www.g2.com/es/discussions/zoho-crm-what-is-zoho-crm-used-for) - 2 comments, 2 upvotes
- [¿Es realmente gratuito Zoho CRM?](https://www.g2.com/es/discussions/is-zoho-crm-really-free) - 4 comments, 5 upvotes
- [¿Cuáles son las características del software CRM?](https://www.g2.com/es/discussions/zoho-crm-what-are-the-features-of-crm-software) - 2 comments, 1 upvote

### [Bigin by Zoho CRM](https://www.g2.com/es/products/bigin-by-zoho-crm/reviews)

Bigin de Zoho CRM es un software de gestión de relaciones con clientes (CRM) simplificado y preparado para la inteligencia artificial, diseñado específicamente para pequeñas empresas, startups y equipos de atención al cliente. Con la confianza de más de 50,000 empresas en más de 150 países, Bigin ayuda a las pequeñas empresas a unificar todas las operaciones de cara al cliente — marketing, ventas, incorporación, entrega y soporte, y ayuda a gestionar las relaciones con los clientes de manera efectiva.

**Average Rating:** 4.6/5.0

**Total Reviews:** 868

#### How Do G2 Users Rate Bigin by Zoho CRM?

- **¿Ha sido the product un buen socio para hacer negocios?:** 8.6/10 (Category avg: 8.9/10)
- **Capacidad de flujo de trabajo:** 8.4/10 (Category avg: 8.5/10)
- **Contacto y gestión de cuentas:** 8.8/10 (Category avg: 8.7/10)
- **Gestión de Oportunidades y Pipelines.:** 8.9/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Bigin by Zoho CRM?

- **Vendedor:** [Zoho](https://www.g2.com/es/sellers/zoho-b00ca9d5-bca8-41b5-a8ad-275480841704)
- **Año de fundación:** 1996
- **Ubicación de la sede:** Austin, TX
- **Twitter:** @Zoho  
137,880 seguidores en Twitter
- **Página de LinkedIn®:** [www.linkedin.com](https://www.g2.com/es/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9c8e45ddb296c32c6c5597ef9ba945c94562c57624f7bd1dcf1a9e9931f71578&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F38373%2F&secure%5Burl_type%5D=linkedin_company_website)  
30,766 empleados en LinkedIn®
- **Teléfono:** +1 (888) 900-9646 

#### Who Uses This Product?

- **Who Uses This:** Director Ejecutivo, Fundador
- **Top Industries:** Marketing y publicidad, Tecnología de la información y servicios
- **Company Size:** 90% Small, 8% Medium

#### What Do G2 Reviewers Say About Bigin by Zoho CRM?

_AI-generated summary from verified user reviews_

##### Pros

- Los usuarios valoran la **facilidad de uso** de Bigin by Zoho CRM, apreciando su configuración sencilla y su interfaz amigable.
- Los usuarios valoran la **simplicidad y organización** de Bigin by Zoho CRM, lo que lo hace ideal para pequeñas empresas.
- Los usuarios elogian el **diseño intuitivo** de Bigin by Zoho CRM, destacando su simplicidad y facilidad de navegación.
- Los usuarios valoran la **simplicidad** de Bigin de Zoho CRM, encontrándolo fácil de usar y configurar para pequeñas empresas.
- Los usuarios valoran la **facilidad de uso y gestión** de Bigin by Zoho CRM, apreciando su interfaz intuitiva y funcionalidad.

##### Cons

- Los usuarios notan la **falta de funciones avanzadas** en Bigin de Zoho CRM, lo que limita la automatización y las integraciones.
- Los usuarios encuentran que Bigin de Zoho CRM tiene **funciones limitadas** , careciendo de automatizaciones avanzadas y conectores para una integración ampliada.
- Los usuarios experimentan **problemas de integración** con Bigin, encontrando la importación complicada y la integración de aplicaciones desafiante, especialmente para los principiantes.
- Los usuarios notan la **personalización limitada** en Bigin, con campos restringidos y opciones de automatización básicas para necesidades avanzadas.
- Los usuarios encuentran que Bigin de Zoho CRM tiene **integraciones limitadas** , lo que dificulta la conexión con otras aplicaciones esenciales para flujos de trabajo más fluidos.

#### What Are Recent G2 Reviews of Bigin by Zoho CRM?

**["El CRM simple y flexible de Bigin que agiliza todo nuestro flujo de trabajo"](https://www.g2.com/es/survey_responses/bigin-by-zoho-crm-review-13236369)**

**Rating:** 5.0/5.0 stars

_— maza y._

[Read full review](https://www.g2.com/es/survey_responses/bigin-by-zoho-crm-review-13236369)

**["Excelente CRM para empresas en crecimiento"](https://www.g2.com/es/survey_responses/bigin-by-zoho-crm-review-13212566)**

**Rating:** 5.0/5.0 stars

_— vansh v._

[Read full review](https://www.g2.com/es/survey_responses/bigin-by-zoho-crm-review-13212566)

#### What Are G2 Users Discussing About Bigin by Zoho CRM?

- [What is the difference between Bigin and Zoho CRM?](https://www.g2.com/es/discussions/what-is-the-difference-between-bigin-and-zoho-crm)
- [¿Bigin se integra con Zoho CRM?](https://www.g2.com/es/discussions/does-bigin-integrate-with-zoho-crm) - 2 comments, 1 upvote
- [¿Qué es Zoho Bigin?](https://www.g2.com/es/discussions/what-is-zoho-bigin) - 2 comments
- [¿Para qué se utiliza Bigin?](https://www.g2.com/es/discussions/what-is-bigin-used-for) - 1 comment

### [Close](https://www.g2.com/products/close/reviews)

Close is a sales CRM with built-in calling, SMS, email, automation, and AI, designed for founders, startups, agencies, and growing sales teams. The platform helps businesses manage leads, communicate with prospects, track opportunities, and automate follow-up from a single system. Close is commonly used by teams that want their CRM to support sales execution, not just store customer data. Users can call, email, text, manage pipelines, assign tasks, create workflows, run outreach sequences, and track sales activity directly inside the platform. Close is built for founder-led businesses, startups, small businesses, agencies, recruiting firms, coaching companies, financial services teams, SaaS companies, and inside sales teams. It supports teams ranging from individual founders to sales organizations with more than 100 representatives. Key capabilities include: • CRM and pipeline management for tracking leads, contacts, opportunities, activities, and customer relationships • Built-in calling, SMS, and email, with communication history connected to customer records • Sales automation for workflows, sequences, lead routing, task management, and follow-up • Power Dialer and Predictive Dialer for teams managing high-volume outbound sales or recruiting workflows • Reporting and analytics for pipeline visibility, activity tracking, forecasting, and sales performance • Chloe, the AI agent built directly into Close, which can help qualify leads, book meetings, follow up with prospects, research accounts, enrich records, summarize conversations, and update CRM data Chloe operates inside Close, where customer records, conversations, activities, opportunities, and workflows already live. This allows Chloe to take action using CRM context, rather than working as a standalone AI tool connected through separate integrations. Teams can use Chloe to engage new leads, re-engage dormant opportunities, capture qualification data, schedule meetings, and hand qualified conversations to human sales representatives when appropriate. By combining CRM, communication, automation, reporting, and AI-assisted sales workflows in one platform, Close helps teams reduce manual work, improve speed-to-lead, maintain follow-up consistency, and manage more sales activity without adding unnecessary operational complexity.

**Average Rating:** 4.7/5.0

**Total Reviews:** 2,055

#### How Do G2 Users Rate Close?

- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.8/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.0/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.0/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Close?

- **Seller:** [Close](https://www.g2.com/sellers/close)
- **Company Website:** close.com
- **Year Founded:** 2013
- **HQ Location:** 111 Congress Avenue, Suite 500 Austin, Texas 78701 United States
- **Twitter:** @Close  
6,592 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a8980b4bb0778d41500d3b100ba9f3961c87b6cc7fd74a5b1c0aa7775da9fc28&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2597204%2F&secure%5Burl_type%5D=linkedin_company_website)  
213 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CEO, Founder
- **Top Industries:** Marketing and Advertising, Computer Software
- **Company Size:** 76% Small, 20% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find Close to be **extremely user-friendly** , enabling quick access to essential features for efficient business management.
- Users find Close to be **incredibly helpful** , especially with its intuitive design and fast customer support.
- Users love the **simplicity and user-friendliness** of Close, making customer management and prospect tracking effortless.
- Users appreciate the **enhanced communication management** features of Close, streamlining client interactions effectively and efficiently.
- Users love the **intuitive design** of Close, finding it user-friendly and efficient for their needs.

##### Cons

- Users note the **missing features** in Close, like mobile app limitations and no WhatsApp integration, affecting usability.
- Users experience **call issues** , including unexpected charges and recording failures, which can hinder effective usage.
- Users find the **limited features** of Close restrictive, particularly for B2C needs and advanced functionalities.
- Users find the **limited customization** of Close frustrating, particularly for tailored reports and advanced dashboards.
- Users find the **learning curve steep** , with challenges in merging leads and managing custom reports effectively.

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

**["Close CRM keeps us sharp, fast, and focused"](https://www.g2.com/survey_responses/close-review-11757558)**

**Rating:** 5.0/5.0 stars

_— Jose N._

[Read full review](https://www.g2.com/survey_responses/close-review-11757558)

**["Best Cold Calling Software i have ever used"](https://www.g2.com/survey_responses/close-review-11465611)**

**Rating:** 5.0/5.0 stars

_— Adhiraj P._

[Read full review](https://www.g2.com/survey_responses/close-review-11465611)

#### 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

### [ActiveCampaign](https://www.g2.com/es/products/activecampaign/reviews)

ActiveCampaign es la plataforma de marketing autónoma diseñada para transformar la forma en que trabajan los mercadólogos, agencias y propietarios de negocios. Usa Active Intelligence para impulsar automatizaciones conscientes de los objetivos y orquestar experiencias personalizadas a través de correo electrónico, SMS y WhatsApp. Integra sin esfuerzo con más de 1000 aplicaciones, descubre profundos conocimientos de rendimiento y optimiza tus flujos de trabajo para que ganes todos los días. - Marketing autónomo Construido sobre la base de la automatización del marketing, impulsa tu estrategia de marketing y los recorridos del cliente con ejecución, optimización e información impulsadas por IA en cada paso. - Agentes de IA Ejecuta campañas de marketing completas a través de simples indicaciones, respaldadas por Active Intelligence. - Marketing multicanal Llega a prospectos y clientes dondequiera que estén, con correo electrónico, SMS, WhatsApp y más. - Contenido personalizado y acorde a la marca Herramientas creativas que ofrecen diseños profesionales listos para la conversión para correos electrónicos y páginas de destino. - CRM Rastrea, gestiona y automatiza tu proceso de ventas. - Más de 1000 aplicaciones e integraciones Conecta ActiveCampaign con tus herramientas favoritas.

**Average Rating:** 4.4/5.0

**Total Reviews:** 14,244

#### How Do G2 Users Rate ActiveCampaign?

- **¿Ha sido the product un buen socio para hacer negocios?:** 8.8/10 (Category avg: 8.9/10)
- **Capacidad de flujo de trabajo:** 8.0/10 (Category avg: 8.5/10)
- **Contacto y gestión de cuentas:** 8.2/10 (Category avg: 8.7/10)
- **Gestión de Oportunidades y Pipelines.:** 7.9/10 (Category avg: 8.6/10)

#### Who Is the Company Behind ActiveCampaign?

- **Vendedor:** [ActiveCampaign](https://www.g2.com/es/sellers/activecampaign)
- **Sitio web de la empresa:** www.activecampaign.com
- **Año de fundación:** 2003
- **Ubicación de la sede:** Chicago, IL
- **Twitter:** @ActiveCampaign  
13,203 seguidores en Twitter
- **Página de LinkedIn®:** [www.linkedin.com](https://www.g2.com/es/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ecaffa7a4dd54b3f72ef9abc63c48d5efe51974c2974dfaa5d09b34c1e0c97bd&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F221390%2F&secure%5Burl_type%5D=linkedin_company_website)  
848 empleados en LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Propietario, Director Ejecutivo
- **Top Industries:** Marketing y publicidad, Salud, bienestar y fitness
- **Company Size:** 92% Small, 7% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Los usuarios valoran la **facilidad de uso** en ActiveCampaign, apreciando la automatización sin problemas y las características sencillas para tareas personales.
- A los usuarios les encanta la **programación de automatización fácil** de ActiveCampaign, que agiliza su flujo de trabajo y mejora la comunicación con los clientes.
- Los usuarios elogian las **potentes y fáciles características de automatización** de ActiveCampaign, mejorando la eficiencia y organización de su flujo de trabajo.
- A los usuarios les encantan las **fenomenales características de automatización** de ActiveCampaign, mejorando las campañas de correo electrónico con una segmentación efectiva y mensajes personalizados.
- Los usuarios valoran ActiveCampaign por su **plataforma todo en uno** , que ofrece capacidades efectivas de segmentación y marketing por correo electrónico personalizado.

##### Cons

- Los usuarios experimentan una **curva de aprendizaje pronunciada** con ActiveCampaign, requiriendo apoyo adicional para navegar por sus funciones de manera efectiva.
- Los usuarios expresan preocupaciones sobre las **funciones faltantes** como la fácil creación de formularios y los desencadenantes de fecha personalizados.
- Los usuarios encuentran el **precio elevado** , especialmente para los planes más nuevos, lo que puede ser una barrera para algunas empresas.
- Los usuarios encuentran frustrantes las **funciones limitadas** de ActiveCampaign, especialmente en los informes, las pruebas de automatización y la flexibilidad de diseño.
- Los usuarios encuentran que ActiveCampaign **no es intuitivo** , luchando con automatizaciones complicadas y procesos de creación de correos electrónicos que obstaculizan la eficiencia.

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

**["Potentes automatizaciones e informes que impulsan decisiones estratégicas"](https://www.g2.com/es/survey_responses/activecampaign-review-13200587)**

**Rating:** 4.5/5.0 stars

_— Pamela S._

[Read full review](https://www.g2.com/es/survey_responses/activecampaign-review-13200587)

**["Interfaz fácil de usar, características potentes y excelente soporte"](https://www.g2.com/es/survey_responses/activecampaign-review-11803527)**

**Rating:** 5.0/5.0 stars

_— Omezine T._

[Read full review](https://www.g2.com/es/survey_responses/activecampaign-review-11803527)

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

- [¿Cuáles son algunas formas creativas en que las empresas están utilizando ActiveCampaign para automatizar sus esfuerzos de marketing?](https://www.g2.com/es/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/es/discussions/how-much-does-activecampaign-cost) - 1 comment
- [¿Qué es ActiveCampaign CRM?](https://www.g2.com/es/discussions/what-is-activecampaign-crm) - 1 comment
- [¿ActiveCampaign tiene un CRM?](https://www.g2.com/es/discussions/does-activecampaign-have-a-crm) - 7 comments
- [¿Para qué se utiliza ActiveCampaign?](https://www.g2.com/es/discussions/what-is-activecampaign-used-for) - 20 comments

### [Attio](https://www.g2.com/es/products/attio/reviews)

Attio es el CRM de IA para la próxima era de las empresas. Diseñado para adaptarse a cualquier negocio, Attio ofrece a las empresas el poder de entender a cada cliente, automatizar a gran escala y crear sistemas de entrada al mercado exactamente como lo necesitan. Miles de empresas, incluidos líderes de IA que definen categorías y startups, utilizan Attio para impulsar su entrada al mercado. ------------------------ Características clave: - IA para cómo ya trabajas. Pide a Attio que encuentre, actualice o cree en inglés simple. - Conecta a tus agentes con tu CRM. El servidor MCP de Attio se conecta a cualquier herramienta de IA para que tus agentes puedan leer, escribir y actuar sobre el contexto del cliente en vivo. - Un CRM que se adapta a tu negocio. Modela cualquier movimiento GTM con nuestro modelo de datos flexible, objetos personalizados y relaciones adaptadas para tu equipo. - Automatiza el trabajo detrás del acuerdo. Potentes flujos de trabajo dirigen clientes potenciales, gestionan acuerdos y mantienen tu pipeline en movimiento. - Deja de perseguir datos obsoletos. Attio enriquece automáticamente los registros de contactos y empresas, para que tu equipo nunca pierda tiempo en correos electrónicos muertos, títulos desactualizados o contexto faltante. - Rendimiento en tiempo real. Tableros en vivo e informes avanzados brindan a los equipos de ingresos visibilidad instantánea sobre el pipeline, la actividad y las tendencias. - Mantén la conversación en marcha. Graba reuniones, genera resúmenes de IA y sincroniza ideas clave directamente a tu CRM. - Conecta las herramientas que tu equipo ama. Attio se mantiene sincronizado en toda tu pila con una creciente biblioteca de integraciones y una Plataforma de Desarrolladores para crear las tuyas propias. Comenzar con Attio es rápido. Configura tu CRM en minutos sincronizando tu correo electrónico y calendario para construir un sistema completo sin entrada de datos manual. ------------------------ Únete a las miles de empresas que ya utilizan Attio para impulsar su crecimiento. Descubre lo que Attio puede hacer por ti en attio.com

**Average Rating:** 4.3/5.0

**Total Reviews:** 582

#### How Do G2 Users Rate Attio?

- **¿Ha sido the product un buen socio para hacer negocios?:** 8.5/10 (Category avg: 8.9/10)
- **Capacidad de flujo de trabajo:** 8.5/10 (Category avg: 8.5/10)
- **Contacto y gestión de cuentas:** 9.5/10 (Category avg: 8.7/10)
- **Gestión de Oportunidades y Pipelines.:** 9.3/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Attio?

- **Vendedor:** [Attio](https://www.g2.com/es/sellers/attio)
- **Sitio web de la empresa:** attio.com
- **Año de fundación:** 2019
- **Ubicación de la sede:** London, GB
- **Twitter:** @attio  
12,873 seguidores en Twitter
- **Página de LinkedIn®:** [www.linkedin.com](https://www.g2.com/es/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=59d91a99caf3f4b98cadb85c9613905352f5424a16e9375875ca7b824e53fd5a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fattio%2F&secure%5Burl_type%5D=linkedin_company_website)  
174 empleados en LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Director Ejecutivo, Fundador
- **Top Industries:** Software de Computadora, Tecnología de la información y servicios
- **Company Size:** 80% Small, 15% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Los usuarios aprecian la **facilidad de uso** de Attio, disfrutando de su configuración fluida y opciones de personalización intuitivas.
- Los usuarios valoran la **fácil configuración** de Attio, lo que permite una rápida productividad sin una curva de aprendizaje pronunciada.
- A los usuarios les encanta la **fantástica personalización** de Attio, que permite configuraciones personalizadas que mejoran el seguimiento de clientes potenciales sin esfuerzo.
- Los usuarios valoran la **integración efectiva** de Attio con varias herramientas, mejorando la productividad y creando una experiencia de flujo de trabajo sin interrupciones.
- A los usuarios les encantan las **características robustas** de Attio, que permiten integraciones sin problemas, análisis avanzados y un soporte al cliente excepcional.

##### Cons

- Los usuarios tienen dificultades con **problemas de integración** en Attio, necesitando más conexiones nativas de herramientas y características de enriquecimiento mejoradas.
- Los usuarios notan las **características faltantes** en Attio, deseando mejoras y automatizaciones para mejorar la usabilidad y funcionalidad.
- Los usuarios notan una **curva de aprendizaje más pronunciada** inicialmente, con complejidades en la configuración y flexibilidad que pueden ser abrumadoras.
- Los usuarios encuentran **problemas de características** con el intercambio de correos electrónicos y la generación de informes en Attio, lo que dificulta la colaboración y el acceso a los datos.
- Los usuarios encuentran la **información incompleta** en Attio desafiante, especialmente en lo que respecta al enriquecimiento de datos de IA y las limitaciones de informes.

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

**["El modelo de datos flexible de Attio y su interfaz de usuario rápida hacen que el trabajo con CRM se sienta sin esfuerzo."](https://www.g2.com/es/survey_responses/attio-review-13106492)**

**Rating:** 5.0/5.0 stars

_— Nick J._

[Read full review](https://www.g2.com/es/survey_responses/attio-review-13106492)

**["CRM rápido y de baja fricción con visibilidad en tiempo real y enriquecimiento automático"](https://www.g2.com/es/survey_responses/attio-review-13177412)**

**Rating:** 4.0/5.0 stars

_— Frank W._

[Read full review](https://www.g2.com/es/survey_responses/attio-review-13177412)

### [HighLevel](https://www.g2.com/products/highlevel/reviews)

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!

**Average Rating:** 4.6/5.0

**Total Reviews:** 636

#### How Do G2 Users Rate HighLevel?

- **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.0/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.8/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.0/10 (Category avg: 8.6/10)

#### Who Is the Company Behind HighLevel?

- **Seller:** [HighLevel](https://www.g2.com/sellers/highlevel)
- **Company Website:** gohighlevel.com
- **Year Founded:** 2018
- **HQ Location:** Dallas, Texas
- **Twitter:** @gohighlevel  
8,862 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=089a0fc65d9582c7686e98c3d2241d83a7dea5d7f4dda4b2af2942b3940a420d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fhighlevel%2F&secure%5Burl_type%5D=linkedin_company_website)  
2,407 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner, CEO
- **Top Industries:** Marketing and Advertising, Consulting
- **Company Size:** 64% Small, 3% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users enjoy the **flexibility and comprehensive features** of HighLevel, finding it easy to set up and integrate.
- Users appreciate the **all-in-one functionality** of HighLevel, enhancing efficiency in marketing, sales, and client management.
- Users praise the **excellent customer support** of HighLevel, appreciating their responsiveness and active feature requests.
- Users value the **extensive feature set** of Go HighLevel, appreciating its depth and constant innovation in marketing tools.
- Users value the **intuitive automation setup** in HighLevel, enhancing their workflow and client management effectively.

##### Cons

- Users find the **steep learning curve** of HighLevel challenging, complicating their ability to leverage its extensive features.
- Users desire more **missing features** in HighLevel, impacting functionality like email marketing and live streaming capabilities.
- Users face a **steep learning curve** with HighLevel, requiring significant effort to master its numerous features and updates.
- Users find HighLevel to be **not intuitive** , often feeling overwhelmed by its complexity and learning curve.
- Users express concern over **poor customer support** , finding the team uninformed and responses often vague.

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

**["Fantastic Onboarding with HighLevel — Expert Support, Automation & All-in-One CRM"](https://www.g2.com/survey_responses/highlevel-review-13050560)**

**Rating:** 5.0/5.0 stars

_— Marque C._

[Read full review](https://www.g2.com/survey_responses/highlevel-review-13050560)

**["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)

#### 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) - 3 comments, 1 upvote
- [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
- [How are you handling HighLevel’s steep learning curve without losing days of billable time?](https://www.g2.com/discussions/how-are-you-handling-highlevel-s-steep-learning-curve-without-losing-days-of-billable-time) - 1 comment
- [Unstable workflows and random glitches slow down client work and force me to recheck everything](https://www.g2.com/discussions/unstable-workflows-and-random-glitches-slow-down-client-work-and-force-me-to-recheck-everything) - 1 comment, 1 upvote

### [SAP Sales Cloud](https://www.g2.com/es/products/sap-sap-sales-cloud/reviews)

SAP Sales Cloud es una plataforma de automatización de ventas / CRM de vanguardia que ayuda a las organizaciones a simplificar la venta inteligente, a través de la conexión, la visión y la adaptabilidad. Aprovechando SAP Sales Cloud, las organizaciones pueden conectar y optimizar los procesos de ventas. Conectar datos y procesos de ventas: Unir datos, procesos y personas para ofrecer compromisos de ventas efectivos que impulsen los ingresos y la lealtad del cliente. Aprovechar la visión para acelerar las ventas: Guiar las acciones de ventas a través de recomendaciones inteligentes que eliminan las conjeturas y ayudan a los vendedores a centrarse en el negocio correcto. Adaptarse y capturar nuevas oportunidades: Proporcionar la flexibilidad para superar desafíos y requisitos únicos a medida que cambian con nuevas oportunidades de mercado.

**Average Rating:** 4.2/5.0

**Total Reviews:** 890

#### How Do G2 Users Rate SAP Sales Cloud?

- **¿Ha sido the product un buen socio para hacer negocios?:** 8.5/10 (Category avg: 8.9/10)
- **Capacidad de flujo de trabajo:** 8.3/10 (Category avg: 8.5/10)
- **Contacto y gestión de cuentas:** 8.3/10 (Category avg: 8.7/10)
- **Gestión de Oportunidades y Pipelines.:** 8.3/10 (Category avg: 8.6/10)

#### Who Is the Company Behind SAP Sales Cloud?

- **Vendedor:** [SAP](https://www.g2.com/es/sellers/sap)
- **Sitio web de la empresa:** www.sap.com
- **Año de fundación:** 1972
- **Ubicación de la sede:** Walldorf
- **Twitter:** @SAP  
297,052 seguidores en Twitter
- **Página de LinkedIn®:** [www.linkedin.com](https://www.g2.com/es/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8fd712dbd816fadfc039a60dcf8c1a3d6a48469756075586fa0be3da7e4b74d7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsap%2F&secure%5Burl_type%5D=linkedin_company_website)  
141,955 empleados en LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Consultor, Consultor Asociado
- **Top Industries:** Tecnología de la información y servicios, Software de Computadora
- **Company Size:** 45% Large, 36% Medium

#### What Do G2 Reviewers Say About SAP Sales Cloud?

_AI-generated summary from verified user reviews_

##### Pros

- Los usuarios aprecian la **facilidad de uso** de SAP Sales Cloud, que mejora el rendimiento y agiliza sus procesos de ventas.
- Los usuarios aprecian las **integraciones fluidas** de SAP Sales Cloud, lo que permite un uso efectivo con otro software de SAP para una gestión de ventas mejorada.
- Los usuarios aprecian la **integración perfecta** de SAP Sales Cloud con otros productos de SAP, mejorando sus procesos de ventas de manera efectiva.
- Los usuarios valoran las **capacidades efectivas de gestión de leads** de SAP Sales Cloud, mejorando la productividad de ventas y los conocimientos sobre los clientes.
- Los usuarios valoran los **análisis detallados** de SAP Sales Cloud, que simplifican la toma de decisiones y mejoran el rendimiento de ventas.

##### Cons

- Los usuarios encuentran la **curva de aprendizaje empinada** , enfrentando desafíos con la configuración y la navegación que dificultan la experiencia del usuario.
- Los usuarios enfrentan desafíos con **personalización limitada** en SAP Sales Cloud, lo que afecta la eficiencia y la usabilidad para las tareas de ventas.
- Los usuarios enfrentan **problemas de complejidad** con SAP Sales Cloud, lo que dificulta la facilidad de uso y requiere una capacitación extensa para su adopción.
- Los usuarios encuentran que SAP Sales Cloud **no es intuitivo** , experimentando una curva de aprendizaje pronunciada y ocasionales retrasos en el rendimiento.
- Los usuarios encuentran que los **costos de implementación son caros** , elevando el precio total más allá de muchos competidores.

#### What Are Recent G2 Reviews of SAP Sales Cloud?

**["Manejador de tareas de alto volumen"](https://www.g2.com/es/survey_responses/sap-sales-cloud-review-11157624)**

**Rating:** 4.5/5.0 stars

_— Carlos Q._

[Read full review](https://www.g2.com/es/survey_responses/sap-sales-cloud-review-11157624)

**["Un software grande y poderoso con una curva de aprendizaje"](https://www.g2.com/es/survey_responses/sap-sales-cloud-review-11746761)**

**Rating:** 4.5/5.0 stars

_— Alexander C._

[Read full review](https://www.g2.com/es/survey_responses/sap-sales-cloud-review-11746761)

#### What Are G2 Users Discussing About SAP Sales Cloud?

- [What is SAP CRM used for?](https://www.g2.com/es/discussions/what-is-sap-crm-used-for)
- [¿Qué componentes de SAP están incluidos en SAP CRM?](https://www.g2.com/es/discussions/sap-cloud-for-customer-what-sap-components-are-included-in-sap-crm) - 1 comment
- [¿Qué componentes de SAP están incluidos en SAP CRM?](https://www.g2.com/es/discussions/what-sap-components-are-included-in-sap-crm) - 1 comment
- [¿Está basado en la nube el CRM de SAP?](https://www.g2.com/es/discussions/is-sap-crm-cloud-based) - 1 comment
- [¿Qué es el sistema CRM en SAP?](https://www.g2.com/es/discussions/what-is-crm-system-in-sap) - 1 comment

### [EngageBay](https://www.g2.com/es/products/engagebay/reviews)

EngageBay es una plataforma de compromiso con el cliente todo en uno diseñada para pequeñas y medianas empresas que desean gestionar marketing, ventas y soporte desde un sistema unificado. Posicionada como una alternativa económica a plataformas como HubSpot y ActiveCampaign, se centra en ofrecer capacidades esenciales de CRM y automatización sin los costos generales típicamente asociados con el software empresarial. La plataforma combina gestión de contactos y acuerdos, automatización de marketing, marketing por correo electrónico, páginas de destino, formularios, chat en vivo y funcionalidad de mesa de ayuda dentro de una sola interfaz. Al consolidar estas funciones, EngageBay proporciona a los equipos una vista centralizada de las interacciones con los clientes a lo largo del ciclo de vida y reduce la necesidad de múltiples herramientas desconectadas. EngageBay también incorpora características asistidas por IA para agilizar tareas comunes y mejorar la productividad. Estas capacidades incluyen generación de correos electrónicos y contenido impulsada por IA, sugerencias de líneas de asunto y asistencia en flujos de trabajo que ayudan a los equipos a crear campañas y comunicaciones de manera más eficiente. Las herramientas de IA están diseñadas para apoyar la ejecución diaria en lugar de reemplazar la estrategia central, haciéndolas accesibles para equipos más pequeños que pueden no tener especialistas dedicados en automatización. En el lado del marketing, los usuarios pueden construir campañas de correo electrónico, diseñar flujos de trabajo de automatización, capturar leads a través de formularios y páginas de destino, y realizar pruebas A/B. El módulo CRM apoya el seguimiento de pipelines, la gestión de contactos, la automatización de tareas y la programación de citas para ayudar a los equipos de ventas a gestionar oportunidades de manera estructurada. Para el compromiso post-compra, la suite de servicios incluye herramientas de ticketing, base de conocimientos y chat en vivo para gestionar conversaciones de soporte al cliente desde un solo lugar. Un principio clave de diseño de EngageBay es la accesibilidad para empresas en crecimiento. La plataforma ofrece un nivel gratuito con funcionalidad básica y escala a través de planes pagados agrupados en lugar de numerosos complementos, ayudando a los equipos a adoptar la automatización sin una inversión inicial significativa. EngageBay se integra con una variedad de herramientas de terceros y proporciona paneles de informes para monitorear el rendimiento de campañas, el progreso de acuerdos y la actividad de soporte. Aunque no está posicionada como una plataforma empresarial profunda, está construida para satisfacer las necesidades operativas diarias de los equipos de ingresos de PYMES que buscan una solución integrada, asistida por IA y consciente del presupuesto. La plataforma está construida con un enfoque en la simplicidad y el rendimiento, integrando automatización avanzada de marketing, CRM de ventas y software de soporte al cliente en un sistema cohesivo. EngageBay aprovecha la inteligencia de IA de vanguardia para mejorar la productividad y la toma de decisiones en varios equipos. Esta integración permite a las empresas agilizar sus operaciones y mejorar las interacciones con los clientes, convirtiéndola en una opción ideal para organizaciones que requieren una solución robusta pero fácil de usar. Las capacidades de IA de EngageBay son particularmente notables, proporcionando a los usuarios herramientas que ayudan a crear contenido rápidamente, predecir resultados de manera inteligente y ofrecer experiencias personalizadas a escala. El Generador de Correos Electrónicos y Contenido de IA permite a los usuarios crear correos electrónicos y campañas atractivas en segundos, mientras que la función de Puntuación de Leads y Acuerdos de IA ayuda a identificar y priorizar los leads con más probabilidades de conversión. Además, las Perspectivas y Recomendaciones de IA ofrecen sugerencias accionables para mejorar el compromiso y la productividad, facilitando a las empresas navegar efectivamente sus viajes de cliente. La plataforma también cuenta con un conjunto de características clave que añaden un valor significativo a sus usuarios. Las capacidades de automatización de marketing de EngageBay incluyen flujos de trabajo de marketing por correo electrónico, constructores de páginas de destino y formularios, e integración con redes sociales, que colectivamente mejoran los esfuerzos de alcance. El componente CRM de ventas proporciona herramientas para la gestión de contactos y acuerdos, pipelines de ventas visuales y colaboración en equipo, asegurando que los procesos de ventas sean eficientes y transparentes. Además, las características de soporte al cliente, como un sistema de mesa de ayuda y ticketing, chat en vivo y una vista unificada del cliente, facilitan la comunicación y entrega de servicios sin problemas. EngageBay es particularmente adecuado para pequeñas y medianas empresas, startups y equipos en crecimiento que buscan una alternativa asequible pero poderosa a herramientas fragmentadas. Está diseñado para organizaciones que buscan automatizar interacciones con clientes, alinear esfuerzos de marketing y ventas, y mejorar la eficiencia del soporte mediante el uso de IA. Este enfoque integral no solo mejora la eficiencia operativa, sino que también posiciona a las empresas para competir efectivamente en sus respectivos mercados. ¿Qué es este producto? EngageBay es una plataforma de software CRM todo en uno construida para pequeñas y medianas empresas para gestionar la automatización de marketing, pipelines de ventas y soporte al cliente en un solo sistema. Combina marketing por correo electrónico, automatización de marketing, páginas de destino, gestión de contactos, seguimiento de acuerdos, mesa de ayuda y chat en vivo, eliminando la necesidad de múltiples herramientas desconectadas. Diseñada como una alternativa asequible a HubSpot y ActiveCampaign, EngageBay ayuda a las empresas en crecimiento a atraer leads, convertir acuerdos y apoyar a los clientes sin los costos o la complejidad a nivel empresarial. Centraliza los datos de los clientes, automatiza flujos de trabajo y mejora la visibilidad a lo largo de todo el ciclo de vida del cliente.

**Average Rating:** 4.6/5.0

**Total Reviews:** 709

#### How Do G2 Users Rate EngageBay?

- **¿Ha sido the product un buen socio para hacer negocios?:** 9.5/10 (Category avg: 8.9/10)
- **Capacidad de flujo de trabajo:** 8.9/10 (Category avg: 8.5/10)
- **Contacto y gestión de cuentas:** 9.3/10 (Category avg: 8.7/10)
- **Gestión de Oportunidades y Pipelines.:** 8.9/10 (Category avg: 8.6/10)

#### Who Is the Company Behind EngageBay?

- **Vendedor:** [EngageBay Inc](https://www.g2.com/es/sellers/engagebay-inc)
- **Sitio web de la empresa:** www.engagebay.com
- **Año de fundación:** 2018
- **Ubicación de la sede:** Wilmington, Delaware
- **Twitter:** @engagebay  
16,866 seguidores en Twitter
- **Página de LinkedIn®:** [www.linkedin.com](https://www.g2.com/es/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=965c404b58b2662271f49fe02e57d76d57f72941fa4b3b5af0bab064b4cc2b55&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F13655085%2F&secure%5Burl_type%5D=linkedin_company_website)  
54 empleados en LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Gerente de Marketing, Fundador
- **Top Industries:** Tecnología de la información y servicios, Contratación y Reclutamiento
- **Company Size:** 69% Small, 31% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Los usuarios aprecian la **facilidad de uso** de EngageBay, que agiliza su flujo de trabajo y mejora la productividad diaria.
- Los usuarios valoran la **automatización que ahorra tiempo** de EngageBay, mejorando la organización y optimizando el flujo de trabajo con herramientas integradas.
- Los usuarios aprecian el **asombroso soporte al cliente** de EngageBay, recibiendo constantemente respuestas rápidas y útiles del equipo.
- Los usuarios aprecian la **integración perfecta** de las funciones de CRM, correo electrónico y automatización en EngageBay, mejorando significativamente su flujo de trabajo.
- Los usuarios valoran las **sofisticadas funciones de automatización** de EngageBay, mejorando la eficiencia del flujo de trabajo y simplificando las operaciones diarias.

##### Cons

- Los usuarios encuentran las **funciones faltantes** como el hilo de correos electrónicos y las opciones avanzadas de informes frustrantes y limitan la usabilidad.
- Los usuarios experimentan **funciones limitadas** con EngageBay, sintiendo restricciones en la funcionalidad móvil y herramientas de soporte esenciales.
- Los usuarios encuentran que las **funciones de informes son limitadas** y carecen de detalles, lo que afecta su capacidad para utilizar completamente EngageBay.
- Los usuarios experimentan **personalización limitada** para características clave como páginas de destino y flujos de trabajo, lo que obstaculiza su efectividad.
- Los usuarios señalan **capacidades de informes deficientes** en EngageBay, lo que dificulta un análisis más profundo y una personalización avanzada para necesidades específicas.

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

**["EngageBay Makes Contact Management Fast with a Clear 360° View"](https://www.g2.com/es/survey_responses/engagebay-review-13336811)**

**Rating:** 5.0/5.0 stars

_— Rene D._

[Read full review](https://www.g2.com/es/survey_responses/engagebay-review-13336811)

**["EngageBay Keeps Everything Organized and Moving"](https://www.g2.com/es/survey_responses/engagebay-review-13339366)**

**Rating:** 4.5/5.0 stars

_— Aman G._

[Read full review](https://www.g2.com/es/survey_responses/engagebay-review-13339366)

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

- [¿Para qué se utiliza EngageBay All-in-One Suite?](https://www.g2.com/es/discussions/what-is-engagebay-all-in-one-suite-used-for)

### [Nutshell](https://www.g2.com/es/products/nutshell/reviews)

Nutshell es una plataforma de CRM y marketing por correo electrónico todo en uno que ayuda a las organizaciones B2B a trabajar juntas para ganar más acuerdos. Lo suficientemente simple para cualquier usuario y lo suficientemente sofisticado para cualquier negocio, Nutshell está diseñado para equipos que están cansados de manejar herramientas de ventas y marketing por separado y no quieren pagar a un administrador a tiempo completo para gestionar su software. Cada suscripción de Nutshell incluye contactos de CRM ilimitados y almacenamiento de datos, herramientas de informes totalmente personalizables, asistencia gratuita para la migración de datos y soporte en vivo de clase mundial, todo a un precio extremadamente asequible. Nutshell se integra con el software que las pequeñas empresas ya utilizan, incluyendo Google Workspace/Gmail, Microsoft Office/Outlook, QuickBooks Online, Intercom y Slack. Nutshell también ofrece aplicaciones nativas para iPhone y Android, permitiendo a los representantes de ventas crear, buscar y editar información de contacto mientras están en el campo. Lanzado en 2010, Nutshell atiende a miles de empresas en todo el mundo y ha sido nombrado como uno de los mejores CRM tanto por su facilidad de uso como por su asequibilidad. Nutshell ha sido honrado como "Líder" en el Informe Grid® de G2 para CRM cada trimestre desde el otoño de 2020. En 2021, Nutshell lanzó Nutshell Campaigns, que permite a los clientes de Nutshell diseñar y enviar hermosos correos electrónicos de marketing y secuencias automáticas, y medir instantáneamente su compromiso, directamente desde Nutshell. Nutshell Campaigns se conecta sin problemas a tus datos de CRM, para que puedas dirigirte a audiencias personalizadas rápidamente y gestionar todo tu alcance desde una sola herramienta.

**Average Rating:** 4.3/5.0

**Total Reviews:** 1,422

#### How Do G2 Users Rate Nutshell?

- **¿Ha sido the product un buen socio para hacer negocios?:** 8.8/10 (Category avg: 8.9/10)
- **Capacidad de flujo de trabajo:** 7.9/10 (Category avg: 8.5/10)
- **Contacto y gestión de cuentas:** 8.5/10 (Category avg: 8.7/10)
- **Gestión de Oportunidades y Pipelines.:** 8.3/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Nutshell?

- **Vendedor:** [Nutshell](https://www.g2.com/es/sellers/nutshell)
- **Sitio web de la empresa:** www.nutshell.com
- **Año de fundación:** 2009
- **Ubicación de la sede:** Ann Arbor, Michigan
- **Twitter:** @nutshell  
2,794 seguidores en Twitter
- **Página de LinkedIn®:** [www.linkedin.com](https://www.g2.com/es/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9251047849ae0bf5895a9d04882f4c03d2f5b824668a7735584bbaaad8738f8e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fwebfxinc%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,238 empleados en LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Director Ejecutivo, Propietario
- **Top Industries:** Marketing y publicidad, Software de Computadora
- **Company Size:** 73% Small, 18% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Los usuarios aprecian la **facilidad de uso** de Nutshell, manteniendo todo organizado en una aplicación sin esfuerzo.
- Los usuarios encuentran que Nutshell es una **herramienta confiable e intuitiva** que simplifica el seguimiento y la gestión de admisiones de manera eficiente.
- A los usuarios les encantan las **poderosas herramientas de marketing por correo electrónico** en Nutshell, destacando su facilidad de uso y sus capacidades de seguimiento efectivas.
- Los usuarios elogian el **excepcional servicio de atención al cliente** de Nutshell, destacando la pronta resolución de problemas y los útiles recursos educativos.
- Los usuarios encuentran que Nutshell es **intuitivo y fácil de usar** , mejorando la colaboración y la gestión diaria de actividades de ventas.

##### Cons

- Los usuarios encuentran que **la falta de características** como una mejor diferenciación de tareas y automatizaciones obstaculizan la eficiencia y la usabilidad en Nutshell.
- Los usuarios encuentran las **funciones limitadas** de Nutshell en personalización e integraciones algo restrictivas para sus necesidades empresariales.
- Los usuarios encuentran **personalización limitada** en Nutshell, especialmente para las funciones móviles y las plantillas de correo electrónico, lo que afecta la experiencia del usuario.
- Los usuarios encuentran la **empinada curva de aprendizaje** de Nutshell frustrante debido a los frecuentes cambios de funciones y complicaciones en el diseño.
- Los usuarios experimentan **problemas de integración de correo electrónico** ocasionalmente, requiriendo la limpieza de clientes potenciales incorrectos y lidiar con notificaciones duplicadas.

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

**["¡Perfecto para un espectáculo de un solo hombre!"](https://www.g2.com/es/survey_responses/nutshell-review-4955887)**

**Rating:** 5.0/5.0 stars

_— Tom B._

[Read full review](https://www.g2.com/es/survey_responses/nutshell-review-4955887)

**["Gestionar proyectos y relaciones con clientes se siente mucho más organizado."](https://www.g2.com/es/survey_responses/nutshell-review-13074453)**

**Rating:** 5.0/5.0 stars

_— Omar S._

[Read full review](https://www.g2.com/es/survey_responses/nutshell-review-13074453)

### [CRMOne](https://www.g2.com/es/products/crmone/reviews)

La falta de un sistema CRM centralizado puede resultar en desorganización de datos, comunicación ineficaz, oportunidades de venta perdidas y conocimientos limitados sobre los clientes. Muchas empresas pequeñas y medianas luchan por gestionar las relaciones con los clientes sin pagar el alto precio de diferentes características esenciales o múltiples suscripciones. Sin embargo, no tiene por qué ser así. Con CRMOne, las empresas pueden empoderarse con una solución integral que puede gestionar sus relaciones con los clientes en un solo lugar sin comprometer ninguna de las características que puedan necesitar para ventas y marketing sin romper el banco. Desde la gestión de leads y el seguimiento del pipeline de ventas hasta el soporte al cliente y el análisis, CRMOne ofrece un conjunto de herramientas versátil para satisfacer las diversas necesidades de las empresas en diferentes industrias. CRMOne tiene una rica historia de empoderar a más de 4000 startups, empresas en crecimiento y grandes empresas en todo el mundo, demostrando un compromiso con la excelencia y la innovación.

**Average Rating:** 4.8/5.0

**Total Reviews:** 1,044

#### How Do G2 Users Rate CRMOne?

- **¿Ha sido the product un buen socio para hacer negocios?:** 9.6/10 (Category avg: 8.9/10)
- **Capacidad de flujo de trabajo:** 9.4/10 (Category avg: 8.5/10)
- **Contacto y gestión de cuentas:** 9.8/10 (Category avg: 8.7/10)
- **Gestión de Oportunidades y Pipelines.:** 9.5/10 (Category avg: 8.6/10)

#### Who Is the Company Behind CRMOne?

- **Vendedor:** [CrmOne](https://www.g2.com/es/sellers/crmone)
- **Año de fundación:** 2022
- **Ubicación de la sede:** Menlo Park, US
- **Twitter:** @crmone\_global  
10 seguidores en Twitter
- **Página de LinkedIn®:** [www.linkedin.com](https://www.g2.com/es/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=548ba161c5fc6229e3afc181791413621b04ec5bc2fb3312a9de76536d948d85&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcrmone-global%2F&secure%5Burl_type%5D=linkedin_company_website)  
22 empleados en LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Marketing y publicidad, Servicios Financieros
- **Company Size:** 32% Small, 24% Large

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

_AI-generated summary from verified user reviews_

##### Pros

- Los usuarios valoran la **gestión efectiva de leads** en CRMOne, mejorando la colaboración y asegurando una comunicación fluida entre los equipos.
- Los usuarios valoran la **gestión efectiva de clientes** de CrmOne, mejorando la colaboración y los tiempos de respuesta para un mejor soporte.
- Los usuarios elogian el **rápido y efectivo soporte al cliente** proporcionado por CRMOne, mejorando la calidad del servicio y el compromiso general.
- Los usuarios se benefician de **recordatorios automatizados y flujos de trabajo optimizados** , mejorando la eficiencia y mejorando significativamente los tiempos de respuesta.
- Los usuarios valoran la **automatización que ahorra tiempo** de CRMOne, permitiéndoles centrarse en cerrar tratos de manera eficiente.

##### Cons

- Los usuarios sienten que hay **personalización limitada** para necesidades avanzadas, lo que obstaculiza la capacidad del sistema para cumplir con requisitos específicos.
- Los usuarios encuentran **la curva de aprendizaje desafiante** , especialmente cuando intentan navegar por el sistema como recién llegados.
- Los usuarios enfrentan una **curva de aprendizaje pronunciada** con CRMOne debido a la complejidad del proceso de incorporación y la insuficiencia de tutoriales amigables para principiantes.
- Los usuarios encuentran que las **funciones limitadas** de CRMOne hacen que adjuntar archivos y usar la versión móvil sea un desafío.
- Los usuarios enfrentan **problemas de integración** con CRMOne, lo que dificulta la conexión con otras herramientas y aplicaciones esenciales.

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

**["Título de la Reseña: Nos Ayudó a Optimizar las Operaciones de Ventas"](https://www.g2.com/es/survey_responses/crmone-review-12202021)**

**Rating:** 5.0/5.0 stars

[Read full review](https://www.g2.com/es/survey_responses/crmone-review-12202021)

**["Una solución CRM completa para equipos en crecimiento"](https://www.g2.com/es/survey_responses/crmone-review-12193939)**

**Rating:** 5.0/5.0 stars

[Read full review](https://www.g2.com/es/survey_responses/crmone-review-12193939)

### [Brevo Marketing Platform](https://www.g2.com/products/brevo-marketing-platform/reviews)

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/

**Average Rating:** 4.5/5.0

**Total Reviews:** 2,481

#### How Do G2 Users Rate Brevo Marketing Platform?

- **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.5/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.6/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.4/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Brevo Marketing Platform?

- **Seller:** [Brevo](https://www.g2.com/sellers/brevo)
- **Company Website:** www.brevo.com
- **Year Founded:** 2012
- **HQ Location:** Paris
- **Twitter:** @brevo\_official  
16,032 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=bb1865e18004827ab2ea39c9799da0a35d0ec34e5b444058766b28b4d23a58f0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbrevo%2F&secure%5Burl_type%5D=linkedin_company_website)  
880 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CEO, Founder
- **Top Industries:** Marketing and Advertising, Information Technology and Services
- **Company Size:** 84% Small, 13% Medium

#### What Do G2 Reviewers Say About Brevo Marketing Platform?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Brevo, finding it straightforward to navigate and manage their marketing efforts.
- Users find Brevo Marketing Platform's **easy setup** and automation features greatly enhance their email marketing experience.
- Users appreciate the **easy campaign scheduling** and automation features of Brevo, making email marketing efficient and effective.
- Users appreciate the **intuitive interface** of Brevo, making it easy for newcomers to navigate and utilize effectively.
- Users appreciate the **responsive customer support** of Brevo, enhancing their overall experience with the marketing platform.

##### Cons

- Users find the **missing features** in Brevo's automation and design limits frustrating for complex marketing tasks.
- Users note the **limited features** in Brevo, particularly in customization and automation options, affecting functionality.
- Users find the **learning curve steep** initially, with some features feeling unintuitive for beginners.
- Users find the **limited customization** options restrict their ability to create unique and visually appealing designs.
- Users find Brevo Marketing Platform **expensive** , especially with rising SMS costs and navigating complex pricing tiers.

#### What Are Recent G2 Reviews of Brevo Marketing Platform?

**["Email marketing and marketing automation software that offers great value for growing businesses."](https://www.g2.com/survey_responses/brevo-marketing-platform-review-7612558)**

**Rating:** 5.0/5.0 stars

_— Ana T._

[Read full review](https://www.g2.com/survey_responses/brevo-marketing-platform-review-7612558)

**["WooCommerce data flows into Brevo without building another integration"](https://www.g2.com/survey_responses/brevo-marketing-platform-review-13148712)**

**Rating:** 4.5/5.0 stars

_— Alamgir H._

[Read full review](https://www.g2.com/survey_responses/brevo-marketing-platform-review-13148712)

#### 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
- [What is Sendinblue?](https://www.g2.com/discussions/what-is-sendinblue) - 1 comment

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[Browse CRM Themes](/categories/crm/themes)

 ![Julie Jung](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Julie Jung")
JJ

Researched and written by [Julie Jung](https://research.g2.com/insights/author/julie-jung)

Updated March 5, 2025

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

Top Tools at a Glance

| Product | Best for | User Review |
| --- | --- | --- |
| [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_c7667c650c352acba4bfca38ee89457b/agentforce-sales-formerly-salesforce-sales-cloud.png "Product Avatar Image")](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)[Agentforce Sales](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)[4.4/5(25,878)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) | AI-automated pipeline-to-close CRM workflows | "Agentforce Sales Centralizes Customer Data with Powerful Dashboards and Automation" |
| [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_92f791c125019514c13f2138425a640b/hubspot-sales-hub.png "Product Avatar Image")](https://www.g2.com/products/hubspot-sales-hub/reviews)[HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews)[4.4/5(13,918)](https://www.g2.com/products/hubspot-sales-hub/reviews) | Pipeline visibility with automated sales sequencing | "Intuitive Interface and Flexible Data Management" |
| [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_11df00d92568ecc89d4d15e072df8cc6/pipedrive.png "Product Avatar Image")](https://www.g2.com/products/pipedrive/reviews)[Pipedrive](https://www.g2.com/products/pipedrive/reviews)[4.3/5(3,118)](https://www.g2.com/products/pipedrive/reviews) | Visual sales pipeline with deal-stage automation | "Visual Pipelines, Helpful AI Setup, and Great Value for New CRM Users" |
| [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_8c3cb6afa6d92fd27b38fff17fda2117/monday-crm.png "Product Avatar Image")](https://www.g2.com/products/monday-crm/reviews)[monday CRM](https://www.g2.com/products/monday-crm/reviews)[4.5/5(1,573)](https://www.g2.com/products/monday-crm/reviews) | Visual pipeline tracking with no-code automation | "Flexible CRM with Strong Integration Capabilities" |
| [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_d9d3ff178178a1f790a9d6114e104471/zoho-crm.png "Product Avatar Image")](https://www.g2.com/products/zoho-crm/reviews)[Zoho](https://www.g2.com/products/zoho-crm/reviews)[4.1/5(2,947)](https://www.g2.com/products/zoho-crm/reviews) | Centralized lead-to-deal pipeline with workflow automation | "Zoho CRM Centralizes Data, Automates Workflows, and Delivers Powerful Insights" |
| [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_7e6b2b13afd514ead5fa39d91ef608cc/bigin-by-zoho-crm.png "Product Avatar Image")](https://www.g2.com/products/bigin-by-zoho-crm/reviews)[Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews)[4.6/5(876)](https://www.g2.com/products/bigin-by-zoho-crm/reviews) | Pipeline-centric sales CRM for spreadsheet-to-CRM migration | "Bigin’s Simple, Flexible CRM That Streamlines Our Entire Workflow" |
| [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_f1d919f829e98cf3fab60428e4540e0a/close.png "Product Avatar Image")](https://www.g2.com/products/close/reviews)[Close](https://www.g2.com/products/close/reviews)[4.7/5(2,072)](https://www.g2.com/products/close/reviews) | High-velocity outbound sales with built-in dialer | "Close CRM keeps us sharp, fast, and focused" |
| [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_50828ef2b93af30b29edd9061533c3b9/activecampaign.jpg "Product Avatar Image")](https://www.g2.com/products/activecampaign/reviews)[ActiveCampaign](https://www.g2.com/products/activecampaign/reviews)[4.4/5(14,781)](https://www.g2.com/products/activecampaign/reviews) | Behavior-triggered CRM with automation workflows | "Powerful Automations and Reporting That Drive Strategic Decisions" |
| [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_a22500b967573c02ec2b7eae88da49fc/attio.png "Product Avatar Image")](https://www.g2.com/products/attio/reviews)[Attio](https://www.g2.com/products/attio/reviews)[4.3/5(585)](https://www.g2.com/products/attio/reviews) | Flexible, AI-native pipeline and relationship CRM | "Attio’s Flexible Data Model and Fast UI Make CRM Work Feel Effortless" |
| [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_d905f0162fb0e2f776fba47437283c20/highlevel.png "Product Avatar Image")](https://www.g2.com/products/highlevel/reviews)[HighLevel](https://www.g2.com/products/highlevel/reviews)[4.6/5(651)](https://www.g2.com/products/highlevel/reviews) | Omnichannel CRM with white-label automation workflows | "Fantastic Onboarding with HighLevel — Expert Support, Automation & All-in-One CRM" |

* * *

Show More

### CRM Topics

- [CRM software buying insights at a glance](#crm-software-buying-insights-at-a-glance)
- [What is CRM software?](#what-is-crm-software)
- [What are the top reviewed CRM systems on G2?](#what-are-the-top-reviewed-crm-systems-on-g2)
- [CRM software pricing and cost considerations](#crm-software-pricing-and-cost-considerations)
- [Types of CRM software on G2](#types-of-crm-software-on-g2)
- [Top CRM software features rated by G2 reviewers](#top-crm-software-features-rated-by-g2-reviewers)
- [Top CRM software benefits identified by G2 reviewers](#top-crm-software-benefits-identified-by-g2-reviewers)
- [Top CRM systems challenges identified by G2 reviewers](#top-crm-systems-challenges-identified-by-g2-reviewers)
- [What is CRM software used for?](#what-is-crm-software-used-for)
- [Who uses CRM systems?](#who-uses-crm-systems)
- [Common CRM software integrations](#common-crm-software-integrations)
- [What's the best CRM app for small business owners?](#what-s-the-best-crm-app-for-small-business-owners)
- [What CRM is the best for e-commerce platforms?](#what-crm-is-the-best-for-e-commerce-platforms)
- [Future of CRM software](#future-of-crm-software)
- [CRM Software FAQs](#crm-software-faqs)
- [Most Popular FAQs](#most-popular-faqs)
- [Small Business FAQs](#small-business-faqs)
- [Enterprise FAQs](#enterprise-faqs)
- [Sources](#sources)

[
### CRM Topics
 Expand/Collapse ](#)
- [CRM software buying insights at a glance](#crm-software-buying-insights-at-a-glance)
- [What is CRM software?](#what-is-crm-software)
- [What are the top reviewed CRM systems on G2?](#what-are-the-top-reviewed-crm-systems-on-g2)
- [CRM software pricing and cost considerations](#crm-software-pricing-and-cost-considerations)
- [Types of CRM software on G2](#types-of-crm-software-on-g2)
- [Top CRM software features rated by G2 reviewers](#top-crm-software-features-rated-by-g2-reviewers)
- [Top CRM software benefits identified by G2 reviewers](#top-crm-software-benefits-identified-by-g2-reviewers)
- [Top CRM systems challenges identified by G2 reviewers](#top-crm-systems-challenges-identified-by-g2-reviewers)
- [What is CRM software used for?](#what-is-crm-software-used-for)
- [Who uses CRM systems?](#who-uses-crm-systems)
- [Common CRM software integrations](#common-crm-software-integrations)
- [What's the best CRM app for small business owners?](#what-s-the-best-crm-app-for-small-business-owners)
- [What CRM is the best for e-commerce platforms?](#what-crm-is-the-best-for-e-commerce-platforms)
- [Future of CRM software](#future-of-crm-software)
- [CRM Software FAQs](#crm-software-faqs)
- [Most Popular FAQs](#most-popular-faqs)
- [Small Business FAQs](#small-business-faqs)
- [Enterprise FAQs](#enterprise-faqs)
- [Sources](#sources)

## Learn More About CRM Software

### 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:&nbsp;

1. [Microsoft Dynamics CRM](https://www.g2.com/products/dynamics-365-sales/reviews)&nbsp;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)&nbsp;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)&nbsp;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&nbsp;_[_Blue Bowen_](https://research.g2.com/insights/author/blue-bowen)

_Reviewed and edited by&nbsp;_[_Sinchana Mistry_](https://www.linkedin.com/in/sinchana-mistry95/)