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Best CRM Software

Julie Jung
JJ
Researched and written by Julie Jung

Customer relationship management (CRM) software is a digital tool designed for businesses to efficiently organize, monitor, and maintain data about their existing and prospective customers. The best CRM software 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 can be integrated with call center infrastructure platforms, digital marketing services, ERP systems, e-commerce platforms, marketing automation software, and CPQ software 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 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
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Featured CRM Software At A Glance

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G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

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885 Listings in CRM Available
(25,281)4.4 out of 5
Optimized for quick response
View top Consulting Services for Salesforce Sales Cloud
Save to My Lists
25% Off: Starting at $18.75/user/month
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 pr

    Users
    • Account Executive
    • Account Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 46% Mid-Market
    • 34% Enterprise
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Salesforce Sales Cloud is a CRM platform that centralizes the sales process, offers automation, and provides visibility into leads, opportunities, and forecasts.
    • Users like the platform's ability to customize workflows, its robust reporting capabilities, and the integration of AI for scoring, predictive insights, and conversational summaries.
    • Reviewers mentioned the high cost and complexity of the platform, the steep learning curve for new users, and occasional issues with speed and navigation.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Salesforce Sales Cloud Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    3,557
    Features
    3,099
    Lead Management
    1,976
    Customization
    1,615
    Customizability
    1,606
    Cons
    Learning Curve
    1,768
    Limitations
    1,344
    Missing Features
    1,129
    Limited Features
    1,100
    Expensive
    1,078
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Salesforce Sales Cloud features and usability ratings that predict user satisfaction
    8.4
    Has the product been a good partner in doing business?
    Average: 8.9
    8.5
    Workflow Capability
    Average: 8.5
    8.8
    Contact & Account Management
    Average: 8.7
    8.7
    Opportunity & Pipeline Mgmt.
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    1999
    HQ Location
    San Francisco, CA
    Twitter
    @salesforce
    578,227 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    86,064 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 pr

Users
  • Account Executive
  • Account Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 46% Mid-Market
  • 34% Enterprise
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Salesforce Sales Cloud is a CRM platform that centralizes the sales process, offers automation, and provides visibility into leads, opportunities, and forecasts.
  • Users like the platform's ability to customize workflows, its robust reporting capabilities, and the integration of AI for scoring, predictive insights, and conversational summaries.
  • Reviewers mentioned the high cost and complexity of the platform, the steep learning curve for new users, and occasional issues with speed and navigation.
Salesforce Sales Cloud Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
3,557
Features
3,099
Lead Management
1,976
Customization
1,615
Customizability
1,606
Cons
Learning Curve
1,768
Limitations
1,344
Missing Features
1,129
Limited Features
1,100
Expensive
1,078
Salesforce Sales Cloud features and usability ratings that predict user satisfaction
8.4
Has the product been a good partner in doing business?
Average: 8.9
8.5
Workflow Capability
Average: 8.5
8.8
Contact & Account Management
Average: 8.7
8.7
Opportunity & Pipeline Mgmt.
Average: 8.5
Seller Details
Company Website
Year Founded
1999
HQ Location
San Francisco, CA
Twitter
@salesforce
578,227 Twitter followers
LinkedIn® Page
www.linkedin.com
86,064 employees on LinkedIn®
(13,347)4.4 out of 5
Optimized for quick response
View top Consulting Services for HubSpot Sales Hub
Save to My Lists
20% Off
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Sales Hub is a modern sales software designed to help growing teams build pipeline, deepen relationships, and close more deals - faster. It combines powerful sales engagement tools, AI-powered product

    Users
    • Account Executive
    • Sales Development Representative
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 61% Small-Business
    • 35% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • HubSpot Sales Hub is a tool designed to manage sales processes, track deals, and facilitate communication with leads and clients.
    • Reviewers frequently mention the ease of use, the ability to effectively manage and visualize sales pipelines, and the seamless integration with other tools as key benefits of HubSpot Sales Hub.
    • Reviewers experienced occasional bugs and errors, found some features overly complex, and expressed concerns about the division between Contacts, Leads, and Deals, as well as the high cost of the product.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • HubSpot Sales Hub Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    1,418
    Features
    831
    Helpful
    708
    Lead Management
    651
    Intuitive
    621
    Cons
    Missing Features
    512
    Limited Features
    456
    Learning Curve
    439
    Expensive
    303
    Limited Customization
    300
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • HubSpot Sales Hub features and usability ratings that predict user satisfaction
    8.7
    Has the product been a good partner in doing business?
    Average: 8.9
    8.3
    Workflow Capability
    Average: 8.5
    8.7
    Contact & Account Management
    Average: 8.7
    8.5
    Opportunity & Pipeline Mgmt.
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    HubSpot
    Company Website
    Year Founded
    2006
    HQ Location
    Cambridge, MA
    Twitter
    @HubSpot
    787,351 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    11,595 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Sales Hub is a modern sales software designed to help growing teams build pipeline, deepen relationships, and close more deals - faster. It combines powerful sales engagement tools, AI-powered product

Users
  • Account Executive
  • Sales Development Representative
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 61% Small-Business
  • 35% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • HubSpot Sales Hub is a tool designed to manage sales processes, track deals, and facilitate communication with leads and clients.
  • Reviewers frequently mention the ease of use, the ability to effectively manage and visualize sales pipelines, and the seamless integration with other tools as key benefits of HubSpot Sales Hub.
  • Reviewers experienced occasional bugs and errors, found some features overly complex, and expressed concerns about the division between Contacts, Leads, and Deals, as well as the high cost of the product.
HubSpot Sales Hub Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
1,418
Features
831
Helpful
708
Lead Management
651
Intuitive
621
Cons
Missing Features
512
Limited Features
456
Learning Curve
439
Expensive
303
Limited Customization
300
HubSpot Sales Hub features and usability ratings that predict user satisfaction
8.7
Has the product been a good partner in doing business?
Average: 8.9
8.3
Workflow Capability
Average: 8.5
8.7
Contact & Account Management
Average: 8.7
8.5
Opportunity & Pipeline Mgmt.
Average: 8.5
Seller Details
Seller
HubSpot
Company Website
Year Founded
2006
HQ Location
Cambridge, MA
Twitter
@HubSpot
787,351 Twitter followers
LinkedIn® Page
www.linkedin.com
11,595 employees on LinkedIn®

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Entry Level Price:$24.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 powerf

    Users
    • CEO
    • Sales Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 71% Small-Business
    • 23% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Pipedrive Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    533
    Intuitive
    247
    Helpful
    216
    Simple
    214
    Lead Management
    212
    Cons
    Missing Features
    222
    Limited Features
    146
    Learning Curve
    119
    Integration Issues
    107
    Expensive
    103
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Pipedrive features and usability ratings that predict user satisfaction
    8.7
    Has the product been a good partner in doing business?
    Average: 8.9
    8.3
    Workflow Capability
    Average: 8.5
    8.5
    Contact & Account Management
    Average: 8.7
    8.8
    Opportunity & Pipeline Mgmt.
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Pipedrive
    Company Website
    Year Founded
    2010
    HQ Location
    New York
    Twitter
    @pipedrive
    14,355 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,052 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 powerf

Users
  • CEO
  • Sales Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 71% Small-Business
  • 23% Mid-Market
Pipedrive Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
533
Intuitive
247
Helpful
216
Simple
214
Lead Management
212
Cons
Missing Features
222
Limited Features
146
Learning Curve
119
Integration Issues
107
Expensive
103
Pipedrive features and usability ratings that predict user satisfaction
8.7
Has the product been a good partner in doing business?
Average: 8.9
8.3
Workflow Capability
Average: 8.5
8.5
Contact & Account Management
Average: 8.7
8.8
Opportunity & Pipeline Mgmt.
Average: 8.5
Seller Details
Seller
Pipedrive
Company Website
Year Founded
2010
HQ Location
New York
Twitter
@pipedrive
14,355 Twitter followers
LinkedIn® Page
www.linkedin.com
1,052 employees on LinkedIn®
(1,942)4.7 out of 5
Optimized for quick response
3rd Easiest To Use in CRM software
View top Consulting Services for Close
Save to My Lists
20% Off
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Close is a CRM that helps small, scaling businesses close deals fast. We combine the power of a CRM with built-in communication, automation, coaching and reporting tools to help teams quickly manage,

    Users
    • CEO
    • Founder
    Industries
    • Marketing and Advertising
    • Computer Software
    Market Segment
    • 78% Small-Business
    • 20% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Close is a CRM tool designed for managing email communication, calling, and lead tracking.
    • Users like the organized system of Close, its user-friendly interface, the ability to send out workflows, and its seamless integration with other apps and AI tools like JetGPT and OpenAI.
    • Users experienced issues with the high price, outdated dark mode, occasional outages, and a lack of customization in the opportunity segment.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Close Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    972
    Helpful
    576
    Features
    523
    Intuitive
    465
    Simple
    462
    Cons
    Missing Features
    337
    Call Issues
    241
    Limited Features
    182
    Limited Customization
    122
    Learning Curve
    120
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Close features and usability ratings that predict user satisfaction
    9.3
    Has the product been a good partner in doing business?
    Average: 8.9
    8.8
    Workflow Capability
    Average: 8.5
    9.0
    Contact & Account Management
    Average: 8.7
    9.0
    Opportunity & Pipeline Mgmt.
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Close
    Company Website
    Year Founded
    2013
    HQ Location
    San Francisco, California
    Twitter
    @Close
    6,557 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    198 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Close is a CRM that helps small, scaling businesses close deals fast. We combine the power of a CRM with built-in communication, automation, coaching and reporting tools to help teams quickly manage,

Users
  • CEO
  • Founder
Industries
  • Marketing and Advertising
  • Computer Software
Market Segment
  • 78% Small-Business
  • 20% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Close is a CRM tool designed for managing email communication, calling, and lead tracking.
  • Users like the organized system of Close, its user-friendly interface, the ability to send out workflows, and its seamless integration with other apps and AI tools like JetGPT and OpenAI.
  • Users experienced issues with the high price, outdated dark mode, occasional outages, and a lack of customization in the opportunity segment.
Close Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
972
Helpful
576
Features
523
Intuitive
465
Simple
462
Cons
Missing Features
337
Call Issues
241
Limited Features
182
Limited Customization
122
Learning Curve
120
Close features and usability ratings that predict user satisfaction
9.3
Has the product been a good partner in doing business?
Average: 8.9
8.8
Workflow Capability
Average: 8.5
9.0
Contact & Account Management
Average: 8.7
9.0
Opportunity & Pipeline Mgmt.
Average: 8.5
Seller Details
Seller
Close
Company Website
Year Founded
2013
HQ Location
San Francisco, California
Twitter
@Close
6,557 Twitter followers
LinkedIn® Page
www.linkedin.com
198 employees on LinkedIn®
(14,474)4.5 out of 5
Optimized for quick response
View top Consulting Services for ActiveCampaign
Save to My Lists
15% Off
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    ActiveCampaign is the autonomous marketing platform built to transform how marketers, agencies, and business owners work. Use Active Intelligence to power goal-aware automations and orchestrate person

    Users
    • Owner
    • CEO
    Industries
    • Marketing and Advertising
    • Health, Wellness and Fitness
    Market Segment
    • 92% Small-Business
    • 7% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • ActiveCampaign Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    974
    Automation
    865
    Automation Features
    709
    Automations
    686
    Features
    635
    Cons
    Learning Curve
    453
    Expensive
    432
    Missing Features
    414
    Limited Features
    311
    Not Intuitive
    294
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • ActiveCampaign features and usability ratings that predict user satisfaction
    8.8
    Has the product been a good partner in doing business?
    Average: 8.9
    8.0
    Workflow Capability
    Average: 8.5
    8.2
    Contact & Account Management
    Average: 8.7
    7.9
    Opportunity & Pipeline Mgmt.
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2003
    HQ Location
    Chicago, IL
    Twitter
    @ActiveCampaign
    13,243 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    865 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

ActiveCampaign is the autonomous marketing platform built to transform how marketers, agencies, and business owners work. Use Active Intelligence to power goal-aware automations and orchestrate person

Users
  • Owner
  • CEO
Industries
  • Marketing and Advertising
  • Health, Wellness and Fitness
Market Segment
  • 92% Small-Business
  • 7% Mid-Market
ActiveCampaign Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
974
Automation
865
Automation Features
709
Automations
686
Features
635
Cons
Learning Curve
453
Expensive
432
Missing Features
414
Limited Features
311
Not Intuitive
294
ActiveCampaign features and usability ratings that predict user satisfaction
8.8
Has the product been a good partner in doing business?
Average: 8.9
8.0
Workflow Capability
Average: 8.5
8.2
Contact & Account Management
Average: 8.7
7.9
Opportunity & Pipeline Mgmt.
Average: 8.5
Seller Details
Company Website
Year Founded
2003
HQ Location
Chicago, IL
Twitter
@ActiveCampaign
13,243 Twitter followers
LinkedIn® Page
www.linkedin.com
865 employees on LinkedIn®
(2,810)4.1 out of 5
Optimized for quick response
View top Consulting Services for Zoho CRM
Save to My Lists
50% Off: $7/user/month
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Zoho CRM is a cloud-based 360° customer relationship management tool that caters to business needs of mid-scale businesses to large-scale enterprises. Key features include contact management, sales fu

    Users
    • Owner
    • CEO
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 62% Small-Business
    • 32% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Zoho CRM is a customizable tool that facilitates centralized data management and automation of repetitive tasks, and integrates with other tools in the Zoho ecosystem.
    • Users like the intuitive interface, the ability to customize workflows, and the comprehensive analytics module that aids in decision making.
    • Reviewers noted that some advanced integrations with external platforms can be complicated to set up, certain functions require additional subscriptions, and the system loading speed could be optimized.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Zoho CRM Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    219
    Features
    130
    Integrations
    109
    Lead Management
    95
    Easy Integrations
    88
    Cons
    Learning Curve
    75
    Limited Features
    49
    Integration Issues
    48
    Poor Customer Support
    48
    Slow Loading
    47
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Zoho CRM features and usability ratings that predict user satisfaction
    8.0
    Has the product been a good partner in doing business?
    Average: 8.9
    8.1
    Workflow Capability
    Average: 8.5
    8.5
    Contact & Account Management
    Average: 8.7
    8.2
    Opportunity & Pipeline Mgmt.
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Zoho
    Company Website
    Year Founded
    1996
    HQ Location
    Austin, TX
    Twitter
    @Zoho
    136,254 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    29,500 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Zoho CRM is a cloud-based 360° customer relationship management tool that caters to business needs of mid-scale businesses to large-scale enterprises. Key features include contact management, sales fu

Users
  • Owner
  • CEO
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 62% Small-Business
  • 32% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Zoho CRM is a customizable tool that facilitates centralized data management and automation of repetitive tasks, and integrates with other tools in the Zoho ecosystem.
  • Users like the intuitive interface, the ability to customize workflows, and the comprehensive analytics module that aids in decision making.
  • Reviewers noted that some advanced integrations with external platforms can be complicated to set up, certain functions require additional subscriptions, and the system loading speed could be optimized.
Zoho CRM Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
219
Features
130
Integrations
109
Lead Management
95
Easy Integrations
88
Cons
Learning Curve
75
Limited Features
49
Integration Issues
48
Poor Customer Support
48
Slow Loading
47
Zoho CRM features and usability ratings that predict user satisfaction
8.0
Has the product been a good partner in doing business?
Average: 8.9
8.1
Workflow Capability
Average: 8.5
8.5
Contact & Account Management
Average: 8.7
8.2
Opportunity & Pipeline Mgmt.
Average: 8.5
Seller Details
Seller
Zoho
Company Website
Year Founded
1996
HQ Location
Austin, TX
Twitter
@Zoho
136,254 Twitter followers
LinkedIn® Page
www.linkedin.com
29,500 employees on LinkedIn®
(563)4.6 out of 5
View top Consulting Services for HighLevel
Save to My Lists
Entry Level Price:$97.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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/Instagra

    Users
    • Owner
    • CEO
    Industries
    • Marketing and Advertising
    • Consulting
    Market Segment
    • 61% Small-Business
    • 2% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • HighLevel is a platform that combines CRM, email marketing, funnels, and automation into one tool, aiming to streamline tasks and improve efficiency for businesses.
    • Reviewers frequently mention the platform's wide range of features, its ability to integrate various aspects of business operations, and the valuable support provided by the HighLevel team.
    • Reviewers mentioned the steep learning curve for new users, the overwhelming number of features, and the need for more intuitive interface and better documentation.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • HighLevel Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Features
    134
    Helpful
    132
    Customer Support
    126
    Feature Richness
    115
    Automation
    112
    Cons
    Learning Curve
    126
    Missing Features
    85
    Steep Learning Curve
    81
    Not Intuitive
    50
    Poor Customer Support
    50
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • HighLevel features and usability ratings that predict user satisfaction
    8.7
    Has the product been a good partner in doing business?
    Average: 8.9
    8.9
    Workflow Capability
    Average: 8.5
    8.7
    Contact & Account Management
    Average: 8.7
    9.0
    Opportunity & Pipeline Mgmt.
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    HighLevel
    Company Website
    Year Founded
    2018
    HQ Location
    Dallas, Texas
    Twitter
    @gohighlevel
    7,711 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,915 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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/Instagra

Users
  • Owner
  • CEO
Industries
  • Marketing and Advertising
  • Consulting
Market Segment
  • 61% Small-Business
  • 2% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • HighLevel is a platform that combines CRM, email marketing, funnels, and automation into one tool, aiming to streamline tasks and improve efficiency for businesses.
  • Reviewers frequently mention the platform's wide range of features, its ability to integrate various aspects of business operations, and the valuable support provided by the HighLevel team.
  • Reviewers mentioned the steep learning curve for new users, the overwhelming number of features, and the need for more intuitive interface and better documentation.
HighLevel Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Features
134
Helpful
132
Customer Support
126
Feature Richness
115
Automation
112
Cons
Learning Curve
126
Missing Features
85
Steep Learning Curve
81
Not Intuitive
50
Poor Customer Support
50
HighLevel features and usability ratings that predict user satisfaction
8.7
Has the product been a good partner in doing business?
Average: 8.9
8.9
Workflow Capability
Average: 8.5
8.7
Contact & Account Management
Average: 8.7
9.0
Opportunity & Pipeline Mgmt.
Average: 8.5
Seller Details
Seller
HighLevel
Company Website
Year Founded
2018
HQ Location
Dallas, Texas
Twitter
@gohighlevel
7,711 Twitter followers
LinkedIn® Page
www.linkedin.com
1,915 employees on LinkedIn®
(694)4.6 out of 5
View top Consulting Services for Bigin by Zoho CRM
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Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Bigin by Zoho CRM is a simplified customer relationship management (CRM) software designed specifically for small businesses, startups and teams! Trusted by 20,000+ businesses, Bigin helps small busin

    Users
    • CEO
    • Founder
    Industries
    • Information Technology and Services
    • Marketing and Advertising
    Market Segment
    • 90% Small-Business
    • 9% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Bigin by Zoho CRM Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    226
    Simple
    110
    Intuitive
    102
    Affordable
    84
    Simplicity
    84
    Cons
    Missing Features
    77
    Limited Features
    58
    Integration Issues
    57
    Limited Customization
    52
    Limited Integrations
    39
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Bigin by Zoho CRM features and usability ratings that predict user satisfaction
    8.6
    Has the product been a good partner in doing business?
    Average: 8.9
    8.4
    Workflow Capability
    Average: 8.5
    8.7
    Contact & Account Management
    Average: 8.7
    8.8
    Opportunity & Pipeline Mgmt.
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Zoho
    Year Founded
    1996
    HQ Location
    Austin, TX
    Twitter
    @Zoho
    136,254 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    29,500 employees on LinkedIn®
    Phone
    +1 (888) 900-9646
Product Description
How are these determined?Information
This description is provided by the seller.

Bigin by Zoho CRM is a simplified customer relationship management (CRM) software designed specifically for small businesses, startups and teams! Trusted by 20,000+ businesses, Bigin helps small busin

Users
  • CEO
  • Founder
Industries
  • Information Technology and Services
  • Marketing and Advertising
Market Segment
  • 90% Small-Business
  • 9% Mid-Market
Bigin by Zoho CRM Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
226
Simple
110
Intuitive
102
Affordable
84
Simplicity
84
Cons
Missing Features
77
Limited Features
58
Integration Issues
57
Limited Customization
52
Limited Integrations
39
Bigin by Zoho CRM features and usability ratings that predict user satisfaction
8.6
Has the product been a good partner in doing business?
Average: 8.9
8.4
Workflow Capability
Average: 8.5
8.7
Contact & Account Management
Average: 8.7
8.8
Opportunity & Pipeline Mgmt.
Average: 8.5
Seller Details
Seller
Zoho
Year Founded
1996
HQ Location
Austin, TX
Twitter
@Zoho
136,254 Twitter followers
LinkedIn® Page
www.linkedin.com
29,500 employees on LinkedIn®
Phone
+1 (888) 900-9646
Entry Level Price:$18.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    The lack of a centralised CRM system can result in data disorganisation, ineffective communication, missed sales opportunities and limited customer insights. Many small to mid sized companies struggle

    Users
    No information available
    Industries
    • Marketing and Advertising
    • Financial Services
    Market Segment
    • 32% Small-Business
    • 24% Enterprise
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • CRMOne is a customer relationship management tool that offers features such as advanced filters, automation of lead assignment and follow-ups, built-in marketing tools, and data security.
    • Reviewers like the real-time alerts, the ability to access CRMOne from various devices, the automation of tasks, and the built-in marketing tools that allow for launching and tracking campaigns directly from the platform.
    • Reviewers mentioned that the user interface looks different across devices, learning how to optimize automation flows takes trial and error, advanced segmentation options could be improved, and the system can slow down when too many people are using it.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • CRMOne Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    176
    Lead Management
    153
    Customer Management
    139
    Features
    135
    Customer Support
    109
    Cons
    Learning Curve
    93
    Limited Customization
    81
    Steep Learning Curve
    55
    Limited Features
    42
    Missing Features
    41
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • CRMOne features and usability ratings that predict user satisfaction
    9.6
    Has the product been a good partner in doing business?
    Average: 8.9
    9.4
    Workflow Capability
    Average: 8.5
    9.8
    Contact & Account Management
    Average: 8.7
    9.5
    Opportunity & Pipeline Mgmt.
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    CrmOne
    Company Website
    Year Founded
    2022
    HQ Location
    Menlo Park, US
    Twitter
    @crmone_global
    10 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    29 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

The lack of a centralised CRM system can result in data disorganisation, ineffective communication, missed sales opportunities and limited customer insights. Many small to mid sized companies struggle

Users
No information available
Industries
  • Marketing and Advertising
  • Financial Services
Market Segment
  • 32% Small-Business
  • 24% Enterprise
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • CRMOne is a customer relationship management tool that offers features such as advanced filters, automation of lead assignment and follow-ups, built-in marketing tools, and data security.
  • Reviewers like the real-time alerts, the ability to access CRMOne from various devices, the automation of tasks, and the built-in marketing tools that allow for launching and tracking campaigns directly from the platform.
  • Reviewers mentioned that the user interface looks different across devices, learning how to optimize automation flows takes trial and error, advanced segmentation options could be improved, and the system can slow down when too many people are using it.
CRMOne Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
176
Lead Management
153
Customer Management
139
Features
135
Customer Support
109
Cons
Learning Curve
93
Limited Customization
81
Steep Learning Curve
55
Limited Features
42
Missing Features
41
CRMOne features and usability ratings that predict user satisfaction
9.6
Has the product been a good partner in doing business?
Average: 8.9
9.4
Workflow Capability
Average: 8.5
9.8
Contact & Account Management
Average: 8.7
9.5
Opportunity & Pipeline Mgmt.
Average: 8.5
Seller Details
Seller
CrmOne
Company Website
Year Founded
2022
HQ Location
Menlo Park, US
Twitter
@crmone_global
10 Twitter followers
LinkedIn® Page
www.linkedin.com
29 employees on LinkedIn®
(960)4.2 out of 5
View top Consulting Services for SAP Sales Cloud
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  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    SAP Sales Cloud is a cutting-edge sales automation platform / CRM that helps organizations make intelligent selling simple, through connection, insight, and adaptability. Leveraging SAP Sales Cloud, o

    Users
    • Consultant
    • Associate Consultant
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 46% Enterprise
    • 35% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • SAP Sales Cloud Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    96
    Analytics
    65
    Integrations
    59
    Lead Management
    55
    Integration
    53
    Cons
    Learning Curve
    81
    Limited Customization
    43
    Expensive
    40
    Complexity
    38
    Not Intuitive
    33
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • SAP Sales Cloud features and usability ratings that predict user satisfaction
    8.5
    Has the product been a good partner in doing business?
    Average: 8.9
    8.3
    Workflow Capability
    Average: 8.5
    8.3
    Contact & Account Management
    Average: 8.7
    8.2
    Opportunity & Pipeline Mgmt.
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    SAP
    Company Website
    Year Founded
    1972
    HQ Location
    Walldorf
    Twitter
    @SAP
    297,327 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    135,108 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

SAP Sales Cloud is a cutting-edge sales automation platform / CRM that helps organizations make intelligent selling simple, through connection, insight, and adaptability. Leveraging SAP Sales Cloud, o

Users
  • Consultant
  • Associate Consultant
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 46% Enterprise
  • 35% Mid-Market
SAP Sales Cloud Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
96
Analytics
65
Integrations
59
Lead Management
55
Integration
53
Cons
Learning Curve
81
Limited Customization
43
Expensive
40
Complexity
38
Not Intuitive
33
SAP Sales Cloud features and usability ratings that predict user satisfaction
8.5
Has the product been a good partner in doing business?
Average: 8.9
8.3
Workflow Capability
Average: 8.5
8.3
Contact & Account Management
Average: 8.7
8.2
Opportunity & Pipeline Mgmt.
Average: 8.5
Seller Details
Seller
SAP
Company Website
Year Founded
1972
HQ Location
Walldorf
Twitter
@SAP
297,327 Twitter followers
LinkedIn® Page
www.linkedin.com
135,108 employees on LinkedIn®
(1,062)4.6 out of 5
Optimized for quick response
View top Consulting Services for monday CRM
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Entry Level Price:$12.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    monday CRM enables revenue teams to sell faster at every stage of the customer journey. The intuitive interface combined with no code automations and AI, allow revenue leaders to adapt the CRM to

    Users
    • Project Manager
    • CEO
    Industries
    • Marketing and Advertising
    • Information Technology and Services
    Market Segment
    • 78% Small-Business
    • 19% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • monday CRM Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    184
    Integrations
    104
    Customizability
    99
    Automation
    90
    Features
    90
    Cons
    Missing Features
    75
    Learning Curve
    66
    Limited Features
    54
    Integration Issues
    45
    Expensive
    44
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • monday CRM features and usability ratings that predict user satisfaction
    8.9
    Has the product been a good partner in doing business?
    Average: 8.9
    8.7
    Workflow Capability
    Average: 8.5
    8.5
    Contact & Account Management
    Average: 8.7
    8.5
    Opportunity & Pipeline Mgmt.
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2012
    HQ Location
    Tel Aviv
    Twitter
    @mondaydotcom
    41,041 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    3,578 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

monday CRM enables revenue teams to sell faster at every stage of the customer journey. The intuitive interface combined with no code automations and AI, allow revenue leaders to adapt the CRM to

Users
  • Project Manager
  • CEO
Industries
  • Marketing and Advertising
  • Information Technology and Services
Market Segment
  • 78% Small-Business
  • 19% Mid-Market
monday CRM Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
184
Integrations
104
Customizability
99
Automation
90
Features
90
Cons
Missing Features
75
Learning Curve
66
Limited Features
54
Integration Issues
45
Expensive
44
monday CRM features and usability ratings that predict user satisfaction
8.9
Has the product been a good partner in doing business?
Average: 8.9
8.7
Workflow Capability
Average: 8.5
8.5
Contact & Account Management
Average: 8.7
8.5
Opportunity & Pipeline Mgmt.
Average: 8.5
Seller Details
Company Website
Year Founded
2012
HQ Location
Tel Aviv
Twitter
@mondaydotcom
41,041 Twitter followers
LinkedIn® Page
www.linkedin.com
3,578 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    EngageBay is an AI-powered all-in-one CRM that helps businesses manage marketing, sales, and customer support from a single, unified platform. Trusted by over 150,000 companies worldwide, EngageBay en

    Users
    • CEO
    • Marketing Manager
    Industries
    • Information Technology and Services
    • Marketing and Advertising
    Market Segment
    • 65% Small-Business
    • 30% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • EngageBay All-in-One Suite Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    188
    Features
    130
    Customer Support
    128
    Automation
    123
    Automations
    96
    Cons
    Missing Features
    81
    Limited Features
    49
    Reporting Issues
    41
    Slow Loading
    40
    Limited Customization
    36
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • EngageBay All-in-One Suite features and usability ratings that predict user satisfaction
    9.5
    Has the product been a good partner in doing business?
    Average: 8.9
    9.1
    Workflow Capability
    Average: 8.5
    9.3
    Contact & Account Management
    Average: 8.7
    9.0
    Opportunity & Pipeline Mgmt.
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2018
    HQ Location
    Wilmington, Delaware
    Twitter
    @engagebay
    17,032 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    58 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

EngageBay is an AI-powered all-in-one CRM that helps businesses manage marketing, sales, and customer support from a single, unified platform. Trusted by over 150,000 companies worldwide, EngageBay en

Users
  • CEO
  • Marketing Manager
Industries
  • Information Technology and Services
  • Marketing and Advertising
Market Segment
  • 65% Small-Business
  • 30% Mid-Market
EngageBay All-in-One Suite Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
188
Features
130
Customer Support
128
Automation
123
Automations
96
Cons
Missing Features
81
Limited Features
49
Reporting Issues
41
Slow Loading
40
Limited Customization
36
EngageBay All-in-One Suite features and usability ratings that predict user satisfaction
9.5
Has the product been a good partner in doing business?
Average: 8.9
9.1
Workflow Capability
Average: 8.5
9.3
Contact & Account Management
Average: 8.7
9.0
Opportunity & Pipeline Mgmt.
Average: 8.5
Seller Details
Year Founded
2018
HQ Location
Wilmington, Delaware
Twitter
@engagebay
17,032 Twitter followers
LinkedIn® Page
www.linkedin.com
58 employees on LinkedIn®
(1,324)4.3 out of 5
Optimized for quick response
Save to My Lists
Entry Level Price:Starting at $13.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Founded in 2010, Nutshell is an all-in-one sales, marketing and engagement platform that helps B2B organizations work together to win more deals. Simple enough for any user and sophisticated enough fo

    Users
    • CEO
    • Owner
    Industries
    • Marketing and Advertising
    • Computer Software
    Market Segment
    • 78% Small-Business
    • 18% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Nutshell Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    330
    Helpful
    182
    Customer Support
    165
    Features
    163
    Intuitive
    143
    Cons
    Missing Features
    153
    Limited Features
    98
    Limited Customization
    67
    Email Management
    62
    Learning Curve
    60
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Nutshell features and usability ratings that predict user satisfaction
    8.8
    Has the product been a good partner in doing business?
    Average: 8.9
    7.9
    Workflow Capability
    Average: 8.5
    8.5
    Contact & Account Management
    Average: 8.7
    8.3
    Opportunity & Pipeline Mgmt.
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Nutshell
    Company Website
    Year Founded
    2009
    HQ Location
    Ann Arbor, Michigan
    Twitter
    @nutshell
    2,818 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,181 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Founded in 2010, Nutshell is an all-in-one sales, marketing and engagement platform that helps B2B organizations work together to win more deals. Simple enough for any user and sophisticated enough fo

Users
  • CEO
  • Owner
Industries
  • Marketing and Advertising
  • Computer Software
Market Segment
  • 78% Small-Business
  • 18% Mid-Market
Nutshell Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
330
Helpful
182
Customer Support
165
Features
163
Intuitive
143
Cons
Missing Features
153
Limited Features
98
Limited Customization
67
Email Management
62
Learning Curve
60
Nutshell features and usability ratings that predict user satisfaction
8.8
Has the product been a good partner in doing business?
Average: 8.9
7.9
Workflow Capability
Average: 8.5
8.5
Contact & Account Management
Average: 8.7
8.3
Opportunity & Pipeline Mgmt.
Average: 8.5
Seller Details
Seller
Nutshell
Company Website
Year Founded
2009
HQ Location
Ann Arbor, Michigan
Twitter
@nutshell
2,818 Twitter followers
LinkedIn® Page
www.linkedin.com
1,181 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Instantly turns leads into clients with Automated Outreach, Deliverability Network, Sales Engagement, B2B Lead Database & AI-Powered CRM. Find your leads, create your campaigns, connect your se

    Users
    • Founder
    • CEO
    Industries
    • Marketing and Advertising
    • Computer Software
    Market Segment
    • 94% Small-Business
    • 4% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Instantly is a platform designed to facilitate businesses in managing their cold email outreach and lead generation processes.
    • Reviewers like Instantly's user-friendly interface, efficient email delivery, and the ability to manage multiple campaigns and clients in one place, which significantly enhances their workflow and productivity.
    • Reviewers noted issues with Instantly's high pricing, occasional lagging, limited formatting options, and the need for more customization in campaign outreach options, which can hinder their overall experience.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Instantly Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    1,826
    Customer Support
    1,331
    Helpful
    1,300
    Features
    999
    Simple
    810
    Cons
    Missing Features
    421
    Expensive
    411
    Email Management
    252
    Limited Features
    218
    Lead Management
    215
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Instantly features and usability ratings that predict user satisfaction
    9.5
    Has the product been a good partner in doing business?
    Average: 8.9
    8.9
    Workflow Capability
    Average: 8.5
    9.0
    Contact & Account Management
    Average: 8.7
    8.9
    Opportunity & Pipeline Mgmt.
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Instantly
    Company Website
    Year Founded
    2001
    HQ Location
    Sheridan, US
    LinkedIn® Page
    www.linkedin.com
    181 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Instantly turns leads into clients with Automated Outreach, Deliverability Network, Sales Engagement, B2B Lead Database & AI-Powered CRM. Find your leads, create your campaigns, connect your se

Users
  • Founder
  • CEO
Industries
  • Marketing and Advertising
  • Computer Software
Market Segment
  • 94% Small-Business
  • 4% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Instantly is a platform designed to facilitate businesses in managing their cold email outreach and lead generation processes.
  • Reviewers like Instantly's user-friendly interface, efficient email delivery, and the ability to manage multiple campaigns and clients in one place, which significantly enhances their workflow and productivity.
  • Reviewers noted issues with Instantly's high pricing, occasional lagging, limited formatting options, and the need for more customization in campaign outreach options, which can hinder their overall experience.
Instantly Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
1,826
Customer Support
1,331
Helpful
1,300
Features
999
Simple
810
Cons
Missing Features
421
Expensive
411
Email Management
252
Limited Features
218
Lead Management
215
Instantly features and usability ratings that predict user satisfaction
9.5
Has the product been a good partner in doing business?
Average: 8.9
8.9
Workflow Capability
Average: 8.5
9.0
Contact & Account Management
Average: 8.7
8.9
Opportunity & Pipeline Mgmt.
Average: 8.5
Seller Details
Seller
Instantly
Company Website
Year Founded
2001
HQ Location
Sheridan, US
LinkedIn® Page
www.linkedin.com
181 employees on LinkedIn®
(454)4.7 out of 5
2nd Easiest To Use in CRM software
Save to My Lists
20% Off: $16.80-$60 per user per month.
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Capsule CRM is a growth-oriented customer relationship management (CRM) tool that empowers salespeople, marketers, and business owners to win more business, retain more clients, and deliver exceptiona

    Users
    • Director
    • Owner
    Industries
    • Consulting
    • Marketing and Advertising
    Market Segment
    • 93% Small-Business
    • 6% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Capsule CRM Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    103
    Customer Support
    53
    User-Friendly
    47
    Simplicity
    40
    Task Management
    38
    Cons
    Missing Features
    24
    Limited Customization
    15
    Integration Issues
    13
    Incomplete Information
    10
    Learning Curve
    10
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Capsule CRM features and usability ratings that predict user satisfaction
    9.5
    Has the product been a good partner in doing business?
    Average: 8.9
    8.4
    Workflow Capability
    Average: 8.5
    9.1
    Contact & Account Management
    Average: 8.7
    8.9
    Opportunity & Pipeline Mgmt.
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Capsule
    Company Website
    Year Founded
    2007
    HQ Location
    Manchester, GB
    Twitter
    @CapsuleCRM
    5,277 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    52 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Capsule CRM is a growth-oriented customer relationship management (CRM) tool that empowers salespeople, marketers, and business owners to win more business, retain more clients, and deliver exceptiona

Users
  • Director
  • Owner
Industries
  • Consulting
  • Marketing and Advertising
Market Segment
  • 93% Small-Business
  • 6% Mid-Market
Capsule CRM Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
103
Customer Support
53
User-Friendly
47
Simplicity
40
Task Management
38
Cons
Missing Features
24
Limited Customization
15
Integration Issues
13
Incomplete Information
10
Learning Curve
10
Capsule CRM features and usability ratings that predict user satisfaction
9.5
Has the product been a good partner in doing business?
Average: 8.9
8.4
Workflow Capability
Average: 8.5
9.1
Contact & Account Management
Average: 8.7
8.9
Opportunity & Pipeline Mgmt.
Average: 8.5
Seller Details
Seller
Capsule
Company Website
Year Founded
2007
HQ Location
Manchester, GB
Twitter
@CapsuleCRM
5,277 Twitter followers
LinkedIn® Page
www.linkedin.com
52 employees on LinkedIn®

Learn More About CRM Software

CRM software buying insights at a glance

Customer relationship management (CRM) software 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 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)

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)

What are the top reviewed CRM systems on G2?

G2 scores the top-rated CRM systems based on a proprietary algorithm 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

  • Number of Reviews: 20,244
  • Satisfaction: 99
  • Market Presence: 99
  • G2 Score: 99

2. HubSpot Sales Hub

  • Number of Reviews: 9,685
  • Satisfaction: 99
  • Market Presence: 87
  • G2 Score: 93

3. ActiveCampaign

  • Number of Reviews: 3,503
  • Satisfaction: 94
  • Market Presence: 70
  • G2 Score: 82

4. ClickUp

  • Number of Reviews: 1,507
  • Satisfaction: 93
  • Market Presence: 70
  • G2 Score: 81

5. Close

  • 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)
  • 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)
  • 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)

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, 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, construction CRM software, financial services CRM software, mortgage CRM software, legal CRM software, PR CRM software, and nonprofit CRM software.
  • Social CRM: Captures and manages customer interactions from social media channels, facilitating seamless cross-platform engagement.
  • Mobile CRM: Enables sales and marketing teams to access CRM capabilities via mobile apps, supporting productivity on the go.
  • All-in-One CRM: 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 or human capital management systems (HCMs).
  • Standalone CRM: 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: 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 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.

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.

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.

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.

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 allows businesses to automate email campaigns, streamline lead nurturing, and enhance lead scoring capabilities.
  • Email & calendar tools: CRM integrations with popular email and calendar platforms 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 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 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 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, I recommend exploring CRM apps specifically designed for small and medium-sized businesses (SMBs) as they focus on ease of use and cost-effectiveness, such as: 

  1. Microsoft Dynamics CRM 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 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 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: An all-in-one Sales & Marketing CRM with CRM, Email, 2-way SMS, consolidated messaging, outbound calling, and more.
  2. Close: A CRM designed to help small, scaling businesses close deals fast with built-in communication, automation, and reporting tools.
  3. Agile CRM: 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) 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)
  • 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) This will enable proactive customer service, automated triggers for maintenance or support, and personalized product recommendations based on real-world usage.

Sources

  1. 73+ Sales Statistics To Achieve Business Targets in 2024, 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.
  3. CRM technology trends, SAP
  4. Keeping Up to Date with CRM Trends in 2025: Here’s What to Expect, Solutions Metrix


Written and researched by Blue Bowen

Reviewed and edited by Sinchana Mistry