# Mejor Software de CRM - Página 60

## How Many Software de CRM Products Does G2 Track?

**Total Products under this Category:** 1,122

### 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 Software de CRM Products?

**Por qué puedes confiar en las clasificaciones de software de G2:**

- 30 Analistas y Expertos en Datos
- 122,300+ Reseñas auténticas
- 1,122+ Productos
- Clasificaciones Imparciales

Las clasificaciones de software de G2 se basan en reseñas de usuarios verificadas, moderación rigurosa y una metodología de investigación consistente mantenida por un equipo de analistas y expertos en datos. Cada producto se mide utilizando los mismos criterios transparentes, sin colocación pagada ni influencia del proveedor. Aunque las reseñas reflejan experiencias reales de los usuarios, que pueden ser subjetivas, ofrecen información valiosa sobre cómo funciona el software en manos de profesionales. Juntos, estos aportes impulsan el G2 Score, una forma estandarizada de comparar herramientas dentro de cada categoría.

## G2 Grid® for Software de CRM
 ![G2 Grid® for Software de CRM plotting products by satisfaction and market presence](https://www.g2.com/es/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, y ActiveCampaign.

Underlying data: [Grid® JSON](https://www.g2.com/es/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**

### RevPal

RevPal es una empresa de Operaciones de Ingresos creada para compañías SaaS que desean que sus equipos, sistemas y datos de GTM trabajen en sincronía. Ayudamos a las organizaciones a reducir la complejidad operativa alineando procesos a través de Marketing, Ventas y Éxito del Cliente, optimizando el rendimiento del CRM e implementando flujos de trabajo escalables que apoyan un crecimiento predecible y eficiente y una colaboración interfuncional más fluida. Las Operaciones de Ingresos tocan cada parte del ciclo de vida del cliente. Cuando los sistemas están desconectados o los procesos no están claramente definidos, los equipos pierden tiempo, los datos se vuelven poco fiables y el pipeline se vuelve más difícil de gestionar. RevPal resuelve estos problemas creando una base operativa unificada, aportando consistencia a tu CRM, capas de automatización e informes para que cada equipo pueda rendir al máximo y entender exactamente lo que está sucediendo en todo el embudo. Proveemos servicios de RevOps en optimización de CRM, automatización de flujos de trabajo, diseño de ciclo de vida y pipeline, enrutamiento de leads, mejoras en el proceso de ventas, alineación de marketing a ventas, traspasos de éxito del cliente y análisis de GTM. Nuestro trabajo abarca Salesforce, HubSpot, almacenes de datos, herramientas de enriquecimiento, sistemas de atribución y el conjunto tecnológico SaaS más amplio del que dependen las empresas modernas. Lo que hace diferente a RevPal es lo profundamente que nos integramos. Nos incorporamos directamente en tus herramientas, sistemas y canales de comunicación para ofrecer soporte proactivo de RevOps en lugar de limpieza reactiva. Tu equipo gana un socio que entiende el contexto, se mueve rápidamente y ayuda a traducir la estrategia en ejecución sin frenar el impulso ni añadir complejidad innecesaria. Ya sea que estés escalando rápidamente, renovando procesos obsoletos o tratando de reducir la deuda operativa, RevPal proporciona la alineación, la experiencia técnica y la ejecución práctica para construir un sistema GTM que sea duradero, escalable y fácil de adoptar para tus equipos. El resultado: datos más limpios, procesos consistentes, decisiones más rápidas y un motor GTM que funciona sin problemas desde el primer contacto hasta la renovación.

[Visitar sitio web](https://www.g2.com/es/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=2026-08-15T09%3A37%3A03Z&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=1227487&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%2Fes%2Fcategories%2Fcrm%3Fpage%3D60&secure%5Btoken%5D=e77896b93f86b7c673f704c7945298a0dc67348c8d307dcb43752a08ddc2a755&secure%5Burl%5D=https%3A%2F%2Fwww.gorevpal.com&secure%5Burl_type%5D=company_website)

### [CRMJIO](https://www.g2.com/products/crmjio/reviews)

About CRMJIO: CRMJIO is a leading provider of specialized billing and CRM (Customer Relationship Management) software designed for the service and repair industry. Our platform empowers businesses such as mobile repair shops, computer service centers, automobile workshops, and electronics service providers to manage their operations efficiently and grow faster. At CRMJIO, we offer an all-in-one solution that covers repair job management, sales tracking, inventory control, staff management, client communication, and financial reporting. With features like job tracking from start to finish, profit and loss analysis, old device documentation, new product sales, and WhatsApp/SMS integration, CRMJIO helps businesses streamline their operations and enhance customer satisfaction. Whether you’re a small shop or a growing service center, CRMJIO gives you the tools to digitize your workflow, boost your profits, and provide a premium service experience to your customers. Key Highlights: Complete Repair Job Tracking Sales & Purchase Management Inventory & Expense Management Client Communication via SMS, Email, and WhatsApp Staff Attendance and Payroll Management Referral Reward System 7-Day Free Trial Available Scalable for Single or Multiple Branches CRMJIO – Smart Billing Grow Fast

#### Who Is the Company Behind CRMJIO?

- **Seller:** [CRMJIO](https://www.g2.com/sellers/crmjio)
- **Year Founded:** 2020
- **HQ Location:** New Delhi, India
- **Twitter:** @CRMJIOCOM
- **LinkedIn® Page:** [linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=857db3410084a430a3e4e161e8003e81282f1913ea26b33b11ef89f43ff8cb44&secure%5Burl%5D=https%3A%2F%2Flinkedin.com%2Fcompany%2Fcrmjio&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®
- **Ownership:** UR Heaven Space Pvt Ltd

### [CRM Leads360](https://www.g2.com/products/crm-leads360/reviews)

CRM Leads360 is a customer relationship management (CRM) and marketing automation platform designed for small and medium-sized businesses in Brazil. It centralizes lead capture, sales pipeline management, and customer communication in a single system. The platform includes an AI Employee, a set of artificial intelligence features that automate customer-facing and internal tasks. It answers inbound conversations across channels such as WhatsApp, Instagram, Facebook Messenger, SMS, and web chat, qualifies leads, books appointments directly into connected calendars, and responds to customer reviews. It also assists with content generation for emails, social media posts, and funnel copy, and can build automation workflows from text prompts. Voice AI capabilities allow it to answer phone calls, collect caller information, and route or schedule follow-ups. Core CRM features include customizable sales pipelines, contact management with tagging and smart lists, and activity tracking. Marketing tools cover email campaigns, SMS and WhatsApp messaging, funnel and landing page builders, form and survey builders, and social media scheduling. Operational features include online appointment scheduling, automated follow-up sequences, invoicing and payment collection, document creation with electronic signature, and reputation management for collecting and monitoring customer reviews. Leads360 offers native integrations with Google (Calendar, My Business, Ads), Meta platforms, and payment processors, plus API and webhook access for custom integrations. Reporting dashboards track lead sources, conversion rates, and campaign performance. The platform is available in Portuguese and is delivered as a cloud-based web application with mobile apps for iOS and Android.

#### Who Is the Company Behind CRM Leads360?

- **Seller:** [WEBK SEO](https://www.g2.com/sellers/webk-seo)
- **Year Founded:** 2018
- **HQ Location:** Joinville, BR
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f23b22199a1f9c9fdf4e7d6a62892877d06c86f41948c8a6ba235908f13c4c3d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fwebk-seo&secure%5Burl_type%5D=linkedin_company_website)  
4 employees on LinkedIn®

### [CRMlytics](https://www.g2.com/products/crmlytics/reviews)

CRMlytics is a CRM plugin for WooCommerce that helps store owners manage customer data, analyze purchase behavior, and predict future buying patterns. CRMlytics doesn't just tell you what your data means; it gives you the tools to act on it. It combines predictive analytics (like churn prediction, RFM scoring, and health scores) directly with built-in email campaigns. This means it can identify exactly which customers are at risk of leaving and immediately provide a way to target them. Most eCommerce CRMs are essentially just email automation tools built to send abandoned cart reminders. CRMlytics do more, It reads your existing WooCommerce order history and runs statistical models directly on your server to figure out who is going to buy again and who is about to churn. Because it runs natively inside WordPress, you do not have to export your customer list to an expensive external service. Your store data stays entirely on your own server, meaning you avoid the recurring monthly fees charged by cloud-based analytics platforms. Instead of forcing you to pull spreadsheet reports, the plugin maps out exactly what your customers are doing across nine main features: - \*\*Store dashboard:\*\* Gives you a central view of your live revenue metrics, macro trends, and recent customer activity. - \*\*Churn risk scores:\*\* Calculates a health rating for every customer so you can reach out to people right as their buying habits start to slip. - \*\*Order forecasting:\*\* Predicts exactly how many orders a customer is likely to place over the next 30, 90, and 180 days. - \*\*RFM scoring:\*\* Runs Recency, Frequency, and Monetary math in the background to automatically sort your buyers into groups like Champions or Lost. - \*\*Custom segments:\*\* Lets you build dynamic lists based on average order value, total purchases, health scores, or exact dates. - \*\*Customer timelines:\*\* Logs order changes, email clicks, tag updates, and manual staff notes into a single chronological feed for each buyer. - \*\*Direct email:\*\* Connects to a built-in sender so you can email your segments straight from the dashboard and track exactly who clicks what. - \*\*Smart tags:\*\* Automatically applies labels to users based on their behavior, while still letting you manually tag customers to keep lists organized. - \*\*CSV export:\*\* Dumps your full customer list or highly specific segments into a clean spreadsheet file in a single click.

#### Who Is the Company Behind CRMlytics?

- **Seller:** [CRMlytics](https://www.g2.com/sellers/crmlytics)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [CRM, Marktplatz & Website](https://www.g2.com/products/crm-marktplatz-website/reviews)

GLENO vereint Marktplatz, CRM und Website in einer intelligenten Plattform für Agenturen, Handwerker und B2B-Dienstleister. Gewinne Leads aus allen Kanälen, qualifiziere sie mit KI-gestützten Anfragen und Chats, und verwandle sie nahtlos in Angebote, Projekte und Rechnungen – ohne Tool-Chaos oder Excel-Frust.

#### Who Is the Company Behind CRM, Marktplatz & Website?

- **Seller:** [GLENO](https://www.g2.com/sellers/gleno)
- **Year Founded:** 2025
- **HQ Location:** Barsinghausen, DE
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=78646613db0cddd64962ffb6f0423a85917d70e4a86a597c0bab20b511147069&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgleno%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [CRMown](https://www.g2.com/products/crmown/reviews)

CRMown is an AI-native, all-in-one business platform built to be owned and replace the fragmented SaaS stack that most SMBs are stuck managing. One platform. Nine suites. 105+ AI features. Replaces 35+ tools. By the numbers: • 230+ data models in production • 1,500+ API endpoints • 100+ workflow automation templates • 15 AI providers supported (BYOK) • 11 communication channels in a unified inbox • 9 modular suites: Automation, Marketing, Web Studio, Finance, Enterprise, Education, Client Hub, Comm Pro, Operations What makes it different: — Built as one system from day one, not bundled from acquisitions — AI included on every plan tier, not sold as a separate add-on — Bring-your-own-key for AI providers, so you control model choice and cost — Perpetual license available — own the platform outright, never pay subscription again Who we serve: small and mid-sized businesses that have outgrown HubSpot's pricing, find Salesforce overwhelming, and want more than what GoHighLevel offers.

#### Who Is the Company Behind CRMown?

- **Seller:** [CRMown](https://www.g2.com/sellers/crmown)
- **Year Founded:** 2026
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d60d3971914143f48156d8bc3fa3712ebebf47937b9aab301f29935cfffa94a2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcrmown%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [CRMpli](https://www.g2.com/products/crmpli/reviews)

CRMpli is a simple, privacy-first CRM designed specifically for freelancers, SMBs, and small teams. It unifies contact management, deal tracking, task organization and email integration into one intuitive platform. Unlike traditional CRMs that charge per user CRMpli offers a unique pricing model with unlimited team members. Charging only based on data usage. Hosted in the EU with end-to-end encrypted file storage and GDPR compliance by design, it allows businesses to streamline relationships without compromising on security or simplified workflows.

#### Who Is the Company Behind CRMpli?

- **Seller:** [CRMpli](https://www.g2.com/sellers/crmpli)
- **HQ Location:** Kortrijk, BE
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=edad87854829367d397dfc221d2f369c3b16b4ede176e48adae764baf5edb11b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcrmpli%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [CRM Software Singapore](https://www.g2.com/products/crm-software-singapore/reviews)

Info-Tech CRM is a simple, affordable sales management platform built specifically for SMEs. It helps you capture leads from Google and Facebook ads, follow up faster, generate quotations, send invoices, and collect payments — then nurture customers through email and marketing campaigns — all in one easy-to-use system. All-In-One CRM Software With native integration to HRMS, Accounting, email, WhatsApp, Zoom, Teams, and payment gateways, your sales team stays productive, accountable, and focused on closing deals, whether they’re in the office or on the move.

#### Who Is the Company Behind CRM Software Singapore?

- **Seller:** [Info-Tech Systems Ltd.](https://www.g2.com/sellers/info-tech-systems-ltd)
- **Year Founded:** 1996
- **HQ Location:** Singapore
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2e5905204598175e7ab405e2cbe1ab625daaf4915d0d0d21b65e2de81ba80d62&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Finfo-tech-systems-integrators%2F&secure%5Burl_type%5D=linkedin_company_website)  
502 employees on LinkedIn®

### [CRPRO](https://www.g2.com/products/crpro/reviews)

CRPRO is a WhatsApp CRM built for Brazilian small and medium businesses that sell and support customers over WhatsApp and need structure without enterprise-grade complexity. Connected through the official Meta WhatsApp API (as an approved BSP), CRPRO removes the risk of getting the number banned and unlocks what the regular WhatsApp Business app can't do: multi-agent support (multiple agents on a single number, with routing and supervision), a sales kanban tied directly to conversations, mass campaigns with Meta-approved templates, follow-up automations, and a built-in AI agent (Cris) that qualifies and replies to leads before a human steps in — including outside business hours. Everything runs in Portuguese, priced in Brazilian reais, hosted on servers in Brazil and compliant with LGPD (Brazil's data protection law). CRPRO is designed for teams of 2 to 10 agents closing deals over WhatsApp — clinics, real estate, agencies, e-commerce and service businesses. Key features: • Official WhatsApp API (Meta / approved BSP) — no ban risk • Multi-agent shared inbox on a single number • Sales kanban integrated with conversations • Built-in AI agent (Cris) for first response and lead qualification • Mass campaigns with Meta-approved templates • Follow-up automations and workflows • Lead capture forms with automatic distribution • Conversion dashboard and reports • Servers in Brazil · LGPD compliant What sets CRPRO apart: pricing in BRL with no exchange-rate surprises (unlike USD-billed competitors), AI included rather than sold as an expensive add-on, and a genuine official API — not a disguised WhatsApp Web workaround.

#### Who Is the Company Behind CRPRO?

- **Seller:** [CRPRO](https://www.g2.com/sellers/crpro)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Csmart Telco CRM](https://www.g2.com/products/csmart-telco-crm/reviews)

Csmart Telco CRM is a comprehensive, AI-powered Customer Relationship Management platform developed by Covalense Digital, tailored specifically for Communication Service Providers (CSPs). It is designed to enhance customer engagement, streamline operations, and drive business growth in the telecommunications sector. 🔑 Key Features 360° Customer View: Provides a unified interface for managing customer data, enabling personalized interactions and improved service delivery. Product Catalogue Management: Allows CSPs to track product portfolios, create versatile bundles, and manage product specifications efficiently. Csmart Order Management: Utilizes advanced AI systems to handle complex order workflows, enhancing customer satisfaction and reducing time-to-revenue. Csmart Workflow & Assignment Management: Offers configurable workflows and auto-assignment of tickets to relevant teams, improving operational efficiency and customer support. Csmart Approval & Notification Management: Manages role-based approvals and triggers notifications through multiple channels, ensuring timely communication and compliance. Csmart Robust Security: Incorporates Identity and Access Management (IAM) to safeguard data against breaches and unauthorized access. Csmart Actionable Insights: Provides real-time analytics and performance metrics, enabling informed decision-making and proactive customer engagement. Covalense Digital 🌟 Business Benefits Enhanced Productivity: Automates routine tasks, allowing teams to focus on strategic initiatives. Improved Customer Experiences: Ensures swift order processing and efficient issue resolution, leading to higher customer satisfaction. Csmart +1 Covalense Digital +1 Faster Time-to-Market: Customizable workflows enable rapid introduction of new products and services. Csmart Effective Communication: Delivers targeted updates to internal teams and external stakeholders, facilitating better collaboration. Csmart In-Depth Insights: Offers immediate analysis of key performance indicators (KPIs), aiding in reducing customer churn and enhancing satisfaction. Csmart Telco CRM is part of Covalense Digital's broader Csmart suite, which includes solutions for Digital BSS, CX Management, Digital Marketplace, and more, all designed to support CSPs in their digital transformation journey. For more queries, email us at reachus@covalensedigital.com

#### Who Is the Company Behind Csmart Telco CRM?

- **Seller:** [CovalenseDigital Solutions](https://www.g2.com/sellers/covalensedigital-solutions)
- **HQ Location:** Bengaluru, IN
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=94d55ef7ce00b696cf0c6b304777f3e2adc63a485ddb23edc2c7242bb0bf1a8d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcovalensedigital&secure%5Burl_type%5D=linkedin_company_website)  
545 employees on LinkedIn®

### [Customer Connect CRM](https://www.g2.com/products/customer-connect-crm/reviews)

Customer Connect CRM is a streamlined customer relationship management system designed to help small and medium-sized businesses efficiently manage customer inquiries and sales processes. By consolidating all leads into a single, user-friendly platform, it enables faster follow-ups and reduces administrative overhead, allowing sales teams to focus on closing deals and fostering customer relationships. Key Features and Functionality: - Unified Lead Management: Collects inquiries from various channels, including web forms and emails, ensuring all potential leads are centralized and easily accessible. - Customizable Sales Pipelines: Offers the flexibility to tailor sales processes with custom steps, tags, and fields, aligning the CRM with specific business workflows. - AI-Powered Automation: Utilizes artificial intelligence to automatically populate contact details and relevant information from incoming messages, minimizing manual data entry and reducing errors. - Intuitive User Interface: Designed for simplicity, the platform requires no extensive training, enabling quick adoption and efficient use by teams of all sizes. - Integration Capabilities: Seamlessly connects with existing tools and systems, such as email platforms and project management applications, to create a cohesive workflow. Primary Value and Solutions Provided: Customer Connect CRM addresses common challenges faced by businesses in managing customer interactions and sales pipelines. By centralizing all inquiries and automating routine tasks, it eliminates the risk of missed opportunities due to scattered information or slow follow-ups. The platform's simplicity ensures that teams can focus on engaging with customers and driving sales, rather than navigating complex systems. Its affordability and ease of use make it an ideal solution for businesses seeking to enhance their sales processes without incurring high costs or requiring extensive technical expertise.

#### Who Is the Company Behind Customer Connect CRM?

- **Seller:** [Customer Connect CRM](https://www.g2.com/sellers/customer-connect-crm)
- **Year Founded:** 2022
- **HQ Location:** Stockholm, SE
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=bd5233404113d5c174a3df1781536f3916655aed13ab30b930155974b271ad1d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F90783547&secure%5Burl_type%5D=linkedin_company_website)  
248 employees on LinkedIn®

### [Customermates](https://www.g2.com/products/customermates/reviews)

Customermates is an open-source CRM built for small B2B teams that already use AI. Instead of typing into forms, your team works inside Claude, ChatGPT, or Gemini while the CRM updates automatically in the background. Deal stages move, follow-ups get drafted, and contact notes stay current without anyone logging in to update them. Most CRMs fail because reps avoid the data entry. Customermates removes the entry barrier entirely by making the AI tools your team already trusts the interface for the CRM. After a call, you tell Claude what happened and the deal, notes, and next action are updated. The pipeline finally reflects reality. Underneath the automation sits a clean, modern CRM with contacts, deals, organizations, services, and customizable pipelines. No bloat, no modules you will never use, just the core entities a small sales team actually needs. Pricing and deployment - Free to self-host via Docker (AGPL-3.0) - EU-cloud hosted from €9 per user per month - Setup takes about two minutes, no migration, no consultants Who it is for Small B2B teams (2 to 20 people) that have tried a CRM before and stopped using it, or are adopting one for the first time and want it to work with their AI workflow from day one. Key facts - Native integration with Claude, ChatGPT, and Gemini - 54 MCP tools for agent-driven CRM access - Open-source under AGPL-3.0 - Made in Germany, GDPR-compliant by default - Self-hostable

#### Who Is the Company Behind Customermates?

- **Seller:** [Customermates](https://www.g2.com/sellers/customermates)
- **Year Founded:** 2026
- **HQ Location:** Mannheim, DE
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0ad3545c7b08d06bf57288c7a27fb5c952f44807b8cb31b4746fa0bb0fb07019&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcustomermates%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Customer Relationship Management Software](https://www.g2.com/products/veuz-concepts-customer-relationship-management-software/reviews)

With years of commitment, we've designed a solution for sales professionals and businesses alike. Our CRM software simplifies sales processes, centralizes data, and provides intuitive visualization of your entire sales pipeline, guaranteeing effective deal closure.

#### Who Is the Company Behind Customer Relationship Management Software?

- **Seller:** [Veuz Concepts](https://www.g2.com/sellers/veuz-concepts)
- **Year Founded:** 2008
- **HQ Location:** Kozhikode, IN
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=34494476e3a6cdbdb6e4b0a506dad1e7e9d21d3d35c9fc463c53f01be932074c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fveuzconcepts%2F&secure%5Burl_type%5D=linkedin_company_website)  
77 employees on LinkedIn®

### [Daily Technology](https://www.g2.com/products/daily-technology/reviews)

We provide web development, business systems and tailored internal tools for businesses across different industries

#### Who Is the Company Behind Daily Technology?

- **Seller:** [Alwadth Enterprises](https://www.g2.com/sellers/alwadth-enterprises)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [DE7LS CRM Platform](https://www.g2.com/products/de7ls-crm-platform/reviews)

A New Standard for Client & Partner Management DE7LS is a purpose-built CRM engineered to transform the way modern businesses manage clients, partners, sales and commercial operations. Designed specifically for growing SMEs and ambitious organisations, DE7LS streamlines the entire commercial lifecycle from lead generation and opportunity management through to onboarding, commission calculation, invoicing and settlement within a single, commercially intelligent platform. Built on a modern cloud-native architecture using AWS, OpenAI, Gemini, Perplexity AI, Firecrawl and Resend, DE7LS harnesses the latest advances in artificial intelligence, automation and scalable infrastructure to deliver a fast, secure and future-ready platform. Intelligent AI assistants, workflow automation and contextual insights help reduce manual administration, improve decision-making and accelerate business growth while ensuring exceptional performance and reliability. Every aspect of DE7LS has been designed with user experience at its core. Its clean, intuitive interface, fully responsive mobile design and lightning-fast performance enable teams to work seamlessly from the office, at home or on the move. The platform is simple enough for first-time users yet powerful enough to support complex commercial operations. More than a traditional CRM, DE7LS combines customer relationship management, partner and affiliate programmes, commission management, digital onboarding, document management, workflow automation, reporting and business intelligence into a single, unified platform. Extensive functionality, enterprise-grade security and intelligent automation provide exceptional value without the complexity and cost typically associated with legacy CRM systems. Whether replacing expensive legacy software or building the commercial foundation for future growth, DE7LS provides organisations with a smarter, faster and more cost-effective way to manage customers, partners and revenue. It is the next generation of commercial operating platforms, combining cutting-edge technology, exceptional usability and intelligent automation to help businesses scale with confidence.

#### Who Is the Company Behind DE7LS CRM Platform?

- **Seller:** [DE7LS](https://www.g2.com/sellers/de7ls)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [DelveAnt](https://www.g2.com/products/delveant/reviews)

DelveAnt is an AI-native CRM built for lean sales teams. Built-in AI agents handle lead qualification, enrichment, scoring, follow-ups, email drafting, and pre-call prep, so reps don't have to. Instead of spending hours updating fields and digging through tabs, teams save up to 10 hours a week as agents automate the work that usually gets skipped. DelveAnt also surfaces first-party buyer and visitor intent data, so teams know who to prioritize and when to engage. Manage leads, contacts, accounts, and pipeline in one place, with AI that keeps deals moving.

#### Who Is the Company Behind DelveAnt?

- **Seller:** [Kovaion Consulting](https://www.g2.com/sellers/kovaion-consulting-5007d7a8-0e82-4fe1-b828-2dbfe2b96091)
- **Year Founded:** 2010
- **HQ Location:** London, England, United Kingdom
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e2a20f765b8488189515b2c158fc67018d046553248bc84fcb1d2843a9dcf114&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fkovaion%2F&secure%5Burl_type%5D=linkedin_company_website)  
255 employees on LinkedIn®

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Categorías Destacadas

[Software de Gestión del Rendimiento Corporativo (CPM)](https://www.g2.com/es/categories/corporate-performance-management-cpm)

[Software de Observabilidad de Datos](https://www.g2.com/es/categories/data-observability)

[Software de respaldo SaaS](https://www.g2.com/es/categories/saas-backup)

[Software de Éxito del Cliente](https://www.g2.com/es/categories/customer-success)

[Software de Empleador de Registro (EOR)](https://www.g2.com/es/categories/employer-of-record-eor)

Categorías Similares

- [Compensación de Ventas](/es/categories/sales-compensation)
- [Asistente de Ventas de IA](/es/categories/ai-sales-assistant)
- [Marcador automático](/es/categories/auto-dialer)
- [Análisis de Contratos](/es/categories/contract-analytics)
- [Gestión del Ciclo de Vida del Contrato (CLM)](/es/categories/contract-lifecycle-management-clm)

- [Gestión de Contratos](/es/categories/contract-management)
- [Optimización de Ingresos del Cliente](/es/categories/customer-revenue-optimization)
- [Firma electrónica](/es/categories/e-signature)
- [Ventas de Campo](/es/categories/field-sales)
- [Otras ventas](/es/categories/other-sales)

- [Gestión de Asociaciones](/es/categories/partnerships-management)
- [PreVentas](/es/categories/presales)
- [Gestión de Cotizaciones](/es/categories/quote-management)
- [Plataformas de IA para ingresos](/es/categories/revenue-ai-platforms)
- [Operaciones e Inteligencia de Ingresos (RO&I)](/es/categories/revenue-operations-intelligence-ro-i)

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

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

Investigado y escrito por [Julie Jung](https://research.g2.com/insights/author/julie-jung)

Updated March 5, 2025

El software de gestión de relaciones con clientes (CRM) es una herramienta digital diseñada para que las empresas organicen, supervisen y mantengan eficientemente los datos sobre sus clientes existentes y potenciales. El [mejor software de CRM](https://www.g2.com/es/articles/best-crm-software) centraliza datos de diversas fuentes de generación de leads, tráfico, campañas y adquisición, y crea registros y perfiles. El software tiene un repositorio de una base de datos completa de clientes, que los interesados utilizan para gestionar contratos y relaciones a largo plazo con los clientes.

El software de CRM mejora la experiencia del cliente al agilizar el soporte al cliente, el marketing por correo electrónico, el alcance de ventas y los ciclos de ventas.

El [software de CRM](https://learn.g2.com/best-customer-relationship-management-software-tools) se puede integrar con [plataformas de infraestructura de centros de llamadas](https://www.g2.com/es/categories/call-center-infrastructure-cci), servicios de marketing digital, [sistemas ERP](https://www.g2.com/es/categories/erp-systems), [plataformas de comercio electrónico](https://www.g2.com/es/categories/e-commerce-platforms), software de automatización de marketing y [software CPQ](https://www.g2.com/es/categories/cpq) para reducir el riesgo de silos de datos y proporcionar actualizaciones en tiempo real sobre el recorrido del cliente. El recorrido del cliente y el embudo se categorizan en diferentes subprocesos en el software de CRM donde ventas y marketing pueden acceder a los datos, construir comunicación y llevarlos hacia acuerdos finales.

Existen muchos [tipos de software de CRM](https://learn.g2.com/types-of-crm-software) que proporcionan una colección de funciones integradas relacionadas con el cliente o funcionalidad todo en uno, como automatización de marketing, mesa de ayuda, herramientas de comercio electrónico, ERP, gestión de proyectos o sitios web, para reemplazar la necesidad de soluciones adicionales y servir mejor a las pequeñas y medianas empresas. Las soluciones CRM independientes, sin embargo, se centran principalmente en funciones relacionadas con ventas, como la gestión de contactos, cuentas y canalizaciones, y no ofrecen una amplia ayuda en marketing.

El software también tiene escalación de mesa de ayuda, automatización de correos electrónicos, disposiciones de ventas, flujos de trabajo automatizados, y puntuación de leads e historiales de llamadas para ayudar a los equipos de ventas a navegar el progreso actual de los leads y establecer comunicación contextual.

Para calificar para la inclusión en la categoría de CRM, un producto debe:

- Proporcionar un conjunto delimitado de funciones relacionadas con ventas
- Proporcionar funciones de gestión de leads, contactos, cuentas y oportunidades
- Capturar y almacenar actividades e interacciones de ventas realizadas
- Consolidar el historial y las transacciones del cliente en una sola interfaz
- Rastrear prospectos y contactos a lo largo del canal de ventas
- Facilitar la comunicación en todas las fases del ciclo de vida del cliente
- Proporcionar características de informes para rastrear el rendimiento de ventas
- Proporcionar capacidades de automatización de flujos de trabajo para agilizar los procesos de ventas
- Integrar funciones en una base de datos y plataforma unificadora

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