Sale Tracking Software

The learning curve is steep. For a small team without dedicated RevOps support, getting up to speed takes real time and effort. A lot of the platform's potential goes unused simply because there aren't enough hours or hands to configure and leverage everything it offers. It's a powerful tool, but it's built for scale, and smaller teams can feel like they're only scratching the surface. Review collected by and hosted on G2.com.

We use it primarily for renewal and expansion tracking, executive business review prep, and keeping contact and company data organized. It's become the source of truth for anything contract-related on our customer success side. The Slack integration helps us stay on top of triggered actions without adding manual overhead, which matters a lot when the team is small and everyone's wearing multiple hats. Review collected by and hosted on G2.com.

What I dislike about Salesforce Sales Cloud is that it can feel complex and overwhelming, especially for new users. The initial setup and customization can take a lot of time and often require a fair amount of expertise. On top of that, the licensing costs can be high for small businesses. With so many features available, the interface can also end up feeling cluttered and less intuitive than I’d like. Review collected by and hosted on G2.com.

Salesforce Sales Cloud addresses the issue of scattered customer and sales data by consolidating everything into one centralized system. It lets me track leads, opportunities, and customer interactions in real time. This gives me clearer visibility into the pipeline, cuts down on manual work through automation, and supports faster, data-driven decisions. Overall, it saves time, boosts productivity, and makes the entire sales process more organized and efficient to manage. Review collected by and hosted on G2.com.

While I find the information provided through Substrata to be useful, sometimes it does take time for some of the insights to process within the application. Additionally, it would be beneficial if the dashboard were a little more user-friendly so that I could easily navigate through multiple conversations at one time. Review collected by and hosted on G2.com.

Substrata provides me with a way to quickly understand customer sentiment and engagement, which allows me to respond to my customers more quickly as well as manage our relationship with them in a more effective manner. Review collected by and hosted on G2.com.

I don't think there's anything that doesn't work well on Pipedrive. Probably the link with the calendar. I remember there was a time I deleted a task on Pipedrive and it also deleted my calendar event. Although I was able to restore it, maybe there could be a warning before doing that. Review collected by and hosted on G2.com.

I find Pipedrive practical, with a clean interface and simple drag-and-drop feature that makes deal management easy and intuitive, saving time. It's less complicated than other CRMs like Salesforce. Review collected by and hosted on G2.com.

Sometimes updates or changes made in Close dont reflect immediately, so I have to refresh the page to see the latest activity. This can be a little annoying when I’m in a hurry to check if a reply was sent or a note was saved. Also, I feel the notification alerts could be more reliable, because I still end up checking manually to make sure nothing is missed. Review collected by and hosted on G2.com.

Earlier in my daily work, I used to keep enquiry details in my phone notes or try to remember follow-ups in my head. On busy clinic days, a few things would slip through, and I had to double-check messages again and again. With Close, I can quickly see who contacted me, what we discussed earlier, and what I still need to do next, all on one screen. This reduces back-and-forth and saves time during the day. It also helps me keep a simple history of patient communication, so when someone messages again after a few days, I don’t start from zero. At last, it makes handling enquiries feel less messy and more controlled. It gives me a clearer view of pending work without adding extra steps. Review collected by and hosted on G2.com.

The initial setup requires some time, especially for teams that are new to CRM tools Review collected by and hosted on G2.com.

Before using CRMOne, we relied heavily on spreadsheets and disconnected tools, which led to duplicate data, missed follow-ups, and limited visibility into our sales pipeline. Review collected by and hosted on G2.com.

I think for people who work with multiple tabs, having the contact name on the tab menu on the window would definitely help. The search is great for finding the organization, but if I want a specific contact, it becomes a little bit difficult. I wish it could also pick up phone numbers more easily so if somebody calls me back, I can just quickly run the phone number and see which account or contact it came from. Review collected by and hosted on G2.com.

I use Gong to organize daily tasks, prioritize calls, and track overdue emails. It's great for reviewing call progress, AI suggestions for accounts, onboarding new hires, and enhancing sales tactics. Review collected by and hosted on G2.com.

What I don’t like is that it can feel a bit heavy and confusing at first, especially while you’re learning the interface. Some views take time to get used to, and at times it seems like there are too many fields or steps for what should be simple updates.

The initial setup and implementation can also take a while, particularly for new teams. In the beginning, the platform comes across as complex because there are so many features and different views to navigate. It takes some time to fully understand the workflow and feel comfortable using it day to day. Review collected by and hosted on G2.com.

Clari helps solve the problem of unclear sales pipeline visibility and inaccurate forecasting. Before using it, it was harder to understand which deals were actually moving forward and which were at risk. With Clari, I can quickly see deal progress, pipeline health, and forecast accuracy in one place.

It also reduces the need for manual CRM updates because activities from emails and meetings are captured automatically. This saves time and improves data reliability for the sales team and leadership. Overall, it helps make better forecasting decisions and keeps the whole team aligned on revenue goals. Review collected by and hosted on G2.com.

The tool has constantly improved, what I don't like is that for changing the payment card you have to wait and there's no option for immediate payment. They do provide support, in your language, but I hope they soon add the option to load or change your card and be able to pay now, which would be a plus, while keeping the automatic processing option, just adding the pay now option. Review collected by and hosted on G2.com.

more diffusion of the tool is needed, I had already heard about it but what I have seen is that business owners or independent entrepreneurs would find the tool useful for their meta ads campaigns and for them to know that they can achieve the benefits, or come up with a basic plan especially for potential client forms on meta and lead automation via email. if they communicate that, there is a better business opportunity, although with limited functions they can attract clients who pay with a subscription like Canva. Review collected by and hosted on G2.com.

At the beginning, setting up workflows and custom fields took a bit of time to understand. Some parts of the interface felt slightly confusing at first, but after using it regularly, it became easier to work with and didn’t affect my day-to-day tasks much. Review collected by and hosted on G2.com.

In recruitment its easy to lose track of conversation when dealing with multiple candidates and clients this tool helps keep everything organized by storing contact details email history and follow-ups in one place Becaue of this i dont have to rely on manaul tracking and its easier to stay on top Review collected by and hosted on G2.com.

There have been a few updates over the years that have changed the functionality or presentation of the product minimally. While I am sure they have helped the back-end of things, the UI has a couple minor annoying features now (i.e. the most recent statement design being shrunk with horizontal scrollbars - EOY2025, and the pagination of most everything being forced vs opted - leads to several pages of statements to look through rather than one list. Review collected by and hosted on G2.com.

At my three companies where I've used Captivate IQ we were able to take commissions processing time from 20 days down to 6, 14 days down to 3, and currently 14 days down to 5. It has always and always will save astronomical amounts of time if you make sure to implement it well and follow best practice. Review collected by and hosted on G2.com.

There is not much to dislike in day-to-day use. Review collected by and hosted on G2.com.

The biggest problem it solves for us is the gap between training completion and actual readiness. Earlier, someone could attend a session, complete a module, and still not be ready to handle a live product conversation. As trainers, we knew that knowledge alone was not enough, but it was hard to assess communication quality at scale. Review collected by and hosted on G2.com.

For now, approval goes to all chosen users at once, and it would be great to be able to set the hierarchy. Review collected by and hosted on G2.com.

I use Remuner to replace spreadsheet and manual commission tracking, saving time for both sales reps and the finance team. It connects seamlessly with our CRM, allowing custom data mapping and calculations while keeping our CRM clean. The tool is intuitive, making it easy to use. Review collected by and hosted on G2.com.

Automation is solid for simple follow-up tracks, but more advanced workflow rules are clunky or just not available. Things like auto-assigning deals based on source or triggering updates across related records take extra steps or aren’t possible natively. Review collected by and hosted on G2.com.

Capsule CRM centralizes all client data and interactions, giving my team context for client conversations. It provides a clear view of our sales pipeline, preventing lost deals, and automates follow-ups, reducing manual workload. Review collected by and hosted on G2.com.

Since I’m still new to the platform, I’m still exploring some of the more advanced features. At first, it took me a little time to understand how to customize certain fields and workflows the way I wanted. I would love to see even more beginner-friendly walkthroughs for first-time users, but overall the learning curve hasn’t been too bad. Review collected by and hosted on G2.com.

Bigin by Zoho CRM is helping me solve the problem of keeping my leads, follow-ups, and client communication organized in one place. Before using it, I was juggling emails, notes, and spreadsheets, which made it easy to miss small details. Now I can clearly see where every client is in my pipeline and what needs to happen next.

For my consulting business, this is a big benefit because it saves me time and reduces stress. I feel more in control of my workflow, and I’m less worried about forgetting to follow up with a potential client. It’s helping me stay organized and look more professional as I grow. Review collected by and hosted on G2.com.

On the flip side, the user experience can feel pretty frustrating. The interface has a clunky, super outdated feel that reminds me more of software from a decade ago than a modern SaaS tool. Navigation isn't exactly intuitive, largely because of the confusing heading names; I often find myself clicking through multiple menus just to find a basic report because the labels don't clearly describe what's inside. It’s a bit of a letdown that such powerful data is wrapped in a design that feels so clunky and unintuitive to navigate. Review collected by and hosted on G2.com.

Performio is primarily solving the headache of manual commission tracking and the "shadow accounting" I used to do just to make sure my payouts were accurate. By eliminating the reliance on messy, error-prone spreadsheets, the platform provides a much-needed "single source of truth." The biggest benefit for me is definitely having that consolidated view; I no longer have to hunt through different systems to see my progress, which saves me a ton of time and anxiety.

However, the benefit is a bit of a double-edged sword because of the platform's delivery. While it solves the data problem, it introduces a navigation problem—the clunky and outdated interface makes the software feel sluggish, and the confusing heading names often make it hard to find the exact data I need. Ultimately, while the system benefits me by ensuring I get paid correctly and giving me transparency, I still have to wrestle with an unintuitive design to get to those insights. Review collected by and hosted on G2.com.

I am almost two months in and have experienced no results from the product. I have reached out to see if I could get some support on boosting results. There is no one in this company that is willing to help customers. You have access to an AI bot and a weekly webinar. That's it.

Also, I was not impressed by the pre-sales process. My rep did a quick demo and sent a few emails back and forth. Right before I was ready to make a decision I asked the rep to setup a call to address some questions I had before making the purchase. He told me he could not make time for the call and that his focus was prioritizing new leads. Prioritizing new leads over end of the funnel sales opportunities?! Make it make sense. What a slap in the face. I am spending close to $400 a month with this company for no results and zero customer service. Not $10. Review collected by and hosted on G2.com.

none. i have gotten zero results in almost 2 months Review collected by and hosted on G2.com.

One thing we observed is that sync timing and field mapping occasionally need monitoring, especially wen dealing with large or fast moving datasets. There were moments where updates didn`t reflect instantly or required a quick check to confirm everything aligned correctly. It didn`t break workflows, bt it did mean we stayed attentive to data consistency when campaigns were scaling, Review collected by and hosted on G2.com.

SalesTaget.ai helps reduce the disconnect between prospecting activity and CRM visibility. Instead of outreach data living in Isolation, it becomes part of the broader sales record. That makes reporting cleaner, follow ups easier to manage and collaboration between teams more structured. It essentially turns outbound from a siloed function into something that fits naturally into the wider revenue workflow. Review collected by and hosted on G2.com.

Nothing as of now.Happsales CRM very convenient for Managing Customer Data. Review collected by and hosted on G2.com.

Almost all the problems wrt accounts and lead management system. Review collected by and hosted on G2.com.

On the starting We use to request email for each and every problem sort out. Now a days it is very user friendly. That issues also been sort out by them in the recent month. Review collected by and hosted on G2.com.

They have customized the report sheet as we prefer. often we request them to change user name and password for the new joining staff. But now they have customized it now. Now days admin can change or edit the staff details. And also last 50 crm entries are visible to all the employee so they can easily updated day to day reviews and follow ups of others also . Review collected by and hosted on G2.com.