--- title: Adviai Sales CRM Reviews meta_title: 'Adviai Sales CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how Adviai Sales CRM works for a business like yours. aggregate_rating: rating_value: 5.0 review_count: 7 scale: '5' date_modified: '2026-09-22' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools ---

Adviai Sales CRM Reviews & Product Details

Pricing

Pricing provided by Adviai Sales CRM.

Adviai Basic

$15.80
1 Seats Per Month

Adviai Business

$24.20
1 Users Per Month

User Insights

Average based on 7 real user reviews.

Typical contract price

$0k - $0k

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Per Month

Adviai Sales CRM Reviews (7)

Reviews

Adviai Sales CRM Reviews (7)

5.0
7 reviews
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JB
Jake B.
President
Small-Business (50 or fewer emp.)
"Easy to use financial advisor CRM software"
5/5
What do you like best about Adviai Sales CRM?

The software is easy to use and has helped our team develop deeper relationships with our clients. Tracking, monitoring, and optimize client data was a pain point for us prior to Adviai. In addition, tracking new assets, prospects, and existing assets is very straightforward. The visualization of data has made our operations more efficient. Review collected by and hosted on G2.com.

What do you dislike about Adviai Sales CRM?

The onboarding process took about a week for us to transfer over from our existing CRM platform - however the onboarding team at Adviai did it for no cost which was a huge value add! Review collected by and hosted on G2.com.

JP
Jason P.
Financial Planner
Small-Business (50 or fewer emp.)
"Adviai changed my operation forever."
5/5
What do you like best about Adviai Sales CRM?

Using Adviai has improved my ability to manage client relationships and track new opportunities. Review collected by and hosted on G2.com.

What do you dislike about Adviai Sales CRM?

I dislike the fact that I did not discover Adviai sooner, it was been a game changer for me. Review collected by and hosted on G2.com.

SW
Samantha W.
Head of Sales
Computer Software
Mid-Market (51-1000 emp.)
"Our entire sales process has been elevated from this software"
5/5
What do you like best about Adviai Sales CRM?

Adviai's Sales CRM is very easy to use, effortless integration, great customer support, and has a ton of value features for our team. The sales pipeline, task management & reporting features are by far our favourite features. Review collected by and hosted on G2.com.

What do you dislike about Adviai Sales CRM?

We were previously using another CRM and so migrating platforms can be a bit tricky however with our subscription we received a free migration from Pipedrive to Adviai. Review collected by and hosted on G2.com.

Philip M.
PM
Philip M.
Small-Business (50 or fewer emp.)
"Just switched from Monday.com-love this"
5/5
What do you like best about Adviai Sales CRM?

The crm provides valuable reporting and analytics for our team to make strategic sales decisions. I love the feel of the software. Review collected by and hosted on G2.com.

What do you dislike about Adviai Sales CRM?

Not much in this regard. The entire setup process has been dynamite. Review collected by and hosted on G2.com.

VT
Victor T.
Mid-Market (51-1000 emp.)
"CRM Review"
5/5
What do you like best about Adviai Sales CRM?

This CRM application has all the features you require and need but extremely user friendly. I would strongly recommend this product. Review collected by and hosted on G2.com.

What do you dislike about Adviai Sales CRM?

I can honestly say there is nothing missing. Review collected by and hosted on G2.com.

IC
Irene C.
Small-Business (50 or fewer emp.)
"Awesome CRM"
5/5
What do you like best about Adviai Sales CRM?

It helped streamline our sales and marketing efforts with ease. Review collected by and hosted on G2.com.

What do you dislike about Adviai Sales CRM?

I had no issues or concerns with the software. Review collected by and hosted on G2.com.

Verified User in Machinery
UM
Verified User in Machinery
Small-Business (50 or fewer emp.)
"The software was very user friendly. The pull down menus were very intuitive."
5/5
What do you like best about Adviai Sales CRM?

It was simple to use and incorporated everything a company would want in a CRM package. It captures all the requirements of any corporation. Review collected by and hosted on G2.com.

What do you dislike about Adviai Sales CRM?

Nothing I didn't find anything I didn't like. Review collected by and hosted on G2.com.

Pricing Options

Pricing provided by Adviai Sales CRM.

Adviai Basic

$15.80
1 Seats Per Month

Adviai Business

$24.20
1 Users Per Month

Adviai Pro

$40.80
1 Users Per Month