--- 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: '2026-07-17' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Adviai Sales CRM Reviews **Vendor:** Adviai **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 5.0/5.0 **Total Reviews:** 7 ## About Adviai Sales CRM Adviai is a CRM platform with all the software, integrations, and resources you need to connect marketing, sales, and customer service. ## Adviai Sales CRM Reviews ### 1. Easy to use financial advisor CRM software **Rating:** 5.0/5.0 stars **Reviewed by:** Jake B. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** August 28, 2024 **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. **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! **What problems is Adviai Sales CRM solving and how is that benefiting you?** Customer analysis and segmentation. Data storage and organization. Reduced manual processes. Lead tracking and management. Activity tracking and management. ### 2. Adviai changed my operation forever. **Rating:** 5.0/5.0 stars **Reviewed by:** Jason P. | Financial Planner, Small-Business (50 or fewer emp.) **Reviewed Date:** September 30, 2024 **What do you like best about Adviai Sales CRM?** Using Adviai has improved my ability to manage client relationships and track new opportunities. **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. **What problems is Adviai Sales CRM solving and how is that benefiting you?** This CRM has especially helped me with staying compliant and organizing data better. ### 3. Our entire sales process has been elevated from this software **Rating:** 5.0/5.0 stars **Reviewed by:** Samantha W. | Head of Sales, Computer Software, Mid-Market (51-1000 emp.) **Reviewed Date:** February 13, 2024 **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. **What do you dislike about Adviai Sales CRM?** We were previosuly 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. **What problems is Adviai Sales CRM solving and how is that benefiting you?** The software is helping us solve our pipeline management issues for new deals & coordinating our entire sales and marketing team to prioritize tasks for contact & account based marketing. ### 4. Just switched from Monday.com-love this **Rating:** 5.0/5.0 stars **Reviewed by:** Philip M. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 09, 2024 **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. **What do you dislike about Adviai Sales CRM?** Not much in this regard. The entire setup process has been dynamite. **What problems is Adviai Sales CRM solving and how is that benefiting you?** It solves multiple problems for us. Contact management, reporting, automation and task management. ### 5. CRM Review **Rating:** 5.0/5.0 stars **Reviewed by:** Victor T. | Mid-Market (51-1000 emp.) **Reviewed Date:** November 30, 2023 **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. **What do you dislike about Adviai Sales CRM?** I can honestly say there is nothing missing. **What problems is Adviai Sales CRM solving and how is that benefiting you?** One central customer database capturing all data sets pertaining to a customer profile. ### 6. Awesome CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Irene C. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 16, 2023 **What do you like best about Adviai Sales CRM?** It helped streamline our sales and marketing efforts with ease. **What do you dislike about Adviai Sales CRM?** I had no issues or concerns with the software. **What problems is Adviai Sales CRM solving and how is that benefiting you?** Helps centralize and optimize communications with our customers. ### 7. The software was very user friendly. The pull down menus were very intuitive. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Machinery | Small-Business (50 or fewer emp.) **Reviewed Date:** September 14, 2023 **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. **What do you dislike about Adviai Sales CRM?** Nothing I didn't find anything I didn't like. **What problems is Adviai Sales CRM solving and how is that benefiting you?** Helps track customer leads and the stage of the funnel they are in - [View Adviai Sales CRM pricing details and edition comparison](https://www.g2.com/products/adviai-sales-crm/reviews?section=pricing&secure%5Bexpires_at%5D=2026-08-04+07%3A56%3A04+-0500&secure%5Bsession_id%5D=e5f6adb2-7f00-41d4-9803-bee27ef786eb&secure%5Btoken%5D=dcbfa12f05db0adb3a1f2a514dd0cf6008eab6c5c0c392422079c2c633eaccee&format=llm_user) ## Adviai Sales CRM Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Generative AI** - AI Text Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top Adviai Sales CRM Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,679 reviews) - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - 4.4/5.0 (14,231 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,289 reviews)