# Best CRM Software - Page 4 *By [Julie Jung](https://research.g2.com/insights/author/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](https://www.g2.com/articles/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](https://learn.g2.com/best-customer-relationship-management-software-tools) can be integrated with [call center infrastructure platforms](https://www.g2.com/categories/call-center-infrastructure-cci), digital marketing services, [ERP systems](https://www.g2.com/categories/erp-systems), [e-commerce platforms](https://www.g2.com/categories/e-commerce-platforms), marketing automation software, and [CPQ software](https://www.g2.com/categories/cpq) 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](https://learn.g2.com/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 ## Top CRM Software at a Glance | # | Product | Rating | Best For | What Users Say | |---|---------|--------|----------|----------------| | 1 | [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) | 4.4/5.0 (24,668 reviews) | AI-automated pipeline-to-close CRM workflows | "[Powerful, Customizable Sales Platform—But Needs Onboarding to Tame Complexity](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12936463)" | | 2 | [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) | 4.4/5.0 (13,265 reviews) | Pipeline visibility with automated sales sequencing | "[Solid CRM for managing the entire sales process](https://www.g2.com/survey_responses/hubspot-sales-hub-review-13087547)" | | 3 | [Pipedrive](https://www.g2.com/products/pipedrive/reviews) | 4.3/5.0 (3,043 reviews) | Visual sales pipeline with deal-stage automation | "[Simple, Cost-Effective CRM with an Easy-to-Use Visual Pipeline](https://www.g2.com/survey_responses/pipedrive-review-13043351)" | | 4 | [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) | 4.1/5.0 (2,835 reviews) | Centralized lead-to-deal pipeline with workflow automation | "[Zoho CRM: Powerful, Easy-to-Use Platform with Great Automation and Integrations](https://www.g2.com/survey_responses/zoho-crm-review-13076752)" | | 5 | [monday CRM](https://www.g2.com/products/monday-crm/reviews) | 4.6/5.0 (1,283 reviews) | Visual pipeline tracking with no-code automation | "[Highly Customizable CRM That Keeps Deals, Tasks, and Pipelines Perfectly Organized](https://www.g2.com/survey_responses/monday-crm-review-13093905)" | | 6 | [Close](https://www.g2.com/products/close/reviews) | 4.7/5.0 (2,030 reviews) | High-velocity outbound sales with built-in dialer | "[Intuitive All-in-One CRM That Keeps Sales Conversations Organized](https://www.g2.com/survey_responses/close-review-13106165)" | | 7 | [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) | 4.6/5.0 (842 reviews) | Pipeline-centric sales CRM for spreadsheet-to-CRM migration | "[Simple and easy to use for our Franchising and consulting business](https://www.g2.com/survey_responses/bigin-by-zoho-crm-review-13093501)" | | 8 | [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) | 4.4/5.0 (14,173 reviews) | Behavior-triggered CRM with automation workflows | "[Efficient Automation with Solid Support](https://www.g2.com/survey_responses/activecampaign-review-11726223)" | | 9 | [HighLevel](https://www.g2.com/products/highlevel/reviews) | 4.6/5.0 (631 reviews) | Omnichannel CRM with white-label automation workflows | "[Fantastic Onboarding with HighLevel — Expert Support, Automation & All-in-One CRM](https://www.g2.com/survey_responses/highlevel-review-13050560)" | | 10 | [Attio](https://www.g2.com/products/attio/reviews) | 4.3/5.0 (543 reviews) | Flexible, AI-native pipeline and relationship CRM | "[Attio’s Flexible Data Model and Fast UI Make CRM Work Feel Effortless](https://www.g2.com/survey_responses/attio-review-13106492)" | ## G2 Grid® for CRM Software ![G2 Grid® for CRM Software plotting products by satisfaction and market presence](https://www.g2.com/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, and ActiveCampaign. Underlying data: [Grid® JSON](https://www.g2.com/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) ## How Many CRM Software Products Does G2 Track? **Total Products under this Category:** 1,069 ### Category Stats (Jul 2026) - **Average Rating**: 4.38/5 (↑0.01 vs Jun 2026) 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: July 15, 2026* ## How Does G2 Rank CRM Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 121,300+ Authentic Reviews - 1,069+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## Which CRM Software Is Best for Your Use Case? - **Leader:** [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - **Highest Performer:** [CRMOne](https://www.g2.com/products/crmone/reviews) - **Easiest to Use:** [Less Annoying CRM](https://www.g2.com/products/less-annoying-crm/reviews) - **Top Trending:** [HighLevel](https://www.g2.com/products/highlevel/reviews) - **Best Free Software:** [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) --- **Sponsored** ### Nutshell 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 for any business, Nutshell is built for teams who are tired of juggling separate sales and marketing tools and don’t want to pay a full-time admin to manage their software. If you're aiming to boost revenue, streamline your sales process, or craft engaging marketing messages, Nutshell could be the solution. Every Nutshell subscription includes unlimited CRM contacts and data storage, fully customizable reporting tools, free data migration assistance, and world-class live support, all at an extremely affordable price. In 2024, Nutshell introduced Nutshell Marketing and Nutshell Engagement. Nutshell Marketing helps businesses create compelling email campaigns and landing pages to drive audience engagement, while Nutshell Engagement connects you with leads and customers throughout the sales journey via web chat and text messaging. Nutshell also integrates with popular tools like Google Workspace/Gmail, Microsoft Office/Outlook, QuickBooks Online, Intercom, and Slack. Nutshell also offers a mobile version, allowing sales reps to create, search, and edit contact information while in the field. Nutshell serves thousands of businesses around the world and has been named a top CRM for both user-friendliness and affordability. Nutshell has been honored as a "Leader" in G2's Grid® Report for CRM every quarter since Fall 2020. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=paid_promo&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=179&secure%5Bchosen_at%5D=2026-07-15T19%3A11%3A46Z&secure%5Bmedium%5D=sponsored&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1589&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%2Fcategories%2Fcrm&secure%5Btoken%5D=d814008e5782caabad7fe23cf6e49f4746e01830259e083b8de2f46b20d5c67e&secure%5Burl%5D=https%3A%2F%2Fwww.nutshell.com%2Flp%2Fcrm%3Futm_source%3Dg2%26utm_medium%3Dpaid%26utm_campaign%3Dpaid-promotions%26utm_term%3Dcrm&secure%5Burl_type%5D=paid_promos) --- ## CRM Software Features & Capabilities ### What are the Best CRM Software with Campaign Management? Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time. **Top-rated CRM Software for Campaign Management:** - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) [Explore CRM Software with Campaign Management](https://www.g2.com/categories/crm/f/campaign-management) ### What are the Best CRM Software with Social Collaboration Features? Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone **Top-rated CRM Software for Social Collaboration Features:** - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) [Explore CRM Software with Social Collaboration Features](https://www.g2.com/categories/crm/f/social-collaboration-features) ### What are the Best CRM Software with Marketing ROI Analytics? Enables analysis of effectiveness of an organizations various marketing activities **Top-rated CRM Software for Marketing ROI Analytics:** - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) [Explore CRM Software with Marketing ROI Analytics](https://www.g2.com/categories/crm/f/marketing-roi-analytics) ### What are the Best CRM Software with Document & Content Mgmt.? Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files. **Top-rated CRM Software for Document & Content Mgmt.:** - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) [Explore CRM Software with Document & Content Mgmt.](https://www.g2.com/categories/crm/f/document-content-mgmt) ### What are the Best CRM Software with Social Network Integration? Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management. **Top-rated CRM Software for Social Network Integration:** - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) [Explore CRM Software with Social Network Integration](https://www.g2.com/categories/crm/f/social-network-integration) ## What Are the Top-Rated CRM Software Products in 2026? ### 1. [Ohanafy](https://www.g2.com/products/ohanafy/reviews) Ohanafy is an all-in-one beverage business platform built on Salesforce, designed to help suppliers, distributors, and retailers sell more, scale smarter, and run more efficiently. Bringing together order management, ecommerce, payments, warehousing, CRM, maps, data, and AI, Ohanafy gives the entire beverage ecosystem the tools to simplify operations and grow revenue. Since launching, Ohanafy has powered hundreds of beverage companies across beer, wine, spirits, and non-alcoholic categories. Helping them streamline operations, eliminate inefficiencies, and future-proof their businesses. Customers include family-owned distributors, fast-growing non-alc brands, and global suppliers. Backed by leading investors and advised by industry veterans, Ohanafy’s team combines decades of experience across technology, data, and beverage industry experience. With deep Salesforce expertise and firsthand knowledge of the complexities of beverage operations, Ohanafy is uniquely positioned to deliver innovation at scale. Ohanafy is the trusted technology provider across all three tiers of beverage. By uniting modern AI, real-time analytics, and enterprise-grade infrastructure, Ohanafy is redefining how the beverage industry works today—and prepares for tomorrow. **Average Rating:** 5.0/5.0 **Total Reviews:** 60 **How Do G2 Users Rate Ohanafy?** - **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 8.9/10) - **Workflow Capability:** 10.0/10 (Category avg: 8.5/10) - **Contact & Account Management:** 10.0/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 10.0/10 (Category avg: 8.6/10) **Who Is the Company Behind Ohanafy?** - **Seller:** [Ohanafy](https://www.g2.com/sellers/ohanafy) - **Company Website:** https://www.ohanafy.com/ - **Year Founded:** 2022 - **HQ Location:** Wilmington, NC - **Twitter:** @OhanafyInc (27 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/ohanafy/ (28 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Food & Beverages - **Company Size:** 87% Small-Business, 12% Mid-Market #### What Are Ohanafy's Pros and Cons? **Pros:** - Customer Satisfaction (3 reviews) - Customer Support (3 reviews) - Accuracy (1 reviews) - Customization (1 reviews) - Data Accuracy (1 reviews) **Cons:** - Improvement Needed (1 reviews) - Inadequate Financial Management (1 reviews) - Limited Customization (1 reviews) - Missing Features (1 reviews) ### What Do G2 Reviewers Say About Ohanafy? *AI-generated summary from verified user reviews* **Pros:** - Users praise Ohanafy for its **exceptional customer support** , which significantly enhances their overall experience and satisfaction. - Users commend Ohanafy for its **outstanding customer support** , highlighting responsiveness and understanding from real local team members. - Users appreciate the **real-time data access** of Ohanafy, ensuring always being updated with the most current information. - Users value the **flexibility for customization** in Ohanafy, allowing tailored tracking of essential business data. - Users value the **real-time data access** of Ohanafy, ensuring always working with the most current information. **Cons:** - Users suggest that incorporating **accounting and financial software** into Ohanafy would enhance functionality and reduce reliance on external tools. - Users note the **inadequate financial management** in Ohanafy, wishing for integrated accounting features to enhance functionality. - Users find the **limited customization** in Ohanafy restricts integration with essential accounting software for streamlined operations. - Users note a **lack of integrated accounting features** in Ohanafy, suggesting it would enhance the overall product experience. #### What Are Recent G2 Reviews of Ohanafy? **"[Ohanafy - Powerful beverage management software tool.](https://www.g2.com/survey_responses/ohanafy-review-11734100)"** **Rating:** 5.0/5.0 stars *— Paul B.* [Read full review](https://www.g2.com/survey_responses/ohanafy-review-11734100) --- **"[Live, Local Support 24/7 - Real Time Data!!](https://www.g2.com/survey_responses/ohanafy-review-11724922)"** **Rating:** 5.0/5.0 stars *— Holly S.* [Read full review](https://www.g2.com/survey_responses/ohanafy-review-11724922) --- ### 2. [Progress Podio](https://www.g2.com/products/progress-podio/reviews) Progress Podio is a flexible, custom collaboration database that enables you to accelerate and simplify your work. An all-in-one solution to accelerate productivity, digitize essential processes, streamline data collection, and automate document workflows in one secure tool. Progress Podio can automate, operationalize, and secure important business and document processes that reduces manual work and increases efficiency. Transform how work is done with versatile forms, powerful data collection, and automated client and document workflows— customized all by you with a few simple clicks. From key industries such as, creative agencies, legal services, accounting firms, real-estate, construction / manufacturing, to key departmental areas—sales, HR, marketing, legal, finance. Podio’s ability to connect diverse teams and disparate processes helps thousands of companies optimize their entire operations in one place. With Progress Podio, give your team a single tool to automate timely processes that unify in one tool. From simplifying client data collection to automating client interactions and agreements, Progress Podio simplifies your business’s most core activities. **Average Rating:** 4.2/5.0 **Total Reviews:** 507 **How Do G2 Users Rate Progress Podio?** - **Has the product been a good partner in doing business?:** 8.4/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.9/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.6/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.4/10 (Category avg: 8.6/10) **Who Is the Company Behind Progress Podio?** - **Seller:** [Progress Software](https://www.g2.com/sellers/progress-software) - **Company Website:** https://www.progress.com/ - **Year Founded:** 1981 - **HQ Location:** Burlington, MA. - **Twitter:** @ProgressSW (48,773 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/progress-software/ (4,205 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, Project Manager - **Top Industries:** Real Estate, Information Technology and Services - **Company Size:** 61% Small-Business, 28% Mid-Market #### What Are Progress Podio's Pros and Cons? **Pros:** - Ease of Use (4 reviews) - Automation (2 reviews) - Features (2 reviews) - Integrations (2 reviews) - Task Tracking (2 reviews) **Cons:** - Billing Issues (2 reviews) - Learning Curve (2 reviews) - Poor Customer Support (2 reviews) - Beginner Difficulty (1 reviews) - Column Management (1 reviews) ### What Do G2 Reviewers Say About Progress Podio? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Progress Podio, facilitating seamless collaboration and efficient task management. - Users love the **automation capabilities** of Progress Podio, streamlining tasks and enhancing productivity across various functions. - Users love the **integrated workflows and simple interface** of Progress Podio, enhancing productivity across various tasks. - Users appreciate the **extensive integrations** in Progress Podio, enhancing collaboration and streamlining various business processes. - Users appreciate the **easy task tracking** with Progress Podio, benefiting from integrated workflows and a user-friendly interface. **Cons:** - Users face **billing issues** with Progress Podio, finding setup challenging and customer service lacking during pricing changes. - Users find the **learning curve steep** , making initial setup challenging and the experience slow for newcomers. - Users experience **poor customer support** , often needing to hire external help for setup and assistance. - Users find Progress Podio to be **fiddly and slow for beginners** , impacting their overall experience with the platform. - Users find the **column management process challenging** , often requiring excessive effort and leading to performance issues. #### What Are Recent G2 Reviews of Progress Podio? **"[Progress Podio - Efficient and Organized CRM for Real Estate Teams](https://www.g2.com/survey_responses/progress-podio-review-9216544)"** **Rating:** 5.0/5.0 stars *— Norma I.* [Read full review](https://www.g2.com/survey_responses/progress-podio-review-9216544) --- **"[Versatile Platform with Excellent Collaboration Tools](https://www.g2.com/survey_responses/progress-podio-review-12063894)"** **Rating:** 4.0/5.0 stars *— Katie B.* [Read full review](https://www.g2.com/survey_responses/progress-podio-review-12063894) --- #### What Are G2 Users Discussing About Progress Podio? - [What is Citrix Podio used for?](https://www.g2.com/discussions/what-is-citrix-podio-used-for) ### 3. [ConnectWise PSA](https://www.g2.com/products/connectwise-psa/reviews) ConnectWise PSA is the most complete business management platform built specifically for companies that sell, service, and support technology. Designed for Managed Service Providers (MSPs) and IT service organizations, it centralizes operations, strengthens accountability, and improves service delivery by bringing every core workflow into one modern platform. ConnectWise PSA helps MSPs reduce manual effort and streamline operations through adaptive workflows, automated billing, and structured service processes. From ticket management and customer service to sales, project delivery, and business analytics, ConnectWise PSA gives teams the tools they need to work smarter, faster, and with greater consistency. As a unified command center for the business, ConnectWise PSA provides real-time visibility across service, finance, and operations. This holistic approach allows MSPs to eliminate swivel-chair work, reduce errors, and make data-driven decisions that support growth and customer satisfaction. Routine tasks become automated, freeing technicians and leaders to focus on strategic initiatives rather than administrative overhead. Built for small to mid-sized technology firms and MSPs, ConnectWise PSA supports the full lifecycle of managed services. Users rely on it to track and resolve service tickets, automate recurring and one-time invoicing, manage projects, oversee sales activity, and monitor key performance metrics—all from a single platform that scales with the business. Core capabilities include an advanced service desk for efficient ticket routing and resolution, reliable integrations with major accounting platforms, robust quoting and invoicing tools for accelerating cash flow, and comprehensive project management to keep teams aligned. Built-in dashboards and analytics surface trends and insights that help leaders improve performance and operate proactively. Backed by more than 40 years of experience in the technology services industry, ConnectWise stands apart through its global community, deep ecosystem, and continuous innovation. ConnectWise PSA gives MSPs the foundation they need to run and grow their business today while preparing for a future powered by automation and intelligent service delivery. **Average Rating:** 4.0/5.0 **Total Reviews:** 555 **How Do G2 Users Rate ConnectWise PSA?** - **Has the product been a good partner in doing business?:** 7.7/10 (Category avg: 8.9/10) - **Workflow Capability:** 7.9/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.5/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 7.8/10 (Category avg: 8.6/10) **Who Is the Company Behind ConnectWise PSA?** - **Seller:** [ConnectWise](https://www.g2.com/sellers/connectwise) - **Company Website:** https://www.connectwise.com/ - **Year Founded:** 1982 - **HQ Location:** Tampa, FL - **Twitter:** @ConnectWise (14,926 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/48576/ (3,388 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** President, Network Engineer - **Top Industries:** Information Technology and Services, Computer & Network Security - **Company Size:** 66% Small-Business, 28% Mid-Market #### What Are ConnectWise PSA's Pros and Cons? **Pros:** - Ease of Use (36 reviews) - Integration (21 reviews) - Integrations (16 reviews) - Feature Richness (15 reviews) - Customer Support (13 reviews) **Cons:** - Learning Curve (24 reviews) - Poor Customer Support (16 reviews) - Complex Usability (15 reviews) - Missing Features (13 reviews) - Performance Issues (10 reviews) ### What Do G2 Reviewers Say About ConnectWise PSA? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of ConnectWise PSA, finding ticket management and client information highly accessible. - Users appreciate the **seamless integration** of ConnectWise PSA, enhancing workflows and centralizing all business operations effectively. - Users value the **strong integration capabilities** of ConnectWise PSA, enhancing efficiency across various tools and workflows. - Users value the **feature richness** of ConnectWise PSA, benefiting from its comprehensive integration and automation capabilities. - Users value the **responsive customer support** of ConnectWise PSA, enhancing their experience and project management efficiency. **Cons:** - Users find the **learning curve steep** , complicating adaptation and making effective management challenging with ConnectWise PSA. - Users often face **poor customer support** , with unresolved issues and unsatisfactory service experiences from ConnectWise PSA. - Users find the **complex usability** of ConnectWise PSA frustrating, making simple tasks cumbersome and time-consuming. - Users desire more **missing features** , including keyboard shortcuts and improvements to the mobile app for better functionality. - Users report **performance issues** with ConnectWise PSA, including slow response times and frustrating system glitches. #### What Are Recent G2 Reviews of ConnectWise PSA? **"[Efficient Tool That Simplifies Daily Tasks](https://www.g2.com/survey_responses/connectwise-psa-review-12026815)"** **Rating:** 5.0/5.0 stars *— Imran I.* [Read full review](https://www.g2.com/survey_responses/connectwise-psa-review-12026815) --- **"[Great PSA system is you take the time to set it up according to your needs](https://www.g2.com/survey_responses/connectwise-psa-review-12892759)"** **Rating:** 4.5/5.0 stars *— Verified User in Information Technology and Services* [Read full review](https://www.g2.com/survey_responses/connectwise-psa-review-12892759) --- #### What Are G2 Users Discussing About ConnectWise PSA? - [What is SmileBack used for?](https://www.g2.com/discussions/what-is-smileback-used-for) - [What is BrightGauge used for?](https://www.g2.com/discussions/what-is-brightgauge-used-for) - [What is BrightGuage used for?](https://www.g2.com/discussions/what-is-brightguage-used-for) - 1 comment - [How do I disable ConnectWise control?](https://www.g2.com/discussions/connectwise-psa-how-do-i-disable-connectwise-control) - [How do I download ConnectWise manage client?](https://www.g2.com/discussions/how-do-i-download-connectwise-manage-client) ### 4. [ELMA365](https://www.g2.com/products/elma365/reviews) ELMA365 is a low-code BPM platform that helps businesses accelerate digital transformation and innovate faster. With ELMA365 you can deliver enterprise-grade apps and automate processes with little to no coding. ELMA365 integrated applications cover all your business needs: • Lead and Sales Management; • Content and Document Management; • Compliance Management; • HR Services; • Customer Service Management and more. The Business Process Management app allows non-technical users to effortlessly create even the most complex business processes. Drag-and-drop process designer provides simplicity for modelling and accelerates the implementation of changes. Built-in monitoring tools help find bottlenecks and improve overall company’s performance. The Lead and Sales Management app introduces a holistic approach to customer relationships management and sales. The whole process is automated and managed from the lead acquisition to closed deal, including processing of documentation and post-sale service. The Content and Document Management app facilitates document management and electronic data exchange, all powered by a BPM engine. The Compliance Management solution lets your business stay compliant with standards and regulations without wasting effort on custom enterprise application development. **Average Rating:** 4.5/5.0 **Total Reviews:** 31 **How Do G2 Users Rate ELMA365?** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10) - **Contact & Account Management:** 10.0/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.3/10 (Category avg: 8.6/10) **Who Is the Company Behind ELMA365?** - **Seller:** [ELMA Global a.s.](https://www.g2.com/sellers/elma-global-a-s) - **HQ Location:** Slovakia - **LinkedIn® Page:** https://www.linkedin.com/company/elma-europe-s-a-r-l-/ (2 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Information Technology and Services - **Company Size:** 83% Mid-Market, 11% Small-Business #### What Are Recent G2 Reviews of ELMA365? **"[Totally adaptable](https://www.g2.com/survey_responses/elma365-review-5374050)"** **Rating:** 4.0/5.0 stars *— Ильдана .* [Read full review](https://www.g2.com/survey_responses/elma365-review-5374050) --- **"[ELMA is adaptable, and will adapt to all your needs.](https://www.g2.com/survey_responses/elma365-review-5382865)"** **Rating:** 4.0/5.0 stars *— Дарья .* [Read full review](https://www.g2.com/survey_responses/elma365-review-5382865) --- #### What Are G2 Users Discussing About ELMA365? - [What is ELMA365 used for?](https://www.g2.com/discussions/what-is-elma365-used-for) ### 5. [djaboo](https://www.g2.com/products/djaboo/reviews) Djaboo is an excellent, smart customer relationship manager that improves your business productivity. You can manage your projects, your clients, your freelance team, your payments, and automatically generate your contracts and invoices easily in one place. Djaboo gives you quick and easy access to the functions you need to develop your business. It includes everything you need to manage your business efficiently and peacefully. Your turn ! Essential features for your productivity Automatic reports of time sheets and income/expenses. The automatic calculation of your charges. The management of the transition to different levels of your VAT. Real-time quote management. Sales Pipelines Contracts are generated automatically from customer information. Essential features for project management Managing your simple and complex tasks with setting reminders. An integrated chat allowing you to discuss projects with your collaborators involved. Planning of tasks and activities via calendars, timelines, time trackers and Gantt charts, Kanban or lists. The management of documents, spreadsheets as well as knowledge bases in order to share them with your collaborators. Essential features for customer management Adding customers or bulk importing your existing customers. Team management by specifying their roles and access to the application and also a view of everyone's leave, attendance and activities. The shop allowing you to offer predefined service packages. Automatic invoicing that is done by our intuitive editor. Full customization of your application Possibility to choose the view: list view, table view, calendar view and much more. Add your logo, customize colors and add your desired backgrounds. Customize your digital workspace you will be able to: Choose the different features you want to use. Change colors to make tasks more identifiable. Use different statuses to categorize tasks and gain efficiency. **Average Rating:** 5.0/5.0 **Total Reviews:** 10 **How Do G2 Users Rate djaboo?** - **Workflow Capability:** 10.0/10 (Category avg: 8.5/10) - **Contact & Account Management:** 10.0/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 10.0/10 (Category avg: 8.6/10) **Who Is the Company Behind djaboo?** - **Seller:** [djaboo](https://www.g2.com/sellers/djaboo) - **HQ Location:** paris, FR - **LinkedIn® Page:** https://www.linkedin.com/company/djaboo (3 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO - **Top Industries:** Marketing and Advertising - **Company Size:** 60% Small-Business, 30% Mid-Market #### What Are djaboo's Pros and Cons? **Pros:** - User-Friendly (4 reviews) - Ease of Use (3 reviews) - Intuitive Interface (3 reviews) - Task Management (3 reviews) - Easy Customization (2 reviews) **Cons:** - Integration Issues (1 reviews) ### What Do G2 Reviewers Say About djaboo? *AI-generated summary from verified user reviews* **Pros:** - Users love the **user-friendly interface** of Djaboo, making it easy for teams to get started quickly. - Users love the **ease of use** of Djaboo, streamlining client management without stress or extensive training. - Users love the **intuitive interface** of DJABOO, allowing for easy organization and a smooth onboarding experience for teams. - Users value the **centralized task management** of Djaboo, making client relationship tracking seamless and efficient. - Users love the **easy customization** of DJABOO, simplifying their workflow and enhancing client relationship management. **Cons:** - Users express a desire for more **integration options** , though it doesn't significantly hinder their experience with djaboo. #### What Are Recent G2 Reviews of djaboo? **"[Streamlined Client Management That Scales With Us](https://www.g2.com/survey_responses/djaboo-review-11239435)"** **Rating:** 5.0/5.0 stars *— Omar J.* [Read full review](https://www.g2.com/survey_responses/djaboo-review-11239435) --- **"[Keeps Our Campaigns on Track and Clients in the Loop](https://www.g2.com/survey_responses/djaboo-review-11239339)"** **Rating:** 5.0/5.0 stars *— Michael C.* [Read full review](https://www.g2.com/survey_responses/djaboo-review-11239339) --- ### 6. [Sugar Sell](https://www.g2.com/products/sugar-sell/reviews) Sugar Sell is sales automation that actually fits how B2B sales work. It helps sales teams manage pipelines, forecast revenue, and grow accounts – all from one place. Sales leaders get visibility into pipeline and performance to drive more consistent wins. Reps get clear next steps for every opportunity. With Sugar Sell, you can make sense of your data, scale what works, and sell your way. **Average Rating:** 3.8/5.0 **Total Reviews:** 718 **How Do G2 Users Rate Sugar Sell?** - **Has the product been a good partner in doing business?:** 7.8/10 (Category avg: 8.9/10) - **Workflow Capability:** 7.8/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.2/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 7.8/10 (Category avg: 8.6/10) **Who Is the Company Behind Sugar Sell?** - **Seller:** [SugarAI](https://www.g2.com/sellers/sugarai) - **Year Founded:** 2004 - **HQ Location:** Cupertino, CA - **LinkedIn® Page:** https://www.linkedin.com/company/17345/ (570 employees on LinkedIn®) - **Phone:** +1 (408) 454-6900 **Who Uses This Product?** - **Who Uses This:** Sales Manager, Marketing Manager - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 50% Mid-Market, 35% Small-Business #### What Are Sugar Sell's Pros and Cons? **Pros:** - Ease of Use (15 reviews) - Easy Customization (12 reviews) - User-Friendly (12 reviews) - Feature Richness (10 reviews) - Customer Support (9 reviews) **Cons:** - Integration Issues (9 reviews) - Bugs (6 reviews) - Learning Curve (6 reviews) - Feature Issues (5 reviews) - Limited Customization (5 reviews) ### What Do G2 Reviewers Say About Sugar Sell? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Sugar Sell, facilitating quick setups and a smooth selling process. - Users love the **unlimited no-code customization** of Sugar Sell, allowing tailored CRM solutions for their unique processes. - Users appreciate the **user-friendly and intuitive interface** of Sugar Sell, enhancing speed and reducing errors in the selling process. - Users value the **extensive customization options** in Sugar Sell, enhancing management and adapting to organizational needs. - Users value the **responsive customer support** from Sugar Sell, enhancing their experience with follow-ups and assistance. **Cons:** - Users face **integration issues** with Sugar Sell, requiring excessive API work for compatibility with niche tools. - Users experience **frustrating bugs** after upgrades, complicating troubleshooting and requiring significant time and resources to fix. - Users find the **steep learning curve** of Sugar Sell challenging, especially for new hires and dashboard creation. - Users find **feature issues** in Sugar Sell, citing a complex UI and limited integration flexibility as significant hurdles. - Users feel that **limited customization** restricts deeper analytics and workflows, impacting the overall effectiveness of Sugar Sell. #### What Are Recent G2 Reviews of Sugar Sell? **"[More than a CRM packed full of features and great to admin. Extremely well supported and comes with a community of awesome people!](https://www.g2.com/survey_responses/sugar-sell-review-9147226)"** **Rating:** 5.0/5.0 stars *— Luke R.* [Read full review](https://www.g2.com/survey_responses/sugar-sell-review-9147226) --- **"[An amazing CRM system](https://www.g2.com/survey_responses/sugar-sell-review-4608771)"** **Rating:** 4.5/5.0 stars *— David-Alexandre K.* [Read full review](https://www.g2.com/survey_responses/sugar-sell-review-4608771) --- #### What Are G2 Users Discussing About Sugar Sell? - [What is Sugar Sell (formerly SugarCRM) used for?](https://www.g2.com/discussions/what-is-sugar-sell-formerly-sugarcrm-used-for) - [Why is sugar a CRM?](https://www.g2.com/discussions/why-is-sugar-a-crm) - 1 comment - [How much does SugarCRM cost?](https://www.g2.com/discussions/how-much-does-sugarcrm-cost) - [What is SugarCRM used for?](https://www.g2.com/discussions/what-is-sugarcrm-used-for) - [What is sugar sell?](https://www.g2.com/discussions/what-is-sugar-sell) - 1 comment ### 7. [Spotler CRM](https://www.g2.com/products/spotler-crm/reviews) Spotler CRM is a user-friendly Customer Relationship Management (CRM) system designed to enhance B2B sales and marketing efforts. It centralises customer and prospect data, providing a comprehensive 360-degree view that enables businesses to streamline processes and improve lead conversion rates. Key Features: Extensive Contact Management: Beyond basic contact details, Spotler CRM tracks all interactions via email, phone, and shared documents, offering a detailed timeline of customer engagements. Pipeline Management: The system allows for easy management of sales opportunities, enabling teams to prioritise, qualify, and visualise sales processes, fostering better collaboration and efficiency. Customisation: Spotler CRM is adaptable to individual business needs, allowing users to add new fields, manage user access, and customise layouts, graphs, and dashboards to align with specific sales processes. Workflow Automation: Automate routine tasks, create workflows, set up automatic follow-ups, and configure notifications to enhance productivity and ensure timely responses. Reporting and Insights: Monitor return on investment (ROI) and make data-driven decisions with comprehensive reporting tools that inform campaign strategies and sales tactics. Integration and Support: Spotler CRM integrates seamlessly with various tools, enhancing its functionality and ensuring a cohesive workflow. The platform is designed to be user-friendly, allowing for immediate and independent use. Additionally, Spotler offers professional services and support, including extensive training and technical assistance, to help users maximise the software's potential. By consolidating customer information and automating key processes, Spotler CRM enables businesses to deliver consistent customer experiences and drive more effective sales and marketing outcomes. **Average Rating:** 4.4/5.0 **Total Reviews:** 143 **How Do G2 Users Rate Spotler CRM?** - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.8/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.8/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.4/10 (Category avg: 8.6/10) **Who Is the Company Behind Spotler CRM?** - **Seller:** [Spotler Group](https://www.g2.com/sellers/spotler-group-a3f6b7c0-24fb-4205-9f31-02f8a1d43e29) - **Year Founded:** 2001 - **HQ Location:** Rotterdam, NL - **LinkedIn® Page:** https://www.linkedin.com/company/spotler-group/ (164 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Information Technology and Services, Financial Services - **Company Size:** 87% Small-Business, 10% Mid-Market #### What Are Spotler CRM's Pros and Cons? **Pros:** - Automation (2 reviews) - Ease of Use (2 reviews) - Features (2 reviews) - Flexibility (2 reviews) - Integrations (2 reviews) **Cons:** - Integration Issues (2 reviews) - Lack of Integrations (2 reviews) - Cluttered Interface (1 reviews) - Data Management (1 reviews) - High Complexity (1 reviews) ### What Do G2 Reviewers Say About Spotler CRM? *AI-generated summary from verified user reviews* **Pros:** - Users value the **robust marketing automation capabilities** of Spotler CRM, enhancing efficiency and streamlining processes significantly. - Users appreciate the **user-friendly interface** of Spotler CRM, allowing easy navigation and effective management for all team members. - Users appreciate Spotler CRM for its **robust marketing automation** , enhancing efficiency and streamlining business processes effectively. - Users value the **flexibility** of Spotler CRM, enabling seamless integration and streamlined processes for diverse business needs. - Users praise the **seamless integration capabilities** of Spotler CRM, enhancing workflows with various business tools effortlessly. **Cons:** - Users face **integration issues** with Spotler CRM, especially when connecting to complex or specialized third-party applications. - Users experience a **lack of integrations** with third-party applications, causing inefficiencies in data transfer and workflow. - Users find the interface **cluttered** , with limited customization options hindering a seamless user experience in Spotler CRM. - Users report **poor integration with third-party applications** , hindering efficient data transfer and overall business operations. - Users highlight the **high complexity** of Spotler CRM, finding customization and advanced features somewhat limited compared to competitors. #### What Are Recent G2 Reviews of Spotler CRM? **"[Streamlined CRM with Powerful Email Marketing](https://www.g2.com/survey_responses/spotler-crm-review-12770288)"** **Rating:** 4.0/5.0 stars *— Aryan G.* [Read full review](https://www.g2.com/survey_responses/spotler-crm-review-12770288) --- **"[Effortless CRM with Seamless Marketing Integration and Top-Notch Support](https://www.g2.com/survey_responses/spotler-crm-review-12083422)"** **Rating:** 5.0/5.0 stars *— Verified User in Accounting* [Read full review](https://www.g2.com/survey_responses/spotler-crm-review-12083422) --- #### What Are G2 Users Discussing About Spotler CRM? - [What is Really Simple Systems used for?](https://www.g2.com/discussions/what-is-really-simple-systems-used-for) ### 8. [Clarify CRM](https://www.g2.com/products/clarify-crm/reviews) Clarify is the autonomous CRM that helps founders and early-stage sellers build pipeline, close more deals, and spend less time on CRM busywork. Its AI automates pipeline creation, meeting admin, and CRM updates—so you can stop clicking and start closing more deals. 🧠 Auto-enrich every contact: Connect your email and calendar, and Clarify fills in fields like job title, company data, email, LinkedIn URL, funding history and more automatically. 🔗 Capture leads from anywhere: One click from LinkedIn adds and enriches contacts instantly. 📹 All-in-one meeting flow: Prep, record, and recap with AI summaries—all within Clarify. ⚙️ Self-updating deals: Clarify tracks buyer signals and suggests pipeline updates automatically. 🧩 Single customer view: Every email, call, and product action tied together in one place. It's free to get started. **Average Rating:** 4.9/5.0 **Total Reviews:** 28 **How Do G2 Users Rate Clarify CRM?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.1/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.3/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.7/10 (Category avg: 8.6/10) **Who Is the Company Behind Clarify CRM?** - **Seller:** [Clarify](https://www.g2.com/sellers/clarify-50a02348-18c9-458b-88cc-3f8bc07dbbf2) - **Year Founded:** 2024 - **HQ Location:** Seattle, US - **LinkedIn® Page:** https://www.linkedin.com/company/getclarify (31 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 82% Small-Business #### What Are Clarify CRM's Pros and Cons? **Pros:** - Ease of Use (15 reviews) - Helpful (7 reviews) - Simple (7 reviews) - Automation Features (6 reviews) - Features (6 reviews) **Cons:** - Missing Features (8 reviews) - Integration Issues (4 reviews) - Limited Customization (3 reviews) - Feature Issues (2 reviews) - Inadequate Reporting (2 reviews) ### What Do G2 Reviewers Say About Clarify CRM? *AI-generated summary from verified user reviews* **Pros:** - Users enjoy the **ease of use** of Clarify CRM, enabling them to focus on selling with minimal setup. - Users value the **automation and simplicity** of Clarify CRM, making deal management and team alignment effortless. - Users commend the **simplicity and ease of use** of Clarify CRM, making it a powerful tool for managing workflows. - Users value the **automation features** of Clarify CRM for streamlining workflows and enhancing team alignment effectively. - Users commend Clarify CRM for its **intuitive features** that enhance workflow efficiency and simplify sales management. **Cons:** - Users feel the **missing features** in Clarify CRM hinder functionality, particularly lacking options for customization and sharing. - Users desire more **integration options** with Clarify CRM, especially with Slack and Google Calendar functionalities. - Users face **limited customization** options in Clarify CRM, especially with updating company details and reporting features. - Users find the **reporting features underdeveloped** , seeking more customization and enhancements for better usability. - Users feel the **reporting features are inadequate** and seek more customization and improvements moving forward. #### What Are Recent G2 Reviews of Clarify CRM? **"[AI CRM That Runs Itself: Seamless Setup, Powerful Rep Assistant, and 10/10 Support](https://www.g2.com/survey_responses/clarify-crm-review-12882391)"** **Rating:** 5.0/5.0 stars *— Ben F.* [Read full review](https://www.g2.com/survey_responses/clarify-crm-review-12882391) --- **"[Effortless CRM for Small Businesses, Simplifies with Clarity](https://www.g2.com/survey_responses/clarify-crm-review-12548339)"** **Rating:** 5.0/5.0 stars *— Pedro T.* [Read full review](https://www.g2.com/survey_responses/clarify-crm-review-12548339) --- ### 9. [CRM.me](https://www.g2.com/products/crm-me/reviews) CRM.me is a cloud-based customer relationship management (CRM) platform designed to streamline marketing, sales, and project management processes. By integrating gamification elements such as points, badges, and leaderboards, CRM.me enhances user engagement and productivity, transforming routine tasks into motivating challenges. This approach fosters a competitive environment that drives team performance and accelerates business growth. Key Features and Functionality: - Marketing Automation: Facilitates the creation and management of email campaigns, autoresponders, and lead capture forms, enabling targeted outreach and efficient lead nurturing. - Sales Management: Offers tools for lead tracking, opportunity management, and customizable dashboards, providing a comprehensive view of the sales pipeline and aiding in informed decision-making. - Project Management: Includes features like task assignment, progress tracking, and collaboration tools, ensuring teams stay organized and meet project milestones effectively. - Gamification: Incorporates elements such as leaderboards, badges, and rewards to motivate users, enhance engagement, and promote a culture of achievement within teams. - Integrations: Seamlessly connects with platforms like Google, Outlook, and Exchange, allowing for efficient synchronization of emails, contacts, and meetings. - Reporting and Analytics: Provides advanced reporting tools to visualize data, analyze results, and generate insights that inform strategic decisions. Primary Value and User Solutions: CRM.me addresses common challenges in CRM adoption, such as low user engagement and complex interfaces, by offering an intuitive platform enriched with gamification. This not only makes the CRM experience more enjoyable but also encourages consistent use, leading to more accurate data and improved customer relationships. By consolidating marketing, sales, and project management functionalities into a single platform, CRM.me eliminates the need for multiple disparate tools, thereby enhancing operational efficiency and reducing costs. Its customizable features and scalable pricing plans make it suitable for businesses of various sizes, ensuring that organizations can tailor the platform to meet their specific needs and grow alongside their evolving requirements. **Average Rating:** 4.5/5.0 **Total Reviews:** 34 **How Do G2 Users Rate CRM.me?** - **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.3/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.9/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.9/10 (Category avg: 8.6/10) **Who Is the Company Behind CRM.me?** - **Seller:** [VeerOne](https://www.g2.com/sellers/veerone) - **Year Founded:** 2020 - **HQ Location:** Kwun Tong, Hong Kong - **LinkedIn® Page:** https://www.linkedin.com/company/veerone/ (65 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 46% Small-Business, 29% Mid-Market #### What Are CRM.me's Pros and Cons? **Pros:** - Ease of Use (5 reviews) - Intuitive (2 reviews) - Simple (2 reviews) - Automation (1 reviews) - Automation AI (1 reviews) **Cons:** - Difficult Usability (1 reviews) - Difficulty (1 reviews) - Email Management (1 reviews) - Integration Issues (1 reviews) - Lack of Integrations (1 reviews) ### What Do G2 Reviewers Say About CRM.me? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** of CRM.me, praising its well-designed interface for managing sales and tasks effortlessly. - Users appreciate the **intuitive interface** of CRM.me, facilitating quick learning and efficient access to patient information. - Users find CRM.me to be **simple and direct** , making their experience easy and enjoyable. - Users appreciate the **workflow automation** features of CRM.me, enhancing efficiency in managing sales and business processes. - Users value the **workflow automation** capabilities of CRM.me, enhancing their sales and business processes effectively. **Cons:** - Users find the **difficult usability** of CRM.me on mobile frustrating, particularly when accessing detailed patient charts. - Users find CRM.me's setup to be **difficult and time-consuming** , complicating the initial user experience significantly. - Users find the **email management** cumbersome due to tedious setup and poor integration with essential tools. - Users often face **integration issues** with CRM.me, leading to tedious manual workarounds and frustrating setup experiences. - Users find the **lack of integrations** with popular tools burdensome, leading to unnecessary manual efforts and inefficiency. #### What Are Recent G2 Reviews of CRM.me? **"[Easy Contact Management and Interaction Tracking in One Place](https://www.g2.com/survey_responses/crm-me-review-12625302)"** **Rating:** 4.5/5.0 stars *— Hegel A.* [Read full review](https://www.g2.com/survey_responses/crm-me-review-12625302) --- **"[Excellent Tool for Scheduling Tasks and Tracking Pipelines!](https://www.g2.com/survey_responses/crm-me-review-12715008)"** **Rating:** 5.0/5.0 stars *— Nataly B.* [Read full review](https://www.g2.com/survey_responses/crm-me-review-12715008) --- #### What Are G2 Users Discussing About CRM.me? - [What are the 3 main elements of CRM software?](https://www.g2.com/discussions/crm-me-what-are-the-3-main-elements-of-crm-software) - 2 comments - [What does CRM software include?](https://www.g2.com/discussions/crm-me-what-does-crm-software-include) - 1 comment - [What does CRM software do?](https://www.g2.com/discussions/what-does-crm-software-do) - 1 comment - [What are the major features of CRM?](https://www.g2.com/discussions/what-are-the-major-features-of-crm) ### 10. [Teamwork CRM](https://www.g2.com/products/teamwork-crm/reviews) Teamwork.com offers a suite of integrated business management apps that enables teams to communicate seamlessly, collaborate effortlessly, drive sales, support clients and efficiently deliver on all your projects. Teamwork CRM lets you split leads and opportunities into separate pipelines giving you greater visibility and control over your sales process. No more trying to keep track of your leads across multiple spreadsheets and emails. With Teamwork CRM, you have full visibility over your sales process — giving you more insights on how to accelerate it and make sure nothing falls through the cracks. With one central place to track everything from first touch to winning the deal, your team will know exactly where to focus their time and see how each deal is progressing at every stage of the sales cycle. **Average Rating:** 4.2/5.0 **Total Reviews:** 55 **How Do G2 Users Rate Teamwork CRM?** - **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.9/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.8/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.7/10 (Category avg: 8.6/10) **Who Is the Company Behind Teamwork CRM?** - **Seller:** [Teamwork](https://www.g2.com/sellers/teamwork) - **Year Founded:** 2007 - **HQ Location:** Cork - **Twitter:** @teamwork (1 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1042291/ (549 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Information Technology and Services, Marketing and Advertising - **Company Size:** 53% Small-Business, 33% Mid-Market #### What Are Teamwork CRM's Pros and Cons? **Pros:** - Ease of Use (7 reviews) - Easy Setup (3 reviews) - Intuitive (3 reviews) - Intuitive Interface (3 reviews) - Lead Management (3 reviews) **Cons:** - Limited Customization (4 reviews) - Missing Features (3 reviews) - Email Issues (2 reviews) - Feature Issues (2 reviews) - Integration Issues (2 reviews) ### What Do G2 Reviewers Say About Teamwork CRM? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** in Teamwork CRM, enjoying intuitive navigation and streamlined customer management. - Users appreciate the **easy setup** of Teamwork CRM, enabling quick start and smooth team collaboration from day one. - Users love the **intuitive and straightforward interface** of Teamwork CRM, enhancing productivity without overwhelming complexity. - Users value the **intuitive interface** of Teamwork CRM, facilitating easy navigation and enhancing overall productivity for sales teams. - Users value the **centralized lead tracking** in Teamwork CRM, enhancing collaboration and simplifying the sales process. **Cons:** - Users find the **limited customization** options in Teamwork CRM restrictive, hindering their ability to tailor functionalities effectively. - Users find the **missing features** in Teamwork CRM limiting, especially in email integration and advanced customization options. - Users find the **email integration inconsistent** , struggling with threading and tracking, impacting overall functionality. - Users criticize the **limited feature set** of Teamwork CRM, seeking improvements in email integration and mobile capabilities. - Users experience **integration issues** with Teamwork CRM, struggling with basic email linking and limited tool compatibility. #### What Are Recent G2 Reviews of Teamwork CRM? **"[Seamless Lead Management and Team Collaboration](https://www.g2.com/survey_responses/teamwork-crm-review-12935853)"** **Rating:** 5.0/5.0 stars *— Khushbu B.* [Read full review](https://www.g2.com/survey_responses/teamwork-crm-review-12935853) --- **"[A Reliable Workspace for Projects, Tasks, and Ongoing Activities](https://www.g2.com/survey_responses/teamwork-crm-review-12939955)"** **Rating:** 4.5/5.0 stars *— Ishan S.* [Read full review](https://www.g2.com/survey_responses/teamwork-crm-review-12939955) --- #### What Are G2 Users Discussing About Teamwork CRM? - [How do you use teamwork tools?](https://www.g2.com/discussions/teamwork-crm-how-do-you-use-teamwork-tools) - [How does teamwork app work?](https://www.g2.com/discussions/teamwork-crm-how-does-teamwork-app-work) - [What is teamwork software used for?](https://www.g2.com/discussions/teamwork-crm-what-is-teamwork-software-used-for) - [What are some features of CRM?](https://www.g2.com/discussions/teamwork-crm-what-are-some-features-of-crm) ### 11. [AllClients](https://www.g2.com/products/allclients/reviews) The #1 Client Management and Marketing Automation System for very small businesses. **Average Rating:** 4.6/5.0 **Total Reviews:** 40 **How Do G2 Users Rate AllClients?** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.0/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.5/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.5/10 (Category avg: 8.6/10) **Who Is the Company Behind AllClients?** - **Seller:** [AllClients](https://www.g2.com/sellers/allclients) - **Year Founded:** 2004 - **HQ Location:** Sparks, Nevada - **Twitter:** @allclients (318 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/allclients/ (5 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Financial Services, Insurance - **Company Size:** 67% Small-Business, 24% Mid-Market #### What Are AllClients's Pros and Cons? **Pros:** - Ease of Use (9 reviews) - Customer Support (6 reviews) - Email Marketing (4 reviews) - Simplicity (4 reviews) - Affordable (3 reviews) **Cons:** - Integration Issues (2 reviews) - Limited Features (2 reviews) - Limited Integrations (2 reviews) - Expensive (1 reviews) - Feature Issues (1 reviews) ### What Do G2 Reviewers Say About AllClients? *AI-generated summary from verified user reviews* **Pros:** - Users find AllClients to be **very easy to use** , providing quick data processing and excellent customer support. - Users praise the **friendly and responsive customer support** of AllClients, enhancing their overall experience and satisfaction. - Users find AllClients' **email marketing capabilities** invaluable for maintaining client relationships efficiently and effectively. - Users love the **simplicity** of AllClients, finding it intuitive and easy to customize for their business needs. - Users highlight the **affordability** of AllClients, making it an ideal CRM choice for small businesses. **Cons:** - Users find **integration issues** with AllClients challenging, as more third-party app integrations are needed for better functionality. - Users note the **limited features** of AllClients, wishing for more integrations and modernized tools. - Users find AllClients has **limited integrations** , hindering functionality and customizability for their specific needs. - Users find the trial period **too short** , suggesting a more generous duration for better evaluation. - Users find AllClients useful, but desire **improved features and integrations** for a more modern experience. #### What Are Recent G2 Reviews of AllClients? **"[Reliable Client Management Platform Compliant with EU Privacy Rules](https://www.g2.com/survey_responses/allclients-review-12867429)"** **Rating:** 4.0/5.0 stars *— Lili M.* [Read full review](https://www.g2.com/survey_responses/allclients-review-12867429) --- **"[Ideal CRM for Keeping Leads Organized and Follow-Ups Easy](https://www.g2.com/survey_responses/allclients-review-12706061)"** **Rating:** 4.5/5.0 stars *— Sarah S.* [Read full review](https://www.g2.com/survey_responses/allclients-review-12706061) --- #### What Are G2 Users Discussing About AllClients? - [What does Allclients do?](https://www.g2.com/discussions/what-does-allclients-do) - [What is all client?](https://www.g2.com/discussions/what-is-all-client) - [What is a client management software?](https://www.g2.com/discussions/what-is-a-client-management-software) - [What does a client management system do?](https://www.g2.com/discussions/what-does-a-client-management-system-do) ### 12. [OneSuite](https://www.g2.com/products/onesuite/reviews) OneSuite is a complete client work management platform designed specifically for service agencies and independent professionals. Instead of juggling multiple tools for projects, clients, and communication, everything you need is in one place. From onboarding new clients to offboarding them properly, the entire client journey is managed smoothly inside OneSuite. At the core, OneSuite gives you powerful project management tools that keep your team organized and clients in the loop. You can plan projects with boards or lists, assign tasks, set deadlines, and track progress without losing sight of priorities. It goes beyond task tracking by connecting your work directly with the clients it’s for. The built-in CRM is tailored for agencies that sell services, not products. Capture leads, nurture opportunities, and move deals through your pipeline until they become long-term clients. Proposals, contracts, and agreements can be created and shared directly in the platform, with e-signatures included so you close deals faster without chasing paperwork. Billing is also handled with client work in mind. You can create one-time or recurring invoices, perfect for agencies that sell monthly retainers or ongoing service packages. Clients can pay online through trusted providers like Stripe, PayPal, Razorpay, or QuickPay. Recurring invoices mean you spend less time on admin and more time delivering value. OneSuite also includes a secure client portal that carries your own branding. Clients log in to see project updates, approve deliverables, pay invoices, or sign documents. This not only saves you endless back-and-forth emails but also creates a professional experience that builds trust. Team management is built in too. Assign roles, balance workloads, and track performance so your agency operates smoothly. Everything is designed around collaboration between your team and your clients, not just internal work. The real value of OneSuite is that it replaces a messy toolkit of disconnected apps with a single system built specifically for agencies and service professionals. You save money by not paying for multiple subscriptions. You save time by keeping your projects, communication, documents, and billing all connected. And most importantly, you deliver a seamless, professional experience that keeps clients happy and coming back. With OneSuite, agencies can finally run their business end-to-end in one platform, reduce overhead, and focus on growing instead of managing chaos. **Average Rating:** 4.8/5.0 **Total Reviews:** 15 **How Do G2 Users Rate OneSuite?** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.9/10) - **Workflow Capability:** 7.5/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.4/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 7.8/10 (Category avg: 8.6/10) **Who Is the Company Behind OneSuite?** - **Seller:** [OneSuite](https://www.g2.com/sellers/onesuite) - **Year Founded:** 1999 - **HQ Location:** Wilmington, US - **Twitter:** @getOneSuite (25 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/onesuite (7 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 93% Small-Business, 7% Mid-Market #### What Are OneSuite's Pros and Cons? **Pros:** - Task Management (5 reviews) - Ease of Use (3 reviews) - Project Management (3 reviews) - Time-saving (3 reviews) - Automation (2 reviews) **Cons:** - Missing Features (2 reviews) - Time Management (2 reviews) - App Functionality (1 reviews) - Cost Issues (1 reviews) - Expensive (1 reviews) ### What Do G2 Reviewers Say About OneSuite? *AI-generated summary from verified user reviews* **Pros:** - Users love the **task management features** of OneSuite, simplifying navigation and enhancing overall efficiency in project handling. - Users find OneSuite's **ease of use** makes managing multiple projects and tasks incredibly straightforward and efficient. - Users appreciate the **streamlined project management** features of OneSuite, enabling efficient tracking and organization of multiple projects. - Users highlight the **time-saving features** of OneSuite, enhancing task management and streamlining their workflow efficiently. - Users appreciate the **automation features** in OneSuite, streamlining tasks and enhancing overall efficiency in daily operations. **Cons:** - Users feel the absence of **important features** like time tracking limits usability and efficiency in OneSuite. - Users find the **time management features lacking** as they require manual entry and lack essential tracking options. - Users find the lack of **time tracking functionality** in OneSuite to be a significant limitation in their experience. - Users suggest that OneSuite could improve by addressing **cost issues** to enhance overall user satisfaction. - Users note that while there’s nothing major to dislike, **the cost is considered high** and could be reduced. #### What Are Recent G2 Reviews of OneSuite? **"[One Suite Makes Client Communication and Process Visibility Effortless](https://www.g2.com/survey_responses/onesuite-review-13043702)"** **Rating:** 5.0/5.0 stars *— Jude .* [Read full review](https://www.g2.com/survey_responses/onesuite-review-13043702) --- **"[A robust alternative to the most popular project management platforms](https://www.g2.com/survey_responses/onesuite-review-10391597)"** **Rating:** 5.0/5.0 stars *— Luca P.* [Read full review](https://www.g2.com/survey_responses/onesuite-review-10391597) --- ### 13. [Orgzit](https://www.g2.com/products/orgzit-orgzit/reviews) Orgzit provides the power of enterprise CRM with the flexibility of Excel. Orgzit is an all-in-one sales system for manufacturer reps and distributors. It helps streamline Sales, Quotation, Service, and Finance by helping you move from scattered spreadsheets to a single centralized application. **Average Rating:** 4.8/5.0 **Total Reviews:** 43 **How Do G2 Users Rate Orgzit?** - **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.3/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.4/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.3/10 (Category avg: 8.6/10) **Who Is the Company Behind Orgzit?** - **Seller:** [Orgzit](https://www.g2.com/sellers/orgzit) - **Year Founded:** 2016 - **HQ Location:** San Jose, California - **Twitter:** @Orgzit (218 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/13200297/ (17 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Financial Services, Logistics and Supply Chain - **Company Size:** 57% Mid-Market, 32% Small-Business #### What Are Orgzit's Pros and Cons? **Pros:** - Ease of Use (5 reviews) - Helpful (4 reviews) - Features (3 reviews) - Flexibility (3 reviews) - Value (3 reviews) **Cons:** - Connectivity Issues (1 reviews) - Design Difficulty (1 reviews) - Display Issues (1 reviews) - Incomplete Information (1 reviews) - Integration Issues (1 reviews) ### What Do G2 Reviewers Say About Orgzit? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** in Orgzit, appreciating its flexibility and quick configuration for their specific needs. - Users appreciate the **flexibility and customization** of Orgzit, making it easier to meet specific business needs efficiently. - Users love Orgzit for its **effective collaboration features** , streamlining business processes with easy access to information. - Users praise Orgzit for its **flexibility** , enabling easy configuration and streamlined processes tailored to specific needs. - Users value Orgzit for its **efficient collaboration and streamlined business processes** , enhancing overall project and task management. **Cons:** - Users note some **connectivity issues** with Orgzit, particularly with integration to conventional databases like SQL. - Users note the **user interface design difficulty** in Orgzit, suggesting improvements for a better experience. - Users note the **user interface issues** with Orgzit, suggesting that enhancements could improve overall usability. - Users note an **incomplete information** aspect, particularly regarding the creation of client reports in Orgzit. - Users note **integration issues** with Orgzit, particularly in connecting with traditional databases like SQL. #### What Are Recent G2 Reviews of Orgzit? **"[Orgzit provided senocare with a tailor-made CRM for our healthcare services](https://www.g2.com/survey_responses/orgzit-review-8618328)"** **Rating:** 4.5/5.0 stars *— Shakti S.* [Read full review](https://www.g2.com/survey_responses/orgzit-review-8618328) --- **"[Connecting and searching files made easy for enhanced productivity](https://www.g2.com/survey_responses/orgzit-review-8641340)"** **Rating:** 5.0/5.0 stars *— Naveen K.* [Read full review](https://www.g2.com/survey_responses/orgzit-review-8641340) --- #### What Are G2 Users Discussing About Orgzit? - [What is Orgzit used for?](https://www.g2.com/discussions/what-is-orgzit-used-for) ### 14. [Formaloo](https://www.g2.com/products/formaloo/reviews) Create beautiful forms, smart docs, e‑signatures, and automate approvals, all powered by AI, with unlimited responses, free forever. Formaloo is the world’s leading free form builder and no-code platform for creating powerful forms, surveys, dashboards, CRMs, and custom business apps, all without writing a single line of code. Trusted by 35,000+ businesses worldwide, Formaloo lets teams build AI-powered forms, smart surveys, quizzes, calculators, customer portals, membership sites, HR dashboards, and internal tools, all from one centralized, scalable platform. **Average Rating:** 4.6/5.0 **Total Reviews:** 184 **How Do G2 Users Rate Formaloo?** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10) - **Workflow Capability:** 10.0/10 (Category avg: 8.5/10) **Who Is the Company Behind Formaloo?** - **Seller:** [Formaloo](https://www.g2.com/sellers/formaloo) - **Year Founded:** 2020 - **HQ Location:** Toronto, CA - **Twitter:** @formaloo (670 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/formaloohq/ (15 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Director, Founder - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 85% Small-Business, 9% Mid-Market #### What Are Formaloo's Pros and Cons? **Pros:** - Ease of Use (12 reviews) - Flexibility (7 reviews) - Easy Setup (6 reviews) - Customization (5 reviews) - Easy Implementation (5 reviews) **Cons:** - Missing Features (4 reviews) - Template Management (3 reviews) - Dashboard Issues (2 reviews) - Layout Issues (2 reviews) - Learning Curve (2 reviews) ### What Do G2 Reviewers Say About Formaloo? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Formaloo, enabling efficient data collection and user engagement with minimal effort. - Users value the **flexibility** of Formaloo, allowing for personalized and diverse form solutions tailored to their needs. - Users admire the **easy setup** of Formaloo, appreciating its intuitive design and seamless integration into their workflow. - Users value the **customization options** in Formaloo, allowing tailored, brand-specific forms that enhance user experience. - Users value the **easy implementation** of Formaloo, making it a go-to solution for forms across various projects. **Cons:** - Users express a desire for **missing features** like native MCP and improved UI for complex logic building. - Users find the **template management frustrating** due to UI limitations and frequent navigation issues from the dashboard. - Users often face **dashboard issues** that complicate workflow, especially with complex logic and limited template flexibility. - Users experience **layout issues** with Formaloo, struggling with complexity and precision in the interface and navigation. - Users find the **learning curve steep** due to the complex logic builder and challenging UI navigation. #### What Are Recent G2 Reviews of Formaloo? **"[Simple, Practical, and Organized Platform for Wellness Forms, Surveys, and Feedback Collection](https://www.g2.com/survey_responses/formaloo-review-12854720)"** **Rating:** 5.0/5.0 stars *— Ishan S.* [Read full review](https://www.g2.com/survey_responses/formaloo-review-12854720) --- **"[Formaloo: Effortless Drag-and-Drop Form Builder with Flexible Workflows](https://www.g2.com/survey_responses/formaloo-review-13052636)"** **Rating:** 5.0/5.0 stars *— Muzammil M.* [Read full review](https://www.g2.com/survey_responses/formaloo-review-13052636) --- #### What Are G2 Users Discussing About Formaloo? - [What is Formaloo used for?](https://www.g2.com/discussions/what-is-formaloo-used-for) - 1 comment, 2 upvotes ### 15. [Superleap](https://www.g2.com/products/superleap/reviews) Superleap is an enterprise-grade, AI-powered CRM built for modern sales, marketing, and operations teams that need speed, scale, and reliability. Designed for high-volume B2C and B2B use cases across industries like Education, Healthcare, and BFSI, Superleap streamlines lead management, account and opportunity workflows, and cross‑functional collaboration—so teams spend more time selling and less time managing tools. At its core, Superleap delivers a 98% customizable data model, native automations, and integrated communication rails (Email, WhatsApp, SMS, IVRS, RCS). Our modular suites—Sales Automation, Marketing Automation, Task Management, and Team & Access Management—enable consistent pipeline execution, role‑based permissions, and advanced reporting. Built‑in AI features—SuperDash, SuperBoards, and SuperFlows—surface real‑time insights, automate repetitive tasks, and accelerate decision‑making with guardrails for enterprise data governance. Implementation is fast and structured. We provide end‑to‑end scoping, user experience design, workflow configuration, integrations, training, and an extended hypercare phase to ensure smooth adoption. As an API‑first platform, Superleap offers REST APIs, webhooks, and low/no‑code builders for custom workflows, plus an open connector ecosystem for rapid integrations with lead sources and third‑party tools. Security and reliability are foundational. Superleap commits to 99.5% uptime, runs on cloud‑native infrastructure with multi‑region failover and WAF protection, and aligns with GDPR, HIPAA, SOC2, and ISO 27001 practices. Enterprise RBAC, audit logs, MFA/SSO, and data privacy controls (opt‑out, consent, deletion) are standard, helping compliance teams meet regulatory and internal policy requirements. Our pricing is simple and transparent: clear per‑user plans with no hidden à la carte charges. Pro covers everything growing teams need—unlimited workflows, forms, and custom dashboards—while Enterprise adds advanced security, compliance, scale, and governance. With dedicated technical account management and white‑glove support, Superleap helps organizations implement faster, adapt to change at 5× speed, and compound ROI through continuous iteration. **Average Rating:** 4.5/5.0 **Total Reviews:** 22 **How Do G2 Users Rate Superleap?** - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 8.9/10) - **Contact & Account Management:** 9.8/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.3/10 (Category avg: 8.6/10) **Who Is the Company Behind Superleap?** - **Seller:** [Superleap](https://www.g2.com/sellers/superleap) - **Year Founded:** 2024 - **HQ Location:** Bengaluru South, IN - **LinkedIn® Page:** https://www.linkedin.com/company/superleapai/ (55 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Education Management - **Company Size:** 50% Mid-Market, 36% Enterprise #### What Are Superleap's Pros and Cons? **Pros:** - Ease of Use (1 reviews) - Easy Tracking (1 reviews) - Efficiency (1 reviews) - Feature Richness (1 reviews) - Intuitive (1 reviews) **Cons:** - Integration Issues (1 reviews) - Limited Customization (1 reviews) - Limited Features (1 reviews) - Search Issues (1 reviews) ### What Do G2 Reviewers Say About Superleap? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **simplicity and intuitiveness** of Superleap, enhancing their efficiency in managing leads and follow-ups. - Users value the **easy tracking** feature of Superleap, simplifying lead management and enhancing overall efficiency. - Users value the **time-saving efficiency** of Superleap, appreciating its straightforward lead management and organized tracking. - Users value the **real-time call recordings** and seamless integration with Ameyo, enhancing their CRM experience. - Users appreciate the **intuitive design** of Superleap, finding it simplifies lead management and boosts efficiency. **Cons:** - Users find **integration issues** limiting, wishing for better connectivity with other tools and enhanced customization options. - Users find Superleap's **limited customization** options insufficient compared to other established CRMs, affecting integration and reporting capabilities. - Users find **limited features** in Superleap compared to more established CRMs, affecting customization and integration options. - Users note the **ineffective global search** for leads in Superleap, affecting their ability to find information quickly. #### What Are Recent G2 Reviews of Superleap? **"[Reliable CRM for End-to-End Business Process Management](https://www.g2.com/survey_responses/superleap-review-13076369)"** **Rating:** 4.5/5.0 stars *— Tanya Saxena .* [Read full review](https://www.g2.com/survey_responses/superleap-review-13076369) --- **"[Superleap Makes Funnel Tracking Effortless](https://www.g2.com/survey_responses/superleap-review-13071755)"** **Rating:** 5.0/5.0 stars *— Gaurav M.* [Read full review](https://www.g2.com/survey_responses/superleap-review-13071755) --- ### 16. [Coevera](https://www.g2.com/products/coevera/reviews) Coevera: The AI-Native Revenue Platform Built for How Selling Actually Works Today Coevera is the AI-native revenue platform redefining how modern sales organizations operate, collaborate, and grow. Born from more than a decade of CRM innovation as Pipeliner, Coevera represents the next evolution: a purpose-built system designed not to digitize old sales processes, but to reimagine them for an era where AI is a teammate, not a tool. At the heart of Coevera is a simple conviction—traditional CRMs were built for managers to extract data from sellers. Coevera flips that model. It's built for sellers, with AI woven into every workflow to eliminate busywork, surface insight, and accelerate revenue. The result is a platform where reps actually want to log in, managers get the visibility they need without the chase, and leadership gains a real-time understanding of pipeline health, risk, and opportunity. Coevera is powered by Voyager AI, an intelligent engine that continuously learns from your sales motion to deliver predictive guidance, contextual recommendations, and automated execution. The Collaborator transforms the CRM from a system of record into a system of engagement—a true AI partner that helps sellers prepare for calls, draft communications, navigate complex deals, and stay ahead of every opportunity. The Automatizer workflow engine removes the manual friction that drains seller productivity, while native Model Context Protocol (MCP) integration ensures Coevera connects seamlessly with the broader AI ecosystem your business already relies on. What truly sets Coevera apart is its commitment to being AI-native, not AI-washed. Unlike legacy platforms that bolt generative features onto decades-old architecture, Coevera was rebuilt from the ground up to make intelligence the default state of the system—not a premium add-on. Every dashboard, pipeline view, and workflow is designed to think alongside you. Coevera also champions visual selling, intuitive navigation, and rapid time-to-value. Implementation is measured in weeks, not quarters. Adoption is high because the experience is built around the seller, not against them. For organizations ready to move beyond the limitations of legacy CRM and embrace a smarter, faster, more human way to sell, Coevera is the platform built for what's next. It's not just a new name—it's a new category. Welcome to AI-native revenue. Coevera. Sales, evolved. **Average Rating:** 4.6/5.0 **Total Reviews:** 444 **How Do G2 Users Rate Coevera?** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.2/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.0/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.2/10 (Category avg: 8.6/10) **Who Is the Company Behind Coevera?** - **Seller:** [Pipelinersales Inc.](https://www.g2.com/sellers/pipelinersales-inc) - **Company Website:** https://www.coevera.com - **Year Founded:** 2007 - **HQ Location:** Los Angeles, CA - **LinkedIn® Page:** https://www.linkedin.com/company/2067987/ (122 employees on LinkedIn®) - **Phone:** (888) 843-6699 **Who Uses This Product?** - **Who Uses This:** President, Director - **Top Industries:** Information Technology and Services, Marketing and Advertising - **Company Size:** 71% Small-Business, 23% Mid-Market #### What Are Coevera's Pros and Cons? **Pros:** - Ease of Use (13 reviews) - Easy Tracking (7 reviews) - Helpful (7 reviews) - User Interface (7 reviews) - User-Friendly (6 reviews) **Cons:** - Limited Customization (6 reviews) - Expensive (5 reviews) - Complexity (4 reviews) - Integration Issues (3 reviews) - Learning Curve (3 reviews) ### What Do G2 Reviewers Say About Coevera? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Coevera, praising its user-friendly interface and seamless navigation. - Users value the **easy tracking** provided by Pipeliner CRM, enhancing deal visibility and workflow management effectively. - Users value the **helpful support** from staff, enhancing their experience in managing leads and clients effectively. - Users appreciate the **user-friendly interface** of Coevera, making navigation and setup straightforward and intuitive. - Users appreciate the **user-friendly interface** of Coevera, making navigation easy for everyone regardless of technical expertise. **Cons:** - Users find the **limited customization** options frustrating, especially for complex workflows requiring workarounds. - Users find the **expensive pricing** of Coevera challenging, particularly affecting small businesses' budgets and affordability. - Users find that **complexity** in customization and onboarding can hinder their experience and deployment in larger organizations. - Users experience **integration issues** with Coevera, noting limited compatibility with other tools and steep learning curves. - Users find the **learning curve steep** , particularly with complex features and slower performance on older machines. #### What Are Recent G2 Reviews of Coevera? **"[The real value showed up when I stopped using it like a database](https://www.g2.com/survey_responses/coevera-review-13022665)"** **Rating:** 4.5/5.0 stars *— Yaroslav B.* [Read full review](https://www.g2.com/survey_responses/coevera-review-13022665) --- **"[Handling Consultation Activities and Follow Up Tracking Feels More Structured](https://www.g2.com/survey_responses/coevera-review-12886493)"** **Rating:** 5.0/5.0 stars *— Ishan S.* [Read full review](https://www.g2.com/survey_responses/coevera-review-12886493) --- #### What Are G2 Users Discussing About Coevera? - [What is Pipeliner CRM used for?](https://www.g2.com/discussions/pipeliner-crm-what-is-pipeliner-crm-used-for) - [What is Pipeliner CRM used for?](https://www.g2.com/discussions/what-is-pipeliner-crm-used-for) - 1 comment ### 17. [Goals.com](https://www.g2.com/products/goals-com/reviews) Goals.com is a simple, easy solution for sales performance management, field service management and managing team production. Built upon the premise that busy sales leaders and busy sales teams need a quick, accurate picture of the essential metrics and tools to help drive more sales, Goals.com provides intuitive software that integrates the key information to make the sales process more efficient for any team in both B2B and B2C focused industries. From the dynamic user dashboard which highlights individual progress over the course of a month, quarter and year for sales representatives to sweeping highlights of the entire team for sales leaders and managers, Goals.com provides the essentials for any business to thrive without the clutter and confusion of other platforms. Additional features include sales contest generation, highlights and a customer success team dedicated to being a partner and guide for your account for its entire life. Goals.com has everything a small, medium or large business needs to analyze performance, promote development and ultimately drive more sales. **Average Rating:** 4.9/5.0 **Total Reviews:** 26 **How Do G2 Users Rate Goals.com?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.4/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.7/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.8/10 (Category avg: 8.6/10) **Who Is the Company Behind Goals.com?** - **Seller:** [Goals.com](https://www.g2.com/sellers/goals-com) - **Year Founded:** 2023 - **HQ Location:** Minneapolis, MN - **LinkedIn® Page:** https://www.linkedin.com/company/goals-com/ (7 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Construction, Consumer Services - **Company Size:** 100% Small-Business #### What Are Goals.com's Pros and Cons? **Pros:** - Daily Use (1 reviews) - Ease of Learning (1 reviews) - Ease of Use (1 reviews) - Easy Access (1 reviews) **Cons:** - Data Management Issues (1 reviews) - Email Issues (1 reviews) ### What Do G2 Reviewers Say About Goals.com? *AI-generated summary from verified user reviews* **Pros:** - Users find Goals.com to be an **easy-to-adopt platform** , facilitating a smooth transition into new roles. - Users find the **ease of learning** on Goals.com helps them quickly adapt to the platform and workflows. - Users find Goals.com to have a **user-friendly interface** , making it easy to adopt and integrate into their routines. - Users find Goals.com to offer **easy access** , simplifying adoption and helping new team members adapt quickly. **Cons:** - Users face **redundancy in notifications** , receiving unnecessary emails while already accessing information through the portal. - Users experience **redundancy in email notifications** , as portal accessibility reduces the need for constant email updates. #### What Are Recent G2 Reviews of Goals.com? **"[Tremendous utility](https://www.g2.com/survey_responses/goals-com-review-10397714)"** **Rating:** 4.5/5.0 stars *— Lucas G.* [Read full review](https://www.g2.com/survey_responses/goals-com-review-10397714) --- **"[Goals.com nails it](https://www.g2.com/survey_responses/goals-com-review-10025411)"** **Rating:** 4.5/5.0 stars *— Bryce T.* [Read full review](https://www.g2.com/survey_responses/goals-com-review-10025411) --- ### 18. [C2CRM](https://www.g2.com/products/c2crm/reviews) Clear C2 is a 30-year-old, privately-owned CRM software development company, based in Dallas, TX. Our CRM solution, C2CRM, is robust yet easy to use. Built for companies of all industries and sizes (10-user minimum). A customizable enterprise CRM that will drive sales, manage customer relationships, and automate marketing while streamlining internal processes. Affordable, flexible pricing, and feature-rich. **Average Rating:** 4.6/5.0 **Total Reviews:** 73 **How Do G2 Users Rate C2CRM?** - **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.2/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.2/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.6/10 (Category avg: 8.6/10) **Who Is the Company Behind C2CRM?** - **Seller:** [Clear C2, Inc.](https://www.g2.com/sellers/clear-c2-inc) - **Year Founded:** 1993 - **HQ Location:** Coppell, TX - **Twitter:** @C2CRM (699 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/141936/ (31 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Telecommunications, Hospital & Health Care - **Company Size:** 62% Mid-Market, 27% Small-Business #### What Are C2CRM's Pros and Cons? **Pros:** - Customizability (5 reviews) - Ease of Use (5 reviews) - Easy Customization (5 reviews) - Customer Support (4 reviews) - Customization (4 reviews) **Cons:** - Learning Curve (3 reviews) - Feature Issues (2 reviews) - Not Intuitive (2 reviews) - Not User-Friendly (2 reviews) - Poor Customer Support (2 reviews) ### What Do G2 Reviewers Say About C2CRM? *AI-generated summary from verified user reviews* **Pros:** - Users value the **customizability** of C2CRM, enabling tailored solutions that enhance lead generation and marketing automation. - Users appreciate C2CRM's **easy-to-use interface** , which keeps everything organized and supports efficient lead tracking. - Users value the **easy customization** of C2CRM, enhancing their workflows and improving lead management effectively. - Users value the **responsive customer support** from C2CRM, enhancing their overall experience and system customization. - Users value the **high level of customization** in C2CRM, allowing seamless adaptation to unique business needs. **Cons:** - Users find the **learning curve steep** for beginners, which makes mastering C2CRM more challenging than anticipated. - Users note the **outdated interface and limited customization options** , which hinder C2CRM's overall effectiveness and appeal. - Users find C2CRM **not intuitive** , as it can be challenging for beginners and requires manual work. - Users find C2CRM **not user-friendly** , requiring manual work and being difficult for beginners to navigate effectively. - Users note **poor customer support** from C2CRM, suggesting there’s significant room for improvement in assistance provided. #### What Are Recent G2 Reviews of C2CRM? **"[Streamlined Recruitment with Easy Tracking](https://www.g2.com/survey_responses/c2crm-review-12885531)"** **Rating:** 5.0/5.0 stars *— Khushbu B.* [Read full review](https://www.g2.com/survey_responses/c2crm-review-12885531) --- **"[Customizable CRM with Strong Integration but Needs UI Improvements](https://www.g2.com/survey_responses/c2crm-review-12568995)"** **Rating:** 4.5/5.0 stars *— Lalit K.* [Read full review](https://www.g2.com/survey_responses/c2crm-review-12568995) --- #### What Are G2 Users Discussing About C2CRM? - [What is C2CRM used for?](https://www.g2.com/discussions/what-is-c2crm-used-for) - 1 comment ### 19. [Kintone](https://www.g2.com/products/kintone/reviews) Kintone is a no-code business application platform designed to empower non-technical users to create robust applications, workflows, and databases tailored to their teams and organizations. By utilizing a user-friendly interface that emphasizes clicks over coding, Kintone enables individuals to develop applications that streamline business processes, enhance collaboration on projects and tasks, and facilitate the reporting of complex data with ease. This platform is particularly beneficial for business users who require immediate solutions without the need for extensive programming knowledge. Kintone offers a wide array of pre-built applications that cater to various use cases, including customer relationship management (CRM), project management, inventory management, and more. These templates allow users to hit the ground running and adapt the applications to their specific needs, significantly reducing the time and effort required to implement new systems. Kintone's target audience includes small to medium-sized businesses, project managers, team leaders, and any professional looking to optimize their workflow without relying on IT departments or external developers. The no-code approach democratizes app development, allowing users from diverse backgrounds to participate in creating solutions that address their unique challenges. This inclusivity fosters a culture of innovation within organizations, as team members can contribute ideas and improvements based on their firsthand experiences. Key features of Kintone include customizable dashboards, automated workflows, and real-time collaboration tools. Users can design dashboards that provide insights into their projects and data at a glance, while automated workflows help eliminate repetitive tasks, ensuring that team members can focus on higher-value activities. The platform also supports real-time collaboration, enabling teams to work together seamlessly, share updates, and track progress on projects without the need for constant meetings or email exchanges. Kintone stands out in the no-code platform category by offering a flexible and scalable solution that grows with organizations. Its ability to integrate with other tools and services further enhances its functionality, allowing users to create a comprehensive ecosystem that meets their evolving business needs. By providing a powerful yet accessible platform for app development, Kintone empowers users to take control of their workflows and drive efficiency within their teams. **Average Rating:** 4.6/5.0 **Total Reviews:** 262 **How Do G2 Users Rate Kintone?** - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.8/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.3/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 6.7/10 (Category avg: 8.6/10) **Who Is the Company Behind Kintone?** - **Seller:** [Kintone](https://www.g2.com/sellers/kintone) - **Company Website:** https://www.kintone.com/ - **Year Founded:** 1997 - **HQ Location:** San Francisco, CA - **Twitter:** @kintone (2,101 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/136971/ (82 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO, Executive Director - **Top Industries:** Non-Profit Organization Management, Information Technology and Services - **Company Size:** 73% Small-Business, 22% Mid-Market #### What Are Kintone's Pros and Cons? **Pros:** - Ease of Use (30 reviews) - Customer Support (27 reviews) - Features (21 reviews) - Customization (16 reviews) - Customization Options (15 reviews) **Cons:** - Missing Features (12 reviews) - Poor Interface Design (7 reviews) - Limited Customization (6 reviews) - Limited Features (6 reviews) - Poor Usability (6 reviews) ### What Do G2 Reviewers Say About Kintone? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** of Kintone, enabling quick customization and automation of workflows without technical expertise. - Users commend Kintone for its **outstanding customer service** , noting responsive support and effective issue resolution. - Users commend Kintone for its **no-code flexibility and excellent customer service** , enhancing workflow efficiency and customization. - Users value Kintone's **high degree of customization** , enabling tailored solutions for various business processes and models. - Users enjoy the **extensive customization options** Kintone offers, tailoring workflows and applications to meet specific business needs. **Cons:** - Users note the **missing features** in Kintone, suggesting enhancements for improved functionality and better user experience. - Users find Kintone's **poor interface design** impacts usability and can hinder efficient operation and customization. - Users find **limited customization** in Kintone, struggling with data integration and application connectivity. - Users find Kintone has **limited features** and struggles with interface and integration, impacting usability. - Users find **poor usability** in Kintone due to its outdated interface and lack of intuitive features. #### What Are Recent G2 Reviews of Kintone? **"[Exceptionally User-Friendly and Effortless to Use](https://www.g2.com/survey_responses/kintone-review-12075334)"** **Rating:** 5.0/5.0 stars *— Robby R.* [Read full review](https://www.g2.com/survey_responses/kintone-review-12075334) --- **"[Highly Customizable and User-Friendly Data Management for Unique Workflows](https://www.g2.com/survey_responses/kintone-review-12613315)"** **Rating:** 4.5/5.0 stars *— Verified User in Non-Profit Organization Management* [Read full review](https://www.g2.com/survey_responses/kintone-review-12613315) --- #### What Are G2 Users Discussing About Kintone? - [How much does caspio cost?](https://www.g2.com/discussions/how-much-does-caspio-cost) - [Is Kintone Hipaa compliant?](https://www.g2.com/discussions/is-kintone-hipaa-compliant) - [How do you use Kintone?](https://www.g2.com/discussions/how-do-you-use-kintone) - [What is Kintone app?](https://www.g2.com/discussions/what-is-kintone-app) - 1 comment ### 20. [Fireberry](https://www.g2.com/products/fireberry/reviews) Fireberry is your all-in-one solution for managing Sales, Marketing, and Service, offering a comprehensive platform to support every stage of your business journey in any industry. With its full customization capabilities, intuitive design, and flexible pricing plans, Fireberry is an ideal choice for growing businesses. Fireberry allows you to connect your preferred tools directly within the CRM, with seamless integrations across all three product areas, enhancing productivity and streamlining your workflows. By consolidating Sales, Marketing, and Service into a single platform, Fireberry empowers businesses with a complete 360-degree view of customers and operations. Access real-time analytics, automate processes, and ensure your business stays organized and efficient at every level. **Average Rating:** 4.8/5.0 **Total Reviews:** 24 **How Do G2 Users Rate Fireberry?** - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.2/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.0/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.9/10 (Category avg: 8.6/10) **Who Is the Company Behind Fireberry?** - **Seller:** [Fireberry](https://www.g2.com/sellers/fireberry) - **Year Founded:** 2012 - **HQ Location:** Tel Aviv, Israel - **LinkedIn® Page:** https://www.linkedin.com/company/fireberry-software-ltd (39 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 72% Small-Business, 24% Mid-Market #### What Are Fireberry's Pros and Cons? **Pros:** - Ease of Use (3 reviews) - Organization Efficiency (2 reviews) - Automation AI (1 reviews) - Automation Features (1 reviews) - Customer Support (1 reviews) **Cons:** - Difficulty (1 reviews) - Integration Issues (1 reviews) - Learning Curve (1 reviews) - Limited Customization (1 reviews) - Missing Features (1 reviews) ### What Do G2 Reviewers Say About Fireberry? *AI-generated summary from verified user reviews* **Pros:** - Users admire the **ease of use** of Fireberry, simplifying processes for both technical and non-technical users alike. - Users appreciate the **organization efficiency** of Fireberry, benefiting from streamlined processes and simplified management. - Users appreciate the **automation capabilities** of Fireberry, streamlining processes and enhancing team organization effortlessly. - Users value the **automation features** of Fireberry, significantly reducing time spent on repetitive tasks. - Users value the **excellent customer support** of Fireberry, noting its user-friendly services as a significant advantage. **Cons:** - Users find the **setup process time-consuming** , requiring planning to fully utilize Fireberry's flexibility. - Users find the lack of **built-in integration with WhatsApp** frustrating, limiting their communication options with Fireberry. - Users find that the **learning curve can be steep** for advanced features in Fireberry's setup process. - Users face a **limitation on reports and customizations** with Fireberry, affecting their ability to tailor the product to needs. - Users are disappointed by the **lack of a customer portal** , relying on third-party products for support needs. #### What Are Recent G2 Reviews of Fireberry? **"[A flexible CRM that actually fits the way you work](https://www.g2.com/survey_responses/fireberry-review-11986872)"** **Rating:** 4.5/5.0 stars *— Manit A.* [Read full review](https://www.g2.com/survey_responses/fireberry-review-11986872) --- **"[Why I Recommend Fireberry as a Tech Consultant: Simple, Powerful, and Built for Growth](https://www.g2.com/survey_responses/fireberry-review-11200215)"** **Rating:** 5.0/5.0 stars *— Tal A.* [Read full review](https://www.g2.com/survey_responses/fireberry-review-11200215) --- ### 21. [VobeSoft](https://www.g2.com/products/vobesoft/reviews) VobeSoft is the modular platform for your work. Configure databases, automations, and views to streamline and optimize your operations—all within one flexible system. Every software system has databases. These databases are often static, giving organizations that work with these standard solutions functionalities that they are not using and functions they can't change to their unique needs. Usually, with a lot of hassle, workarounds are applied to reach the end goal. But in the end, this hassle with workarounds only leads to frustration and not optimally using the advantages a software system should give you and your organization. The only static of today is that organizations are constantly changing. And this change isn't bad. It represents an improvement of the organization. To accommodate for this change, a system that changes and adapts to the way an organization works is necessary to ensure growth. This is VobeSoft: a software system with a dynamic database that is configurable to fit seamlessly into any organization. You, and not the software determines how work will be done, what data matters and how it should be stored. The context of the custom is leading in the way the system is set up and used. **Average Rating:** 4.6/5.0 **Total Reviews:** 42 **How Do G2 Users Rate VobeSoft?** - **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.6/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.4/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.3/10 (Category avg: 8.6/10) **Who Is the Company Behind VobeSoft?** - **Seller:** [VobeSoft](https://www.g2.com/sellers/vobesoft) - **Year Founded:** 2011 - **HQ Location:** s-Hertogenbosch, North Brabant - **LinkedIn® Page:** https://www.linkedin.com/company/vobesoft/ (14 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Insurance, Financial Services - **Company Size:** 60% Small-Business, 37% Mid-Market #### What Are VobeSoft's Pros and Cons? **Pros:** - Ease of Use (5 reviews) - Easy Customization (5 reviews) - Flexibility (4 reviews) - Customizability (3 reviews) - Customization (3 reviews) **Cons:** - Learning Curve (2 reviews) ### What Do G2 Reviewers Say About VobeSoft? *AI-generated summary from verified user reviews* **Pros:** - Users find VobeSoft to be **easy to use** , with flexible, customizable features that enhance business administration. - Users highlight the **easy customization** of VobeSoft, making it adaptable and perfect for their unique needs. - Users love the **flexibility and customization** of VobeSoft, enabling tailored solutions for diverse business needs. - Users value the **flexibility and customizability** of VobeSoft, allowing easy adaptation to their specific business needs. - Users find VobeSoft's **customization options highly flexible** , allowing easy adaptations for their specific business needs. **Cons:** - Users mention a **steep learning curve** with VobeSoft, indicating it takes time to master the application. #### What Are Recent G2 Reviews of VobeSoft? **"[Easy to use, configurable and great customer service](https://www.g2.com/survey_responses/vobesoft-review-9041705)"** **Rating:** 5.0/5.0 stars *— Steven L.* [Read full review](https://www.g2.com/survey_responses/vobesoft-review-9041705) --- **"[intuitive, adaptable, reliable and flexible](https://www.g2.com/survey_responses/vobesoft-review-9881279)"** **Rating:** 4.5/5.0 stars *— Verified User in Alternative Dispute Resolution* [Read full review](https://www.g2.com/survey_responses/vobesoft-review-9881279) --- #### What Are G2 Users Discussing About VobeSoft? - [What is VobeSoft used for?](https://www.g2.com/discussions/what-is-vobesoft-used-for) ### 22. [Insightly CRM](https://www.g2.com/products/insightly-crm/reviews) Insightly is the modern, affordable CRM that teams love. It’s easy to use, simple to customize, and scales with companies as they grow, solving common pain points that legacy CRMs can't. Insightly helps teams build and convert sales pipeline, increase productivity, and build lasting customer relationships. Centralize and manage all your customer, sales, and business data—leads, contacts, emails, events, quotes, projects, tasks, opportunities, and business reports—in one easy-to-use, flexible and secure CRM that scales with your business. Increase sales efficiency and transparency with Insightly’s enterprise-grade Products, Price books, and Quotes (PPQ) capabilities. Quickly search, track, and manage millions of distinct products and services right inside the Insightly platform. Connect products and services to individual opportunities, eliminating human errors, bottlenecks, and inconsistencies. With Insightly’s PPQ, your field teams can generate custom quotes, contracts, and proposals for their opportunities with just a few clicks. Enjoy complete control and visibility into what you sell, to whom, when, and at what price. Use Insightly’s custom objects and apps to tailor workflows and processes to your unique business needs and preferences, ensuring high adoption and satisfaction. Use AppConnect to integrate Insightly with more than 500 popular apps. Insightly’s native CRM integrations include: Gmail Google Workspace & Google Apps Google Drive Quickbooks Online Xero Slack Dropbox Box MailChimp Evernote Zapier Facebook Lead Ads And more... Manage everything on the go with award-winning mobile applications for both Android and iOS. Scan business cards and upload all information in one click, update projects and records in real time, and enable your field team to create and update opportunities right at the client's location. Powerful in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly is trusted by more than a million users worldwide. **Average Rating:** 4.2/5.0 **Total Reviews:** 925 **How Do G2 Users Rate Insightly CRM?** - **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.1/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.5/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.3/10 (Category avg: 8.6/10) **Who Is the Company Behind Insightly CRM?** - **Seller:** [Unbounce](https://www.g2.com/sellers/unbounce) - **Company Website:** https://unbounce.com - **Year Founded:** 2009 - **HQ Location:** Vancouver - **Twitter:** @unbounce (72,651 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/503432/ (130 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, CEO - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 73% Small-Business, 21% Mid-Market #### What Are Insightly CRM's Pros and Cons? **Pros:** - Ease of Use (20 reviews) - Easy Customization (8 reviews) - Customizability (7 reviews) - Feature Richness (7 reviews) - Customer Support (6 reviews) **Cons:** - Learning Curve (7 reviews) - Limited Customization (7 reviews) - Limited Features (6 reviews) - Time-Consuming (5 reviews) - Contact Management (4 reviews) ### What Do G2 Reviewers Say About Insightly CRM? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Insightly CRM, enjoying its seamless integration and user-friendly interface. - Users love the **easy customization** features of Insightly, enhancing efficiency and communication for their projects. - Users value the **customizability** in Insightly, enhancing efficiency and effectiveness in managing client information and tasks. - Users appreciate the **rich feature set** of Insightly CRM, enhancing ease of use and data accessibility. - Users highlight the **excellent customer support** provided by Insightly CRM, enhancing their overall experience and satisfaction. **Cons:** - Users find the **learning curve challenging** , requiring significant time investment to become familiar with the system. - Users find the **limited customization options** frustrating, particularly regarding reporting and feature accessibility across pricing tiers. - Users express frustration over **limited features** , noting high costs for advanced options and inefficiencies in custom reporting. - Users find that Insightly CRM requires **significant time investment** for setup and customization, impacting initial efficiency. - Users report a **high barrier to entry** with Insightly's contact management, complicating initial setup and usability. #### What Are Recent G2 Reviews of Insightly CRM? **"[Streamlined Sales and Task Management](https://www.g2.com/survey_responses/insightly-crm-review-12865487)"** **Rating:** 4.0/5.0 stars *— Jeni J.* [Read full review](https://www.g2.com/survey_responses/insightly-crm-review-12865487) --- **"[Keeping Customer Workflows Better Connected](https://www.g2.com/survey_responses/insightly-crm-review-12948095)"** **Rating:** 4.5/5.0 stars *— Ishan S.* [Read full review](https://www.g2.com/survey_responses/insightly-crm-review-12948095) --- ### 23. [Method CRM](https://www.g2.com/products/method-crm/reviews) Method CRM is the #1 rated CRM for businesses running QuickBooks, built specifically for SMBs who need more flexibility than off-the-shelf software can offer. Method CRM was designed for companies that rely on QuickBooks but need a CRM that adapts to the way they actually operate. Most CRMs make you change how you work to fit their system. Method CRM works the other way around. It’s fully customizable, so you can build the workflows, screens, and processes your business actually uses without developer resources or enterprise pricing. With Method, businesses can adapt the system as their processes evolve instead of rebuilding their workflows around rigid software. For growing businesses that rely on QuickBooks, Method CRM fills the gaps that accounting software alone cannot solve. With a real time two-way sync at its core, Method gives your whole team one place to manage leads, customers, estimates, invoices, and jobs with your accounting data always current across both systems. Because Method CRM connects your front office workflows with your accounting data, it helps sales, operations, and finance teams stay aligned and work from the same information. Trusted by nearly 4,000 small businesses across construction, field services, manufacturing, warehousing, and professional services, Method CRM supports the workflows these industries rely on every day. Many companies choose Method because it gives them the flexibility to customize their CRM around how they actually do business. Method CRM is rated #1 QuickBooks CRM on G2. 4.4/5 stars from 300+ verified reviews. **Average Rating:** 4.4/5.0 **Total Reviews:** 336 **How Do G2 Users Rate Method CRM?** - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.3/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.8/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.4/10 (Category avg: 8.6/10) **Who Is the Company Behind Method CRM?** - **Seller:** [Method Integration Inc.](https://www.g2.com/sellers/method-integration-inc) - **Company Website:** https://www.method.me - **Year Founded:** 2010 - **HQ Location:** Toronto - **Twitter:** @MethodCRM (2,075 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/245963/ (115 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, Office Manager - **Top Industries:** Construction, Wholesale - **Company Size:** 88% Small-Business, 10% Mid-Market #### What Are Method CRM's Pros and Cons? **Pros:** - Ease of Use (19 reviews) - Easy Customization (19 reviews) - Integration (14 reviews) - Customer Support (12 reviews) - Customization Options (8 reviews) **Cons:** - Learning Curve (7 reviews) - Limited Customization (6 reviews) - Bugs (5 reviews) - Expensive (4 reviews) - Missing Features (4 reviews) ### What Do G2 Reviewers Say About Method CRM? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** in Method CRM, benefiting from its intuitive setup and organization of data. - Users value the **easy customization** of Method CRM, allowing tailored workflows that enhance daily efficiency and operation. - Users value the **unmatched QuickBooks integration** with Method CRM, enhancing efficiency and bridging CRM and accounting needs. - Users value the **responsive customer support** from Method CRM, ensuring quick answers and assistance with features. - Users value the **extensive customization options** in Method CRM, enabling tailored workflows that enhance operational efficiency. **Cons:** - Users find the **learning curve challenging** , requiring time to adapt to Method CRM's extensive customization options. - Users face **limited customization** , often requiring costly developer support for even small changes that impact system stability. - Users face **glitches and performance issues** in Method CRM, particularly with the mobile app and during high-volume operations. - Users find the **customization costs** of Method CRM to be high, impacting overall affordability and budget management. - Users note **missing features** such as project management and advanced reporting, limiting its effectiveness as a comprehensive CRM. #### What Are Recent G2 Reviews of Method CRM? **"[Bridging the Gap Between Sales and Success](https://www.g2.com/survey_responses/method-crm-review-12513026)"** **Rating:** 5.0/5.0 stars *— Marlayna V.* [Read full review](https://www.g2.com/survey_responses/method-crm-review-12513026) --- **"[Method CRM is SO MUCH MORE than it seems!](https://www.g2.com/survey_responses/method-crm-review-10779798)"** **Rating:** 5.0/5.0 stars *— Brooke M.* [Read full review](https://www.g2.com/survey_responses/method-crm-review-10779798) --- #### What Are G2 Users Discussing About Method CRM? - [What is Method CRM used for?](https://www.g2.com/discussions/what-is-method-crm-used-for) - 1 comment - [What are the three benefits of CRM?](https://www.g2.com/discussions/what-are-the-three-benefits-of-crm) - [How much does Method CRM cost?](https://www.g2.com/discussions/how-much-does-method-crm-cost) - 1 comment - [What is method CRM?](https://www.g2.com/discussions/what-is-method-crm) - 1 comment - [What are the features of CRM software?](https://www.g2.com/discussions/method-crm-what-are-the-features-of-crm-software) - 1 comment ### 24. [Apptivo](https://www.g2.com/products/apptivo/reviews) Apptivo is a cloud platform of integrated business apps designed for companies of all shapes & sizes. Manage nearly any business task using Apptivo's Apps, from sales & marketing, to billing & support, and everything in between. With Apptivo there is no per-app pricing, get access to the entire platform starting at just $10 monthly per user. Whether you use Apptivo for a single app, or to manage your entire business, it will deliver incredible value to the entire organization. Our apps cover the complete customer life cycle: **Marketing** - Create targeted lists of contacts, build & deliver email campaigns, and track analytics. **Sales** - Complete CRM capability with robust contact management, sales pipeline, automation, and reporting. **Help Desk** - A powerful ticketing system with email integration, web portal, and time tracking. **Project Management** - Manage project schedules via gantt charts, track time & milestones, and invoice for effort spent. **Field Service** - Work order assignment & dispatching, mobile photo, time, and materials capture, and billing. **Quoting & Billing** - Build professional quotes & email them to your customer with integrated billing & recurring invoice capabilities. **Order Management** - Turn quotes into orders, track inventory & shipments, and bill the customer for your product. **Procurement & Supply Chain** - Manage your vendors, track purchase orders & invoicing, and manage inventory. Apptivo is used by hundreds of thousands of businesses from 193 countries around the world, and can accommodate independent consultants up to billion-dollar enterprises. The flexibility of Apptivo is one of our 3 primary differentiators: **Affordability** , **Flexibility** , and **Capability**. With our entire suite of business apps available for a single price, we offer rich & powerful features across a wide set of apps that offer unparalleled capability for their value, with best-in-class configuration capabilities that make the system flexible for any type of business. **Average Rating:** 4.4/5.0 **Total Reviews:** 217 **How Do G2 Users Rate Apptivo?** - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 8.9/10) - **Workflow Capability:** 7.7/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.3/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 7.7/10 (Category avg: 8.6/10) **Who Is the Company Behind Apptivo?** - **Seller:** [Apptivo](https://www.g2.com/sellers/apptivo) - **Year Founded:** 2009 - **HQ Location:** Fremont, California - **Twitter:** @Apptivo (5,946 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/987634/ (223 employees on LinkedIn®) - **Phone:** +1 (855) 345-2777 **Who Uses This Product?** - **Who Uses This:** Owner, President - **Top Industries:** Marketing and Advertising, Construction - **Company Size:** 82% Small-Business, 14% Mid-Market #### What Are Apptivo's Pros and Cons? **Pros:** - Customer Support (33 reviews) - Helpful (21 reviews) - Ease of Use (17 reviews) - Customization (15 reviews) - Customizability (13 reviews) **Cons:** - Learning Curve (11 reviews) - Missing Features (11 reviews) - Limited Features (10 reviews) - Integration Issues (8 reviews) - Improvement Needed (7 reviews) ### What Do G2 Reviewers Say About Apptivo? *AI-generated summary from verified user reviews* **Pros:** - Users value the **responsive and personal customer support** from Apptivo, enhancing their overall experience with the tool. - Users value the **exceptional customer support** from Apptivo, highlighting its quick and effective assistance when needed. - Users appreciate the **ease of use** of Apptivo, highlighting its user-friendly design and intuitive navigation. - Users value the **customization options** in Apptivo, allowing tailored configuration to perfectly match their business needs. - Users value the **high customizability** of Apptivo, which allows templates to align perfectly with their business needs. **Cons:** - Users experience a **steep learning curve** with Apptivo, finding it complex but rewarding as they improve. - Users find the **missing features** in Apptivo's mobile app limit its functionality and integration capabilities. - Users find the **limited features** of Apptivo frustrating, especially compared to the desktop version, hindering productivity. - Users face **integration issues** with Apptivo, complicating workflows and requiring additional customization for effective functionality. - Users find **improvements needed** in deduplication, documentation, and module consistency, leading to complications in experience and workflow. #### What Are Recent G2 Reviews of Apptivo? **"[All-in-One CRM Platform with Clean UI, Easy Automation, and Strong Reporting](https://www.g2.com/survey_responses/apptivo-review-12762853)"** **Rating:** 4.0/5.0 stars *— Verified User in Oil & Energy* [Read full review](https://www.g2.com/survey_responses/apptivo-review-12762853) --- **"[Work Organization and Activity Tracking Feel More Efficient](https://www.g2.com/survey_responses/apptivo-review-12889408)"** **Rating:** 4.5/5.0 stars *— Ishan S.* [Read full review](https://www.g2.com/survey_responses/apptivo-review-12889408) --- #### What Are G2 Users Discussing About Apptivo? - [What is Apptivo used for?](https://www.g2.com/discussions/what-is-apptivo-used-for) ### 25. [AllProWebTools](https://www.g2.com/products/allprowebtools/reviews) How would it feel to have an all-in-one solution that gave you access to your entire business with one login? A tool that combines all inventory, customers, leads, emails, tasks and orders between your online shopping cart, in store POS, and mobile devices. One login and one solution to manage content, lead generation and tracking to shipping to order tracking to customer re-engagement and re-marketing. As the first solution to combine an email marketing platform with an ecommerce engine and CRM system, AllProWebTools can provide you with comprehensive reporting that follows your leads and clients from introduction to sale and beyond. By integrating with DropBox, Google Drive and Google Calendar, all of your client related files can be shared and appointment reminders can be sent directly to your smartphone. The sales pipeline will help you track your sales teams efforts and quantify how many leads are being processed. Your sales manager will have better visibility to verify that leads are being followed up with and can coach the sales team to improve. **Average Rating:** 4.8/5.0 **Total Reviews:** 67 **How Do G2 Users Rate AllProWebTools?** - **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 8.9/10) - **Workflow Capability:** 10.0/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.7/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 10.0/10 (Category avg: 8.6/10) **Who Is the Company Behind AllProWebTools?** - **Seller:** [AllProWebTools](https://www.g2.com/sellers/allprowebtools) - **Year Founded:** 2009 - **HQ Location:** Fort Collins, CO - **Twitter:** @AllProWebTools (668 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3492945/ (8 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner - **Top Industries:** Marketing and Advertising - **Company Size:** 77% Small-Business, 7% Mid-Market #### What Are AllProWebTools's Pros and Cons? **Pros:** - Ease of Use (2 reviews) - Automation Features (1 reviews) - Contact Management (1 reviews) - Customer Management (1 reviews) - Intuitive (1 reviews) **Cons:** - Learning Curve (2 reviews) - Not Intuitive (1 reviews) - Time-Consuming (1 reviews) ### What Do G2 Reviewers Say About AllProWebTools? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of AllProWebTools, streamlining workflows and enhancing organization for a stress-free experience. - Users value the **automation features** of AllProWebTools for streamlining tasks and improving overall productivity. - Users appreciate the **convenience of all job information on one page** , simplifying CRM management with ease. - Users value the **convenience of AllProWebTools** , finding all job information accessible on a single page. - Users find the **intuitive interface** of AllProWebTools convenient, providing all job information effortlessly on one page. **Cons:** - Users note a **steep learning curve** , finding the app clunky initially before becoming easier to navigate over time. - Users find AllProWebTools **not intuitive** , with clunky features that hinder quick navigation and access to information. - Users find the **time-consuming interface** of AllProWebTools frustrating, wishing for a quicker, more intuitive experience. #### What Are Recent G2 Reviews of AllProWebTools? **"[Centralized Business Solution with a Learning Curve](https://www.g2.com/survey_responses/allprowebtools-review-12310005)"** **Rating:** 4.5/5.0 stars *— Kiyana Faith M.* [Read full review](https://www.g2.com/survey_responses/allprowebtools-review-12310005) --- **"[Helpful Tool for Daily Work](https://www.g2.com/survey_responses/allprowebtools-review-12631027)"** **Rating:** 5.0/5.0 stars *— Akshay V.* [Read full review](https://www.g2.com/survey_responses/allprowebtools-review-12631027) --- #### What Are G2 Users Discussing About AllProWebTools? - [What is AllProWebTools used for?](https://www.g2.com/discussions/what-is-allprowebtools-used-for) ## What Is CRM Software? [Sales Tools](https://www.g2.com/categories/sales-tools) ## What Software Categories Are Similar to CRM Software? - [Marketing Automation Software](https://www.g2.com/categories/marketing-automation) - [Sales Analytics Software](https://www.g2.com/categories/sales-analytics) - [Online Form Builder Software](https://www.g2.com/categories/online-form-builder) --- ## How Do You Choose the Right CRM Software? ### Everything About CRMs ### CRM software buying insights at a glance [Customer relationship management (CRM) software](https://www.g2.com/categories/crm) 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](https://www.g2.com/categories/crm) 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_](https://www.g2.com/articles/sales-statistics)) 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_](https://documentation.g2.com/docs/research-scoring-methodologies)) ### What are the top reviewed CRM systems on G2? G2 scores the top-rated CRM systems based on a [proprietary algorithm](https://documentation.g2.com/docs/research-scoring-methodologies) 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](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews) - Number of Reviews: 20,244 - Satisfaction: 99 - Market Presence: 99 - G2 Score: 99 #### 2. [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - Number of Reviews: 9,685 - Satisfaction: 99 - Market Presence: 87 - G2 Score: 93 #### 3. [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - Number of Reviews: 3,503 - Satisfaction: 94 - Market Presence: 70 - G2 Score: 82 #### 4. [ClickUp](https://www.g2.com/products/clickup/reviews) - Number of Reviews: 1,507 - Satisfaction: 93 - Market Presence: 70 - G2 Score: 81 #### 5. [Close](https://www.g2.com/products/close/reviews) - 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_](https://documentation.g2.com/docs/research-scoring-methodologies)) - 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_](https://documentation.g2.com/docs/research-scoring-methodologies)) - 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_](https://documentation.g2.com/docs/research-scoring-methodologies)) ### 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](https://www.g2.com/categories/crm/free), 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](https://www.g2.com/categories/real-estate-crm), [construction CRM software](https://www.g2.com/categories/construction-crm), [financial services CRM software](https://www.g2.com/categories/financial-services-crm), [mortgage CRM software](https://www.g2.com/categories/mortgage-crm), [legal CRM software](https://www.g2.com/categories/legal-crm), [PR CRM software](https://www.g2.com/categories/pr-crm), and [nonprofit CRM software](https://www.g2.com/categories/nonprofit-crm). - [Social CRM](https://www.g2.com/categories/crm/f/social-network-integration): Captures and manages customer interactions from social media channels, facilitating seamless cross-platform engagement. - [Mobile CRM](https://learn.g2.com/mobile-crm): Enables sales and marketing teams to access CRM capabilities via mobile apps, supporting productivity on the go. - [All-in-One CRM](https://www.g2.com/categories/crm/f/all-in-one): 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](https://www.g2.com/categories/erp-systems) or [human capital management systems (HCMs)](https://www.g2.com/categories/hcm-software). - [Standalone CRM](https://www.g2.com/categories/crm/f/standalone): 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](https://www.g2.com/categories/crm/small-business): 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](https://learn.g2.com/best-customer-relationship-management-software-tools) 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](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews/salesforce-sales-cloud-review-10680560). **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](https://www.g2.com/products/hubspot-sales-hub/reviews/hubspot-sales-hub-review-10856634). **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](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews/salesforce-sales-cloud-review-10275142). **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](https://www.g2.com/products/close/reviews/close-review-8802552). ### 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](https://www.g2.com/categories/marketing-automation) allows businesses to automate email campaigns, streamline lead nurturing, and enhance lead scoring capabilities. - **Email & calendar tools:** CRM integrations with [popular email](https://www.g2.com/categories/email) and [calendar platforms](https://www.g2.com/categories/calendar-software) 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](https://www.g2.com/categories/workflow-management) 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](https://www.g2.com/categories/internal-communications) 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](https://www.g2.com/categories/online-form-builder) 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](https://www.g2.com/categories/crm/small-business), 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](https://www.g2.com/products/dynamics-365-sales/reviews) 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](https://www.g2.com/products/vtiger-all-in-one-crm/reviews) 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](https://www.g2.com/products/bsi-software/reviews) 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](https://www.g2.com/products/highlevel/reviews): An all-in-one Sales & Marketing CRM with CRM, Email, 2-way SMS, consolidated messaging, outbound calling, and more. 2. [Close](https://www.g2.com/products/close/reviews): A CRM designed to help small, scaling businesses close deals fast with built-in communication, automation, and reporting tools. 3. [Agile CRM](https://www.g2.com/products/agile-crm/reviews): 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_](https://www.sap.com/india/products/crm/what-is-crm/crm-technology-trends.html)) 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_](https://solutionsmetrix.com/article/top-crm-trends-2024/)) - **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_](https://www.sap.com/india/products/crm/what-is-crm/crm-technology-trends.html)) This will enable proactive customer service, automated triggers for maintenance or support, and personalized product recommendations based on real-world usage. ### CRM Software FAQs ### Most Popular FAQs #### **Which CRM Software has the best reviews?** Based on verified user ratings across thousands of reviews, these CRM platforms consistently earn top marks for overall satisfaction: - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — A widely adopted CRM known for its clean interface, cross-team collaboration tools, and strong alignment between sales and marketing workflows. - [HighLevel](https://www.g2.com/products/highlevel/reviews) — An all-in-one platform built for agencies and small businesses, praised for its automation capabilities, multi-channel communication tools, and competitive pricing. - [Close](https://www.g2.com/products/close/reviews) — A sales-focused CRM built for speed and simplicity, highly rated by outbound teams for its integrated calling, SMS, email, and intuitive lead management. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — A pipeline-centric CRM recognized for its visual deal management, ease of use, and robust integration ecosystem. #### **What is CRM software used for?** CRM (Customer Relationship Management) software is a tool that helps businesses organize, track, and manage their interactions with leads, prospects, and customers in one centralized platform. At its core, CRM software solves the problem of scattered customer data by consolidating contact records, communication history, sales pipeline stages, and task management into a single system. Users across industries rely on CRM software to automate follow-up sequences, reduce manual data entry, manage deal pipelines, generate performance reports, and improve response times. Beyond basic contact management, modern CRM platforms increasingly incorporate email and SMS marketing, AI-powered assistants, chatbots, and workflow automation — making them the operational backbone of sales, marketing, and customer support teams alike. #### **What is the best cloud-based CRM for the service industry?** Cloud-based CRM tools built for service-oriented businesses prioritize scheduling, client communication, and workflow visibility. The following options earn strong marks from service industry users: - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — A cloud-native CRM that centralizes client outreach, deal tracking, and email sequences, making it a practical choice for service teams managing ongoing client relationships. - [HighLevel](https://www.g2.com/products/highlevel/reviews) — A cloud-based platform popular with service-based agencies that need integrated appointment booking, reputation management, and automated client follow-up under one subscription. - [OctopusPro](https://www.g2.com/products/octopuspro/reviews) — A field service management and CRM platform designed for mobile and on-site service businesses, offering ticketing, scheduling, and customizable workflow tracking. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — A hosted CRM with strong pipeline visualization tools, activity reminders, and integration capabilities suited for service businesses managing multiple client engagements. #### **What is the best CRM solution with marketing automation features?** The strongest CRM platforms with embedded marketing automation go beyond basic contact management to support full campaign execution, lead nurturing, and cross-channel outreach. Top options include: - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Offers tightly integrated sales and marketing tools including email sequences, deal tracking, and web visit tracking, with an interface designed for non-technical users. - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — A CRM and marketing automation platform built around flexible workflow builders, enabling businesses to automate complex multi-step email and SMS campaigns with conditional logic. - [HighLevel](https://www.g2.com/products/highlevel/reviews) — An all-in-one platform that combines CRM, email, SMS, social media automation, funnel building, and AI voice agents, purpose-built for marketing agencies managing multiple clients. - [EngageBay All-in-One Suite](https://www.g2.com/products/engagebay-all-in-one-suite/reviews) — An affordable CRM suite that consolidates email marketing, contact management, landing page creation, and support ticketing in a single interface. #### **What is the best CRM for beginners?** New CRM users consistently prioritize ease of setup, guided onboarding, and an interface that doesn't require technical expertise. The following platforms earn high marks for accessibility among first-time CRM users: - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Frequently cited by new users for its intuitive visual pipeline, clean drag-and-drop interface, and short onboarding curve — users routinely describe going live within a day. - [CRMOne](https://www.g2.com/products/crmone/reviews) — A straightforward CRM praised for quick setup and a responsive support team that helps new teams get organized with minimal friction. - [Nutshell](https://www.g2.com/products/nutshell/reviews) — Known for its simple, navigable interface, extensive learning resources, and live webinars that help users new to CRM get up to speed quickly. - [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) — A lightweight CRM designed as an entry point into the Zoho ecosystem, offering pipeline management and contact organization with minimal setup complexity. ### Small Business FAQs #### **What is the most affordable CRM software for SMBs?** For small and medium-sized businesses, the best CRM at an affordable price point balances essential functionality with low total cost of ownership. These platforms consistently earn recognition from SMB users on a budget: - [EngageBay All-in-One Suite](https://www.g2.com/products/engagebay-all-in-one-suite/reviews) — One of the most cost-effective all-in-one platforms for small businesses, offering CRM, email marketing, and support features at a price point that rivals far more limited tools. - [CRMOne](https://www.g2.com/products/crmone/reviews) — Frequently highlighted by SMB users for delivering core CRM and automation features at a price that competes favorably with enterprise-tier alternatives. - [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) — A purposefully lean and affordable CRM built for small teams, offering pipeline management, contact tracking, and the ability to scale into the broader Zoho ecosystem as needs grow. - [Nutshell](https://www.g2.com/products/nutshell/reviews) — A moderately priced CRM that small businesses frequently choose for its clean UI, fast implementation, and value relative to more expensive mid-market platforms. #### **What is the best CRM software for startups?** Startups need a CRM that can be implemented quickly, scales with growth, and doesn't require a dedicated admin to maintain. These platforms are well-suited for early-stage teams, and you can explore the full [SMB CRM software](https://www.g2.com/categories/crm?segment=small-business) category on G2 for a complete view of top-rated options: - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — A popular choice among startups for its free tier, ease of use, and the ability to grow into more advanced sales and marketing automation as the team scales. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Startup founders and small sales teams frequently cite Pipedrive's visual pipeline and quick setup as a practical way to get deal tracking in place immediately. - [Close](https://www.g2.com/products/close/reviews) — Built specifically for sales-first startups, Close consolidates calling, emailing, and SMS in one interface with a fast onboarding experience and no-bloat feature set. - [EngageBay All-in-One Suite](https://www.g2.com/products/engagebay-all-in-one-suite/reviews) — Startup users appreciate its low cost and all-in-one approach to managing contacts, automating outreach, and handling support tickets without adding additional tools. #### **Which CRM software is the most user-friendly for startups?** Ease of use is critical for lean startup teams where no one has the bandwidth for weeks of onboarding. Among the CRM platforms reviewed, these earn the highest usability marks from small-team users: - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Consistently cited for its visual, drag-and-drop pipeline and minimal learning curve, making it one of the most accessible CRMs for teams adopting their first dedicated sales tool. - [CRMOne](https://www.g2.com/products/crmone/reviews) — Startup users highlight how quickly their teams got comfortable with the interface, with most reporting same-day or next-day adoption without formal training. - [Nutshell](https://www.g2.com/products/nutshell/reviews) — Praised for a clean, distraction-free interface and a responsive support team that guides new users through setup and configuration challenges. - [folk](https://www.g2.com/products/folk-folk/reviews) — A CRM built around a modern, Notion-inspired interface that resonates strongly with startup founders and small teams who find traditional CRMs overly complex. #### **What is the best CRM for small teams in financial services?** Financial services firms at the small business level need a CRM that can reliably track client accounts, log correspondence, and support compliance-adjacent record-keeping. You can browse the full [small business CRM software](https://www.g2.com/categories/crm?segment=small-business) landscape on G2 to compare options by industry: - [Maximizer](https://www.g2.com/products/maximizer/reviews) — A CRM used by financial advisors and insurance professionals, valued for its robust contact-to-account lifecycle tracking, task scheduling for renewals, and detailed client record storage. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Widely used in financial services SMBs for managing client outreach, tracking deal pipelines, and aligning sales and marketing communication in a single platform. - [Close](https://www.g2.com/products/close/reviews) — Used by small financial services sales teams for its speed of entry, multi-channel outreach, and streamlined lead management without unnecessary complexity. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Adopted by small financial services teams for its intuitive pipeline management and integration flexibility with quoting and productivity tools. #### **What CRM tools are best suited for solo business owners and freelancers?** Solo operators and freelancers need a CRM that's fast to set up, low-maintenance, and handles the essential tasks of contact management and follow-up without requiring a team to administer it. The following platforms see strong adoption among single-person operations, and you can explore the full [small business CRM](https://www.g2.com/categories/crm?segment=small-business) category for additional options: - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — A top pick among freelancers and solo sales professionals for keeping deal pipelines organized without requiring daily admin overhead. - [Less Annoying CRM](https://www.g2.com/products/less-annoying-crm/reviews) — Built explicitly for solopreneurs and micro-businesses, prioritizing simplicity and a flat-rate pricing model that avoids the per-feature upgrade cycle common in larger platforms. - [folk](https://www.g2.com/products/folk-folk/reviews) — A modern, lightweight CRM designed around relationship management that resonates strongly with founders and freelancers who rely heavily on LinkedIn and email for outreach. - [Nutshell](https://www.g2.com/products/nutshell/reviews) — Solo users highlight Nutshell's ease of implementation and task-based reminders as core value drivers for staying organized without dedicated CRM support. ### Enterprise FAQs #### **What is the best-rated CRM software for tech enterprises?** Technology enterprises require a CRM with deep customization, scalable architecture, and strong developer ecosystems. These platforms earn the highest marks from enterprise tech buyers, and you can explore the full [enterprise CRM software](https://www.g2.com/categories/crm?segment=enterprise) category on G2: - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — The market's most recognized enterprise CRM, built for large tech organizations that require custom objects, complex automation, AI-driven sales assistance, and broad ecosystem integrations. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Increasingly adopted by mid-to-large tech companies for its accessible interface, cross-functional deal visibility, and tight alignment between marketing and sales data. - [Creatio](https://www.g2.com/products/creatio/reviews) — A no-code-first CRM platform valued by enterprise tech teams for its powerful marketing suite, flexible workflow automation, and deep customization without requiring developer resources. - [NetSuite](https://www.g2.com/products/netsuite/reviews) — An enterprise-grade platform that combines CRM capabilities with ERP, finance, and inventory management, making it a strong fit for tech companies that need unified business operations. #### **What is the most reliable CRM software tool for enterprises?** Enterprise buyers prioritize uptime, data integrity, and consistent performance at scale. Among platforms with significant enterprise user bases in this review dataset, the following earn recognition for reliability: - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Long the enterprise reliability benchmark, Salesforce is recognized for centralized data management, extensive uptime infrastructure, and a mature ecosystem of support and implementation partners. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Enterprise teams frequently cite HubSpot's consistent platform availability, predictable performance, and strong user permissions and admin controls. - [Creatio](https://www.g2.com/products/creatio/reviews) — Enterprise users highlight Creatio's stability across large user deployments, noting its hosted and on-premise options and continuous platform enhancements as drivers of long-term confidence. - [NetSuite](https://www.g2.com/products/netsuite/reviews) — Trusted by enterprises for housing critical business data across CRM, financials, and operations in a single auditable system, with robust case-based support infrastructure. #### **What is the best-reviewed CRM software for enterprise app integration?** Integration depth is a top evaluation criterion for enterprise CRM buyers managing complex tech stacks. These platforms stand out for their integration ecosystems, and you can explore the [enterprise CRM software](https://www.g2.com/categories/crm?segment=enterprise) category on G2 for in-depth comparison: - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Salesforce's AppExchange and native API infrastructure make it a top choice for enterprises requiring integration with ERP, marketing, service, and analytics platforms at scale. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Enterprise users praise HubSpot's native integrations and marketplace ecosystem for connecting sales data across business intelligence, email, and communication tools. - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — Recognized for strong third-party integrations including Salesforce and Zapier, making it a practical choice for enterprises embedding CRM and marketing automation into broader workflows. - [Creatio](https://www.g2.com/products/creatio/reviews) — Enterprise reviewers highlight Creatio's flexible integration framework and no-code tooling as differentiators for connecting CRM processes with legacy and third-party systems. #### **What is the best enterprise CRM for customer success teams?** Customer success functions within enterprise organizations require a CRM layer that goes beyond pipeline management — one that tracks client health, onboarding progress, and renewal timelines. You can browse the full [enterprise CRM software](https://www.g2.com/categories/crm?segment=enterprise) category on G2 for a complete list of top-rated options: - [Planhat](https://www.g2.com/products/planhat/reviews) — Purpose-built for enterprise customer success teams, Planhat manages the full post-sale lifecycle from onboarding through renewal with health scoring, timeline management, and proactive account planning tools. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Enterprise customer success teams use HubSpot for cross-department deal visibility and contact management, particularly in environments where CS and sales operate from shared data. - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Used by enterprise CS teams that need deep customization and integration to map complex customer journeys, connect service records, and track success metrics across accounts. - [SuperOffice CRM](https://www.g2.com/products/superoffice-crm/reviews) — An enterprise CRM that centralizes account information, customer contracts, and support requests, earning high marks from administrators for its configurability and clean information architecture. #### **What is the best enterprise CRM with AI capabilities?** AI functionality in enterprise CRM has moved from differentiator to expectation, spanning predictive analytics, automated outreach, intelligent forecasting, and virtual sales assistants. The following platforms lead on AI maturity within the enterprise segment reviewed here, and you can explore the [enterprise CRM](https://www.g2.com/categories/crm?segment=enterprise) category on G2 for the latest AI feature comparisons: - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Salesforce's native AI layer, Einstein, delivers predictive lead scoring, automated data capture, and conversational AI for enterprise sales teams operating at scale. - [Creatio](https://www.g2.com/products/creatio/reviews) — Enterprise users highlight Creatio's rapidly expanding AI capabilities integrated within its no-code workflow environment, enabling smarter automation without developer dependency. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — HubSpot has embedded AI across email tracking, deal predictions, and content assistance — features enterprise teams are actively incorporating into daily sales workflows. - [HighLevel](https://www.g2.com/products/highlevel/reviews) — Reviewers in tech-oriented agencies highlight HighLevel's AI voice employee and AI-driven workflow features as a meaningful competitive advantage, particularly for teams managing high volumes of inbound and outbound communication. ### Sources 1. [73+ Sales Statistics To Achieve Business Targets in 2024](https://www.g2.com/articles/sales-statistics), 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](https://documentation.g2.com/docs/research-scoring-methodologies). 3. [CRM technology trends](https://www.sap.com/india/products/crm/what-is-crm/crm-technology-trends.html), SAP 4. [Keeping Up to Date with CRM Trends in 2025: Here’s What to Expect](https://solutionsmetrix.com/article/top-crm-trends-2024/)​, Solutions Metrix Last Updated on 04/20/2026 _Written and researched by _[_Blue Bowen_](https://research.g2.com/insights/author/blue-bowen) _Reviewed and edited by _[_Sinchana Mistry_](https://www.linkedin.com/in/sinchana-mistry95/) --- ## What Are the Most Common Questions About CRM Software? *AI-generated · Last updated: June 3, 2026* ### What's the best CRM app for small business owners Based on G2 reviews, these CRM products are frequently mentioned by recent reviewers for helping small teams stay organized, manage pipelines, and reduce manual follow-up work. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub) — easy navigation and pipeline reviews. - [Pipedrive](https://www.g2.com/products/pipedrive) — visual pipeline and follow-up reminders. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub) — simple setup and contact management. - [Pipedrive](https://www.g2.com/products/pipedrive) — straightforward CRM for growing teams. ### Best CRM solution with marketing automation features Based on G2 reviews, these CRM products are often highlighted by recent users for combining contact management with email automation, campaign workflows, and follow-up support. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub) — sales workflows with marketing alignment. - [ActiveCampaign](https://www.g2.com/products/activecampaign) — automated journeys and contact segmentation. - [Zoho CRM](https://www.g2.com/products/zoho-crm) — lead tracking and workflow automation. - [ActiveCampaign](https://www.g2.com/products/activecampaign) — CRM plus email automation workflows. ### What CRM is the best for e-commerce platforms Based on G2 reviews, these CRM products are commonly cited by recent users for organizing customer data, syncing communications, and supporting sales workflows tied to online channels. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub) — centralized deals and outreach tracking. - [ActiveCampaign](https://www.g2.com/products/activecampaign) — customer journeys and campaign automation. - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud) — integrations and pipeline visibility. - [Zoho CRM](https://www.g2.com/products/zoho-crm) — organized leads and follow-up workflows. ### What should buyers look for in crm software According to verified users, the most consistent buying themes in recent CRM reviews are ease of use, clear pipeline visibility, centralized customer records, and reminders that keep follow-ups from being missed. Buyers also repeatedly mention reporting dashboards, task management, and workflow automation as practical time-savers. Integrations matter too, especially for email, calendars, and other business tools teams already use. Reviewers also flag common tradeoffs to evaluate during selection, including learning curve, mobile experience, reporting depth, and how well the system handles customization as processes become more complex. In short, buyers tend to value software that keeps sales activity organized without making daily work harder. ### How do teams use CRM for follow-ups According to verified users, teams mainly use CRM to keep follow-ups consistent and visible across the whole sales process. Recent reviews repeatedly mention reminders, task tracking, activity history, and pipeline stages as the tools that prevent outreach from slipping through the cracks. Users describe using CRM to log calls, emails, notes, and next steps in one place so any teammate can quickly understand account context. Automation is another recurring theme, with teams using it to trigger reminders, route leads, and reduce repetitive admin work. The practical outcome reviewers highlight most often is better organization: less time spent chasing updates manually and more confidence that important prospects and customers are being contacted on time.