--- title: CBS-CRM Reviews meta_title: 'CBS-CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how CBS-CRM works for a business like yours. aggregate_rating: rating_value: 5.0 review_count: 2 scale: '5' date_modified: '2026-09-28' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # CBS-CRM Reviews **Vendor:** CBS Systems Corp **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 5.0/5.0 **Total Reviews:** 2 ## About CBS-CRM CBS-CRM is crafted to streamline customer relationship management, enhancing your ability to connect with and engage customers efficiently. It is ideal for small and medium enterprises looking to improve profitability, efficiency, and growth. CBS-CRM software helps businesses reach their potential customers more effectively and create better marketing campaigns. It provides tools and solutions to help monitor online sales and marketing for small and medium businesses (SMBs) Our CBS-CRM team works cross-functionally to use CRM technology, processes, and data to strengthen customer connections, drive sales, and boost company results. Each CBS-CRM team member contributes uniquely to the CRM initiative's success and the achievement of the organization's strategic objectives. ## CBS-CRM Pros & Cons Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews. **What users like:** - Users value the **ease of use** of CBS-CRM, benefiting from its intuitive interface and helpful customization options. (2 reviews) - Users value the **automation features** of CBS-CRM, significantly reducing manual work and enhancing operational efficiency. (1 reviews) - Users appreciate the **automation features** of CBS-CRM, significantly reducing manual work and enhancing overall efficiency. (1 reviews) - Users value the **note-saving feature** in CBS-CRM, ensuring seamless communication among agents and clients. (1 reviews) - Users value the **easy customization** options in CBS-CRM, enabling tailored workflows and reports for specific business needs. (1 reviews) - Easy Setup (1 reviews) - Flexibility (1 reviews) - Intuitive (1 reviews) - Lead Management (1 reviews) - Reporting (1 reviews) **What users dislike:** - Users find the **high complexity** of CBS-CRM requires extra setup time and has limited automation and analytics options. (1 reviews) - Users experience **integration issues** with CBS-CRM, limiting its ability to connect effectively with other tools. (1 reviews) - Users are frustrated with the **limited customization** of CBS-CRM, hindering their ability to tailor client information easily. (1 reviews) - Users note the **limited features** of CBS-CRM, desiring more advanced options and integrations for enhanced functionality. (1 reviews) - Users note the need for **more advanced features** in CBS-CRM, citing limitations in automation and integrations. (1 reviews) - Performance Issues (1 reviews) ## CBS-CRM Reviews ### 1. CBS review **Rating:** 5.0/5.0 stars **Reviewed by:** Hena A. | Manager, Enterprise (> 1000 emp.) **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** December 18, 2025 **What do you like best about CBS-CRM?** What I like best about CBS-CRM is its ease of use and flexibility. The interface is clean and intuitive, making it easy to manage leads, track customer interactions, and monitor the sales pipeline without much training. I also appreciate the customization options, which allow workflows, fields, and reports to be tailored to specific business needs. The automation features help reduce manual work, and the reporting tools provide clear insights that support better decision-making. **What do you dislike about CBS-CRM?** One area of improvement for CBS-CRM is the availability of more advanced features. Some automation and analytics options feel limited compared to larger enterprise CRMs, and there could be more built-in integrations with third-party tools. Additionally, certain customizations can require extra setup time, and performance can occasionally feel slow when working with large volumes of data. **What problems is CBS-CRM solving and how is that benefiting you?** CBS-CRM helps solve the problem of scattered customer information and manual follow-ups by centralizing all customer data, interactions, and sales activities in one place. This makes it easier to track leads, manage pipelines, and ensure no opportunities are missed. By automating routine tasks and providing clear reports, CBS-CRM saves time, improves team coordination, and allows us to make more informed decisions, ultimately increasing efficiency and customer satisfaction. ### 2. Keeps Our Team Unified and Informed **Rating:** 5.0/5.0 stars **Reviewed by:** Priscilla G. | Account Management, Mid-Market (51-1000 emp.) **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** December 24, 2025 **What do you like best about CBS-CRM?** I like being able to save all notes for each contact made with CBS-CRM. It keeps all my agents on the same page as our clients, and the initial setup was pretty easy with a great team. **What do you dislike about CBS-CRM?** I don't like that I can't easily change features like the information stored. It would be nice to enable changes like assigning different titles for clients on each account, such as owner, CEO, or financial. **What problems is CBS-CRM solving and how is that benefiting you?** CBS-CRM helps me track clients and keep track of all interactions. I like saving notes for each contact and keeping all my agents on the same page as our clients. - [View CBS-CRM pricing details and edition comparison](https://www.g2.com/products/cbs-crm/reviews?qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-09-29+11%3A46%3A09+-0500&secure%5Bsession_id%5D=bb4218b7-9b9d-42c1-a824-af3b11646397&secure%5Btoken%5D=ffd7f0e30ff01e35a8db9b320fbfb3b0b7f5e97296c4ba9d40e55702b350d464&format=llm_user) ## CBS-CRM Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Product & Price List Management - Contract/License Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **Customer Support** - Customer Support Portal - Knowledge Base - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Mobile & Social** - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Document & Content Mgmt. - Performance and Reliability - Mobile Access - Lead Generation **Integration** - Data Import & Export Tools - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Generative AI** - Generative AI - Proposal Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation ## Top CBS-CRM Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (26,132 reviews) - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - 4.4/5.0 (14,263 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,706 reviews)