--- title: Citrumsoft Reviews meta_title: 'Citrumsoft Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how Citrumsoft works for a business like yours. aggregate_rating: rating_value: 4.5 review_count: 1 scale: '5' date_modified: '2026-07-17' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Citrumsoft Reviews **Vendor:** Citrumsoft **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.5/5.0 **Total Reviews:** 1 ## About Citrumsoft Digital CRM. For companies, agencies and specialists who provide IT services ## Citrumsoft Pros & Cons **What users like:** - Users value the **collaborative efforts** of Citrumsoft, enhancing communication and project management within their organizations. (1 reviews) - Users appreciate the **unified customer management** features of Citrumsoft, enhancing organization and project efficiency. (1 reviews) - Users appreciate the **ease of use** of Citrumsoft, benefiting from its unified workspace for project and customer management. (1 reviews) - Users appreciate the **feature richness** of Citrumsoft, enhancing project management, customer handling, and communication seamlessly. (1 reviews) - Users value the **unified workspace** of Citrumsoft for effectively managing customers and projects in one platform. (1 reviews) - Task Management (1 reviews) - Versatility (1 reviews) **What users dislike:** - Users find the **UI not user-friendly** , along with occasional lag that can be quite frustrating during use. (1 reviews) - Users find the **performance issues** with Citrumsoft, such as lagging, quite irritating and suggest improvements for smoother operations. (1 reviews) ## Citrumsoft Reviews ### 1. Wonderful to use **Rating:** 4.5/5.0 stars **Reviewed by:** RAJEEV R. | Senior Associate, Enterprise (> 1000 emp.) **Reviewed Date:** October 17, 2024 **What do you like best about Citrumsoft?** It comes as a unified workspace which plays a pivotal role in the key processes of an organisation. Here, one can manage the customers as wekk as projects. It comes with a complete package which helps in project management and also provides timeline tracking and also helps in managing the financial activities. It also has chats and video meetings embedded in it which gives it an edge. **What do you dislike about Citrumsoft?** The UI can be made a little bit more friendly. Sometimes, the system lags which is a bit irritating at time. **What problems is Citrumsoft solving and how is that benefiting you?** It's unified workspace plays a pivotal role in the key processes of an organisation. Both PRojects as well as customers can be managed from the same forum. It comes with a complete package which helps in project management and also provides timeline tracking and also helps in managing the financial activities. It also has chats and video meetings embedded in it which gives it an edge. It is on the path of providing a complete platform for automation. - [View Citrumsoft pricing details and edition comparison](https://www.g2.com/products/citrumsoft/reviews?qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-08-05+18%3A35%3A38+-0500&secure%5Bsession_id%5D=62dacf37-85a1-4dea-b271-73fd90e74520&secure%5Btoken%5D=5566a15d59aca5c1d03bc32d209cdc934d95241a356614bf134fdacc5a538428&format=llm_user) ## Citrumsoft Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management - Contract/License Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics - 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** - Social Collaboration Features - Social Network Integration - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Generative AI** - AI Text Generation - 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 **** - 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 ## Top Citrumsoft Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,680 reviews) - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - 4.4/5.0 (14,241 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,293 reviews)