--- title: CollabCRM Reviews meta_title: 'CollabCRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how CollabCRM works for a business like yours. date_modified: '2026-07-08' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # CollabCRM Reviews **Vendor:** MindInventory **Category:** [CRM Software](https://www.g2.com/categories/crm) ## About CollabCRM A comprehensive work management software built to simplify the way IT businesses operate. With dedicated modules for recruitment, human resources, sales, and project management, it replaces scattered tools with a single, streamlined platform. By uniting your teams and workflows, CollabCRM boosts efficiency, ensures transparency, and creates a collaborative environment where projects move forward faster. Schedule demo to know how CollabCRM can transform your business. - [View CollabCRM pricing details and edition comparison](https://www.g2.com/products/collabcrm/reviews?section=pricing&secure%5Bexpires_at%5D=2026-08-15+06%3A41%3A52+-0500&secure%5Bsession_id%5D=697605c9-7c94-4aa6-a36c-dbc2615e7ae4&secure%5Btoken%5D=e7955fa7375a5ed0b69e47b6017f609dfdf74efc83efc3f04da50d582ab9c0b2&format=llm_user) ## CollabCRM 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 **Task Creation** - Creation & Assignment - Due Dates - Drag & Drop - Mass Updates **Communication** - Chat - Discussions - External - Feedback - Announcements **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 **Task Management** - Task Prioritization - To-Do Lists - Dependencies - Recurring Tasks - Project Templates **Content & Documents** - File Sharing - Notes - Search - Versioning **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Controls** - Custom Views - Followers - User Management - Calendars - Public Sharing **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **Additional Functionality** - Collaboration Tools - Gantt/Timeline View - AI Copilot - Task Tagging - Spreadsheet View - Task Scheduling - Search/Filter - Email-to-Task Conversion - Project Tracking - Time Tracking - Sub-Task Management - Task Progress Tracking - Third-Party Integrations - Calendar Management - Mobile Access - Task Editing - Reporting/Analytics - Deadline Management - API - Dependency Tracking - Document Management - Assignment Management - Project Planning - Task Board View - Workflow Management - Activity Tracking - Commenting/Notes - Resource Management - Task Import - Dashboard - Access Controls/Permissions - Real-Time Notifications **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Project Management** - Task Management - Planning - Visibility - 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 **Remote Collaboration** - Alignment - Accountability - Connectivity - Offline Mode **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 - AI Text Summarization **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - Project Collaboration** - Multi-step Planning - Cross-system Integration **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 CollabCRM Alternatives - [Accelo](https://www.g2.com/products/accelo/reviews) - 4.3/5.0 (661 reviews) - [Progress Podio](https://www.g2.com/products/progress-podio/reviews) - 4.2/5.0 (507 reviews) - [Smartsheet](https://www.g2.com/products/smartsheet/reviews) - 4.4/5.0 (22,277 reviews)