--- title: CounterBalance Reviews meta_title: 'CounterBalance Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how CounterBalance works for a business like yours. aggregate_rating: rating_value: 4.5 review_count: 2 scale: '5' date_modified: '2026-09-28' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # CounterBalance Reviews **Vendor:** Nexphaze **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.5/5.0 **Total Reviews:** 2 ## About CounterBalance The system provides Customer Relations Management (CRM), Process Control, Scheduling, Cost Item Tracking (Inventory & Time), Account Financial, and more. ## CounterBalance Reviews ### 1. The most amazing customer relation management system to use **Rating:** 5.0/5.0 stars **Reviewed by:** Salah S. | Account Specialist, Mid-Market (51-1000 emp.) **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** December 30, 2021 **What do you like best about CounterBalance?** CounterBalance is an amazing CRM software to use in business because of all its features like document management, task management, dashboard, mobile access.. and so on, everything's updated and easy to use. **What do you dislike about CounterBalance?** There's nothing to dislike about CounterBalance software because everything you need at your work is featured in it. CounterBalance isn't a software that to use at work only, but you can access it by cell phones too. **Recommendations to others considering CounterBalance:** If you want your business to head in the right direction without miscontrolling, of course you have to purchase CounterBalance with all its features without thinking twice. **What problems is CounterBalance solving and how is that benefiting you?** CounterBalance solves the problem of data mining, miscontrolling meeting schedules, work order management, and the storage of any document you want to restore. ### 2. CounterBalance **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** May 04, 2022 **What do you like best about CounterBalance?** Simple, Pay-as-You-Go Pricing Workflow Management Cloud, SaaS, Web-Based Deployment method **What do you dislike about CounterBalance?** does not offer a free trial Limited deployment methods **What problems is CounterBalance solving and how is that benefiting you?** Best solution for companies who are seeking all-in-one solution ## CounterBalance Discussions - [What is CounterBalance used for?](https://www.g2.com/discussions/what-is-counterbalance-used-for) - [View CounterBalance pricing details and edition comparison](https://www.g2.com/products/counterbalance/reviews?section=pricing&secure%5Bexpires_at%5D=2026-09-29+22%3A40%3A23+-0500&secure%5Bsession_id%5D=015bfe4b-e775-4cdb-99b7-a0bb65a00725&secure%5Btoken%5D=e0032e2afefa97887ad9ff4ca80a411d5f49ee3c8400adf16aac87dc28ee474e&format=llm_user) ## CounterBalance 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 **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 CounterBalance 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)