# CounterBalance Reviews
**Vendor:** Nexphaze  
**Category:** [CRM Software](https://www.g2.com/categories/crm)  
**Average Rating:** 4.0/5.0  
**Total Reviews:** 1
## About CounterBalance
The system provides Customer Relations Management (CRM), Process Control, Scheduling, Cost Item Tracking (Inventory & Time), Account Financial, and more.




## CounterBalance Reviews
  ### 1. CounterBalance

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.)

**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=2026-05-17+15%3A02%3A11+-0500&secure%5Bsession_id%5D=d70a76ac-8b33-487f-a5df-eea8bc305146&secure%5Btoken%5D=12db8b3d9ef674e11203dd4450be493ca5ed0734cd5a1d6c751b8d935cede73f&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

**Marketing Automation**
- Email Marketing
- Campaign Management
- Lead Management
- Marketing ROI Analytics

**Customer Support**
- Case Management
- Customer Support Portal
- Knowledge Base
- Call Center Features
- Support Analytics

**Reporting & Analytics**
- Reporting
- Dashboards
- Forecasting

**Mobile & Social**
- Social Collaboration Features
- Social Network Integration
- Mobile User Support

**Platform**
- Customization
- Workflow Capability
- User, Role, and Access Management
- Internationalization
- Sandbox / Test Environments
- Document & Content Mgmt.
- Performance and Reliability
- Output Document Generation

**Integration**
- Data Import & Export Tools
- Integration APIs
- Breadth of Partner Applications

**Generative AI**
- AI Text Generation

**Agentic AI - CRM**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

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