--- title: CRM.io Reviews meta_title: 'CRM.io Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 12 reviews by the users' company size, role or industry to find out how CRM.io works for a business like yours. aggregate_rating: rating_value: 4.7 review_count: 12 scale: '5' date_modified: '2026-08-04' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # CRM.io Reviews **Vendor:** CRM.io **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.7/5.0 **Total Reviews:** 12 ## About CRM.io CRM.io revolutionizes sales, marketing, and customer service operations with its AI-driven capabilities. AI Agent The AI Agent in CRM.io transforms data management by enabling users to interact with the platform through voice and text commands. This feature eliminates the need for manual data entry, making workflows more efficient and user-friendly. AI Cadence AI Cadence automates personalized multi-channel follow-ups across email, SMS, and calls. This ensures consistent communication with prospects and customers, helping businesses nurture leads and build strong relationships. AI Email Bot The AI Email Bot simplifies email communication by generating intelligent, automated responses. It saves time while improving customer engagement, allowing teams to focus on other priorities. Telephony App CRM.io’s Telephony App integrates advanced voice communication tools, including live call transcription, call recordings, and actionable recommendations. This feature empowers sales teams to enhance efficiency and close deals faster. WhatsApp Automation WhatsApp Automation allows businesses to create workflows, design message templates, and enable instant responses. This feature helps improve customer engagement and communication through the world’s most popular messaging platform. Robotic Process Automation (RPA) CRM.io leverages Robotic Process Automation to handle repetitive tasks, streamlining business operations and freeing up resources for more strategic initiatives. B2B Database With access to an extensive B2B database, CRM.io provides verified business data to help businesses identify new opportunities and refine their target audience for effective outreach. Reporting and Analytics Tools CRM.io offers comprehensive reporting and analytics tools, providing actionable insights into sales pipelines, customer behavior, and team performance. These insights enable data-driven decision-making for growth. ## CRM.io Discussions - [What is CRM.io by 500apps used for?](https://www.g2.com/discussions/what-is-crm-io-by-500apps-used-for) - [View CRM.io pricing details and edition comparison](https://www.g2.com/products/crm-io/reviews?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-08-06+09%3A10%3A32+-0500&secure%5Bsession_id%5D=52b1dee5-dee8-42a4-b6f7-ee049cc50d8c&secure%5Btoken%5D=2bc3303b2dc1dccf69212c8b6f78e22653a85d07b75a9cea57299dd1c7bf8cc9&format=llm_user) ## CRM.io 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 CRM.io Alternatives - [Agile CRM](https://www.g2.com/products/agile-crm/reviews) - 4.0/5.0 (364 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,293 reviews) - [Bitrix24](https://www.g2.com/products/bitrix24/reviews) - 4.1/5.0 (575 reviews)