--- title: CRMOne Reviews meta_title: 'CRMOne Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 1045 reviews by the users' company size, role or industry to find out how CRMOne works for a business like yours. aggregate_rating: rating_value: 4.8 review_count: 1045 scale: '5' date_modified: '2026-08-07' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # CRMOne Reviews **Vendor:** CrmOne **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.8/5.0 **Total Reviews:** 1,045 ## About CRMOne The lack of a centralised CRM system can result in data disorganisation, ineffective communication, missed sales opportunities and limited customer insights. Many small to mid sized companies struggle with managing customer relationships without paying the hefty price of different essential features, or multiple subscriptions. However, it doesn’t have to be that way. With CRMOne, businesses can empower themselves with one seamless solution that can manage their customer relationships all in one place without compromising any features that they may need for sales and marketing without breaking the bank. From lead management and sales pipeline tracking to customer support and analytics, CRMOne offers a versatile toolkit to meet the diverse needs of businesses across various industries. CRMOne has a rich history of empowering over 4000 startups, growing businesses, and enterprises worldwide, showcasing a commitment to excellence and innovation. ## CRMOne Pros & Cons **What users like:** - Users value the **efficient lead management** of CRMOne, enhancing team collaboration and minimizing repetitive inquiries. (116 reviews) - Users value the **effective customer management** of CRMOne, enhancing collaboration and response times across teams. (101 reviews) - Users praise the **efficient customer support** of CRMOne, benefiting from faster replies and improved feedback. (93 reviews) - Users appreciate the **automatic reminders** in CRMOne, enhancing workflow efficiency and improving response times. (78 reviews) - Users value the **time-saving automation** of CRMOne, enhancing efficiency and speeding up customer response times. (74 reviews) - Users appreciate the **automation of follow-ups** with CRMOne, ensuring no lead is forgotten while enhancing engagement. (71 reviews) - Time Management (71 reviews) - Automation Features (69 reviews) - Lead Generation (69 reviews) - Users appreciate the **integrated communication features** of CRMOne, providing seamless management of all customer interactions. (65 reviews) **What users dislike:** - Users feel the **limited customization options** of CRMOne restrict its effectiveness for advanced or specialized needs. (71 reviews) - Users find the **learning curve challenging** , especially if they are new to CRM systems, leading to initial confusion. (64 reviews) - Users face a **steep learning curve** with CRMOne, making onboarding and complex issue resolution challenging. (41 reviews) - Users find the **limited features** of CRMOne constrain their ability to fully utilize the system effectively. (33 reviews) - Users struggle with **integration issues** due to limited third-party support, complicating connections with essential tools. (28 reviews) - Users find the **time-consuming setup** of CRMOne frustrating, impacting efficiency and report generation speed. (28 reviews) - Users find CRMOne lacks **advanced features** for productivity tracking and complex task automation, limiting its effectiveness. (27 reviews) - Chat Functionality Issues (22 reviews) - Slow Loading (21 reviews) - Complexity (20 reviews) ## CRMOne Reviews ### 1. Makes Sales Tracking So Much Easier **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** February 13, 2025 **What do you like best about CRMOne?** Love how easy it is to track leads and manage follow ups It keeps everything in one place **What do you dislike about CRMOne?** The mobile app could use some improvements it’s a bit slow sometimes **What problems is CRMOne solving and how is that benefiting you?** Before CrmOne, we were constantly losing track of potential customers because everything was scattered in spreadsheets ### 2. Helps Our Team Stay Organized **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Dairy | Enterprise (> 1000 emp.) **Reviewed Date:** February 13, 2025 **What do you like best about CRMOne?** Having a shared customer database means no more back and forth to find client details **What do you dislike about CRMOne?** Setting up workflows took a little trial and error at first **What problems is CRMOne solving and how is that benefiting you?** Our team used to work separately which led to customers receiving different responses from different team members ### 3. Great for Small Businesses Like Ours **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 13, 2025 **What do you like best about CRMOne?** The automated email follow ups are a lifesaver. No more forgetting to check in with clients **What do you dislike about CRMOne?** I wish there were more customization options for reports **What problems is CRMOne solving and how is that benefiting you?** We used to spend hours manually sending emails and tracking responses Now, it's all automated ### 4. A Reliable Chatbot for Quick Customer Support **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** February 13, 2025 **What do you like best about CRMOne?** The chatbot responds instantly helping customers without any wait time **What do you dislike about CRMOne?** I’d love to have more control over customizing the chatbot’s tone **What problems is CRMOne solving and how is that benefiting you?** Before Aeri, our support team was overwhelmed with repetitive questions slowing down response times ### 5. 24/7 Support Without Extra Staff **Rating:** 2.5/5.0 stars **Reviewed by:** n m. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 13, 2025 **What do you like best about CRMOne?** Our customers get instant answers even outside business hours **What do you dislike about CRMOne?** Sometimes the bots responses feel a little generic **What problems is CRMOne solving and how is that benefiting you?** We used to get flooded with basic questions taking up our team's time. Now Aeri handles those automatically. - [View CRMOne pricing details and edition comparison](https://www.g2.com/products/crmone/reviews?filters%5Bnps_score%5D%5B%5D=3§ion=pricing&secure%5Bexpires_at%5D=2026-08-13+12%3A22%3A25+-0500&secure%5Bsession_id%5D=f69b247b-1997-4a56-a94b-72c7229711f9&secure%5Btoken%5D=f8ad16447c37fbb92fbcbf84de0390dc456f16ed0189fbdfc5d35fc91787a784&format=llm_user) ## CRMOne 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 **Additional Functionality** - Third-Party Integrations - To-Do List - @mentions - Single Sign On - File Management - Activity Dashboard - Drag & Drop - Alerts/Notifications - Prioritization - Access Controls/Permissions - Screen Sharing - Content Management - Brainstorming - AI Copilot - File Transfer - Calendar Management - Status Tracking - Real-Time Notifications - Version Control - Task Management - Activity Tracking - Real Time Editing - Communication Management - Chat/Messaging - Tagging - Generative AI - Assignment Management - Task Scheduling - Project Management - Collaboration Tools - Workflow Management - Secure Data Storage - File Sharing - Document Storage - Task Progress Tracking - Discussions/Forums - Commenting/Notes - Reporting & Statistics - Contact Management - Video Conferencing - Progress Tracking - Mobile Access - API - Document Management - Customizable Branding **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **Integrations** - MS Teams Integration - Email Integration - Zoom Integration - Google Meet Integration - Salesforce Integration - Third-Party Integrations **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 **Customizations** - Templates - Drag and Drop - HTML Input - Domain Name - Custom Domains - Customizable Forms - Customizable Branding - Customizable Templates **Branding & Customizatio** - Custom Booking Page - Personalized Links - Personalized Web Embed - Online Booking - Room Booking **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Growth** - SEO - Site Analytics - Marketing Tools - E-Commerce - Hosting - Online Booking Tools - Website Analytics **Automatic Rules & Configurations** - Set Working Hours - Automatic Updates - Buffer Times - Real-Time Updates **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Content** - Email Integrations - Content Management - Permissions - Design Management - Website Management - eCommerce Management - SEO Management - Website Integration - Social Media Integration - Third-Party Integrations **Support** - Customer Support **Agentic AI - Business Scheduling** - Autonomous Task Execution - Multi-step Planning **Additional Functionality** - Shopping Cart - Online Store Builder - Real Time Editing - Multi-Language - Landing Pages/Web Forms - CRM - API - Activity Tracking - Generative AI - Alerts/Notifications - Visitor Tracking - Survey Builder - Auto Update - Widgets - AI Copilot - SSL Security - Data Import/Export - Customizable Fields - Activity Dashboard - Media Library - WYSIWYG Editor **Additional Functionality** - Task Scheduling - Customizable Branding - Customizable Fields - Reminders - Shift Swapping - Automated Scheduling - Drag & Drop - Mobile Access - Real-time Scheduling - Multi-Location - Personalization and Recommendation - Access Controls/Permissions - Resource Scheduling - Activity Tracking - Timesheet Management - Availability Management - API - Absence Management - Self Service Portal - Generative AI - Calendar Management - Real-Time Notifications - Class Scheduling - Employee Scheduling - Facility Scheduling - Booking Management - User Management - Employee Management - Alerts/Notifications - Reporting & Statistics - Group Scheduling - Customer Database - Appointment Scheduling - Time Zone Tracking - AI Copilot - Calendar Sync **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 CRMOne Alternatives - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,302 reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,690 reviews) - [Close](https://www.g2.com/products/close/reviews) - 4.7/5.0 (2,051 reviews)