--- title: Cruzata CRM Reviews meta_title: 'Cruzata CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how Cruzata CRM works for a business like yours. aggregate_rating: rating_value: 3.9 review_count: 7 scale: '5' date_modified: '2026-07-17' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Cruzata CRM Reviews **Vendor:** CruzataSoft Technologies Pvt Ltd **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 3.9/5.0 **Total Reviews:** 7 ## About Cruzata CRM Cruzata CRM is an intuitive & easy to use platform which automates sales and marketing for small & mid-sized businesses, freelancers and sales professionals to organize & manage potential leads, contacts, clients, organizations, vendors, with modern and simple interface. ## Cruzata CRM Pros & Cons **What users like:** - Users praise the **ease of use** of Cruzata CRM, highlighting its intuitive interface and user-friendly design. (1 reviews) - Users value the **user-friendly interface** of Cruzata CRM, enhancing their overall experience and productivity. (1 reviews) ## Cruzata CRM Reviews ### 1. Making Client Relationships Difficult **Rating:** 3.0/5.0 stars **Reviewed by:** Miguel C. | Data Scientist, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** November 21, 2023 **What do you like best about Cruzata CRM?** Cruzata CRM is not helpful. Sometimes there are delays, in data reporting. It is better if they improve real time analytics to boost productivity that it lacks. **What do you dislike about Cruzata CRM?** The software uses a user interface as it is difficult to navigate and utilize all the features. The reporting and analysis tools have functionality, which hampers data insights. **What problems is Cruzata CRM solving and how is that benefiting you?** Cruzata CRM is unable to solve the problem of valuing payments. The processes for importing and exporting data are also quite cumbersome and time consuming. This has obstructed my business as it does not ensure that we correctly calculate the value of each payment received. ### 2. valuation of payment **Rating:** 3.0/5.0 stars **Reviewed by:** Samundra T. | Senior Software Engineer, Mid-Market (51-1000 emp.) **Reviewed Date:** October 01, 2021 **What do you like best about Cruzata CRM?** With colourful progressbar, it make distinct visualaziation so that easily understand the loss and profit in collection **What do you dislike about Cruzata CRM?** charts like bar and pie havent seen and slow sometime it may be data processing **What problems is Cruzata CRM solving and how is that benefiting you?** payment statement and managing total expenses ## Cruzata CRM Discussions - [What is Cruzata CRM used for?](https://www.g2.com/discussions/what-is-cruzata-crm-used-for) - [View Cruzata CRM pricing details and edition comparison](https://www.g2.com/products/cruzata-crm/reviews?filters%5Bnps_score%5D%5B%5D=3§ion=pricing&secure%5Bexpires_at%5D=2026-08-14+12%3A43%3A06+-0500&secure%5Bsession_id%5D=1cd6c583-e7ae-4f60-8e3f-191ccf7394b0&secure%5Btoken%5D=db842bc07626db9f7684202b7c4ea24cb0eb3d05711dc87e8453bce0997a33c9&format=llm_user) ## Cruzata CRM 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 Cruzata CRM Alternatives - [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) - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - 4.4/5.0 (14,243 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,304 reviews)