--- title: ETIYA CRM Reviews meta_title: 'ETIYA CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how ETIYA CRM works for a business like yours. aggregate_rating: rating_value: 4.5 review_count: 3 scale: '5' date_modified: '2026-09-22' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # ETIYA CRM Reviews **Vendor:** Etiya **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.5/5.0 **Total Reviews:** 3 ## About ETIYA CRM Etiya's CRM is a next-gen product that enables businesses to build and maintain strong customer relationships, fostering loyalty and improving retention, ultimately driving revenue growth. It provides a scalable, AI-powered system to manage campaigns, leads, loyalty programs, and customer information. By leveraging AI and machine learning, Etiya CRM generates actionable insights, recommends services, and identifies cross-sell and up-sell opportunities based on customers' needs and usage patterns. Predictive and prescriptive analytics enhance conversion rates, while dynamic workflows and automation increase sales efficiency and elevate customer experiences across all touchpoints. ## ETIYA CRM Reviews ### 1. Decentralize our dealer customer data, yet workflow automation needs major improvements **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Manufacturing | Small-Business (50 or fewer 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:** This review contains authentic analysis and has been reviewed by our team **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:** September 02, 2026 **Describe the project or task ETIYA CRM helped with:** ETIYA CRM offers a comprehensive suite of tools designed to streamline dealer management processes. Key features include role-based permissions, stable CSV bulk import, and centralized data storage, all of which contribute to reducing manual errors and improving data consistency. However, there are areas for improvement, particularly in workflow automation, integration support, and audit logging. By addressing these limitations, ETIYA CRM can further enhance its value proposition for businesses seeking efficient and reliable CRM solutions. **What do you like best about ETIYA CRM?** For me, the role‑based permissions and stable CSV bulk import are easily my favorite parts of ETIYA CRM, these two features have pulled our small manufacturing team out of multiple messy situations. Just two months ago, our production supervisor from the shop floor needed to check delivery timelines for our metal component supplier Northwest Metal Works. Before we adopted this CRM, he would open our shared master spreadsheet by mistake and edited the negotiated discount rate for this vendor, we spent half a day tracing and correcting that wrong pricing entry. Now I set him view‑only permission, he can read delivery‑related customer info but cannot touch pricing or contract fields at all. The CSV import also saved me during the quarterly dealer list update. Last quarter we received a contact sheet with over 120 records from our regional parts distributor Pacific Industrial Supply. Instead of typing every single contact manually, I mapped CSV columns and finished importing within minutes. I only needed a quick spot‑check for a handful of entries with special characters. Our sales reps no longer waste hours on repetitive typing, and customer data stays consistent across field sales, office admins and shop staff. We don’t need fancy custom modules, these practical functions cover most of our daily B2B dealer management work perfectly. **What do you dislike about ETIYA CRM?** There are quite a few frustrating limitations that slow down our daily sales operations, especially workflow automation, integration support and audit logging. Last month we had an urgent dealer quote sent to Cascadia Fabrication Solutions. The quote sat untouched in pending status for more than eight days. I had built an intended automation rule to trigger reminder alerts, yet the platform lacked multi‑step conditional triggers. No notification popped up, our sales rep totally forgot this deal, and we nearly lost this potential order. Besides, native integrations are almost nonexistent. When web‑store inquiries came in from our website, I had to manually export CSV and import leads into CRM. Once I delayed this task for half a day because of other IT troubleshooting work, the prospect from Olympic Machine Parts waited 14 hours for our first reply, which created a bad first impression. What’s more, the audit log is too simple. Earlier this quarter, one contact record for Puget Sound Manufacturing got its contract value modified incorrectly. I could only view a timestamp, with no clue which team member made the edit. I wasted over two hours questioning every sales user to locate the error source. These shortcomings force lots of extra manual work onto our already‑busy small team. **Recommendations to others considering ETIYA CRM:** To improve our experience with ETIYA CRM, I recommend enhancing the workflow automation capabilities by introducing multi-step conditional triggers. This would ensure timely reminders and prevent potential deals from slipping through the cracks. Additionally, expanding native integration options would streamline our lead management process, reducing manual data entry and improving response times. Lastly, a more detailed audit log would be invaluable, allowing us to track changes and identify responsible team members quickly, thus minimizing disruptions and maintaining data integrity. **What problems is ETIYA CRM solving and how is that benefiting you?** Before we switched over, customer data was scattered across spreadsheets, personal email inboxes and rep’s local notes, and we ran into real‑world business losses from this chaos. Half‑a‑year ago, one of our senior sales reps resigned abruptly. All negotiation notes for our long‑time partner Evergreen Industrial Components were stored inside his personal files. We missed two scheduled follow‑up calls, and the client almost shifted their component order to another fabrication competitor. Right now ETIYA CRM centralizes every call log, quote note and dealer communication inside one shared workspace. When staff turnover happens, new assigned reps can catch up on client background instantly. The role permission system also prevents accidental data edits like the Northwest Metal Works pricing incident I ran into previously. The bulk CSV import cuts down manual typing errors when we process dealer lists from outside distributors. Thanks to centralized records, our team lowers the risk of dropping high‑value B2B accounts. Even though we still need manual cross‑checks between CRM and our internal fabrication order system, we avoid those costly missteps caused by fragmented information, and our overall customer follow‑up reliability has improved noticeably for our Seattle‑based manufacturing business. ### 2. An Effective Means of Growing Your Business **Rating:** 4.5/5.0 stars **Reviewed by:** Mohammad ramzan a. | Senior Technical Writer, Information Technology and Services, Small-Business (50 or fewer emp.) **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:** June 05, 2023 **What do you like best about ETIYA CRM?** Etiya CRM is a fantastic choice for companies of any size. It's cheap, filled with useful functions, and simple to use. Etiya CRM is an excellent alternative if you need a customer relationship management system to streamline your sales procedure, delight your clientele, and expand your company. **What do you dislike about ETIYA CRM?** ETIYA CRM may not be the best CRM solution if you want great customer care, low pricing, and a simple UI. ETIYA CRM has promise. However, it might be much better by enhancing customer service, decreasing its price, simplifying its user interface, introducing additional functions, and improving its connection with other systems. **What problems is ETIYA CRM solving and how is that benefiting you?** ETIYA CRM is a full-featured CRM system that may assist organizations in improving their customer interactions, sales processes, marketing campaigns, customer care, and business information. Here are some additional benefits of using ETIYA CRM: Increased productivity Improved customer satisfaction Increased sales ### 3. Best CRM Solution for Customer Management **Rating:** 5.0/5.0 stars **Reviewed by:** Ashish A. | Technical support Executive, Mid-Market (51-1000 emp.) **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:** June 01, 2023 **What do you like best about ETIYA CRM?** Etiya is the one-stop solution for customer management, revenue management, order management and many more. This solution is beneficial for me and my organization to manage all the think in just one click. **What do you dislike about ETIYA CRM?** Nothing is dislike in this Etiya CRM Solution. **What problems is ETIYA CRM solving and how is that benefiting you?** It is challenging to manage the customer till onboarding to customer satisfaction. So with the help of Etiya, our organization generates dollars of profit to manage the customer very efficiently and also manage the revenue as well. - [View ETIYA CRM pricing details and edition comparison](https://www.g2.com/products/etiya-crm/reviews?section=pricing&secure%5Bexpires_at%5D=2026-09-29+21%3A48%3A05+-0500&secure%5Bsession_id%5D=f4e6360a-23f3-4874-9464-c821a6d7619a&secure%5Btoken%5D=0e80968ac7b6fff41895aa91a924afdc00a877c1f00fd6acd8d5393dad3611c1&format=llm_user) ## ETIYA 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 ETIYA CRM 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)