--- title: GleanView Reviews meta\_title: 'GleanView Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 21 reviews by the users' company size, role or industry to find out how GleanView works for a business like yours. aggregate\_rating: rating\_value: 4.7 review\_count: 21 scale: '5' date\_modified: '2026-08-07' parent\_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # GleanView Reviews & Product Details GleanView is a B2B sales and marketing software platform for small and medium businesses. Our family of products addresses B2B sales and marketing challenges from top to bottom of the funnel by harnessing the power of automations and focusing on doing more with less. They can be used together to create a seamless platform, or can be plugged into your existing software to fill gaps and extend functionality. * * * Seller [GleanView](https://www.g2.com/sellers/gleanview) Discussions [GleanView Community](https://www.g2.com/products/gleanview/discuss) Languages Supported English Overview by Bill Calhoun (Founder and CEO at GleanView) Show More ## Value at a Glance Averages based on real user reviews. ### Time to Implement 1 month ### Perceived Cost $$$$$ [ View More Pricing Information ](https://www.g2.com/products/gleanview/pricing) ## Top-Rated Alternatives [ ![ActiveCampaign](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "ActiveCampaign") ActiveCampaign 4.4/5(14,779) ](https://www.g2.com/products/activecampaign/reviews) [ ![Agentforce Sales (formerly Salesforce Sales Cloud)](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Agentforce Sales (formerly Salesforce Sales Cloud)") Agentforce Sales (formerly Salesforce Sales Cloud) 4.4/5(25,874) ](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) [ ![Agile CRM](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Agile CRM") Agile CRM 4/5(368) ](https://www.g2.com/products/agile-crm/reviews) [ View All Alternatives ](https://www.g2.com/products/gleanview/competitors/alternatives) ## User Insights Average based on 21 real user reviews. Implementation Time 1 month Perceived Cost $$$$$ [Log in to unlock pricing and user insights](/login) ![Sandra W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Sandra W.") SW Sandra W. Business Development Manager Information Technology and Services Enterprise (\> 1000 emp.) 8/8/2019 "The best relationship you will have with your customers." 4.5/5 What do you like best about GleanView? Its excellent ability to manage sales processes with the customer, since your order records are not kept manually, therefore, will not lead to a delay in the management of them. It is a tool that has a great variety of functionalities that show that the tool is complete. Review collected by and hosted on G2.com. What do you dislike about GleanView? In fact, there are few disadvantages that this tool may have, one of them is that it does not have the function of automatically saving constant searches so as not to have to register it again, and not go through that process every time you are going to login. Review collected by and hosted on G2.com. Recommendations to others considering GleanView: It is recommended to all these marketing companies as it focuses on satisfying the needs presented by customers, and solving problems that arise as quickly as possible. Its easy management means that organizations feel obliged to implement it because it will be easily adapted for their work team. Review collected by and hosted on G2.com. What problems is GleanView solving and how is that benefiting you? It is a tool that allows our company to track all orders made by customers, in addition to having a control, this is carried out in an automated way that leads to a work of harmony and dynamics when registering orders. Previously, the processes were carried out. manually, which completely delayed the work of the organization and caused the team members to accumulate their work activities. This tool allows our users to enter from anywhere and from any computer, either inside or outside the organization so that customers can be served immediately. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite MG Mable G. Sales Manager Enterprise (\> 1000 emp.) 5/24/2019 "Everyone is on the same page 24/7/365 with where a potential customer is in our sales pipeline." 5/5 What do you like best about GleanView? GleanView permits everybody in our organization, from our Estimating Team, to Marketing, to our free Sales Team, and everybody in the middle of, to be in agreement all day, every day/365 with where a potential client is in our business pipeline. We can work potential clients through the business channel by sectioning them into dribble promoting efforts dependent on their interests. We are simply beginning to expose what's underneath of what GleanView can enable us to accomplish and we are energized for what's in store! Review collected by and hosted on G2.com. What do you dislike about GleanView? The CRM is made for the majority. It doesn't meet everybody's requirements over all business types, anyway the organization is entirely adaptable in making the programming required with the goal that it meets your necessities on the off chance that it will profit their different clients. Review collected by and hosted on G2.com. Recommendations to others considering GleanView: I am really pleased with GleanView. There are constant updates, some of which I did not realize were problems. New features are always being added. I would recommend it to anyone. Review collected by and hosted on G2.com. What problems is GleanView solving and how is that benefiting you? GleanView is a developing organization that is centered around gathering and surpassing the necessities of their clients. In the event that there are any blunders that are happening, they are headed to determine the issues as fast as would be prudent. They are very put resources into their clients and you never feel like you are only a number to them. They take client experience to an unheard of level. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Kristy H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kristy H.") KH Kristy H. Marketing Specialist Marketing and Advertising Mid-Market (51-1000 emp.) 2/20/2019 "Everyone is on the same page 24/7/365 with where a potential customer is in our sales pipeline." 5/5 What do you like best about GleanView? GleanView allows everyone in our company, from our Estimating Team, to Marketing, to our Independent Sales Team, and everyone in-between, to be on the same page 24/7/365 with where a potential customer is in our sales pipeline. We can work potential customers through the sales funnel by segmenting them into drip marketing campaigns based on their interests. We are just scratching the surface of what GleanView can help us achieve and we are excited for what the future holds! Review collected by and hosted on G2.com. What do you dislike about GleanView? The CRM is created for the masses. It doesn't fit everyone's needs across all business types, however the company is very flexible in creating the programming needed so that it does meet your needs if it will benefit their other customers. Review collected by and hosted on G2.com. Recommendations to others considering GleanView: You can get all the bells & whistles for considerable amount less than what you can with the big CRM companies. Plus, so much better customer service. Review collected by and hosted on G2.com. What problems is GleanView solving and how is that benefiting you? Everyone can access a customer account anytime, anywhere with an internet connection. We know where the potential customer is within our sales pipeline. We now have a place where we can communicate with our Independent Sales Reps about potential customers. We can give them their leads, quotes, orders, shipping information. It really is keeping everyone on the same page with everything that has transpired regarding an existing customer & a potential one. Everything you get from a large CRM company, you can get with GleanView for a fraction of the cost. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Mary S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mary S.") MS Mary S. Outside Sales Consultant Wholesale Mid-Market (51-1000 emp.) 9/1/2016 "Very user-friendly" 5/5 What do you like best about GleanView? I work for BYO Recreation, beta user of Gleanview......been using this new CRM technology for 2 years now. ..fortunate to have contributed to some of the improvements . I'm outspoken and (I'd like to think) meticulous about details; when I submit a request to Gleanview with a suggestion or request, Jennii is back within 24. My user homepage is easy to navigate. This may sound silly but I would love to see my name on my homepage alongside monthly stats Review collected by and hosted on G2.com. What do you dislike about GleanView? No negative experiences other than typical growing pains Review collected by and hosted on G2.com. Recommendations to others considering GleanView: You've already made your decision..... Review collected by and hosted on G2.com. What problems is GleanView solving and how is that benefiting you? .....making it simple to type in notes while focusing on my new client on the phone at the same time.... Review collected by and hosted on G2.com. Show More 4/20/2018 Current UserValidated ReviewerSource: Organic ![Marc P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Marc P.") MP Marc P. Vice President of Marketing Small-Business (50 or fewer emp.) 10/16/2017 "Outstanding Service and Value - Complete Customer Relationship Solution" 5/5 What do you like best about GleanView? We switched from a competing CRM to GleanView and ended up saving over $20K per year without losing any functionality. The service has been top notch and has went above and beyond to accommodate our needs. The team at GleanView has been able to really customize the integrations to match our sales and marketing process, and we now have a full solution that manages our customers and prospects from lead to repeat order. Review collected by and hosted on G2.com. What do you dislike about GleanView? What's not to like? We are saving a ton of money and getting a better product and service that we had with our previous CRM. Review collected by and hosted on G2.com. Recommendations to others considering GleanView: Glenview support an implementation is FANTASTIC! Review collected by and hosted on G2.com. What problems is GleanView solving and how is that benefiting you? We needed to have a customer data platform that would function as the core of our lead to cash process. GleanView integrated with our other systems well and we were able to automate many of our manual processes. We have already saved over $20K per year just in CRM cost and our entire sales, marketing, and service team is using GleanView. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Verified User in Construction](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Construction") UC Verified User in Construction Small-Business (50 or fewer emp.) 11/13/2017 "Excellent software for keeping all your projects organized and in one place" 5/5 What do you like best about GleanView? I love that you have the option to customize your search fields to fit your specific needs. I also like the fact that you have all of your projects in one place. The fact that you have a quick search bar for looking up very specific things such as a project name or quote number is also. It will also give you a count of how many active projects you have according to your search criteria as well. Review collected by and hosted on G2.com. What do you dislike about GleanView? I wish there was an option to save your search preferences so you didn't have to retype them every time log back in and or refresh the page. for example, anytime there is an update you have to refresh the page and it clears your search field out completely. If you are like me and search for numerous fields this can be quite annoying at times to have to retype every search item over again, especially if there are multiple updates in a row. If updates were able to come through at non-peak hours that would be more helpful I think. Definitely not a deal breaker, just a minor nuisance/first world problem. Review collected by and hosted on G2.com. Recommendations to others considering GleanView: If you have a significant amount of clients or job opportunities that you would like to keep organized in specific categories all in one place this is the software for you. From the project management standpoint, this software has been vital in keeping my projects organized and up to date for not only myself but others as well that may need to see what step we are at for a certain project provided. Review collected by and hosted on G2.com. What problems is GleanView solving and how is that benefiting you? As a project manager, this product has been an excellent source to help me stay organized by keeping all of my open active projects in one place in plain view so nothing falls by the wayside. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Josh G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Josh G.") JG Josh G. Vice President & General Manager Mid-Market (51-1000 emp.) 7/27/2017 "Great Account and Pipeline Management Tool" 5/5 What do you like best about GleanView? Our sales team did not have a convenient way to view account level stats like total orders, last order date, and last contacted date. We could pull this from our ERP system, but it required a system admin to pull a custom report. By integrating our ERP system with GleanView, this information is at the fingertips of our sales and customer service team. Review collected by and hosted on G2.com. What do you dislike about GleanView? We have many transactions daily and figuring out the best way to use GleanView to handle lots of small transactions has been a challenge. Review collected by and hosted on G2.com. Recommendations to others considering GleanView: Very educated polite staff that embraced each challenge we faced. Review collected by and hosted on G2.com. What problems is GleanView solving and how is that benefiting you? Our primary challenge was making critical customer data easily available to our sales team. Our ERP system housed much of the data but lacked the functionality to be able to efficiently distribute that information to our team. GleanView has made it easy for our team to look at all of our accounts and to determine the best next step for each one of them. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Michael S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Michael S.") MS Michael S. Division Director Fund-Raising Mid-Market (51-1000 emp.) 9/25/2017 "Great experience with Gleanview" 5/5 What do you like best about GleanView? Really liked working with Jennii and the team there. They have been very responsive to our needs and helping us get acquainted with the system Review collected by and hosted on G2.com. What do you dislike about GleanView? N/A - We pretty much like everything about it Review collected by and hosted on G2.com. What problems is GleanView solving and how is that benefiting you? We are developing and building our sales pipelines Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Verified User in Recreational Facilities and Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Recreational Facilities and Services") AR Verified User in Recreational Facilities and Services Small-Business (50 or fewer emp.) 10/6/2017 "Adaptive and Time-Saving!" 4.5/5 What do you like best about GleanView? GleanView has allowed us to reduce our quoting time drastically! Review collected by and hosted on G2.com. What do you dislike about GleanView? Some confusion with handling repeat customers. Users filling out our forms looking for more playground equipment may be lumped into existing accounts. Review collected by and hosted on G2.com. Recommendations to others considering GleanView: GleanView has been able to take our specific business in mind and provide the appropriate level of CRM functionality so that our salespeople do not get bogged down in details. Review collected by and hosted on G2.com. What problems is GleanView solving and how is that benefiting you? Besides reducing our call-to-quote time, tracking and visibility of sales team by superiors is more transparent. We can better identify communication needs, and the reporting is fast and simple. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: Seller invite ![Verified User in Machinery](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Machinery") AM Verified User in Machinery Mid-Market (51-1000 emp.) 3/15/2017 "Sales & Marketing Coordinator" 4.5/5 What do you like best about GleanView? Our sales and marketing teams now have an easy-to-use CRM solution that helps us generate, track, and manage our leads and sales pipeline more effectively. It helps us take the repetitive, manual work out of the sales process and ensures we stay organized and ahead of our competition. Review collected by and hosted on G2.com. What do you dislike about GleanView? GleanView is always adding more features, which is great. We'd like to understand the new features better as they are launched. We also would like more customized and automated report options for sales and marketing, which we know GleanView is working on. Review collected by and hosted on G2.com. Recommendations to others considering GleanView: Simple software that is very user friendly. Also the support staff is very helpful, everytime we have had an issue or request they have come up with a solution! Review collected by and hosted on G2.com. What problems is GleanView solving and how is that benefiting you? We're able to manage our sales pipeline with better reporting, which helps us close deals faster. We're also able to market to our customers with advanced segmentation, which helps us get the right message to our customers at the right time. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ## Questions about GleanView? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about GleanView ](https://www.g2.com/products/gleanview/discussions/new) GU Guest User What is GleanView used for? 0 Upvotes 0 [ Join the conversation ](https://www.g2.com/discussions/what-is-gleanview-used-for) [ View all Discussions ](https://www.g2.com/products/gleanview/discuss) ## Pricing Insights Averages based on real user reviews. ### Time to Implement 1 month ### Perceived Cost $$$$$ [ View More Pricing Information ](https://www.g2.com/products/gleanview/pricing) ##### Categories on G2 [CRM](https://www.g2.com/categories/crm) ##### Explore More [Cloudinary vs Imgix for image optimization: which do small engineering teams find easier to maintain day to day?](https://www.g2.com/discussions/cloudinary-vs-imgix-for-image-optimization-which-do-small-engineering-teams-find-easier-to-maintain-day-to-day)[Is PowerSchool SIS worth it for a mid-size institution that needs to avoid multi-year implementation burnout based on reviews from registrars who have been through the process?](https://www.g2.com/discussions/is-powerschool-sis-worth-it-for-a-mid-size-institution-that-needs-to-avoid-multi-year-implementation-burnout-based-on-reviews-from-registrars-who-have-been-through-the-process)[Best automation tool for creating demo presentations](https://www.g2.com/discussions/which-demo-automation-tool-is-best-for-creating-presentation-style-product-demos) [Top customer journey mapping solutions for CX professionals](https://www.g2.com/discussions/what-are-the-top-customer-journey-mapping-solutions-for-cx-professionals)[Which payment analytics solutions integrate with both Stripe and PayPal simultaneously for unified transaction reporting?](https://www.g2.com/discussions/which-payment-analytics-solutions-integrate-with-both-stripe-and-paypal-simultaneously-for-unified-transaction-reporting)[Best API development software for enterprise integrations](https://www.g2.com/discussions/best-api-development-software-for-enterprise-integrations) [Show MoreShow Less](javascript:void(0);)