--- title: GreatSoft CRM Reviews meta_title: 'GreatSoft CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how GreatSoft 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: Accounting & Finance url: https://www.g2.com/categories/accounting-finance ---

GreatSoft CRM Reviews & Product Details

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G2 reviews are authentic and verified.

UE

Verified User in Education Management

Marketing Automation Specialist

Education Management

Enterprise (> 1000 emp.)

11/19/2024

5/5

Having used the software in a law firm, this reviewer finds GreatSoft CRM beneficial for centralizing client data, enhancing team access. The application has limitations compared to the desktop version, making it unsuitable for remote customer management.

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Summarized using AI

SB

sayed b.

customer service officer

Consumer Services

Mid-Market (51-1000 emp.)

4/4/2023

"Revolutionizing Customer Relationship Management for Businesses of All Sizes"

4.5/5

What do you like best about GreatSoft CRM?

GreatSoft CRM offers a wide range of tools and features that can help businesses of all sizes to streamline their customer relationship management processes. Some of the features that are particularly impressive include its ability to manage customer information, track sales leads, automate marketing campaigns Review collected by and hosted on G2.com.

What do you dislike about GreatSoft CRM?

I do not "dislike" or have any negative feelings towards GreatSoft CRM. GreatSoft CRM's interface or certain features do not fit their specific needs or preferences Review collected by and hosted on G2.com.

What problems is GreatSoft CRM solving and how is that benefiting you?

It is providing a centralized platform for managing customer data, automating workflows, and tracking customer interactions, GreatSoft CRM can help businesses to improve their customer relationships, streamline their sales and marketing processes, and ultimately boost their bottom line. Review collected by and hosted on G2.com.

CM

Christopher M.

Superintendent

Construction

Small-Business (50 or fewer emp.)

3/31/2023

"Sales director"

4/5

What do you like best about GreatSoft CRM?

The storage method easy to upload. Also ways to pull up clients Review collected by and hosted on G2.com.

What do you dislike about GreatSoft CRM?

The dashboard can be a bit confusing. Needs to be more user savvy Review collected by and hosted on G2.com.

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Pricing

Pricing details for this product isn’t currently available. Visit the vendor’s website to learn more.

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Categories on G2

Accounting Practice Management

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