---
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: '2026-07-17'
parent_category:
  name: Accounting & Finance
  url: https://www.g2.com/categories/accounting-finance
---


# GreatSoft CRM Reviews
**Vendor:** GreatSoft  
**Category:** [Accounting Practice Management Software](https://www.g2.com/categories/accounting-practice-management)  
**Average Rating:** 4.5/5.0  
**Total Reviews:** 3
## About GreatSoft CRM
GreatSoft is a leading expert in Practice Management systems for any size of professional service business in Africa.



## GreatSoft CRM Pros & Cons
**What users like:**

- Users value the **centralized management** of GreatSoft CRM, enhancing client handling procedures and team collaboration. (1 reviews)
- Users value the **centralized client management** in GreatSoft CRM, streamlining access to essential consolidated client data. (1 reviews)
- Users value the **ease of use** of GreatSoft CRM, enjoying streamlined client management through a centralized platform. (1 reviews)

**What users dislike:**

- Users find **limited access** to GreatSoft CRM restricts their ability to manage customers outside the office effectively. (1 reviews)
- Users highlight the **limited features** of GreatSoft CRM, restricting remote access and field customer management. (1 reviews)

## GreatSoft CRM Reviews
  ### 1. Sales director

**Rating:** 4.0/5.0 stars

**Reviewed by:** Christopher M. | Superintendent , Construction, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 31, 2023

**What do you like best about GreatSoft CRM?**

The storage method easy to upload.  Also ways to pull up clients

**What do you dislike about GreatSoft CRM?**

The dashboard can be a bit confusing.   Needs to be more user savvy

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

Organizing clients and stages of sales process



- [View GreatSoft CRM pricing details and edition comparison](https://www.g2.com/products/greatsoft-crm/reviews?filters%5Bnps_score%5D%5B%5D=4&section=pricing&secure%5Bexpires_at%5D=2026-08-13+19%3A29%3A04+-0500&secure%5Bsession_id%5D=539ceac0-ad79-47f5-a6a2-892654f420eb&secure%5Btoken%5D=afb8eb5c39153404ebb09fe8954f61d8a1448e4f6c62776089f75f8b46327ff5&format=llm_user)

## GreatSoft CRM Features
**Communication**
- Client Portals
- Automation
- Consolidation

**Agentic AI - Accounting & Finance**
- Autonomous Task Execution

**Collaboration**
- Collaboration
- Tasks
- Version Control
- Approval Process Control

**Billing**
- Time
- Reporting
- Invoices
- Activity Dashboard

**Onboarding**
- Document Templates
- Checklists
- New Client
- Customizable Templates

**Visibility**
- Job Status
- Metrics
- File Organization
- Audit Trail
- Notifications
- Third-Party Integrations

**Agentic AI  - Accounting Practice Management**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration

**Additional Functionality**
- Invoice Management
- Expense Tracking
- Generative AI
- Online Payments
- Messaging
- Financial Analysis
- Email Management
- Workflow Management
- Customizable Reports
- Client Management
- Document Management
- Time Tracking
- Staff Management
- Timer
- Search/Filter
- For Accountants
- Multi-Currency
- Financial Management
- For CPA Firms
- API
- Progress Tracking
- Task Management
- Secure Data Storage
- Electronic Payments
- Reporting & Statistics
- Credit Card Processing
- Time & Expense Tracking
- Project Management
- Appointment Management
- Approval Workflow
- Billing & Invoicing
- Document Storage
- Status Tracking
- Configurable Workflow
- Due Date Tracking
- Project Time Tracking
- Reminders
- Accounting
- Data Import/Export
- AI Copilot
- Reporting/Analytics
- Customizable Branding
- Invoice Processing

## Top GreatSoft CRM Alternatives
  - [Karbon](https://www.g2.com/products/karbon-2025-03-03/reviews) - 4.8/5.0 (912 reviews)
  - [Canopy](https://www.g2.com/products/canopy-2026-05-12/reviews) - 4.6/5.0 (802 reviews)
  - [TaxDome](https://www.g2.com/products/taxdome/reviews) - 4.7/5.0 (712 reviews)