--- 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 Pros and Cons: Top Advantages and Disadvantages #### Quick AI Summary Based on G2 Reviews Generated from real user reviews Users value the **centralized management** of GreatSoft CRM, enhancing client handling procedures and team collaboration. [(1 mentions)](https://www.g2.com/products/greatsoft-crm/reviews?filters%5Bsentiment_snippet%5D=1946097&qs=pros-and-cons#reviews) Users value the **centralized client management** in GreatSoft CRM, streamlining access to essential consolidated client data. [(1 mentions)](https://www.g2.com/products/greatsoft-crm/reviews?filters%5Bsentiment_snippet%5D=1345004&qs=pros-and-cons#reviews) Users value the **ease of use** of GreatSoft CRM, enjoying streamlined client management through a centralized platform. [(1 mentions)](https://www.g2.com/products/greatsoft-crm/reviews?filters%5Bsentiment_snippet%5D=1345022&qs=pros-and-cons#reviews) Users find **limited access** to GreatSoft CRM restricts their ability to manage customers outside the office effectively. [(1 mentions)](https://www.g2.com/products/greatsoft-crm/reviews?filters%5Bsentiment_snippet%5D=1946099&qs=pros-and-cons#reviews) Users highlight the **limited features** of GreatSoft CRM, restricting remote access and field customer management. [(1 mentions)](https://www.g2.com/products/greatsoft-crm/reviews?filters%5Bsentiment_snippet%5D=1946098&qs=pros-and-cons#reviews) ### Top Pros or Advantages of GreatSoft CRM ##### 1. Centralized Management Users value the **centralized management** of GreatSoft CRM, enhancing client handling procedures and team collaboration. [ See 1 mentions ](https://www.g2.com/products/greatsoft-crm/reviews?filters%5Bsentiment_snippet%5D=1946097&qs=pros-and-cons#reviews) See Related User Reviews YK Ydris k. Enterprise (\> 1000 emp.) 5.0/5 "Managing client information and tracking interactions" What do you like about GreatSoft CRM? Being a working laywer at a rapidly evolving law firm, GreatSoft CRM has helped optimise our clients handling procedures. It is beneficial to have a c ##### 2. Client Management Users value the **centralized client management** in GreatSoft CRM, streamlining access to essential consolidated client data. [ See 1 mentions ](https://www.g2.com/products/greatsoft-crm/reviews?filters%5Bsentiment_snippet%5D=1345004&qs=pros-and-cons#reviews) See Related User Reviews YK Ydris k. Enterprise (\> 1000 emp.) 5.0/5 "Managing client information and tracking interactions" What do you like about GreatSoft CRM? Being a working laywer at a rapidly evolving law firm, GreatSoft CRM has helped optimise our clients handling procedures. It is beneficial to have a c ##### 3. Ease of Use Users value the **ease of use** of GreatSoft CRM, enjoying streamlined client management through a centralized platform. [ See 1 mentions ](https://www.g2.com/products/greatsoft-crm/reviews?filters%5Bsentiment_snippet%5D=1345022&qs=pros-and-cons#reviews) See Related User Reviews YK Ydris k. Enterprise (\> 1000 emp.) 5.0/5 "Managing client information and tracking interactions" What do you like about GreatSoft CRM? Being a working laywer at a rapidly evolving law firm, GreatSoft CRM has helped optimise our clients handling procedures. It is beneficial to have a c ### Top Cons or Disadvantages of GreatSoft CRM ##### 1. Limited Access Users find **limited access** to GreatSoft CRM restricts their ability to manage customers outside the office effectively. [ See 1 mentions ](https://www.g2.com/products/greatsoft-crm/reviews?filters%5Bsentiment_snippet%5D=1946099&qs=pros-and-cons#reviews) See Related User Reviews YK Ydris k. Enterprise (\> 1000 emp.) 5.0/5 "Managing client information and tracking interactions" What do you dislike about GreatSoft CRM? Compared with the desktop version, GreatSoft CRM has has some limitations on functions, so it could not be suitable for managing customers in the fiel ##### 2. Limited Features Users highlight the **limited features** of GreatSoft CRM, restricting remote access and field customer management. [ See 1 mentions ](https://www.g2.com/products/greatsoft-crm/reviews?filters%5Bsentiment_snippet%5D=1946098&qs=pros-and-cons#reviews) See Related User Reviews YK Ydris k. Enterprise (\> 1000 emp.) 5.0/5 "Managing client information and tracking interactions" What do you dislike about GreatSoft CRM? Compared with the desktop version, GreatSoft CRM has has some limitations on functions, so it could not be suitable for managing customers in the fiel ## Top-Rated Alternatives [ ![Karbon](https://images.g2crowd.com/uploads/product/hd_favicon/a090c44ebe37d6ba29570da4dd3ad970/karbon-2025-03-03.svg "Karbon") Karbon 4.8/5(913) ](https://www.g2.com/products/karbon-2025-03-03/reviews) [ ![Canopy](https://images.g2crowd.com/uploads/product/hd_favicon/a63b936e3c796e0c7e0a8ceeb3a30bd7/canopy-2026-05-12%282%29.svg "Canopy") Canopy 4.6/5(815) ](https://www.g2.com/products/canopy-2026-05-12/reviews) [ ![TaxDome](https://images.g2crowd.com/uploads/product/hd_favicon/dff376d4b0ad015cd0a36f7ba6152788/taxdome.svg "TaxDome") TaxDome 4.7/5(711) ](https://www.g2.com/products/taxdome/reviews) [ View All Alternatives ](https://www.g2.com/products/greatsoft-crm/competitors/alternatives) YK Ydris k. Marketing Automation Specialist Education Management Enterprise (\> 1000 emp.) 11/19/2024 "Managing client information and tracking interactions" 5/5 What do you like best about GreatSoft CRM? Being a working laywer at a rapidly evolving law firm, GreatSoft CRM has helped optimise our clients handling procedures. It is beneficial to have a centralized platform where everyone from the team will have access to consolidated data on a particular client. Review collected by and hosted on G2.com. What do you dislike about GreatSoft CRM? Compared with the desktop version, GreatSoft CRM has has some limitations on functions, so it could not be suitable for managing customers in the field. Some of these activities can only be done from the office and since this application cannot be accessed remotely, my work is limited to the office. Review collected by and hosted on G2.com. What problems is GreatSoft CRM solving and how is that benefiting you? GreatSoft CRM facilitates client relations for professional service enterprises as a means to store and process client informatin, as well as manage assignments. Firstly, it acts as a medium for conveying information and ideas within our team. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite 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. Show More 4/23/2023 Validated ReviewerIncentivizedSource: G2 invite ![Christopher M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Christopher M.") 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. What problems is GreatSoft CRM solving and how is that benefiting you? Organizing clients and stages of sales process Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ### There are not enough reviews of GreatSoft CRM for G2 to provide buying insight. 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