# Best Sales Analytics Software *By [Julie Jung](https://research.g2.com/insights/author/julie-jung)* Sales analytics software reports on CRM data to reveal sales insights and forecast future performance, giving sales teams and managers visibility into activities, identifying high or under-performing salespeople, products, and communications, and enabling more predictable, data-driven sales strategies. ### Core Capabilities of Sales Analytics Software To qualify for inclusion in the Sales Analytics category, a product must: - Automate and visualize sales pipelines with customizable stages, risk factors, and scoring methods - Report on the performance of salespeople, products, methods, and other available data - Forecast sales numbers based on pipeline factors ### Common Use Cases for Sales Analytics Software Sales managers and revenue operations teams use sales analytics software to make informed decisions and optimize sales performance. Common use cases include: - Tracking pipeline health and identifying deals at risk of stalling or churning - Measuring rep and team performance against quotas and historical benchmarks - Forecasting revenue based on pipeline stage, deal velocity, and win rates ### How Sales Analytics Software Differs from Other Tools Sales analytics products access data solely from sales tools, with core functionality focused on analyzing sales information specifically. Organizations seeking insights across a wider range of business data may opt for [business intelligence software](https://www.g2.com/categories/business-intelligence), which provides cross-functional analytics beyond the sales domain. Sales analytics systems are typically implemented on top of sales force automation and CRM systems and use existing data to surface insights, though some serve as both the CRM system of record and the analytics tool. ### Insights from G2 on Sales Analytics Software Based on category trends on G2, pipeline visualization and sales forecasting accuracy stand out as the most valued capabilities. Improved forecast confidence and better visibility into rep performance stand out as primary drivers of adoption. ## Top Sales Analytics Software at a Glance | # | Product | Rating | Best For | What Users Say | |---|---------|--------|----------|----------------| | 1 | [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) | 4.4/5.0 (24,668 reviews) | AI-native pipeline analytics inside Salesforce | "[Powerful, Customizable Sales Platform—But Needs Onboarding to Tame Complexity](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12936463)" | | 2 | [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) | 4.4/5.0 (13,265 reviews) | CRM-native pipeline analytics with marketing-handoff visibility | "[Solid CRM for managing the entire sales process](https://www.g2.com/survey_responses/hubspot-sales-hub-review-13087547)" | | 3 | [Gong](https://www.g2.com/products/gong/reviews) | 4.7/5.0 (6,504 reviews) | Conversation intelligence with AI-driven deal coaching | "[Actionable Conversation Insights That Keep Teams Aligned.](https://www.g2.com/survey_responses/gong-review-12837945)" | | 4 | [Pipedrive](https://www.g2.com/products/pipedrive/reviews) | 4.3/5.0 (3,044 reviews) | Visual pipeline analytics with deal-stage conversion tracking | "[Simple, Cost-Effective CRM with an Easy-to-Use Visual Pipeline](https://www.g2.com/survey_responses/pipedrive-review-13043351)" | | 5 | [Clari](https://www.g2.com/products/clari/reviews) | 4.6/5.0 (5,503 reviews) | Salesforce-native forecast inspection and pipeline analytics | "[Clari Platform Review from a RevOps Perspective](https://www.g2.com/survey_responses/clari-review-12400239)" | | 6 | [Substrata](https://www.g2.com/products/substrata-substrata/reviews) | 4.9/5.0 (1,093 reviews) | Conversation intelligence for buyer intent signals | "[Real Insights for Real Global Sales Challenges](https://www.g2.com/survey_responses/substrata-review-12617983)" | | 7 | [Close](https://www.g2.com/products/close/reviews) | 4.7/5.0 (2,030 reviews) | Outbound sales activity tracking with unified communications | "[Intuitive All-in-One CRM That Keeps Sales Conversations Organized](https://www.g2.com/survey_responses/close-review-13106165)" | | 8 | [SAP Sales Cloud](https://www.g2.com/products/sap-sap-sales-cloud/reviews) | 4.2/5.0 (890 reviews) | SAP-native lead-to-cash pipeline analytics | "[High volume task handler](https://www.g2.com/survey_responses/sap-sales-cloud-review-11157624)" | | 9 | [CaptivateIQ](https://www.g2.com/products/captivateiq/reviews) | 4.7/5.0 (3,410 reviews) | — | "[Easy to navigate for Sellers and eliminate time usage.](https://www.g2.com/survey_responses/captivateiq-review-11398999)" | | 10 | [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) | 4.6/5.0 (843 reviews) | Visual deal-stage analytics replacing spreadsheet pipelines | "[Excellent CRM for Managing Business Leads Efficiently](https://www.g2.com/survey_responses/bigin-by-zoho-crm-review-13115366)" | ## G2 Grid® for Sales Analytics Software ![G2 Grid® for Sales Analytics Software plotting products by satisfaction and market presence](https://www.g2.com/categories/sales-analytics/grids.png?focus%5B%5D=506&focus%5B%5D=6227&focus%5B%5D=24724&focus%5B%5D=1619&focus%5B%5D=7788&focus%5B%5D=1333617&focus%5B%5D=3296&focus%5B%5D=509) Highlighted products: Agentforce Sales (formerly Salesforce Sales Cloud), HubSpot Sales Hub, Gong, Pipedrive, Clari, Substrata, Close, and SAP Sales Cloud. Underlying data: [Grid® JSON](https://www.g2.com/categories/sales-analytics/grids.json?focus%5B%5D=agentforce-sales-formerly-salesforce-sales-cloud&focus%5B%5D=hubspot-sales-hub&focus%5B%5D=gong&focus%5B%5D=pipedrive&focus%5B%5D=clari&focus%5B%5D=substrata-substrata&focus%5B%5D=close&focus%5B%5D=sap-sap-sales-cloud) ## How Many Sales Analytics Software Products Does G2 Track? **Total Products under this Category:** 203 ### Category Stats (Jul 2026) - **Average Rating**: 4.48/5 The average rating of products in this category, based on all submitted ratings - **Top Trending Product**: Akoonu RevWorks (+5.56%) - Among all products in this category, Akoonu RevWorks recorded the largest rating increase compared to last month *Last updated: July 16, 2026* ## How Does G2 Rank Sales Analytics Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 120,600+ Authentic Reviews - 203+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## Which Sales Analytics Software Is Best for Your Use Case? - **Leader:** [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - **Highest Performer:** [Substrata](https://www.g2.com/products/substrata-substrata/reviews) - **Easiest to Use:** [Substrata](https://www.g2.com/products/substrata-substrata/reviews) - **Top Trending:** [Gong](https://www.g2.com/products/gong/reviews) - **Best Free Software:** [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) --- **Sponsored** ### Opine AI Presales Platform Opine is the first AI-powered presales automation platform that helps Sales Engineers (SEs) turn complex technical evaluations into a repeatable, trackable, and scalable process. Built specifically for presales teams, Opine replaces spreadsheets, scattered notes, and disconnected workflows with a centralized workspace that syncs with your CRM, email, Slack, and call transcripts, so SEs can focus on driving technical wins instead of chasing admin work. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=626&secure%5Bchosen_at%5D=2026-07-17T09%3A26%3A08Z&secure%5Bdisplayable_resource_id%5D=626&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=626&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1439600&secure%5Bresource_id%5D=626&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fsales-analytics%3Fopen_modal_url%3D%252Fproducts%252Fhello-conversion%252Fwishlists%253Fhost_path%253D%25252Fcategories%25252Fsales-analytics%2526source%253Dcategory&secure%5Btoken%5D=f8a1eb378fbe41b5b27f802da6f5a27b28459ebc5a643b9dea1517b0eae2f03c&secure%5Burl%5D=https%3A%2F%2Ftryopine.com%2Fschedule&secure%5Burl_type%5D=book_demo) --- ## What Are the Top-Rated Sales Analytics Software Products in 2026? ### 1. [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) Agentforce Sales (formerly Salesforce Sales Cloud) is a software designed to accelerate revenue growth by unifying human sellers and AI agents at every step of the sales cycle. The software provides pipeline development, buyer engagement, and revenue intelligence by leveraging AI agents, automation, and an integrated growth platform. It automates sales workflows and reduces manual effort across data management, analytics, and team productivity tasks. Agentforce Sales addresses fragmented sales execution by connecting revenue lifecycle management, CPQ, sales performance management, and partner relationship management in one platform. The software supports use cases including AI-powered sales engagement, forecast accuracy, and partner channel management across mid-market and enterprise organizations. **Average Rating:** 4.4/5.0 **Total Reviews:** 24,668 **How Do G2 Users Rate Agentforce Sales (formerly Salesforce Sales Cloud)?** - **Has the product been a good partner in doing business?:** 8.4/10 (Category avg: 9.2/10) - **Data Segmentation:** 8.6/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 8.6/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 8.7/10 (Category avg: 8.7/10) **Who Is the Company Behind Agentforce Sales (formerly Salesforce Sales Cloud)?** - **Seller:** [Salesforce](https://www.g2.com/sellers/salesforce) - **Company Website:** https://www.salesforce.com/ - **Year Founded:** 1999 - **HQ Location:** San Francisco, CA - **Twitter:** @salesforce (579,511 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3185/ (83,223 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Account Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 46% Mid-Market, 34% Enterprise #### What Are Agentforce Sales (formerly Salesforce Sales Cloud)'s Pros and Cons? **Pros:** - Ease of Use (3658 reviews) - Features (3167 reviews) - Lead Management (2051 reviews) - Customization (1641 reviews) - Customizability (1620 reviews) **Cons:** - Learning Curve (1831 reviews) - Limitations (1412 reviews) - Missing Features (1147 reviews) - Limited Features (1126 reviews) - Expensive (1109 reviews) ### What Do G2 Reviewers Say About Agentforce Sales (formerly Salesforce Sales Cloud)? *AI-generated summary from verified user reviews* **Pros:** - Users commend the **ease of use** of Agentforce Sales, appreciating seamless access to all customer information in one location. - Users value the **feature-rich platform** of Agentforce Sales, enhancing seller efficiency and customer engagement. - Users value the **powerful lead management** features of Agentforce Sales, enhancing customer experience and team collaboration. - Users value the **extensive customization options** of Agentforce Sales, tailoring it to fit unique business needs effortlessly. - Users value the **extensive customizability** of Agentforce Sales, allowing tailored solutions for unique business needs. **Cons:** - Users find the **learning curve steep** , as configuration is time-consuming and report creation can be confusing. - Users find **customization limitations** and complexity frustrating, especially for smaller teams with simpler needs. - Users find the **missing features** in Agentforce Sales hinder their ability to manage complex issues easily. - Users find the **limited features** of Agentforce Sales require time and expertise for effective customization and reporting. - Users find the **pricing model expensive** , which can be prohibitive for smaller companies and those with limited budgets. #### What Are Recent G2 Reviews of Agentforce Sales (formerly Salesforce Sales Cloud)? **"[Make Sales Management Simple and Efficient](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-13046068)"** **Rating:** 4.5/5.0 stars *— DEVIL K.* [Read full review](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-13046068) --- **"[Powerful, Customizable Sales Platform—But Needs Onboarding to Tame Complexity](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12936463)"** **Rating:** 4.0/5.0 stars *— Samiksha R.* [Read full review](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12936463) --- #### What Are G2 Users Discussing About Agentforce Sales (formerly Salesforce Sales Cloud)? - [What is Salesforce Maps used for?](https://www.g2.com/discussions/salesforce-maps-what-is-salesforce-maps-used-for) - 2 comments - [What is the benefit of Salesforce CRM?](https://www.g2.com/discussions/what-is-the-benefit-of-salesforce-crm) - 7 comments - [What is Salesforce and CRM?](https://www.g2.com/discussions/what-is-salesforce-and-crm) - 3 comments - [What makes high velocity sales more powerful than ever?](https://www.g2.com/discussions/what-makes-high-velocity-sales-more-powerful-than-ever) - 1 comment - [How do I enable Inbox in Salesforce?](https://www.g2.com/discussions/how-do-i-enable-inbox-in-salesforce) - 4 comments ### 2. [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) HubSpot Sales Hub is a software designed to help growing sales teams close deals faster by combining sales engagement tools, AI-powered productivity features, and workflow automation in a unified platform. The software provides email tracking, meeting scheduling, document sharing, and AI-driven next-action suggestions by leveraging the HubSpot Smart CRM as a single source of customer data. It automates routine sales processes and reduces administrative friction caused by manual coordination and fragmented customer information. HubSpot Sales Hub addresses inefficient deal velocity and incomplete buyer context by connecting communication history, marketing interactions, and service data in one shared system. The software supports use cases ranging from small business prospecting to enterprise pipeline management, with fast onboarding, flexible scaling, and unified reporting for sales leaders. **Average Rating:** 4.4/5.0 **Total Reviews:** 13,265 **How Do G2 Users Rate HubSpot Sales Hub?** - **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 9.2/10) - **Data Segmentation:** 8.4/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 8.2/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 8.6/10 (Category avg: 8.7/10) **Who Is the Company Behind HubSpot Sales Hub?** - **Seller:** [HubSpot](https://www.g2.com/sellers/hubspot) - **Company Website:** https://hubspot.com - **Year Founded:** 2006 - **HQ Location:** Cambridge, Massachusetts, United States - **Twitter:** @HubSpot (784,270 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/68529/ (12,158 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Sales Development Representative - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 60% Small-Business, 35% Mid-Market #### What Are HubSpot Sales Hub's Pros and Cons? **Pros:** - Ease of Use (1216 reviews) - Features (702 reviews) - Helpful (672 reviews) - Lead Management (571 reviews) - Intuitive (538 reviews) **Cons:** - Missing Features (435 reviews) - Limited Features (409 reviews) - Learning Curve (384 reviews) - Expensive (318 reviews) - Limited Customization (288 reviews) ### What Do G2 Reviewers Say About HubSpot Sales Hub? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **intuitive interface** of HubSpot Sales Hub, simplifying their workflow with effective tools and integrations. - Users appreciate the **customizability and user-friendly interface** of HubSpot Sales Hub, enhancing their sales processes significantly. - Users appreciate the **comprehensive visibility** of HubSpot Sales Hub, significantly enhancing their sales management and decision-making. - Users value the **centralized lead management** features of HubSpot Sales Hub, enhancing organization and efficiency in sales processes. - Users value the **intuitive interface** of HubSpot Sales Hub, allowing teams to easily navigate and enhance productivity. **Cons:** - Users find the **missing features** of HubSpot Sales Hub, like limited functionality and tagging issues, frustrating. - Users find the **limited features** of HubSpot Sales Hub restrict their experience, especially regarding the dashboard and mobile app. - Users face a **large learning curve** with HubSpot Sales Hub, finding integrations complicated and training necessary for clarity. - Users find the **cost increasingly burdensome** amidst ongoing technical issues and frustrating platform limitations. - Users find HubSpot Sales Hub has **limited customization** , causing frustration with bulk actions and workflow flexibility. #### What Are Recent G2 Reviews of HubSpot Sales Hub? **"[Solid CRM for managing the entire sales process](https://www.g2.com/survey_responses/hubspot-sales-hub-review-13087547)"** **Rating:** 4.0/5.0 stars *— Pallavi Y.* [Read full review](https://www.g2.com/survey_responses/hubspot-sales-hub-review-13087547) --- **"[Excellent CRM for sales teams](https://www.g2.com/survey_responses/hubspot-sales-hub-review-13120963)"** **Rating:** 5.0/5.0 stars *— Miguel P.* [Read full review](https://www.g2.com/survey_responses/hubspot-sales-hub-review-13120963) --- #### What Are G2 Users Discussing About HubSpot Sales Hub? - [How has HubSpot Sales Hub impacted the sales pipeline management in small to mid-sized businesses?](https://www.g2.com/discussions/how-has-hubspot-sales-hub-impacted-the-sales-pipeline-management-in-small-to-mid-sized-businesses) - 4 comments - [What is HubSpot Sales Hub used for?](https://www.g2.com/discussions/what-is-hubspot-sales-hub-used-for) - 5 comments - [What is HubSpot good for?](https://www.g2.com/discussions/what-is-hubspot-good-for) - 2 comments - [How do I use HubSpot for sales?](https://www.g2.com/discussions/how-do-i-use-hubspot-for-sales) - 3 comments - [What can you do with free HubSpot?](https://www.g2.com/discussions/what-can-you-do-with-free-hubspot) - 2 comments ### 3. [Gong](https://www.g2.com/products/gong/reviews) Gong is a software designed to transform how revenue teams win by unifying data, insights, and workflows into a single operating system for sales execution. The software provides deep customer and team understanding, automated workflow execution, and deal intelligence by leveraging the Gong Revenue Graph, AI-powered intelligence, and specialized agents. It automates critical sales workflows and reduces manual effort involved in note-taking, lead generation, and deal tracking. Gong addresses fragmented revenue operations by observing, guiding, and acting alongside sales teams within one trusted platform. The software supports use cases including pipeline management, sales coaching, and revenue forecasting for more than 5,000 companies worldwide, including LinkedIn, Shopify, Slack, and Twilio. **Average Rating:** 4.7/5.0 **Total Reviews:** 6,504 **How Do G2 Users Rate Gong?** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.2/10) - **Data Segmentation:** 8.6/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 8.4/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 8.9/10 (Category avg: 8.7/10) **Who Is the Company Behind Gong?** - **Seller:** [Gong](https://www.g2.com/sellers/gong) - **Company Website:** https://www.gong.io - **Year Founded:** 2015 - **HQ Location:** San Francisco, California - **Twitter:** @Gong_io (7,641 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/10454372/ (2,605 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Customer Success Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 69% Mid-Market, 18% Enterprise #### What Are Gong's Pros and Cons? **Pros:** - Helpful (301 reviews) - Ease of Use (240 reviews) - Call Recording (194 reviews) - Accuracy (188 reviews) - AI Summary (186 reviews) **Cons:** - Call Issues (119 reviews) - Recording Issues (77 reviews) - AI Inaccuracy (69 reviews) - AI Limitations (67 reviews) - Missing Features (60 reviews) ### What Do G2 Reviewers Say About Gong? *AI-generated summary from verified user reviews* **Pros:** - Users find Gong's **time-saving insights** invaluable, enhancing visibility into conversations and simplifying reviews and coaching sessions. - Users find Gong's **ease of use** invaluable for quickly accessing and analyzing sales call insights. - Users love the **call recording feature** of Gong, praising its ease of use and AI-driven insights for coaching. - Users value the **transcription accuracy** of Gong, enabling actionable insights and effective coaching for improved team performance. - Users appreciate Gong's **intuitive AI tools** , which elevate sales efficiency and provide vital insights effortlessly. **Cons:** - Users experience **call access delays** that hinder quick follow-ups and make searching past recordings challenging. - Users experience **recording issues** with Gong, including mistakes in audio translation and trouble locating past calls. - Users find the **AI inaccuracy** frustrating, impacting efficiency and the relevance of insights provided by Gong. - Users find the **AI limitations** frustrating, particularly in accuracy and lack of real-time analysis and integration. - Users are frustrated by the **missing features** , particularly with limited search functionality and action item suggestions. #### What Are Recent G2 Reviews of Gong? **"[Actionable Conversation Insights That Keep Teams Aligned.](https://www.g2.com/survey_responses/gong-review-12837945)"** **Rating:** 5.0/5.0 stars *— Connor H.* [Read full review](https://www.g2.com/survey_responses/gong-review-12837945) --- **"[Brilliant AI, Extremely Intuitive Platform](https://www.g2.com/survey_responses/gong-review-12892641)"** **Rating:** 5.0/5.0 stars *— Lilian S.* [Read full review](https://www.g2.com/survey_responses/gong-review-12892641) --- #### What Are G2 Users Discussing About Gong? - [How is Gong revolutionizing sales strategies with its AI-driven insights?](https://www.g2.com/discussions/gong-how-is-gong-revolutionizing-sales-strategies-with-its-ai-driven-insights) - 2 comments - [How is Gong revolutionizing sales strategies with its AI-driven insights?](https://www.g2.com/discussions/how-is-gong-revolutionizing-sales-strategies-with-its-ai-driven-insights) - [What is Gong used for?](https://www.g2.com/discussions/what-is-gong-used-for) - [Is Gong a public?](https://www.g2.com/discussions/is-gong-a-public) - 1 comment - [How Much Does Gong IO cost?](https://www.g2.com/discussions/how-much-does-gong-io-cost) - 1 comment ### 4. [Pipedrive](https://www.g2.com/products/pipedrive/reviews) Pipedrive is a software designed to help sales teams of all sizes close more deals through an easy-to-use customer relationship management platform. The software provides customizable sales pipelines, real-time performance insights, and AI-powered selling features by leveraging an intuitive pipeline-focused interface. It automates deal tracking and follow-up workflows and reduces the manual effort of managing leads and opportunities across the sales cycle. Pipedrive addresses the challenge of slow, disorganized sales processes by giving teams clear visual pipeline management and actionable data. The software supports use cases including lead management, activity scheduling, and sales reporting for more than 100,000 companies worldwide. **Average Rating:** 4.3/5.0 **Total Reviews:** 3,044 **How Do G2 Users Rate Pipedrive?** - **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 9.2/10) - **Data Segmentation:** 8.0/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 7.8/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 8.4/10 (Category avg: 8.7/10) **Who Is the Company Behind Pipedrive?** - **Seller:** [Pipedrive](https://www.g2.com/sellers/pipedrive) - **Company Website:** https://www.pipedrive.com - **Year Founded:** 2010 - **HQ Location:** New York - **Twitter:** @pipedrive (14,355 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1876917/ (1,051 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO, Sales Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 70% Small-Business, 23% Mid-Market #### What Are Pipedrive's Pros and Cons? **Pros:** - Ease of Use (574 reviews) - Intuitive (274 reviews) - Simple (243 reviews) - Helpful (231 reviews) - Integrations (210 reviews) **Cons:** - Missing Features (230 reviews) - Limited Features (151 reviews) - Learning Curve (118 reviews) - Integration Issues (108 reviews) - Expensive (102 reviews) ### What Do G2 Reviewers Say About Pipedrive? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** in Pipedrive, enjoying an intuitive interface and straightforward navigation. - Users appreciate the **intuitive interface** of Pipedrive, allowing easy customization and seamless interaction without a tech background. - Users appreciate the **ease of use** of Pipedrive, making daily operations and setup straightforward and user-friendly. - Users commend Pipedrive for its **helpful features** that enhance client management and organization, making tasks easier. - Users value the **seamless integrations** of Pipedrive, enhancing campaign attribution and boosting overall organizational efficiency. **Cons:** - Users find the **missing features** and high costs of add-ons limiting for solo practices and small businesses. - Users find **limited features** in Pipedrive, particularly in reporting and automation, hindering advanced functionality. - Users find the **steep learning curve** challenging, requiring more training and time to master Pipedrive's features. - Users face **integration issues** with Pipedrive, particularly with Google Calendar, complicating meeting details accessibility. - Users find the **subscription costs excessive** , making it challenging for smaller practices to justify the expense. #### What Are Recent G2 Reviews of Pipedrive? **"[Simple, Cost-Effective CRM with an Easy-to-Use Visual Pipeline](https://www.g2.com/survey_responses/pipedrive-review-13043351)"** **Rating:** 5.0/5.0 stars *— Mark (Max) D.* [Read full review](https://www.g2.com/survey_responses/pipedrive-review-13043351) --- **"[A great visual and customizable CRM with Room for Label Improvements](https://www.g2.com/survey_responses/pipedrive-review-13019176)"** **Rating:** 4.0/5.0 stars *— Pasi R.* [Read full review](https://www.g2.com/survey_responses/pipedrive-review-13019176) --- #### What Are G2 Users Discussing About Pipedrive? - [What features of Pipedrive are most beneficial for new sales professionals to track and optimize their sales pipeline?](https://www.g2.com/discussions/what-features-of-pipedrive-are-most-beneficial-for-new-sales-professionals-to-track-and-optimize-their-sales-pipeline) - 2 comments - [What is Pipedrive used for?](https://www.g2.com/discussions/pipedrive-what-is-pipedrive-used-for) - 2 comments - [Is Pipedrive free?](https://www.g2.com/discussions/is-pipedrive-free) - 2 comments - [What is Pipedrive software?](https://www.g2.com/discussions/what-is-pipedrive-software) - 2 comments - [What is Pipedrive used for?](https://www.g2.com/discussions/what-is-pipedrive-used-for) - 2 comments ### 5. [Clari](https://www.g2.com/products/clari/reviews) Clari is a software designed to help organizations achieve predictable, scalable revenue growth by moving beyond fragmented sales applications and systems of record. The software provides pipeline risk detection, forecast accuracy, and aligned execution by leveraging tailor-built AI and continuous deal data signal capture. It automates proactive sales workflows and reduces the hours lost to disconnected insights and siloed decision-making. Clari addresses unreliable forecasting and misaligned revenue execution by unifying context and driving action across sales teams within a single Predictive Revenue System. The software supports use cases including revenue forecasting, pipeline management, and enterprise-scale go-to-market execution for customers such as Adobe, 3M, IBM, and Zoom. **Average Rating:** 4.6/5.0 **Total Reviews:** 5,503 **How Do G2 Users Rate Clari?** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.2/10) - **Data Segmentation:** 8.4/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 8.3/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 8.7/10 (Category avg: 8.7/10) **Who Is the Company Behind Clari?** - **Seller:** [Salesloft](https://www.g2.com/sellers/salesloft) - **Year Founded:** 2011 - **HQ Location:** Atlanta, GA - **Twitter:** @Salesloft (18,437 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2296178/ (1,097 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Account Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 47% Mid-Market, 41% Enterprise #### What Are Clari's Pros and Cons? **Pros:** - Ease of Use (722 reviews) - Forecasting (486 reviews) - Features (365 reviews) - Salesforce Integration (326 reviews) - Helpful (287 reviews) **Cons:** - Limitations (186 reviews) - Limited Customization (150 reviews) - Learning Curve (147 reviews) - Missing Features (147 reviews) - Salesforce Integration (131 reviews) ### What Do G2 Reviewers Say About Clari? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** in Clari for forecasting, appreciating its intuitive interface and seamless updates. - Users appreciate the **ease of use** in Clari's Forecasting, allowing quick updates and excellent tracking against quotas. - Users appreciate Clari for its **real-time updates and seamless Salesforce integration** , enhancing workflow efficiency and visibility in sales opportunities. - Users find the **Salesforce integration** invaluable for streamlined data management and enhanced forecasting capabilities within Clari. - Users find Clari **incredibly helpful** for easy forecasting and effective revenue management, simplifying admin tasks significantly. **Cons:** - Users experience **customization limitations** with Clari, making it difficult to meet unique business needs effectively. - Users find **limited customization** in Clari, hindering tailored solutions for unique business needs and team insights. - Users experience a **steep learning curve** with Clari due to initial configuration and a confusing UI layout. - Users find **missing features** in Clari, with limitations in filtering, customization, and mobile app functionality affecting their experience. - Users experience **inconsistent Salesforce data reflection** in Clari, leading to confusion and potential errors in reporting. #### What Are Recent G2 Reviews of Clari? **"[Clari has met and exceed our expectations for our GTM Oganization](https://www.g2.com/survey_responses/clari-review-10775002)"** **Rating:** 4.0/5.0 stars *— Eric M.* [Read full review](https://www.g2.com/survey_responses/clari-review-10775002) --- **"[Clari Platform Review from a RevOps Perspective](https://www.g2.com/survey_responses/clari-review-12400239)"** **Rating:** 5.0/5.0 stars *— Matt D.* [Read full review](https://www.g2.com/survey_responses/clari-review-12400239) --- #### What Are G2 Users Discussing About Clari? - [How does Groove's integration with Clari enhance sales and revenue operations?](https://www.g2.com/discussions/how-does-groove-s-integration-with-clari-enhance-sales-and-revenue-operations) - 1 comment - [How is Groove, a Clari Company being used to enhance operational efficiency and user experience in its specific field?](https://www.g2.com/discussions/how-is-groove-a-clari-company-being-used-to-enhance-operational-efficiency-and-user-experience-in-its-specific-field) - [How do I add groove to Gmail?](https://www.g2.com/discussions/how-do-i-add-groove-to-gmail) - 1 comment - [How much does groove cost?](https://www.g2.com/discussions/how-much-does-groove-cost) - 1 comment, 1 upvote - [What groove means in music?](https://www.g2.com/discussions/what-groove-means-in-music) - 7 comments ### 6. [Substrata](https://www.g2.com/products/substrata-substrata/reviews) Substrata is a software designed to help dealmakers sell smarter and close more deals by uncovering the behavioral dynamics within sales conversations. The software provides analysis of attitudes, emotions, intentions, and power dynamics by leveraging AI-driven behavioral data analysis. It automates the interpretation of client interaction signals and reduces blind spots in understanding buyer intent and social context. Substrata addresses the challenge of hidden deal risk and misread buyer sentiment by surfacing real-time behavioral intelligence for sales professionals. The software supports use cases including opportunity qualification, client conversation analysis, and AI-assisted sales strategy for small and mid-market businesses. **Average Rating:** 4.9/5.0 **Total Reviews:** 1,093 **How Do G2 Users Rate Substrata?** - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.2/10) - **Data Segmentation:** 9.4/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 9.4/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 9.4/10 (Category avg: 8.7/10) **Who Is the Company Behind Substrata?** - **Seller:** [Substrata](https://www.g2.com/sellers/substrata-221a11cc-8331-453c-b030-2fd1cd2f19ea) - **Company Website:** https://www.substrata.me/ - **Year Founded:** 2020 - **HQ Location:** Tel Aviv, Israel - **Twitter:** @SubstrataHQ (517 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/substrata-company/ (33 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Sales Development Representative, Project Manager - **Top Industries:** Information Technology and Services, Marketing and Advertising - **Company Size:** 46% Small-Business, 41% Mid-Market #### What Are Substrata's Pros and Cons? **Pros:** - Accuracy (535 reviews) - Helpful (441 reviews) - Conversation Analysis (390 reviews) - Insights (336 reviews) - Time-saving (277 reviews) **Cons:** - Learning Curve (307 reviews) - Limited Customization (147 reviews) - Complexity (118 reviews) - Time-Consuming (102 reviews) - Dashboard Issues (99 reviews) ### What Do G2 Reviewers Say About Substrata? *AI-generated summary from verified user reviews* **Pros:** - Users value the **accuracy** of Substrata in enhancing communication clarity and strategic messaging for stakeholders. - Users find Substrata **invaluable for project management** , enhancing communication, coordination, and decision-making efficiency in solar projects. - Users highly value the **clarified and actionable communication** enabled by Substrata's advanced tools for effective outreach. - Users value the **strategic communication enhancement** from Substrata, empowering them to engage clients effectively with tailored messages. - Users value the **time-saving capabilities** of Substrata, enabling efficient prospect tracking and streamlined outreach efforts. **Cons:** - Users find the **initial learning curve** of Substrata challenging, needing time to master its features and insights. - Users desire more **customization options** for improved usability, especially for C-level executives managing diverse metrics. - Users find the **initial setup and complex interface** of Substrata overwhelming, impacting the overall user experience. - Users find the **time-consuming setup** and analysis process of Substrata challenging, creating hurdles in quick data access. - Users find the **dashboard overwhelming** initially, needing time to learn and customize advanced features effectively. #### What Are Recent G2 Reviews of Substrata? **"[Real Insights for Real Global Sales Challenges](https://www.g2.com/survey_responses/substrata-review-12617983)"** **Rating:** 4.5/5.0 stars *— Blake M.* [Read full review](https://www.g2.com/survey_responses/substrata-review-12617983) --- **"[Intuitive Content Library with Effortless Drag-and-Drop Organization](https://www.g2.com/survey_responses/substrata-review-12619141)"** **Rating:** 4.5/5.0 stars *— Melissa L.* [Read full review](https://www.g2.com/survey_responses/substrata-review-12619141) --- ### 7. [Close](https://www.g2.com/products/close/reviews) Close is a software designed to help sales teams act on their CRM data and close more deals through built-in calling, email, SMS, and automation in a single platform. The software provides instant lead outreach, automated follow-up, and AI-driven prospect qualification by leveraging Chloe, a native AI sales teammate that takes real conversational action. It automates lead engagement and re-engagement workflows and reduces dropped leads and stalled deals by ensuring every prospect receives a timely response. Close addresses the inefficiency of stitching together separate communication tools by embedding all outreach channels directly into the CRM. The software supports use cases including inbound lead response, pipeline acceleration, and meeting booking for more than 10,000 small and mid-market sales teams. **Average Rating:** 4.7/5.0 **Total Reviews:** 2,030 **How Do G2 Users Rate Close?** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.2/10) - **Data Segmentation:** 8.6/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 8.7/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 8.8/10 (Category avg: 8.7/10) **Who Is the Company Behind Close?** - **Seller:** [Close](https://www.g2.com/sellers/close) - **Company Website:** https://close.com - **Year Founded:** 2013 - **HQ Location:** 111 Congress Avenue, Suite 500 Austin, Texas 78701 United States - **Twitter:** @Close (6,592 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2597204/ (213 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO, Founder - **Top Industries:** Marketing and Advertising, Computer Software - **Company Size:** 76% Small-Business, 20% Mid-Market #### What Are Close's Pros and Cons? **Pros:** - Ease of Use (819 reviews) - Helpful (441 reviews) - Features (394 reviews) - Simple (387 reviews) - Intuitive (358 reviews) **Cons:** - Missing Features (244 reviews) - Call Issues (181 reviews) - Limited Features (130 reviews) - Limited Customization (95 reviews) - Learning Curve (92 reviews) ### What Do G2 Reviewers Say About Close? *AI-generated summary from verified user reviews* **Pros:** - Users find Close to be **very user-friendly** , with seamless integrations that streamline processes and enhance productivity. - Users appreciate the **user-friendly interface** of Close, enabling smooth workflows for both inside and outside sales teams. - Users praise the **comprehensive communication features** of Close, enhancing efficiency in managing client interactions effortlessly. - Users praise the **intuitive interface** of Close, making lead management and follow-ups incredibly smooth and efficient. - Users love the **intuitive dashboard design** of Close, appreciating its streamlined features and user-friendly experience. **Cons:** - Users find that **missing features** on the mobile app limit functionality compared to the desktop version. - Users often face **call issues** like disconnects from devices, affecting their overall experience with Close. - Users find the **limited features** of Close frustrating, especially for B2C needs and when needing more operational options. - Users find the **limited customization** options frustrating, hindering advanced reporting and personalized dashboard creation. - Users find the **learning curve challenging** due to merging complexities and limited customization options in Close. #### What Are Recent G2 Reviews of Close? **"[Intuitive All-in-One CRM That Keeps Sales Conversations Organized](https://www.g2.com/survey_responses/close-review-13106165)"** **Rating:** 4.0/5.0 stars *— Dharamveer p.* [Read full review](https://www.g2.com/survey_responses/close-review-13106165) --- **"[Lightweight CRM with Strong Lead Gen, Needs Reporting Enhancement](https://www.g2.com/survey_responses/close-review-9339114)"** **Rating:** 4.5/5.0 stars *— Gaël L.* [Read full review](https://www.g2.com/survey_responses/close-review-9339114) --- #### What Are G2 Users Discussing About Close? - [What is Close used for?](https://www.g2.com/discussions/close-what-is-close-used-for) - 2 comments - [What is Close used for?](https://www.g2.com/discussions/what-is-close-used-for) - 1 comment ### 8. [SAP Sales Cloud](https://www.g2.com/products/sap-sap-sales-cloud/reviews) SAP Sales Cloud is a software designed to make intelligent selling simple by connecting data, processes, and people within a unified sales automation and CRM platform. The software provides intelligent recommendations, sales engagement optimization, and adaptive process management by leveraging SAP's integrated data and insight capabilities. It automates sales guidance workflows and reduces guesswork by surfacing actionable recommendations that help sellers focus on the right opportunities. SAP Sales Cloud addresses disconnected data and inconsistent sales execution by uniting people, processes, and systems to drive revenue and customer loyalty. The software supports use cases including enterprise sales process optimization, opportunity management, and adapting to shifting market requirements across mid-market and enterprise organizations. **Average Rating:** 4.2/5.0 **Total Reviews:** 890 **How Do G2 Users Rate SAP Sales Cloud?** - **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 9.2/10) - **Data Segmentation:** 8.6/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 8.9/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 9.0/10 (Category avg: 8.7/10) **Who Is the Company Behind SAP Sales Cloud?** - **Seller:** [SAP](https://www.g2.com/sellers/sap) - **Company Website:** https://www.sap.com/ - **Year Founded:** 1972 - **HQ Location:** Walldorf - **Twitter:** @SAP (297,052 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/sap/ (141,955 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Consultant, Associate Consultant - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 45% Enterprise, 36% Mid-Market #### What Are SAP Sales Cloud's Pros and Cons? **Pros:** - Ease of Use (101 reviews) - Integrations (65 reviews) - Analytics (61 reviews) - Integration (60 reviews) - Lead Management (58 reviews) **Cons:** - Learning Curve (86 reviews) - Limited Customization (49 reviews) - Complexity (41 reviews) - Not Intuitive (37 reviews) - Expensive (36 reviews) ### What Do G2 Reviewers Say About SAP Sales Cloud? *AI-generated summary from verified user reviews* **Pros:** - Users find SAP Sales Cloud to have **ease of use** that significantly enhances their overall performance and efficiency. - Users value the **strong integration with SAP systems** , enhancing efficiency and providing clear pipeline visibility. - Users value the **easy integration and AI insights** of SAP Sales Cloud, enhancing efficiency and intelligent data analysis. - Users appreciate the **seamless integration** of SAP Sales Cloud with other SAP systems, enhancing operational efficiency and data consistency. - Users value the **centralized customer data management** in SAP Sales Cloud, enhancing pipeline management and team alignment. **Cons:** - Users report a **steep learning curve** with SAP Sales Cloud, making navigation and initial setup frustratingly complex. - Users find the **limited customization options** of SAP Sales Cloud challenging for adapting to specific organizational needs. - Users find the **complexity** of SAP Sales Cloud a barrier, leading to a steep learning curve and implementation challenges. - Users find the **interface not intuitive** , making initial navigation and setup a frustrating experience. - Users find the **high price** of SAP Sales Cloud to be a significant drawback, affecting their choice of solution. #### What Are Recent G2 Reviews of SAP Sales Cloud? **"[High volume task handler](https://www.g2.com/survey_responses/sap-sales-cloud-review-11157624)"** **Rating:** 4.5/5.0 stars *— Carlos Q.* [Read full review](https://www.g2.com/survey_responses/sap-sales-cloud-review-11157624) --- **"[A great and powerful software with a learning curve](https://www.g2.com/survey_responses/sap-sales-cloud-review-11746761)"** **Rating:** 4.5/5.0 stars *— Alexander C.* [Read full review](https://www.g2.com/survey_responses/sap-sales-cloud-review-11746761) --- #### What Are G2 Users Discussing About SAP Sales Cloud? - [What is SAP CRM used for?](https://www.g2.com/discussions/what-is-sap-crm-used-for) - [What SAP components are included in SAP CRM?](https://www.g2.com/discussions/sap-cloud-for-customer-what-sap-components-are-included-in-sap-crm) - 1 comment - [What SAP components are included in SAP CRM?](https://www.g2.com/discussions/what-sap-components-are-included-in-sap-crm) - 1 comment - [Is SAP CRM cloud based?](https://www.g2.com/discussions/is-sap-crm-cloud-based) - 1 comment - [What is CRM system in SAP?](https://www.g2.com/discussions/what-is-crm-system-in-sap) - 1 comment ### 9. [CaptivateIQ](https://www.g2.com/products/captivateiq/reviews) CaptivateIQ is a software designed to bring quota, territory, headcount, and compensation planning into a single AI-powered workspace for modern revenue teams. The software provides incentive compensation management, sales planning, performance tracking, and real-time what-if scenario modeling by leveraging SmartGrid, a proprietary no-code modeling engine with a familiar spreadsheet-like interface. It automates commission calculations, approval workflows, and plan iteration and reduces errors and rework associated with legacy SPM tools and manual spreadsheets. CaptivateIQ addresses the misalignment between sales strategy and incentive execution by connecting planning, measurement, and payout in one shared source of truth for RevOps, Finance, and Sales teams. The software supports use cases including capacity planning, earnings visibility for sales reps, and enterprise-grade reporting for more than 800 companies, including Boston Scientific, Datadog, and 6sense. **Average Rating:** 4.7/5.0 **Total Reviews:** 3,410 **How Do G2 Users Rate CaptivateIQ?** - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.2/10) - **Data Segmentation:** 8.4/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 8.0/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 8.4/10 (Category avg: 8.7/10) **Who Is the Company Behind CaptivateIQ?** - **Seller:** [CaptivateIQ](https://www.g2.com/sellers/captivateiq) - **Company Website:** https://www.captivateiq.com/ - **Year Founded:** 2017 - **HQ Location:** San Francisco, California - **Twitter:** @CaptivateIq (606 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/18516995/ (271 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Account Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 68% Mid-Market, 26% Enterprise #### What Are CaptivateIQ's Pros and Cons? **Pros:** - Ease of Use (507 reviews) - Simple (230 reviews) - Helpful (217 reviews) - Accuracy (186 reviews) - Intuitive (182 reviews) **Cons:** - Learning Curve (80 reviews) - Missing Features (52 reviews) - Reporting Issues (43 reviews) - Slow Loading (43 reviews) - Difficult Learning (42 reviews) ### What Do G2 Reviewers Say About CaptivateIQ? *AI-generated summary from verified user reviews* **Pros:** - Users find **ease of use** in CaptivateIQ, enabling efficient tracking of commissions and payouts in one spot. - Users find CaptivateIQ to be **super easy to use and set up** , making commission management hassle-free. - Users appreciate the **intuitive navigation** of CaptivateIQ, making it easy to access essential commission information effortlessly. - Users value the **accuracy** of CaptivateIQ, appreciating how quickly and easily they access detailed commission information. - Users find CaptivateIQ's **intuitive interface** incredibly user-friendly, making incentive compensation management straightforward and efficient. **Cons:** - Users find the **learning curve steep** , requiring significant time and support to master CaptivateIQ's features and reporting functions. - Users find the **missing features** in CaptivateIQ, such as a mobile app and tax calculator, quite limiting. - Users find **reporting and dashboard building cumbersome** , often reverting to Excel for clarity and efficiency. - Users notice that **slow loading times** can hinder efficient access to reporting and performance insights. - Users experience a **difficult learning** curve with CaptivateIQ's dashboard configuration, impacting overall usability and initial setup. #### What Are Recent G2 Reviews of CaptivateIQ? **"[Easy to navigate for Sellers and eliminate time usage.](https://www.g2.com/survey_responses/captivateiq-review-11398999)"** **Rating:** 4.5/5.0 stars *— Kauvshika P.* [Read full review](https://www.g2.com/survey_responses/captivateiq-review-11398999) --- **"[Easy, Flexible Dashboarding with Powerful What-If Modeling](https://www.g2.com/survey_responses/captivateiq-review-12708840)"** **Rating:** 4.5/5.0 stars *— Sridhar P.* [Read full review](https://www.g2.com/survey_responses/captivateiq-review-12708840) --- #### What Are G2 Users Discussing About CaptivateIQ? - [How is CaptivateIQ changing the way companies manage and optimize their commission plans?](https://www.g2.com/discussions/how-is-captivateiq-changing-the-way-companies-manage-and-optimize-their-commission-plans) - 1 comment - [What is CaptivateIQ used for?](https://www.g2.com/discussions/what-is-captivateiq-used-for) ### 10. [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) Bigin by Zoho CRM is a software designed to help small businesses, startups, and customer-facing teams manage customer relationships and unify all customer-facing operations in one simplified platform. The software provides pipeline management, marketing, sales, onboarding, delivery, and support capabilities by leveraging an affordable, mobile-accessible CRM built for ease of use. It automates customer operation workflows and reduces complexity that often makes traditional CRMs inaccessible to smaller teams. Bigin by Zoho CRM addresses the challenge of fragmented customer management for small businesses by offering a streamlined, collaborative system that requires minimal technical expertise. The software supports use cases including end-to-end customer lifecycle management and team collaboration for more than 20,000 small businesses and SMBs worldwide. **Average Rating:** 4.6/5.0 **Total Reviews:** 843 **How Do G2 Users Rate Bigin by Zoho CRM?** - **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 9.2/10) - **Data Segmentation:** 8.2/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 7.7/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 8.3/10 (Category avg: 8.7/10) **Who Is the Company Behind Bigin by Zoho CRM?** - **Seller:** [Zoho](https://www.g2.com/sellers/zoho-b00ca9d5-bca8-41b5-a8ad-275480841704) - **Year Founded:** 1996 - **HQ Location:** Austin, TX - **Twitter:** @Zoho (137,880 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/38373/ (30,766 employees on LinkedIn®) - **Phone:** +1 (888) 900-9646 **Who Uses This Product?** - **Who Uses This:** CEO, Founder - **Top Industries:** Information Technology and Services, Marketing and Advertising - **Company Size:** 90% Small-Business, 9% Mid-Market #### What Are Bigin by Zoho CRM's Pros and Cons? **Pros:** - Ease of Use (256 reviews) - Simple (125 reviews) - Intuitive (107 reviews) - Simplicity (103 reviews) - Features (87 reviews) **Cons:** - Missing Features (81 reviews) - Limited Features (75 reviews) - Integration Issues (63 reviews) - Limited Customization (63 reviews) - Limited Integrations (43 reviews) ### What Do G2 Reviewers Say About Bigin by Zoho CRM? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Bigin by Zoho CRM, making it simple to implement and manage. - Users commend Bigin by Zoho CRM for its **simplicity and ease of use** , making it ideal for small businesses. - Users praise the **intuitive design** of Bigin by Zoho CRM, highlighting its simplicity and ease of navigation. - Users value the **simplicity** of Bigin by Zoho CRM, finding it easy to use and set up for small businesses. - Users value the **ease of use and excellent reporting** in Bigin by Zoho CRM, enhancing their management efficiency. **Cons:** - Users experience **missing features** in Bigin, such as limited automations and reporting capabilities compared to desktop. - Users note the **limited features** of Bigin by Zoho CRM, wishing for more integrations and advanced functionalities. - Users face **integration issues** with Bigin, particularly with field mapping and limited functionality when scaling up. - Users note that **customization is limited** in Bigin, lacking fields and advanced features found in full CRMs. - Users face **limited integrations** in Bigin by Zoho CRM, hindering connectivity with other essential applications. #### What Are Recent G2 Reviews of Bigin by Zoho CRM? **"[Excellent CRM for Managing Business Leads Efficiently](https://www.g2.com/survey_responses/bigin-by-zoho-crm-review-13115366)"** **Rating:** 5.0/5.0 stars *— Vasudev P.* [Read full review](https://www.g2.com/survey_responses/bigin-by-zoho-crm-review-13115366) --- **"[Simple and easy to use for our Franchising and consulting business](https://www.g2.com/survey_responses/bigin-by-zoho-crm-review-13093501)"** **Rating:** 4.0/5.0 stars *— Juan Luis V.* [Read full review](https://www.g2.com/survey_responses/bigin-by-zoho-crm-review-13093501) --- #### What Are G2 Users Discussing About Bigin by Zoho CRM? - [What is the difference between Bigin and Zoho CRM?](https://www.g2.com/discussions/what-is-the-difference-between-bigin-and-zoho-crm) - [Does Bigin integrate with Zoho CRM?](https://www.g2.com/discussions/does-bigin-integrate-with-zoho-crm) - 2 comments, 1 upvote - [What is Zoho Bigin?](https://www.g2.com/discussions/what-is-zoho-bigin) - 2 comments - [What is Bigin used for?](https://www.g2.com/discussions/what-is-bigin-used-for) - 1 comment ### 11. [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) Zoho CRM is a software designed to provide mid-scale businesses and large enterprises with a 360-degree view of their customer relationships and sales operations. The software provides contact management, pipeline management, sales forecasting, marketing campaign management, and customer support by leveraging an AI-powered conversational assistant and cloud-based infrastructure. It automates workflow execution and task management and reduces manual coordination across sales, marketing, and service functions. Zoho CRM addresses the challenge of managing fragmented business operations by consolidating all customer-facing activities into a single system integrated with 500-plus popular business applications. The software supports use cases including inventory management, reporting and analytics, and end-to-end sales cycle management for small, mid-market, and enterprise organizations. **Average Rating:** 4.1/5.0 **Total Reviews:** 2,834 **How Do G2 Users Rate Zoho CRM?** - **Has the product been a good partner in doing business?:** 8.0/10 (Category avg: 9.2/10) - **Data Segmentation:** 8.5/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 8.3/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 8.6/10 (Category avg: 8.7/10) **Who Is the Company Behind Zoho CRM?** - **Seller:** [Zoho](https://www.g2.com/sellers/zoho-b00ca9d5-bca8-41b5-a8ad-275480841704) - **Year Founded:** 1996 - **HQ Location:** Austin, TX - **Twitter:** @Zoho (137,880 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/38373/ (30,766 employees on LinkedIn®) - **Phone:** +1 (888) 900-9646 **Who Uses This Product?** - **Who Uses This:** Owner, CEO - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 62% Small-Business, 33% Mid-Market #### What Are Zoho CRM's Pros and Cons? **Pros:** - Ease of Use (271 reviews) - Features (172 reviews) - Integrations (140 reviews) - Lead Management (116 reviews) - Easy Integrations (115 reviews) **Cons:** - Learning Curve (112 reviews) - Limited Features (71 reviews) - Integration Issues (70 reviews) - Complexity (68 reviews) - Poor Customer Support (67 reviews) ### What Do G2 Reviewers Say About Zoho CRM? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** of Zoho CRM, making navigation and implementation smooth and intuitive. - Users appreciate the **robust features** and **top-notch support** of Zoho CRM, enhancing their customer management experience. - Users value the **seamless integrations** of Zoho CRM, enhancing their workflow and connecting various business tools effortlessly. - Users value the **efficient lead management** of Zoho CRM, enhancing workflows and integrating seamlessly with multiple applications. - Users love the **ease of integration** with Zoho CRM, creating a seamless workflow with other business tools. **Cons:** - Users find the **learning curve challenging** , especially with advanced features that require time to master. - Users struggle with the **limited features** of Zoho CRM, especially regarding integration and automation with other systems. - Users face significant **integration issues** with Zoho CRM, causing delays and complications in achieving desired functionality. - Users find Zoho CRM's **complexity** challenging, especially for first-time users unfamiliar with CRM systems. - Users often face **poor customer support** , finding it difficult to receive proper assistance for their queries. #### What Are Recent G2 Reviews of Zoho CRM? **"[A Cost-Effective, Turnkey CRM Solution](https://www.g2.com/survey_responses/zoho-crm-review-13048297)"** **Rating:** 5.0/5.0 stars *— Rohit B.* [Read full review](https://www.g2.com/survey_responses/zoho-crm-review-13048297) --- **"[Zoho CRM: Powerful, Easy-to-Use Platform with Great Automation and Integrations](https://www.g2.com/survey_responses/zoho-crm-review-13076752)"** **Rating:** 4.5/5.0 stars *— Dharamveer p.* [Read full review](https://www.g2.com/survey_responses/zoho-crm-review-13076752) --- #### What Are G2 Users Discussing About Zoho CRM? - [What are the key strengths of Zoho CRM in managing customer relationships compared to other CRM platforms?](https://www.g2.com/discussions/zoho-crm-what-are-the-key-strengths-of-zoho-crm-in-managing-customer-relationships-compared-to-other-crm-platf) - 3 comments, 1 upvote - [What are the key strengths of Zoho CRM in managing customer relationships compared to other CRM platforms?](https://www.g2.com/discussions/what-are-the-key-strengths-of-zoho-crm-in-managing-customer-relationships-compared-to-other-crm-platforms) - 3 comments - [What is Zoho CRM used for?](https://www.g2.com/discussions/zoho-crm-what-is-zoho-crm-used-for) - 2 comments, 2 upvotes - [Is Zoho CRM really free?](https://www.g2.com/discussions/is-zoho-crm-really-free) - 4 comments, 5 upvotes - [What are the features of CRM software?](https://www.g2.com/discussions/zoho-crm-what-are-the-features-of-crm-software) - 2 comments, 1 upvote ### 12. [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) IBM Planning Analytics is a software designed to automate planning, budgeting, and forecasting processes for finance and business operations leaders across functions including Finance, Supply Chain, HR, Marketing, and Sales. The software provides integrated financial and operational planning, AI-powered forecasting, interactive performance dashboards, and collaborative decision-making by leveraging built-in AI, a generative AI assistant, and a governed single source of truth. It automates data integration and scenario modeling and reduces the errors and inefficiencies associated with manual planning models. IBM Planning Analytics addresses fragmented and error-prone planning processes by connecting financial and operational plans across teams within a single governed platform. The software supports use cases including real-time performance tracking, predictive scenario analysis, and cross-functional planning collaboration for mid-market and enterprise organizations. **Average Rating:** 4.4/5.0 **Total Reviews:** 222 **How Do G2 Users Rate IBM Planning Analytics?** - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.2/10) - **Data Segmentation:** 8.6/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 8.3/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 8.5/10 (Category avg: 8.7/10) **Who Is the Company Behind IBM Planning Analytics?** - **Seller:** [IBM](https://www.g2.com/sellers/ibm) - **Company Website:** https://www.ibm.com - **Year Founded:** 1911 - **HQ Location:** Armonk, New York, United States - **Twitter:** @IBMSecurity (74,660 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1009/ (328,202 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Financial Analyst - **Top Industries:** Information Technology and Services, Financial Services - **Company Size:** 51% Enterprise, 36% Mid-Market #### What Are IBM Planning Analytics's Pros and Cons? **Pros:** - Efficiency (34 reviews) - Planning Efficiency (32 reviews) - Analytics (30 reviews) - Forecasting Accuracy (30 reviews) - Ease of Use (29 reviews) **Cons:** - Learning Curve (28 reviews) - Learning Difficulty (18 reviews) - User Difficulty (18 reviews) - Complexity (15 reviews) - Difficult Learning (15 reviews) ### What Do G2 Reviewers Say About IBM Planning Analytics? *AI-generated summary from verified user reviews* **Pros:** - Users highlight the **enhanced efficiency** of IBM Planning Analytics, streamlining data analysis and minimizing manual tasks. - Users value the **planning efficiency** of IBM Planning Analytics, enhancing data management and simplifying budgeting processes. - Users value the **strong data visualization features** that simplify complex data analysis for informed financial decisions. - Users appreciate the **forecasting accuracy** of IBM Planning Analytics, empowering them to make data-driven decisions efficiently. - Users appreciate the **user-friendly interface** of IBM Planning Analytics, enabling efficient modeling and real-time data analysis. **Cons:** - Users find the **learning curve challenging** , especially with the complex interface and initial setup of IBM Planning Analytics. - Users face a **challenging learning difficulty** with IBM Planning Analytics, particularly during initial setup and onboarding. - Users face a **steep learning curve** with IBM Planning Analytics, often finding it complex and unintuitive for new users. - Users find the **complexity** of IBM Planning Analytics challenging, particularly during initial setup and navigation for newcomers. - Users find the **difficult learning** curve challenging, especially for new users navigating complex features and workflows. #### What Are Recent G2 Reviews of IBM Planning Analytics? **"[Powerful Planning & Forecasting With Fast Updates and Smooth Excel Integration](https://www.g2.com/survey_responses/ibm-planning-analytics-review-12648783)"** **Rating:** 4.5/5.0 stars *— Himanshu J.* [Read full review](https://www.g2.com/survey_responses/ibm-planning-analytics-review-12648783) --- **"[Robust, Efficient Yet Complex for New Users](https://www.g2.com/survey_responses/ibm-planning-analytics-review-12802559)"** **Rating:** 4.0/5.0 stars *— Jeanpierre L.* [Read full review](https://www.g2.com/survey_responses/ibm-planning-analytics-review-12802559) --- #### What Are G2 Users Discussing About IBM Planning Analytics? - [What is IBM Planning Analytics with Watson used for?](https://www.g2.com/discussions/what-is-ibm-planning-analytics-with-watson-used-for) - [How do you upgrade planning analytics workspace?](https://www.g2.com/discussions/how-do-you-upgrade-planning-analytics-workspace) - [What is planning analytics for Excel?](https://www.g2.com/discussions/what-is-planning-analytics-for-excel) - [What is IBM planning analytics workspace?](https://www.g2.com/discussions/what-is-ibm-planning-analytics-workspace) - [How do I use IBM Planning Analytics?](https://www.g2.com/discussions/how-do-i-use-ibm-planning-analytics) ### 13. [Salesloft](https://www.g2.com/products/salesloft/reviews) Salesloft is a software designed to help revenue organizations move beyond fragmented sales applications and drive predictable, scalable growth through a unified AI-powered platform. The software provides deal data signal capture, pipeline risk identification, forecast management, and aligned sales execution by leveraging tailor-built AI that creates context and drives action across sales teams. It automates proactive outreach and follow-up workflows and reduces hours lost to siloed insights and disconnected sales processes. Salesloft addresses misaligned revenue execution and unpredictable forecasting by giving sales teams shared understanding and faster decision-making within a single system. The software supports use cases including sales engagement, pipeline management, and enterprise-scale revenue execution for customers such as Adobe, 3M, IBM, and Zoom. **Average Rating:** 4.5/5.0 **Total Reviews:** 4,153 **How Do G2 Users Rate Salesloft?** - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.2/10) - **Data Segmentation:** 8.0/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 8.1/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 8.5/10 (Category avg: 8.7/10) **Who Is the Company Behind Salesloft?** - **Seller:** [Salesloft](https://www.g2.com/sellers/salesloft) - **Company Website:** https://salesloft.com - **Year Founded:** 2011 - **HQ Location:** Atlanta, GA - **Twitter:** @Salesloft (18,437 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2296178/ (1,097 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Sales Development Representative - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 56% Mid-Market, 23% Small-Business #### What Are Salesloft's Pros and Cons? **Pros:** - Ease of Use (256 reviews) - Integrations (211 reviews) - Email Tracking (201 reviews) - Easy Tracking (165 reviews) - Helpful (158 reviews) **Cons:** - Call Issues (164 reviews) - Integration Issues (134 reviews) - Learning Curve (116 reviews) - Limited Features (114 reviews) - Missing Features (95 reviews) ### What Do G2 Reviewers Say About Salesloft? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Salesloft, enhancing their daily selling experience with a simple, organized interface. - Users value the **seamless integration** with Salesforce, enhancing outreach efficiency and organization across teams. - Users appreciate the **email tracking features** for easily measuring open rates and managing tasks efficiently. - Users appreciate the **easy tracking** features of Salesloft, enhancing their efficiency in managing outreach campaigns. - Users find Salesloft **extremely helpful** in managing pipelines and measuring engagement through open rates and templates. **Cons:** - Users experience **call issues** with Salesloft, finding the app misaligned during calls and support inconsistent. - Users experience **integration issues** with Salesloft, particularly with HubSpot and other platforms, affecting efficiency. - Users find the **learning curve steep** , making initial use of Salesloft challenging and somewhat overwhelming. - Users highlight the **limited features** of Salesloft, expressing a desire for enhanced integrations and customization options. - Users feel Salesloft is missing **key features** like an auto-dialer and domain rotation, hindering productivity and email deliverability. #### What Are Recent G2 Reviews of Salesloft? **"[Easy-to-Use Cadences and Automation That Boost SDR Efficiency](https://www.g2.com/survey_responses/salesloft-review-12625459)"** **Rating:** 4.5/5.0 stars *— Verified User in Computer Software* [Read full review](https://www.g2.com/survey_responses/salesloft-review-12625459) --- **"[Boosts Sales Execution with Structured Cadences and CRM-Integrated Insights](https://www.g2.com/survey_responses/salesloft-review-12628860)"** **Rating:** 4.0/5.0 stars *— Harrison P.* [Read full review](https://www.g2.com/survey_responses/salesloft-review-12628860) --- #### What Are G2 Users Discussing About Salesloft? - [What innovative strategies are sales teams adopting with Salesloft to enhance customer engagement and sales effectiveness?](https://www.g2.com/discussions/what-innovative-strategies-are-sales-teams-adopting-with-salesloft-to-enhance-customer-engagement-and-sales-effectiveness) - [How is Salesloft being used to enhance operational efficiency and user experience in its specific field?](https://www.g2.com/discussions/how-is-salesloft-being-used-to-enhance-operational-efficiency-and-user-experience-in-its-specific-field) - 1 comment - [What is Salesloft used for?](https://www.g2.com/discussions/salesloft-what-is-salesloft-used-for) - 1 comment - [How much does SalesLoft cost?](https://www.g2.com/discussions/how-much-does-salesloft-cost) - [Is SalesLoft a CRM?](https://www.g2.com/discussions/is-salesloft-a-crm) - 6 comments, 1 upvote ### 14. [Salesken](https://www.g2.com/products/salesken/reviews) Salesken.ai is a Sales AI platform designed to enhance sales team performance while lowering acquisition costs. By offering real-time cues during conversations, the tool empowers sales reps to engage more effectively with customers. Salesken also provides leaders and reps with full visibility into every call through advanced Call Analytics, capturing emotions, objections, intent, and more. Salesken delivers tailored solutions for both Sales Leaders and Reps, driving revenue success through: - Pipeline Management: Accurate forecasts based on deep conversation insights. - Deal Tracking: Instant summaries, identification of BANT gaps, and clear next steps. - Team Coaching: Personalized coaching for each rep and every deal, on demand. - Marketing Insights: Actionable insights extracted from sales conversations. - Quality Assurance: Evaluate 100% of sales calls with AI-driven QA, offering personalized coaching and reducing manual efforts while improving overall sales quality and consistency For Sales Reps, Salesken offers: - Real-Time Cueing: Provides live cues and battle cards to help reps perfect their pitches. - CRM Enrichment: Automates CRM data entry and updates. - Custom Outreach: Simplifies and automates outreach, saving time and increasing efficiency. Salesken is the go to AI for the whole sales team. Book a demo and learn about more features and capabilities. **Average Rating:** 4.9/5.0 **Total Reviews:** 386 **How Do G2 Users Rate Salesken?** - **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 9.2/10) - **Data Segmentation:** 9.7/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 9.8/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 9.8/10 (Category avg: 8.7/10) **Who Is the Company Behind Salesken?** - **Seller:** [Salesken](https://www.g2.com/sellers/salesken) - **Year Founded:** 2018 - **HQ Location:** New York, New York - **Twitter:** @SaleskenAi (117 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/salesken/about (84 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Sales, Sales Executive - **Top Industries:** Education Management, E-Learning - **Company Size:** 57% Mid-Market, 37% Enterprise #### What Are Salesken's Pros and Cons? **Pros:** - Helpful (11 reviews) - Feedback Management (7 reviews) - AI Summary (6 reviews) - Automation (6 reviews) - Efficiency (6 reviews) **Cons:** - Call Issues (2 reviews) - Call Limitations (2 reviews) - Poor Transcription (2 reviews) - Recording Issues (2 reviews) - Accuracy Issues (1 reviews) ### What Do G2 Reviewers Say About Salesken? *AI-generated summary from verified user reviews* **Pros:** - Users benefit from the **real-time feedback and actionable data** that significantly boosts sales team performance. - Users value the **real-time feedback** from Salesken, enhancing productivity and performance for sales teams significantly. - Users commend Salesken for its **AI-driven insights** that enhance call productivity and empower sales teams to succeed. - Users value the **automation features** of Salesken, which significantly enhance sales team productivity and efficiency. - Users highlight the **enhanced efficiency** of Salesken, enabling sales teams to leverage actionable data for improved performance. **Cons:** - Users request **improved call connectivity** as issues with calls not connecting hinder their overall experience. - Users desire **better call connection** and increased customization, as issues occasionally hinder their experience with Salesken. - Users express frustration over **poor transcription** quality, which negatively impacts their overall experience with Salesken. - Users experience frustrating **recording issues** with Salesken, hindering their overall satisfaction and functionality. - Users frequently experience **accuracy issues** with transcripts, impacting their overall satisfaction with Salesken. #### What Are Recent G2 Reviews of Salesken? **"[Turn Your Sales Reps Into Rock Stars.](https://www.g2.com/survey_responses/salesken-review-10386293)"** **Rating:** 5.0/5.0 stars *— Madhan k.* [Read full review](https://www.g2.com/survey_responses/salesken-review-10386293) --- **"[Real-Time Call Insights and AI Coaching That Boost Sales Performance](https://www.g2.com/survey_responses/salesken-review-12599904)"** **Rating:** 5.0/5.0 stars *— Anup K.* [Read full review](https://www.g2.com/survey_responses/salesken-review-12599904) --- #### What Are G2 Users Discussing About Salesken? - [What is Salesken used for?](https://www.g2.com/discussions/what-is-salesken-used-for) ### 15. [Looker](https://www.g2.com/products/looker/reviews) Looker is a software designed to enable organizations to explore, query, and act on their data through a self-service and governed business intelligence platform built on Google Cloud. The software provides custom application development with trusted metrics, governed BI reporting, and flexible data modeling by leveraging Google Cloud infrastructure and Looker's semantic modeling layer. It automates data access and metric governance workflows and reduces the engineering overhead associated with inconsistent or siloed analytics environments. Looker addresses the challenge of fragmented, ungoverned data by providing a single trusted modeling layer that can be brought into existing data environments. The software supports use cases including self-service analytics, embedded BI applications, and data engineering efficiency improvements for mid-market and enterprise data and analytics teams. **Average Rating:** 4.4/5.0 **Total Reviews:** 1,587 **How Do G2 Users Rate Looker?** - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.2/10) - **Data Segmentation:** 8.7/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 8.2/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 8.8/10 (Category avg: 8.7/10) **Who Is the Company Behind Looker?** - **Seller:** [Google](https://www.g2.com/sellers/google) - **Year Founded:** 1998 - **HQ Location:** Mountain View, CA - **Twitter:** @google (31,899,995 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1441/ (341,888 employees on LinkedIn®) - **Ownership:** NASDAQ:GOOG **Who Uses This Product?** - **Who Uses This:** Data Analyst, Data Engineer - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 60% Mid-Market, 20% Enterprise #### What Are Looker's Pros and Cons? **Pros:** - Ease of Use (108 reviews) - Insights (64 reviews) - Easy Integrations (57 reviews) - Integrations (54 reviews) - Analytics (51 reviews) **Cons:** - Learning Curve (52 reviews) - Learning Difficulty (38 reviews) - Slow Loading (29 reviews) - Slow Performance (29 reviews) - Complexity (27 reviews) ### What Do G2 Reviewers Say About Looker? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** in Looker, enabling anyone to create reports without technical expertise. - Users value Looker's **dynamics of real-time reporting** and seamless integration, enhancing decision-making and data visualization. - Users appreciate the **easy integrations** of Looker, allowing seamless connectivity with multiple data sources for insightful analytics. - Users value the **seamless integrations** within Looker, enhancing functionality and providing quality insights across platforms. - Users appreciate Looker's **dynamic and live reporting** , which enhances real-time analytics and decision-making across multiple platforms. **Cons:** - Users find the **steep learning curve** of Looker challenging, particularly for those without technical expertise. - Users find Looker's interface challenging due to its **steep learning curve** and the complexity of LookML for beginners. - Users experience **slow loading times** with Looker, particularly when dealing with large datasets, complicating dashboard creation. - Users often experience **slow performance** with Looker, especially when dealing with complex data transformations and dashboard loading times. - Users find Looker’s **complexity** challenging, with a steep learning curve and integration issues hindering efficiency. #### What Are Recent G2 Reviews of Looker? **"[Transforms Data, But Challenging for Beginners](https://www.g2.com/survey_responses/looker-review-12784757)"** **Rating:** 5.0/5.0 stars *— Rahul S.* [Read full review](https://www.g2.com/survey_responses/looker-review-12784757) --- **"[Powerful once it's set up properly, that's once is doing a lot of work in that sentence](https://www.g2.com/survey_responses/looker-review-12863840)"** **Rating:** 4.5/5.0 stars *— Anurag S.* [Read full review](https://www.g2.com/survey_responses/looker-review-12863840) --- #### What Are G2 Users Discussing About Looker? - [What is Looker used for?](https://www.g2.com/discussions/what-is-looker-used-for) - 1 comment - [Why is looker so powerful?](https://www.g2.com/discussions/why-is-looker-so-powerful) - [Is looker an ETL tool?](https://www.g2.com/discussions/is-looker-an-etl-tool) - 4 comments - [What is Looker software?](https://www.g2.com/discussions/what-is-looker-software) ### 16. [GTM Studio - Powered by ZoomInfo](https://www.g2.com/products/gtm-studio-powered-by-zoominfo/reviews) Chorus by ZoomInfo is a software designed to enhance customer engagement and revenue team performance by capturing and analyzing interactions across phone calls, video meetings, and emails. The software provides automatic transcription, talk-to-listen ratio tracking, competitor mention detection, and deal progression analysis by leveraging AI-powered conversation intelligence. It automates the recording and analysis of every customer interaction and reduces the risk of overlooked details during discovery calls, product demonstrations, and negotiations. Chorus by ZoomInfo addresses inconsistent sales execution and missed coaching opportunities by identifying top-performer behaviors and surfacing at-risk deals from real conversation data. The software supports use cases including sales coaching, CRM-synced deal intelligence, and expansion opportunity identification for mid-market and enterprise sales, customer success, and business development teams. **Average Rating:** 4.5/5.0 **Total Reviews:** 3,395 **How Do G2 Users Rate GTM Studio - Powered by ZoomInfo?** - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.2/10) - **Data Segmentation:** 8.5/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 8.3/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 8.7/10 (Category avg: 8.7/10) **Who Is the Company Behind GTM Studio - Powered by ZoomInfo?** - **Seller:** [ZoomInfo](https://www.g2.com/sellers/zoominfo-26a9872a-d61e-4832-ab53-5e972b230706) - **Company Website:** https://www.zoominfo.com/ - **Year Founded:** 2000 - **HQ Location:** Vancouver, WA - **Twitter:** @ZoomInfo (23,515 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/zoominfo/ (4,221 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 63% Mid-Market, 24% Enterprise #### What Are GTM Studio - Powered by ZoomInfo's Pros and Cons? **Pros:** - Features (27 reviews) - Lead Generation (26 reviews) - Ease of Use (25 reviews) - Data Accuracy (20 reviews) - Data Quality (19 reviews) **Cons:** - Expensive (16 reviews) - Data Inaccuracy (13 reviews) - Cost (11 reviews) - Learning Curve (10 reviews) - Complexity (9 reviews) ### What Do G2 Reviewers Say About GTM Studio - Powered by ZoomInfo? *AI-generated summary from verified user reviews* **Pros:** - Users value the **accurate B2B contact data** and intuitive filtering options, enhancing targeted prospecting and campaign efficiency. - Users appreciate the **accuracy of data and intent signals** , enhancing their lead generation and targeting efforts effectively. - Users find **GTM Studio easy to use** , enhancing lead enrichment with simple segmentation and sorting options. - Users value the **reliable and accurate B2B contact data** from GTM Studio, enhancing campaign targeting and efficiency. - Users value the **reliable and accurate B2B contact data** offered by GTM Studio, enhancing their targeting and campaign efficiency. **Cons:** - Many users find the **pricing too high** for small teams, making it less accessible for their needs. - Users experience **data inaccuracy** , with outdated information and missing data for niche roles affecting reliability. - Users note that the **high pricing** may not be suitable for smaller teams with limited budgets. - Users find the **learning curve steep** initially due to the platform's complexity and extensive features. - Users find the **complex interface** of GTM Studio challenging initially, requiring training to navigate effectively. #### What Are Recent G2 Reviews of GTM Studio - Powered by ZoomInfo? **"[Amazing Platform That Helps Marketers Bridge the Gap with your Audience](https://www.g2.com/survey_responses/gtm-studio-powered-by-zoominfo-review-9742370)"** **Rating:** 5.0/5.0 stars *— Verified User in Hospital & Health Care* [Read full review](https://www.g2.com/survey_responses/gtm-studio-powered-by-zoominfo-review-9742370) --- **"[Account Exectuive](https://www.g2.com/survey_responses/gtm-studio-powered-by-zoominfo-review-9414756)"** **Rating:** 5.0/5.0 stars *— Alex P.* [Read full review](https://www.g2.com/survey_responses/gtm-studio-powered-by-zoominfo-review-9414756) --- #### What Are G2 Users Discussing About GTM Studio - Powered by ZoomInfo? - [What impact has Chorus by ZoomInfo had on the enhancement of sales conversations and customer insights?](https://www.g2.com/discussions/what-impact-has-chorus-by-zoominfo-had-on-the-enhancement-of-sales-conversations-and-customer-insights) - [What is Chorus.ai used for?](https://www.g2.com/discussions/what-is-chorus-ai-used-for) - [What is ZoomInfo MarketingOS used for?](https://www.g2.com/discussions/what-is-zoominfo-marketingos-used-for) - [What are ZoomInfo scoops?](https://www.g2.com/discussions/what-are-zoominfo-scoops) - [What information does ZoomInfo provide?](https://www.g2.com/discussions/what-information-does-zoominfo-provide) ### 17. [Nutshell](https://www.g2.com/products/nutshell/reviews) Founded in 2010, Nutshell is an all-in-one sales, marketing and engagement platform that helps B2B organizations work together to win more deals. Simple enough for any user and sophisticated enough for any business, Nutshell is built for teams who are tired of juggling separate sales and marketing tools and don’t want to pay a full-time admin to manage their software. If you're aiming to boost revenue, streamline your sales process, or craft engaging marketing messages, Nutshell could be the solution. Every Nutshell subscription includes unlimited CRM contacts and data storage, fully customizable reporting tools, free data migration assistance, and world-class live support, all at an extremely affordable price. In 2024, Nutshell introduced Nutshell Marketing and Nutshell Engagement. Nutshell Marketing helps businesses create compelling email campaigns and landing pages to drive audience engagement, while Nutshell Engagement connects you with leads and customers throughout the sales journey via web chat and text messaging. Nutshell also integrates with popular tools like Google Workspace/Gmail, Microsoft Office/Outlook, QuickBooks Online, Intercom, and Slack. Nutshell also offers a mobile version, allowing sales reps to create, search, and edit contact information while in the field. Nutshell serves thousands of businesses around the world and has been named a top CRM for both user-friendliness and affordability. Nutshell has been honored as a "Leader" in G2's Grid® Report for CRM every quarter since Fall 2020. **Average Rating:** 4.3/5.0 **Total Reviews:** 1,419 **How Do G2 Users Rate Nutshell?** - **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 9.2/10) - **Data Segmentation:** 8.2/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 7.8/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 8.5/10 (Category avg: 8.7/10) **Who Is the Company Behind Nutshell?** - **Seller:** [Nutshell](https://www.g2.com/sellers/nutshell) - **Company Website:** https://www.nutshell.com - **Year Founded:** 2009 - **HQ Location:** Ann Arbor, Michigan - **Twitter:** @nutshell (2,794 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/webfxinc/ (1,238 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO, Owner - **Top Industries:** Marketing and Advertising, Computer Software - **Company Size:** 73% Small-Business, 18% Mid-Market #### What Are Nutshell's Pros and Cons? **Pros:** - Ease of Use (379 reviews) - Helpful (207 reviews) - Customer Support (178 reviews) - Features (177 reviews) - Intuitive (163 reviews) **Cons:** - Missing Features (172 reviews) - Limited Features (117 reviews) - Limited Customization (83 reviews) - Learning Curve (79 reviews) - Email Management (73 reviews) ### What Do G2 Reviewers Say About Nutshell? *AI-generated summary from verified user reviews* **Pros:** - Users find Nutshell to be **super easy to use** , significantly enhancing their organization and lead management. - Users value the **ease of organization** that Nutshell provides, enhancing efficiency throughout the admissions process. - Users value the **excellent customer support** from Nutshell, appreciating responsive assistance and comprehensive educational resources. - Users love the **user-friendly email marketing tools** in Nutshell, appreciating their effectiveness and seamless integration with other tools. - Users find Nutshell **intuitive and easy to use** , enhancing collaboration and providing a great user experience. **Cons:** - Users find Nutshell lacks essential **configuration and reporting features** , leading to inefficiencies and lost information during data entry. - Users note the **limited features** in Nutshell, particularly desiring more customization and advanced automation options. - Users notice **limited customization** options in Nutshell, impacting usability and personalization for mobile and email features. - Users find the **learning curve challenging** due to frequent changes and a complicated layout affecting workflow. - Users find the lack of **customization options and junk email filtering** in Nutshell's email management frustrating. #### What Are Recent G2 Reviews of Nutshell? **"[Reliable, User-Friendly CRM with Strong Automation and Support](https://www.g2.com/survey_responses/nutshell-review-12833911)"** **Rating:** 4.5/5.0 stars *— Konjengbam M.* [Read full review](https://www.g2.com/survey_responses/nutshell-review-12833911) --- **"[Managing projects and client relationships feels much more organized](https://www.g2.com/survey_responses/nutshell-review-13074453)"** **Rating:** 5.0/5.0 stars *— Omar S.* [Read full review](https://www.g2.com/survey_responses/nutshell-review-13074453) --- ### 18. [QuotaPath](https://www.g2.com/products/quotapath/reviews) QuotaPath’s commission tracking and sales compensation management software simplifies the management of variable pay while providing visibility and alignment across RevOps, Finance, and Sales. Voted Best ROI and Easiest to Use in commission software, QuotaPath is trusted by customers for its intuitive design and fast time-to-value. Admins can quickly build, adjust, and automate complex comp plans as business needs evolve, without relying on engineering or outside help. And with Atlas attached, QuotaPath's AI Revenue Strategist teams go further: Atlas provides intelligent guidance on plan design, payout strategy, and compensation decisions, turning data into actionable revenue insights. Its intuitive UX and AI engine allow admins to quickly and independently build and adjust sales comp plans as business needs evolve throughout the year, while automating the calculation and scheduling of commission payouts. Reps benefit from real-time earnings visibility, forecasted commissions, and quota attainment tracking, designed to motivate performance and drive results. Meanwhile, leaders can lean on Atlas to model scenarios, surface trends, and make smarter, faster compensation calls. QuotaPath's AI-Powered Plan Builder accelerates the process of creating and optimizing plans. Simply upload a document or enter a prompt, and Atlas helps you translate your strategy into a live plan that aligns with your business objectives and motivates the right behaviors. Tailored for sales compensation plans of all complexities, QuotaPath has no minimum user requirements. Their highly rated support model includes live chat, an in-depth knowledge center, monthly training webinars, and dedicated Customer Success and Account Managers to ensure you're set up for success at every stage. With QuotaPath and Atlas, design, launch, and optimize your comp strategy to drive revenue performance. **Average Rating:** 4.7/5.0 **Total Reviews:** 317 **How Do G2 Users Rate QuotaPath?** - **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 9.2/10) - **Data Segmentation:** 8.3/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 8.3/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 8.9/10 (Category avg: 8.7/10) **Who Is the Company Behind QuotaPath?** - **Seller:** [Quotapath](https://www.g2.com/sellers/quotapath) - **Company Website:** https://www.quotapath.com - **Year Founded:** 2018 - **HQ Location:** Philadelphia, Pennsylvania, United States - **Twitter:** @QuotaPath (630 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/28183843/ (87 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Business Development Representative - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 47% Mid-Market, 46% Small-Business #### What Are QuotaPath's Pros and Cons? **Pros:** - Ease of Use (28 reviews) - Customer Support (20 reviews) - Helpful (17 reviews) - Time-saving (15 reviews) - Simple (14 reviews) **Cons:** - Complexity (3 reviews) - Implementation Difficulty (3 reviews) - Integration Issues (3 reviews) - Not User-Friendly (3 reviews) - Slow Loading (3 reviews) ### What Do G2 Reviewers Say About QuotaPath? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** in QuotaPath, appreciating its intuitive design and clear visibility into commissions. - Users value the **outstanding customer support** of QuotaPath, ensuring clarity and efficiency in addressing questions. - Users love the **automation of commission tracking** in QuotaPath, saving time and improving clarity for sales reps. - Users find QuotaPath a **huge time-saver** , significantly reducing hours spent on commissions tracking and payout calculations. - Users find QuotaPath **intuitive and easy to use** , simplifying commission tracking and motivating better performance. **Cons:** - Users find the **complexity** of QuotaPath's data and integration process can hinder effective use and navigation. - Users note that **implementation difficulty** arises from unclear commission plans and complex integration processes at first. - Users often face **integration issues** with QuotaPath, finding the syncing and setup process cumbersome and complex. - Users find QuotaPath's interface **not user-friendly** , struggling with complex functions and delayed calculation updates causing confusion. - Users experience **slow loading** times during CRM syncing, which delays the process of building new plans in QuotaPath. #### What Are Recent G2 Reviews of QuotaPath? **"[A Simple and Effective Way to Track Earnings](https://www.g2.com/survey_responses/quotapath-review-12953168)"** **Rating:** 5.0/5.0 stars *— Mark G.* [Read full review](https://www.g2.com/survey_responses/quotapath-review-12953168) --- **"[Intuitive Platform with Insightful Commission Tracking](https://www.g2.com/survey_responses/quotapath-review-13090127)"** **Rating:** 5.0/5.0 stars *— Dwayne N.* [Read full review](https://www.g2.com/survey_responses/quotapath-review-13090127) --- #### What Are G2 Users Discussing About QuotaPath? - [What is QuotaPath used for?](https://www.g2.com/discussions/what-is-quotapath-used-for) ### 19. [Jiminny](https://www.g2.com/products/jiminny/reviews) Jiminny is the conversation intelligence platform designed to help Revenue Leaders capture and analyze critical go-to-market insights across video, voice, and email. This innovative solution automates the integration of these insights into your CRM, enabling teams to make informed decisions and drive revenue growth effectively. Jiminny benefits the entire Revenue Team. For Sales Reps, it automates routine admin tasks, allowing them to focus more on selling and enhancing their performance. This not only streamlines their workflow but also increases their productivity, enabling them to close deals more efficiently. Managers benefit from Jiminny by gaining access to actionable insights that help them develop their teams, fostering an environment of continuous improvement and confidence-building. Executives can rely on Jiminny to provide a trustworthy source of data for making strategic, data-driven decisions. The platform transforms the CRM into a reliable launchpad for revenue growth, ensuring that leadership can track progress and identify areas for improvement with ease. This comprehensive approach to GTM conversation intelligence empowers all levels of the organization to work collaboratively towards revenue goals. Key features of Jiminny include its ability to analyze conversations in real-time, providing instant feedback and insights that can be acted upon immediately. The platform's fast onboarding process and user-friendly interface ensure that teams can quickly adapt and start reaping the benefits without significant downtime. Sell smarter, grow faster, and ultimately win more deals with Jiminny. The platform not only enhances individual performance but also cultivates a data-driven culture that supports sustained growth and success across the entire organization. **Average Rating:** 4.6/5.0 **Total Reviews:** 927 **How Do G2 Users Rate Jiminny?** - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.2/10) - **Data Segmentation:** 8.0/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 7.8/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 8.5/10 (Category avg: 8.7/10) **Who Is the Company Behind Jiminny?** - **Seller:** [Jiminny](https://www.g2.com/sellers/jiminny) - **Company Website:** https://www.jiminny.com - **Year Founded:** 2016 - **HQ Location:** London, England - **Twitter:** @JiminnyInc (384 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/10815921/ (60 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Customer Success Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 63% Mid-Market, 31% Small-Business #### What Are Jiminny's Pros and Cons? **Pros:** - Helpful (77 reviews) - Ease of Use (67 reviews) - AI Summary (62 reviews) - Time-saving (60 reviews) - Call Recording (59 reviews) **Cons:** - Call Issues (40 reviews) - AI Inaccuracy (29 reviews) - Accuracy Issues (25 reviews) - AI Limitations (15 reviews) - Recording Issues (11 reviews) ### What Do G2 Reviewers Say About Jiminny? *AI-generated summary from verified user reviews* **Pros:** - Users love Jiminny for its **ease of use** and valuable insights, enhancing their sales processes effectively. - Users praise Jiminny for its **ease of use** , enhancing daily meetings with effortless navigation and automatic features. - Users value the **automated call summaries** from Jiminny, aiding in quick and effective conversation reviews. - Users find Jiminny to be a **time-saving tool** , streamlining call reviews and enhancing communication efficiency. - Users value the **effective call recording** features of Jiminny, enhancing review processes and providing actionable insights. **Cons:** - Users report **call issues** such as problems with recordings and challenging settings, impacting their overall experience. - Users report **AI inaccuracy** , with issues like incorrect word transcription and misinterpretation of conversation context. - Users experience **accuracy issues** with call transcriptions, often encountering incorrect words and misunderstandings in conversations. - Users find **inaccuracies with accents and languages** in Jiminny's AI, limiting its effectiveness for diverse users. - Users face **recording issues** with unpredictable processing times and limitations on adding recordings to internal calls. #### What Are Recent G2 Reviews of Jiminny? **"[Jiminny’s Excellent Recording and AI Chat Make Coaching a Breeze](https://www.g2.com/survey_responses/jiminny-review-12694816)"** **Rating:** 4.5/5.0 stars *— Mathilde L.* [Read full review](https://www.g2.com/survey_responses/jiminny-review-12694816) --- **"[AI-Powered Call Insights with Accurate Highlights, Summaries, and CRM Integration](https://www.g2.com/survey_responses/jiminny-review-12917847)"** **Rating:** 4.5/5.0 stars *— Luciana S.* [Read full review](https://www.g2.com/survey_responses/jiminny-review-12917847) --- #### What Are G2 Users Discussing About Jiminny? - [What is Jiminny used for?](https://www.g2.com/discussions/what-is-jiminny-used-for) - 1 comment ### 20. [Introhive](https://www.g2.com/products/introhive/reviews) Introhive is a leading Relationship Intelligence platform that empowers firms to break down data silos and gain actionable insights from their relationships to fuel collaboration and growth. With Introhive’s Relationship Intelligence, firms can identify key relationships within the firm, measure the strength of client and prospect relationships, foster cross-firm collaboration, uncover risks or opportunities by understanding the health of relationships over time, and leverage these insights for business development and client retention efforts. Trusted by industry-leading brands, Introhive’s supports over 250,000 users in 90+ countries. **Average Rating:** 4.5/5.0 **Total Reviews:** 85 **How Do G2 Users Rate Introhive?** - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.2/10) - **Data Segmentation:** 8.2/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 8.8/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 8.6/10 (Category avg: 8.7/10) **Who Is the Company Behind Introhive?** - **Seller:** [Introhive](https://www.g2.com/sellers/introhive) - **Year Founded:** 2012 - **HQ Location:** Fredericton - **Twitter:** @Introhive (9,830 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2636221/ (221 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Legal Services, Accounting - **Company Size:** 50% Mid-Market, 34% Enterprise #### What Are Introhive's Pros and Cons? **Pros:** - Customer Support (3 reviews) - Analytics (1 reviews) - Ease of Use (1 reviews) - Easy Integrations (1 reviews) - Efficiency (1 reviews) **Cons:** - Confusion (1 reviews) - Difficult Learning Curve (1 reviews) - Expensive (1 reviews) - Learning Curve (1 reviews) ### What Do G2 Reviewers Say About Introhive? *AI-generated summary from verified user reviews* **Pros:** - Users highlight the **highly responsive customer support** of Introhive, enhancing productivity and teamwork in the company. - Users value the **excellent analytics** features of Introhive, enhancing client understanding and team collaboration. - Users find Introhive to be **easy to use** , enhancing their customer success and partnership experience effortlessly. - Users appreciate the **easy integrations** of Introhive, enhancing workflow efficiency and boosting company productivity. - Users find that Introhive enhances **efficiency** through smooth tool integration and robust reporting features. **Cons:** - Users find the product initially **confusing to use** , but it becomes smoother after the learning curve. - Users find the **difficult learning curve** of Introhive challenging initially, but it becomes smoother with practice. - Users find the service **very expensive** , which raises concerns regarding its overall value and affordability. - Users find the **learning curve confusing** initially, but it becomes smoother once they grasp the system. #### What Are Recent G2 Reviews of Introhive? **"[Streamlined Our CRM with Insightful Automation](https://www.g2.com/survey_responses/introhive-review-12457126)"** **Rating:** 4.0/5.0 stars *— Nickelston D.* [Read full review](https://www.g2.com/survey_responses/introhive-review-12457126) --- **"[Effortless CRM Automation with Relationship Intelligence](https://www.g2.com/survey_responses/introhive-review-12532253)"** **Rating:** 4.0/5.0 stars *— Yehudit M.* [Read full review](https://www.g2.com/survey_responses/introhive-review-12532253) --- #### What Are G2 Users Discussing About Introhive? - [How do you use Introhive?](https://www.g2.com/discussions/how-do-you-use-introhive) - [What is Introhive Salesforce?](https://www.g2.com/discussions/what-is-introhive-salesforce) - [How do you use an Introhive?](https://www.g2.com/discussions/how-do-you-use-an-introhive) - 1 comment - [What does Introhive do?](https://www.g2.com/discussions/what-does-introhive-do) - 1 comment ### 21. [OneUp Sales](https://www.g2.com/products/oneup-sales/reviews) OneUp Sales is the leading sales performance platform for recruitment agencies. Every agency already has the data - OneUp puts it to work. By unifying CRM, VoIP, and timesheet data into a single real-time source of truth, OneUp powers live analytics, data-synced competitions, and individual coaching insights. The result: recruiters own their numbers, leaders build cultures of accountability, and agencies see 25% more revenue on average. More than 400 agencies worldwide use OneUp to make high performance the standard, not the exception. **Average Rating:** 4.9/5.0 **Total Reviews:** 171 **How Do G2 Users Rate OneUp Sales?** - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.2/10) - **Data Segmentation:** 7.9/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 7.5/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 9.5/10 (Category avg: 8.7/10) **Who Is the Company Behind OneUp Sales?** - **Seller:** [Stormburst Studios](https://www.g2.com/sellers/stormburst-studios) - **Year Founded:** 2015 - **HQ Location:** Birmingham - **Twitter:** @OneUp_Sales (1,287 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/oneup-sales/ (31 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Director, Recruitment Consultant - **Top Industries:** Staffing and Recruiting - **Company Size:** 73% Small-Business, 22% Mid-Market #### What Are OneUp Sales's Pros and Cons? **Pros:** - Ease of Use (34 reviews) - Helpful (18 reviews) - Simple (18 reviews) - Daily Use (15 reviews) - Tracking Ease (15 reviews) **Cons:** - Performance Efficiency (7 reviews) - Delays (6 reviews) - Slow Loading (5 reviews) - Slow Updates (5 reviews) - Learning Curve (4 reviews) ### What Do G2 Reviewers Say About OneUp Sales? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** of OneUp Sales, praising its user-friendly setup and seamless integration. - Users praise the **ease of use** of OneUp Sales, maximizing team performance with minimal training and insightful metrics. - Users appreciate the **simple and effective tracking** of progress and productivity with OneUp Sales. - Users find OneUp Sales to be **exceptionally easy to use daily** , ensuring efficiency with minimal training required. - Users appreciate the **tracking ease** of OneUp Sales, enjoying its clear visuals and straightforward functionality. **Cons:** - Users experience **delays in performance metrics** , which can hinder timely data access and decision-making. - Users experience frustrating **delays** in metrics uploading, impacting timely access to important sales information. - Users experience occasional **slow loading** times, impacting the speed of data updates and overall efficiency. - Users experience **slow updates** , with statistics taking up to 10 minutes to refresh on the CRM system. - Users note a **steep learning curve** for OneUp Sales, but appreciate the support provided during training sessions. #### What Are Recent G2 Reviews of OneUp Sales? **"[OneUp Sales Keeps Me Motivated, Accountable and On Target](https://www.g2.com/survey_responses/oneup-sales-review-12828747)"** **Rating:** 5.0/5.0 stars *— Verified User in Staffing and Recruiting* [Read full review](https://www.g2.com/survey_responses/oneup-sales-review-12828747) --- **"[OneUp Keeps Our Team Focused and Improves Sales Training](https://www.g2.com/survey_responses/oneup-sales-review-12917832)"** **Rating:** 4.0/5.0 stars *— Tristan W.* [Read full review](https://www.g2.com/survey_responses/oneup-sales-review-12917832) --- #### What Are G2 Users Discussing About OneUp Sales? - [What is OneUp Sales used for?](https://www.g2.com/discussions/what-is-oneup-sales-used-for) - 1 comment ### 22. [Revenue Grid](https://www.g2.com/products/revenue-grid/reviews) Revenue Grid is a sophisticated revenue intelligence solution designed to enhance sales performance through advanced data capturing technology. This platform integrates seamlessly with Salesforce, providing users with a comprehensive view of their revenue landscape. By leveraging artificial intelligence, Revenue Grid enables sales teams to make informed decisions, optimize their strategies, and ultimately drive revenue growth. The target audience for Revenue Grid includes sales leaders, operational roles, and organizations seeking to improve their sales processes. This solution is particularly beneficial for companies that rely heavily on data-driven insights to manage their sales pipelines effectively. With its robust features, Revenue Grid addresses specific use cases such as identifying revenue leaks, managing at-risk deals, and automating sales tasks, making it an essential tool for any sales-driven organization. Key features of Revenue Grid include AI-guided selling, which empowers sales representatives to understand the nuances of human relationships behind accounts. This capability allows teams to tailor their approaches and improve their chances of closing deals. Additionally, the platform offers intelligent sales sequences that automate repetitive tasks for Sales Development Representatives (SDRs) and Account Executives (AEs), freeing them to focus on high-impact activities. The ability to visualize and eliminate revenue leaks in the pipeline provides actionable insights that can significantly enhance sales performance. Moreover, Revenue Grid offers comprehensive analytics that provide clarity on sales team activities and the true state of each representative's forecasted pipeline. Users can access out-of-the-box reports that highlight potential revenue leaks, enabling proactive measures to be taken before issues escalate. Custom Revenue Signals can also be created to refine and enhance the sales process, ensuring that each team member operates at peak efficiency. By utilizing these features, sales teams can execute better, close deals faster, and increase their overall win rates. Overall, Revenue Grid stands out in the revenue intelligence category by combining advanced AI capabilities with seamless integration into existing sales workflows. This unique blend of features not only enhances productivity but also fosters a deeper understanding of the sales process, making it an invaluable asset for organizations aiming to maximize their revenue potential. **Average Rating:** 4.6/5.0 **Total Reviews:** 578 **How Do G2 Users Rate Revenue Grid?** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.2/10) - **Data Segmentation:** 9.0/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 9.0/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 9.0/10 (Category avg: 8.7/10) **Who Is the Company Behind Revenue Grid?** - **Seller:** [Revenue Grid](https://www.g2.com/sellers/revenue-grid) - **Company Website:** https://revenuegrid.com/ - **Year Founded:** 2006 - **HQ Location:** Atlanta, Georgia - **Twitter:** @Revenue_Grid_ (1,057 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/revenue-grid/ (142 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Account Manager - **Top Industries:** Computer Software, Financial Services - **Company Size:** 48% Mid-Market, 41% Small-Business #### What Are Revenue Grid's Pros and Cons? **Pros:** - Ease of Use (41 reviews) - Salesforce Integration (37 reviews) - Integrations (34 reviews) - Helpful (29 reviews) - Customer Support (26 reviews) **Cons:** - Missing Features (8 reviews) - Technical Issues (7 reviews) - Learning Curve (6 reviews) - Limitations (6 reviews) - Slow Loading (6 reviews) ### What Do G2 Reviewers Say About Revenue Grid? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Revenue Grid, highlighting its seamless integration and straightforward setup. - Users value the **seamless Salesforce integration** of Revenue Grid, enabling efficient workflow directly within Outlook. - Users value the **seamless integration** of Revenue Grid with Salesforce and Outlook, enhancing efficiency and data management. - Users appreciate the **exceptional support** from Revenue Grid, consistently receiving prompt and effective assistance across high ticket volumes. - Users praise the **attentive customer support** of Revenue Grid, enhancing their overall experience with the product. **Cons:** - Users are disappointed by the **missing features** in Revenue Grid, like lack of app compatibility and intuitive integration. - Users face **technical issues** during setup and occasional glitches, causing frustration in initial usage of Revenue Grid. - Users face a **slight learning curve** with Revenue Grid, requiring time and support for effective initial setup. - Users find the **CSV template rigidity** and limited search options in Revenue Grid restrict their overall experience and efficiency. - Users experience **slow loading** times with Revenue Grid, occasionally requiring a restart of Outlook for functionality. #### What Are Recent G2 Reviews of Revenue Grid? **"[Seamless Salesforce Integration That Saves Hours with Automated Multi-Channel Outreach](https://www.g2.com/survey_responses/revenue-grid-review-13091960)"** **Rating:** 5.0/5.0 stars *— Barbara A.* [Read full review](https://www.g2.com/survey_responses/revenue-grid-review-13091960) --- **"[Effortless Meeting Scheduling with Team Calendar Links](https://www.g2.com/survey_responses/revenue-grid-review-12973532)"** **Rating:** 4.5/5.0 stars *— Yvette L.* [Read full review](https://www.g2.com/survey_responses/revenue-grid-review-12973532) --- #### What Are G2 Users Discussing About Revenue Grid? - [What is Revenue Grid used for?](https://www.g2.com/discussions/what-is-revenue-grid-used-for) - [What can Google drive do?](https://www.g2.com/discussions/what-can-google-drive-do) - [What is dropbox and how does it work?](https://www.g2.com/discussions/what-is-dropbox-and-how-does-it-work) - [What can machine learning be used for?](https://www.g2.com/discussions/what-can-machine-learning-be-used-for) - [What is a revenue Grid?](https://www.g2.com/discussions/what-is-a-revenue-grid) - 2 comments ### 23. [Scratchpad](https://www.g2.com/products/scratchpad/reviews) Scratchpad: The AI workspace for sales Remove admin work. Execute flawlessly. Win more deals. Scratchpad is the AI workspace built for sales. It removes admin work for sellers and drives strategy and execution on every deal — automated before and after every call. Sellers use Scratchpad to: - Update Salesforce fields from calls, emails, and notes - Take structured notes tied to opportunities and accounts - Draft follow-ups, business cases, and handoff docs - Review deals, surface risks, and prep for next steps - Qualify pipeline consistently with MEDDIC, SPICED, or custom criteria - The Scratchpad Notetaker — the best desktop note taker for sales — captures live calls and syncs insights straight to Salesforce. With robust integrations across Zoom, Gong, Meet, and more, Scratchpad fits into your workflows. Trusted by high-performance teams at Brex, Clio, Cognism, Crunchbase, Cursor, Dialpad, MaintainX, Settle, Vercel, and Verkada — Scratchpad helps reclaim selling capacity for sellers and gives leaders the visibility they need to run their business. Clearskies: The context layer for revenue AI Clearskies is Scratchpad's context layer for revenue teams using AI. It connects your CRM, call transcripts, email, calendar, and Slack into a single Customer Context Graph — so when your team asks Claude, ChatGPT, or any AI about a deal, an account, or the pipeline, the answer is built from every source, not just one. Sales leaders use Clearskies to: - Get pre-call briefs that pull from every system — not just the CRM - Detect pipeline risk across all channels, not just stalled CRM stages - Run win-loss analysis from actual calls and emails, not disposition codes - Surface coaching moments from every rep call with timestamps - Keep the CRM updated automatically after every interaction - Qualify deals against MEDDPICC or custom criteria using real signals Clearskies works with Salesforce, HubSpot, Gong, Slack, Google Workspace, and Microsoft 365. It connects to Claude via MCP and works with ChatGPT and any LLM. Usage-based pricing with no per-seat fees. Two products. One team. One belief: Revenue teams are sitting on enormous amounts of signal across their tools. Scratchpad removes the admin work so sellers can sell. Clearskies makes that signal available to AI so every answer, every brief, and every pipeline review reflects what's actually happening — not what someone remembered to log. Learn more at scratchpad.com and clearskies.cc. **Average Rating:** 4.8/5.0 **Total Reviews:** 1,472 **How Do G2 Users Rate Scratchpad?** - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.2/10) - **Data Segmentation:** 9.2/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 8.5/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 9.1/10 (Category avg: 8.7/10) **Who Is the Company Behind Scratchpad?** - **Seller:** [Scratchpad](https://www.g2.com/sellers/scratchpad) - **Company Website:** https://scratchpad.com - **Year Founded:** 2020 - **HQ Location:** Covina, US - **Twitter:** @Scratchpad (453 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/scratchpad-ae/about/ (49 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Enterprise Account Executive - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 58% Mid-Market, 21% Small-Business #### What Are Scratchpad's Pros and Cons? **Pros:** - CRM Integration (4 reviews) - Customizability (4 reviews) - Customization (4 reviews) - Helpful (4 reviews) - Business Management (3 reviews) **Cons:** - Missing Features (2 reviews) - Subscription Cost (2 reviews) - Add-On Issues (1 reviews) - App Issues (1 reviews) - Complexity (1 reviews) ### What Do G2 Reviewers Say About Scratchpad? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **seamless CRM integration** of Scratchpad, enhancing organization and streamlining opportunity management effectively. - Users love the **customizability** of Scratchpad, enhancing their efficiency with tailored setups and easy modifications. - Users love the **customization options** in Scratchpad, enhancing efficiency and streamlining their workflow effortlessly. - Users love the **clean and intuitive interface** of Scratchpad, enhancing their experience in Salesforce with efficiency and ease. - Users value Scratchpad for its **organizational efficiency** , streamlining workflow and enhancing productivity across numerous accounts. **Cons:** - Users find **missing features** in Scratchpad, particularly for complex workflows and mobile experience, affecting usability. - Users note the **high subscription cost** after outgrowing the free plan, but find the investment valuable overall. - Users experience **add-on conflicts** with Scratchpad, leading to challenges when setting the home page for new tabs. - Users report **app issues** related to plugin conflicts that disrupt the functionality of Scratchpad. - Users find the **complexity** of Scratchpad challenging due to the need for extensive knowledge and budget constraints. #### What Are Recent G2 Reviews of Scratchpad? **"[Scratchpad: The Most Efficient, Easy-to-Access Tool for Tracking Deals](https://www.g2.com/survey_responses/scratchpad-review-12311976)"** **Rating:** 5.0/5.0 stars *— Alec Z.* [Read full review](https://www.g2.com/survey_responses/scratchpad-review-12311976) --- **"[Efficient Collaboration with Room for More Integrations](https://www.g2.com/survey_responses/scratchpad-review-12508516)"** **Rating:** 4.0/5.0 stars *— george c.* [Read full review](https://www.g2.com/survey_responses/scratchpad-review-12508516) --- #### What Are G2 Users Discussing About Scratchpad? - [How can I best use Scratchpad's note-taking feature to sync with my sales pipeline?](https://www.g2.com/discussions/how-can-i-best-use-scratchpad-s-note-taking-feature-to-sync-with-my-sales-pipeline) - [What is Scratchpad used for?](https://www.g2.com/discussions/what-is-scratchpad-used-for) - [What does Scratchpad do?](https://www.g2.com/discussions/what-does-scratchpad-do) - 2 comments - [What is called scratch pad of computer?](https://www.g2.com/discussions/what-is-called-scratch-pad-of-computer) - [How do you get Scratchpad on Google Chrome?](https://www.g2.com/discussions/how-do-you-get-scratchpad-on-google-chrome) - 3 comments ### 24. [Creatio](https://www.g2.com/products/creatio/reviews) Creatio is an AI CRM and workflow platform where people and AI agents work together -with no limits on users, agents, or scale. Creatio helps midsize and large organizations run customer workflows in the AI era. This innovative platform enables organizations to create and manage workflows effortlessly, allowing users to focus on their core business activities while automating routine tasks. With millions of workflows operating daily, Creatio supports a diverse clientele across 100 countries, emphasizing a commitment to genuine care for its clients and partners. The platform is particularly beneficial for businesses seeking to enhance their operational efficiency without requiring extensive technical expertise. Its target audience includes small to large enterprises across various industries, particularly those looking to leverage technology to improve customer engagement and internal processes. Creatio's offerings cater to a wide range of use cases, from marketing automation and sales management to customer service optimization, making it a versatile solution for businesses aiming to adapt to the evolving market landscape. Key features of Creatio include the Creatio Studio, a no-code platform that allows users to build custom applications and AI agents using intuitive visual designers and natural language processing. This empowers users to create tailored solutions that meet their specific business needs without relying on traditional coding methods. Additionally, the CRM suite integrates embedded AI agents across Creatio Marketing, Sales, and Service, enhancing user experience and providing actionable insights to drive decision-making. Creatio also offers a specialized Financial Services CRM platform and industry-specific workflows across 19 verticals, ensuring that businesses can find solutions that resonate with their unique operational requirements. The availability of a marketplace with various add-ons further extends the platform's capabilities, allowing organizations to customize their experience and enhance functionality as needed. Recognized as a Leader and Strong Performer in prestigious Gartner and Forrester reports, Creatio stands out in its category by combining user-friendly design with powerful automation and AI-driven insights, making it an attractive option for businesses aiming to elevate their customer relationship management efforts. With its headquarters in Boston, MA, and a global presence of 850 employees across ten offices in 25 countries, Creatio has established long-lasting relationships with thousands of customers and over 500 partners worldwide. This extensive network underscores the platform's reliability and commitment to delivering value to its users, positioning Creatio as a trusted partner in the realm of AI agents, CRM, and workflow automation. **Average Rating:** 4.6/5.0 **Total Reviews:** 315 **How Do G2 Users Rate Creatio?** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.2/10) - **Data Segmentation:** 9.0/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 8.8/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 8.6/10 (Category avg: 8.7/10) **Who Is the Company Behind Creatio?** - **Seller:** [Creatio](https://www.g2.com/sellers/creatio) - **Company Website:** https://www.creatio.com - **Year Founded:** 2014 - **HQ Location:** Boston, Massachusetts - **Twitter:** @Creatio_Global (3,977 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/creatioglobal/ (1,150 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 43% Small-Business, 42% Mid-Market #### What Are Creatio's Pros and Cons? **Pros:** - Ease of Use (32 reviews) - Efficiency (21 reviews) - Customizability (19 reviews) - Customization (19 reviews) - Customization Options (17 reviews) **Cons:** - Learning Curve (10 reviews) - Missing Features (10 reviews) - Limited Features (8 reviews) - Limited Customization (6 reviews) - Limited Options (5 reviews) ### What Do G2 Reviewers Say About Creatio? *AI-generated summary from verified user reviews* **Pros:** - Users highlight the **ease of use** of Creatio, enhancing efficiency and guiding sales reps effectively. - Users appreciate the **efficiency** of Creatio, as it streamlines processes and minimizes errors within their operations. - Users value the **extensive customizability** of Creatio, allowing tailored configurations and easy adaptations for various needs. - Users love the **high adaptability** of Creatio, allowing for seamless customization and empowered user involvement. - Users value the **unlimited customization options** of Creatio, allowing tailored solutions without needing extensive technical skills. **Cons:** - Users note a **steep learning curve** with Creatio, requiring training and support for effective setup and use. - Users find the **limited features** for contact uploads and marketplace apps restrict overall functionality and efficiency. - Users find the **limited selection of features** in Creatio’s Marketplace to be a challenge for their needs. - Users find **limited customization** options in Creatio, impacting their ability to adjust settings and optimize functionality. - Users express frustration over **limited options** for contact uploads, impacting efficiency and customization for service businesses. #### What Are Recent G2 Reviews of Creatio? **"[Creatio’s Flexible Low-Code Platform That Simplifies CRM and Workflow Automation](https://www.g2.com/survey_responses/creatio-review-13104076)"** **Rating:** 4.5/5.0 stars *— Dharamveer p.* [Read full review](https://www.g2.com/survey_responses/creatio-review-13104076) --- **"[Empowers Customer Focus with Flexible, Bank-Ready Workflows](https://www.g2.com/survey_responses/creatio-review-12953782)"** **Rating:** 4.5/5.0 stars *— Tanner W.* [Read full review](https://www.g2.com/survey_responses/creatio-review-12953782) --- #### What Are G2 Users Discussing About Creatio? - [What is Creatio used for?](https://www.g2.com/discussions/what-is-creatio-used-for) - 1 comment ### 25. [Salesmate](https://www.g2.com/products/salesmate/reviews) Salesmate is an AI-powered Customer Relationship Management (CRM) platform built for mid-market and enterprise teams that need a connected system to run revenue operations at scale. It centralizes customer data, deal pipelines, tasks, and conversations so sales, marketing, support, and revenue operations stay aligned on every account. By bringing execution and visibility into one place, Salesmate reduces operational friction and helps teams move faster from first touch to renewal. Salesmate is designed for organizations scaling across teams, regions, and customer segments - and looking for a CRM that supports structured processes without slowing people down. The platform supports key revenue workflows such as capturing and qualifying leads, managing complex sales cycles, coordinating cross-team handoffs, and tracking performance through reporting and forecasting. Automation through no-code workflows and sequences reduces repetitive work, standardizes best practices, and ensures timely follow-ups without adding unnecessary complexity. A core strength of Salesmate is communication visibility and execution discipline. With seamless email synchronization and tracking, teams can monitor engagement and keep every interaction tied to the right contact, company, and deal. Built-in meeting scheduling improves speed-to-lead and responsiveness, while dashboards and reports give leaders the clarity they need to forecast accurately, identify bottlenecks, and optimize conversion across the funnel. Skara extends Salesmate with CRM-native AI agents that don’t just answer questions - they take action across the customer lifecycle. Skara can engage prospects and customers through real-time conversations, qualify and route inbound leads, book meetings using calendar availability and time-zone logic, and automatically create or update CRM records to keep pipelines clean. Beyond pre-sales, Skara can handle repetitive support requests using knowledge bases, deflect tickets, capture structured data through conversational forms, trigger workflows, assign owners, and escalate complex cases with full context and summaries. For eCommerce and digital-first businesses, Skara also enables conversational commerce use cases such as guided product discovery, answering product and availability questions, handling order status and returns, and capturing high-intent signals that flow directly into the CRM. Together, Salesmate and Skara help mid-market and enterprise organizations operate with greater speed and precision - delivering more qualified conversations, cleaner data, stronger handoffs between teams, and a customer experience that feels responsive and personalized at every stage. **Average Rating:** 4.7/5.0 **Total Reviews:** 114 **How Do G2 Users Rate Salesmate?** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.2/10) - **Data Segmentation:** 10.0/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 10.0/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 10.0/10 (Category avg: 8.7/10) **Who Is the Company Behind Salesmate?** - **Seller:** [Salesmate](https://www.g2.com/sellers/salesmate) - **Company Website:** https://www.salesmate.io - **Year Founded:** 2016 - **HQ Location:** Charlotte, NC - **Twitter:** @SalesmateIO (2,114 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/salesmate/about (28 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner - **Top Industries:** Marketing and Advertising, Computer Software - **Company Size:** 73% Small-Business, 14% Mid-Market #### What Are Salesmate's Pros and Cons? **Pros:** - Ease of Use (16 reviews) - Customer Support (15 reviews) - Features (14 reviews) - Helpful (12 reviews) - Automation (9 reviews) **Cons:** - Integration Issues (4 reviews) - Limited Features (4 reviews) - Missing Features (4 reviews) - Learning Curve (3 reviews) - Not Intuitive (3 reviews) ### What Do G2 Reviewers Say About Salesmate? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** in Salesmate, enjoying a seamless all-in-one solution for managing their business. - Users praise the **exceptional customer support** from Salesmate, highlighting quick responses and amazing care in addressing needs. - Users love the **easy user interface** and comprehensive features of Salesmate, streamlining workflows and enhancing customer engagement. - Users appreciate the **super easy interface** of Salesmate, enhancing productivity and providing an all-in-one solution for communication. - Users appreciate the **efficient automation** in Salesmate, significantly saving time and enhancing productivity in their sales process. **Cons:** - Users find **integration issues** with Salesmate, particularly with workflow automation and third-party apps, impacting overall experience. - Users note that Salesmate has **limited features** in third-party integrations and email management, needing improvements for better functionality. - Users note the **missing features** in Salesmate, particularly in support, integrations, and mobile functionality. - Users highlight a **learning curve** for advanced configurations, requiring technical support for effective setup and management. - Users find Salesmate **not intuitive** , often struggling with advanced configurations and needing technical assistance for setup. #### What Are Recent G2 Reviews of Salesmate? **"[Dream Team](https://www.g2.com/survey_responses/salesmate-review-12820899)"** **Rating:** 5.0/5.0 stars [Read full review](https://www.g2.com/survey_responses/salesmate-review-12820899) --- **"[The first CRM that actually keeps up with my deal flow](https://www.g2.com/survey_responses/salesmate-review-12970513)"** **Rating:** 5.0/5.0 stars *— Verified User in Real Estate* [Read full review](https://www.g2.com/survey_responses/salesmate-review-12970513) --- #### What Are G2 Users Discussing About Salesmate? - [Is HubSpot free?](https://www.g2.com/discussions/is-hubspot-free) - [Who owns Salesmate?](https://www.g2.com/discussions/who-owns-salesmate) - 1 comment - [Is Salesmate good?](https://www.g2.com/discussions/is-salesmate-good) - 1 comment - [How does Salesmate work?](https://www.g2.com/discussions/how-does-salesmate-work) ## What Is Sales Analytics Software? [Sales Tools](https://www.g2.com/categories/sales-tools) ## What Software Categories Are Similar to Sales Analytics Software? - [Sales Performance Management Software](https://www.g2.com/categories/sales-performance-management) - [AI Sales Assistant Software](https://www.g2.com/categories/ai-sales-assistant) - [Revenue Operations & Intelligence (RO&I) Software](https://www.g2.com/categories/revenue-operations-intelligence-ro-i) --- ## How Do You Choose the Right Sales Analytics Software? ### What You Should Know About Sales Analytics Software ### What is Sales Analytics Software? Sales analytics software estimates the likelihood of sales outcomes using algorithms based on existing [CRM software](https://www.g2.com/categories/crm) data. In other words, sales analytics tools are meant to simplify sales forecasting and present predictive sales data in the form of statistical datasets and reports. Data is collected, modeled, analyzed, and then deployed within the tool in a readable manner that sales teams can filter and analyze. One of the major perks of sales analytics software is the ability to automate sales pipeline pattern tracking, eliminating the time-consuming task of tracking this data manually via spreadsheets. In terms of forecasting, teams can analyze pipeline activity over a period of time and compare multiple forecast models without the hassle of manually building a report. Key Benefits of Sales Analytics Software - View sales data in a variety of different ways - Improve sales forecasting - Evaluate sales performance more precisely - Identify challenges encountered by your sales team - Manage your sales pipeline and solve problems before they arise ### Why Use Sales Analytics Software? This type of tool ultimately helps sales teams make more successful decisions. It also helps teams analyze their overall sales process and recognize better sales opportunities. Compiled datasets can be used to examine pipeline insights in an effort to understand where sales are being lost, which industries generate the most success, and which sales tactics are most effective. While this feature is the lifeblood of the tool, there are a few other reasons to implement a sales analytics software: **More quick wins —** Sales analytics help visualize sales projects and cross-selling opportunities that are considered easy to win based on forecasting patterns and pipeline location. This data helps sales teams prioritize projects that are most likely to make it through to the end of the pipeline and ultimately become a customer. The datasets also visualize the potential for risky sales, allowing managers to spend more time planning and analyzing the correct pathway to a win. **Team analytics —** Not only do sales analytics tools help visualize sales data, but they also measure team analytics. Sales managers are able to keep track of the progress and performance of each sales team member, easily identifying the most successful team members and the efficiency of the team overall. [Sales gamification software](https://www.g2.com/categories/sales-gamification) can typically be integrated with sales analytics software for additional team motivation. **Integrations —** Sales analytics solutions easily integrate with other types of sales software offerings. By integrating with other sales software tools, you will also likely be able to simplify the workflow of your sales team. Rather than having several different tools open at a time, all of the information from all of your software will be accessible from one spot. ### Who Uses Sales Analytics Software? Sales analytics software is, unsurprisingly, a big asset to sales teams as a whole. Depending on the department, the tool is helpful in a variety of ways: **Sales representatives —** Sales teams use sales analytics tools for forecasting sales outcomes, which efficiently helps with prioritizing easy versus difficult sales projects and helps measure the potential of closing sales. **Sales operations —** Sales representatives often use sales analytics on their own, but sales operations teams help representatives filter and understand the effectiveness of particular datasets and help convey project success, where needed. The goal of sales operations teams is to help representatives focus on selling, so operations teams typically handle the project management and training with the tool depending on the experience representatives have with understanding the datasets involved. **Sales managers —** Sales managers are able to keep track of the progress and performance of each sales team member, easily identifying the most successful team members and the efficiency of the team overall. ### Sales Analytics Software Features **Dashboards —** Sales analytics tools differ in the type and customizability of their dashboards. Some products offer dashboards that are highly dynamic, allowing you to view data in a large number of ways by segmenting information. Others have dashboards that are more static, so sales teams cannot customize them. These options are often less expensive and typically easier for sales representatives to manage. **Forecasting analytics —** Forecasting analytics alleviates human error by automating forecasting predictions and eliminating the need for modeling manually via spreadsheets. The forecasting features provide informative datasets in a visual format to help sales teams predict sales outcomes. **Mobile capabilities —** Sales teams, especially outside sales teams, are often on the go and rely on mobile phones to take care of a lot of their sales functions. Many solutions offer dataset visualization across multiple platforms, including mobile. **Lead analytics —** A beneficial use for sales analytics software is predictive lead scoring, which identifies trends in the customer pipeline and uses these trends to predict how far along a lead is in the pipeline. This allows sales teams to qualify and prioritize opportunities based on which leads are most likely to close. This feature works similarly, and can be integrated with, [sales intelligence software](https://www.g2.com/categories/sales-intelligence). ### Trends Related to Sales Analytics Software **AI capabilities —** While sales analytics tools already incorporate machine learning algorithms to evaluate sales performance, as well as predict future sales outcomes, artificial intelligence (AI) is gearing up to make a bigger impact on the tool and sales software in general. AI is predicted to help incorporate more real-time insights for more on-demand sales opportunities. With real-time models and instant datasets, sales teams can make more sales in shorter periods of time without additional manual effort. ### Software and Services Related to Sales Analytics Software [**Predictive analytics software**](https://www.g2.com/categories/predictive-analytics) **—** Predictive analytics software is a tool used to create algorithmic statistical datasets based on historical data patterns to better understand customers, products, and partners. It also helps identify potential risks and opportunities for a company overall. [**AI sales assistant software**](https://www.g2.com/categories/ai-sales-assistant) **—** Like sales analytics software, AI sales assistant software is also a time-saving tool for sales teams. The software’s main features include automating tasks and processes like lead qualification, lead follow-up, pipeline management, forecasting, meeting scheduling, and data entry. --- ## What Are the Most Common Questions About Sales Analytics Software? *AI-generated · Last updated: April 27, 2026* ### Which solution supports multi-channel sales data tracking? Based on G2 reviews, several products are used to centralize activity from multiple sales channels. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) -- reviewers frequently use it to track emails, calls, deals, tasks, and pipeline activity in one place, with repeated mentions of integrations across other business tools. - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) -- users describe it as a central system for leads, opportunities, customer data, and cross-team sales activity, often highlighting integrations and a unified customer view. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) -- recent reviewers highlight its ability to organize deals, emails, activities, reminders, and integrations in a clear pipeline-focused workflow. - [Gong](https://www.g2.com/products/gong/reviews) -- reviewers use it to capture calls, emails, meeting history, and account context, helping teams analyze customer interactions across channels. ### Which vendor offers real-time sales KPI dashboards? Based on G2 reviews, these products are often used for live visibility into sales activity and pipeline progress. - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) -- reviewers repeatedly mention dashboards and reports for pipeline visibility, rep performance tracking, and monitoring KPIs in one place. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) -- users often reference dashboards for tracking deals, team activity, forecasts, and customer progress with real-time updates. - [Clari](https://www.g2.com/products/clari/reviews) -- reviewers highlight forecast views, pipeline visibility, and dashboard layouts that help teams monitor business performance and deal movement. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) -- users describe visual dashboards and reporting that make it easier to track pipeline stages, activities, and sales performance trends. ### Which vendor provides AI-powered sales performance insights? Based on G2 reviews, these products are commonly mentioned for AI-assisted analysis and coaching. - [Gong](https://www.g2.com/products/gong/reviews) -- reviewers frequently mention AI summaries, call analysis, coaching insights, forecasting support, and surfacing risks or next steps from conversations. - [Clari](https://www.g2.com/products/clari/reviews) -- users describe AI-assisted forecasting, predictive views, and pipeline signals that help sales teams understand deal progress and expected outcomes. - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) -- reviewers often cite AI-driven lead scoring, opportunity insights, automation, and reporting that support sales productivity. - [Substrata](https://www.g2.com/products/substrata-substrata/reviews) -- recent reviews emphasize AI-generated insights from conversations, buyer intent signals, and guidance that supports prioritization and deal strategy. ### What is sales analytics software? Sales analytics software helps teams organize and interpret sales activity, pipeline movement, customer interactions, and performance trends in one place. Across recent reviews in this category, users consistently describe these tools as a way to replace scattered spreadsheets and disconnected systems with clearer visibility into deals, forecasts, tasks, and team activity. Common use cases include tracking leads and opportunities, monitoring dashboards and reports, reviewing customer conversations, and identifying where follow-up or coaching is needed. Review themes also show that buyers value automation, centralized data, and easier reporting, while often noting that setup, customization, or learning the interface can take time depending on the product. ### How do teams use AI and automation in sales analytics? According to verified users, teams most often use AI and automation in sales analytics to reduce manual work and surface clearer next steps. Recent reviews repeatedly mention automated follow-ups, task reminders, call summaries, forecasting support, lead scoring, and faster access to account history or pipeline changes. Users also describe AI helping analyze customer conversations, identify risk signals, summarize meetings, and highlight where reps may need coaching. At the same time, reviews show a common theme that these features work best when the underlying data is organized well. Buyers often value the time savings and visibility, but they also mention a learning curve when adopting more advanced workflows, dashboards, or AI-driven insights.