--- title: Kabooly Reviews meta_title: 'Kabooly Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how Kabooly works for a business like yours. aggregate_rating: rating_value: 4.0 review_count: 1 scale: '5' date_modified: '2026-09-02' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Kabooly Reviews **Vendor:** Kabooly **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.0/5.0 **Total Reviews:** 1 ## About Kabooly Kabooly is a customer relationship management (CRM) platform designed for small and medium-sized service businesses. It provides tools to manage customer enquiries, track leads through sales pipelines, handle bookings, and run email campaigns, all within a single system. The platform is built specifically for service-based businesses such as tutoring companies, therapists, chiropractors, personal trainers, coaches, consultants, tradespeople, and other professionals who need to manage ongoing client relationships. Unlike enterprise CRM systems that can be complex and expensive, Kabooly focuses on simplicity and affordability while still providing the features growing businesses need. Key features include: - Contact management - Store and organise customer information with the ability for contacts to belong to multiple accounts without duplication - Deal pipeline - Track leads through customisable sales stages to monitor progress and forecast revenue - Booking calendar - Manage appointments and bookings in one place - Form builder - Create enquiry forms with UTM parameter tracking for attribution - Attribution reporting - See exactly which marketing campaigns and sources are driving enquiries - File storage - Keep customer documents and files organised within the CRM - Email campaigns - Send marketing emails and templates to contacts Kabooly operates on a monthly subscription model with tiered pricing based on the number of contacts stored. This allows businesses to start small and scale as they grow. There are no long-term contracts, and customers can cancel with 30 days notice. A key differentiator is the approach to customer support. All support is provided by dedicated humans with fast response times, rather than chatbots or ticket queues. This reflects the platform's focus on serving smaller businesses who value genuine, responsive service. The platform is web-based and accessible from any device with a browser. It is developed and operated by Kabooly Ltd, a UK-based company headquartered in Kingston upon Thames. ## Kabooly Reviews ### 1. Organized Our CRM, But Integration Limitations Persist **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Paper & Forest Products | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** This review contains authentic analysis and has been reviewed by our team **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** September 01, 2026 **What do you like best about Kabooly?** I like Kabooly for its straightforward lead‑and‑contact management workflow, which fits my work as Administrative Records Manager within our 44‑person forest‑products operation Pinecrest Paper Group perfectly. Plenty of other CRM tools are stuffed full of fancy sales automation features we will never use for our lumber and pulp wholesale business, cluttering up the screen for our team members who aren’t super comfortable with software. Kabooly keeps its core interface uncluttered, so even our less tech‑oriented sales reps can quickly log buyer inquiries without sitting through lengthy training sessions. Before we rolled out Kabooly, customer order requirements were scattered across personal email threads and conflicting Excel files saved in Egnyte. I still recall that March headache with a wholesale paper distributor looking for custom pulp volumes. Back then I would’ve had to track down our sales rep out at the lumber mill just to get his notes on the buyer’s delivery rules and product specs. Now every rep logs those details straight into Kabooly lead records. I also really value its simple status‑tagging system for leads. Last month I filtered all contacts marked “awaiting contact” and found three wholesale enquiries that had sat untouched for weeks. I alerted our sales team, and they reached out before those potential deals fell through. The flexible note field is another huge win for me. I paste secure Egnyte share links for sales contracts and spec sheets directly onto each lead entry. Even without native Egnyte integration, I can tie critical cloud‑stored paperwork to customer profiles. Kabooly stays focused on practical lead tracking and record‑keeping, helping us keep our day‑to‑day administrative workload under control. **What do you dislike about Kabooly?** First off, there is no native pre-built connector for Egnyte. We store all our sales contracts, lumber specification sheets, purchase agreements, and vendor forms in Egnyte’s secure cloud folders. I cannot embed those Egnyte files directly inside Kabooly lead or customer entries, so I paste secure share links within each lead’s note section. A frustrating incident took place back in April: a summer intern pasted an expired Egnyte link onto a large wholesale pulp buyer’s CRM profile. Right before a scheduled negotiation call, our sales rep clicked the link and could not access critical order documentation. They had to scramble at the last minute and message me to hunt down valid files, creating unnecessary stress ahead of an important client conversation. Secondly, its CSV export function struggles with special characters. We work with multiple buyers and vendors whose surnames include accented Latin characters. When I export filtered lead datasets for our internal operations review, those accented characters get turned into garbled symbols. Last month I spent roughly one-and-a-half hours manually correcting about 17 corrupted rows before I could hand over the cleaned spreadsheet to our operations manager. This repetitive work eats into my admin time and creates risk of misidentifying business contacts. **What problems is Kabooly solving and how is that benefiting you?** Before we adopted Kabooly, all our sales enquiries and buyer contact data existed in messy information silos. Sales reps stored pulp and lumber buyer requirements in personal email inboxes or locally‑saved Excel copies, and those files were not always synced back to our shared Egnyte storage. I still remember that stressful January incident. A major regional wholesale buyer sent over detailed requirements for large‑volume softwood pulp. The sales rep saved all his notes on his personal laptop spreadsheet and never uploaded or logged any of those details anywhere shared. When I started assembling paperwork for our mill production schedule, I had zero visibility into this incoming order. I ended up interrupting him while he was doing site checks at our lumber yard just to get the basic order parameters, and we came very close to sending incorrect production instructions to our mill floor. That close‑call made our leadership search for a dedicated CRM solution. Now Kabooly centralizes all sales enquiries and buyer contact information in one shared place. Our sales team logs every new wholesale inquiry directly as a lead record, noting product grades, order volumes and delivery expectations. I no longer constantly chase sales staff to dig up scattered customer details. I cross‑reference Kabooly entries against contracts stored on Egnyte to complete my administrative filing work. I can filter leads by status to catch enquiries that have been neglected. Granted, we still deal with broken CSV exports and manual Egnyte link pasting. Even so, Kabooly eliminated those dangerous data silos that once threatened order accuracy and wasted so much of my administrative time. - [View Kabooly pricing details and edition comparison](https://www.g2.com/products/kabooly/reviews?section=pricing&secure%5Bexpires_at%5D=2026-09-05+10%3A01%3A21+-0500&secure%5Bsession_id%5D=59d0004e-1493-45ef-8400-0a7b6fedc7d7&secure%5Btoken%5D=17f11de8b0bd94bc55e4912ef5197b4e99a075a121cd75e38268759d40c2d6a4&format=llm_user) ## Kabooly Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management - Contract/License Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation ## Top Kabooly Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,691 reviews) - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - 4.4/5.0 (14,254 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,324 reviews)