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Best CRM Software

Julie Jung
JJ
Researched and written by Julie Jung

Customer relationship management (CRM) software is a digital tool designed for businesses to efficiently organize, monitor, and maintain data about their existing and prospective customers. The best CRM software centralizes data from various lead generation, traffic, campaign, and acquisition sources and creates records and profiles. The software has a repository of a complete customer database, which stakeholders use to manage long-term customer contracts and relationships.

CRM software enhances customer experience by streamlining customer support, email marketing, sales outreach, and sales cycles.

CRM software can be integrated with call center infrastructure platforms, digital marketing services, ERP systems, e-commerce platforms, marketing automation software, and CPQ software to reduce the risk of data silos and give real-time updates on the customer journey. Customer journey and funnel are categorized into different sub-processes in the CRM software where sales and marketing can access the data, build communication, and drive them forward to final deals.

There are many different types of CRM software provide a collection of integrated customer-related functions or all-in-one functionality, such as marketing automation, help desk, e-commerce tools, ERP, project or website management, to replace the need for additional solutions and better serve small and mid-market businesses. Standalone CRM solutions, however, focus primarily on sales-related functions such as contact, account, and pipeline management and do not offer extensive marketing help.

The software also has help desk escalation, email automation, sales dispositions, automation workflows, and lead scoring and calling histories to help sales teams navigate to the current lead progress and establish contextual communication.

To qualify for inclusion in the CRM category, a product must:

Provide a bounded set of sales-related functions
Provide lead, contact, account, and opportunity management functions
Capture and store sales activities and interactions performed
Consolidate customer history and transactions into a single interface
Track prospects and contacts throughout the sales pipeline
Facilitate communication at all phases of the customer lifecycle
Provide reporting features to track sales performance
Provide workflow automation capabilities to streamline sales processes
Integrate functions into a unifying database and platform
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G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

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883 Listings in CRM Available
(24,797)4.4 out of 5
Optimized for quick response
View top Consulting Services for Salesforce Sales Cloud
Save to My Lists
25% Off: Starting at $18.75/user/month
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Accelerate revenue from pipeline to paycheck with Salesforce Sales Cloud - your complete growth platform that brings together the power of humans with agents at every step of the sales cycle. Boost pr

    Users
    • Account Executive
    • Account Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 46% Mid-Market
    • 34% Enterprise
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Salesforce Sales Cloud is a CRM platform designed to streamline sales processes, boost productivity, and provide predictive insights and smart forecasting.
    • Users like the platform's high level of customization and automation capabilities, its AI-powered Einstein analytics, and its seamless integration with other systems, which greatly enhance sales operations and productivity.
    • Users experienced complexity in initial setup and onboarding, high cost of licensing and customizations, and occasional performance lag when handling large amounts of data.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Salesforce Sales Cloud Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    3,147
    Features
    2,817
    Lead Management
    1,834
    Customizability
    1,531
    Customization
    1,528
    Cons
    Learning Curve
    1,593
    Limitations
    1,259
    Missing Features
    1,050
    Limited Features
    1,026
    Expensive
    1,000
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Salesforce Sales Cloud features and usability ratings that predict user satisfaction
    8.4
    Has the product been a good partner in doing business?
    Average: 8.9
    8.5
    Workflow Capability
    Average: 8.5
    8.8
    Contact & Account Management
    Average: 8.6
    8.7
    Opportunity & Pipeline Mgmt.
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    1999
    HQ Location
    San Francisco, CA
    Twitter
    @salesforce
    580,231 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    86,064 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Accelerate revenue from pipeline to paycheck with Salesforce Sales Cloud - your complete growth platform that brings together the power of humans with agents at every step of the sales cycle. Boost pr

Users
  • Account Executive
  • Account Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 46% Mid-Market
  • 34% Enterprise
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Salesforce Sales Cloud is a CRM platform designed to streamline sales processes, boost productivity, and provide predictive insights and smart forecasting.
  • Users like the platform's high level of customization and automation capabilities, its AI-powered Einstein analytics, and its seamless integration with other systems, which greatly enhance sales operations and productivity.
  • Users experienced complexity in initial setup and onboarding, high cost of licensing and customizations, and occasional performance lag when handling large amounts of data.
Salesforce Sales Cloud Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
3,147
Features
2,817
Lead Management
1,834
Customizability
1,531
Customization
1,528
Cons
Learning Curve
1,593
Limitations
1,259
Missing Features
1,050
Limited Features
1,026
Expensive
1,000
Salesforce Sales Cloud features and usability ratings that predict user satisfaction
8.4
Has the product been a good partner in doing business?
Average: 8.9
8.5
Workflow Capability
Average: 8.5
8.8
Contact & Account Management
Average: 8.6
8.7
Opportunity & Pipeline Mgmt.
Average: 8.5
Seller Details
Company Website
Year Founded
1999
HQ Location
San Francisco, CA
Twitter
@salesforce
580,231 Twitter followers
LinkedIn® Page
www.linkedin.com
86,064 employees on LinkedIn®
(13,276)4.4 out of 5
Optimized for quick response
View top Consulting Services for HubSpot Sales Hub
Save to My Lists
20% Off
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Sales Hub is a modern sales software designed to help growing teams build pipeline, deepen relationships, and close more deals - faster. It combines powerful sales engagement tools, AI-powered product

    Users
    • Account Executive
    • Sales Development Representative
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 61% Small-Business
    • 35% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • HubSpot Sales Hub is a platform designed to consolidate sales pipelines, manage deals and related activities, and sync emails directly to the platform through a Chrome extension.
    • Users frequently mention the platform's ease of use, intuitive interface, and the ability to keep all communications in one place, which saves time and increases efficiency.
    • Reviewers noted that the workflow triggers are not very accessible for entry-level users, making it challenging for beginners to set up and manage workflows effectively, and the platform can run slowly at times.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • HubSpot Sales Hub Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    1,321
    Features
    786
    Helpful
    627
    Lead Management
    606
    Intuitive
    580
    Cons
    Missing Features
    483
    Learning Curve
    421
    Limited Features
    418
    Expensive
    284
    Limited Customization
    282
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • HubSpot Sales Hub features and usability ratings that predict user satisfaction
    8.7
    Has the product been a good partner in doing business?
    Average: 8.9
    8.3
    Workflow Capability
    Average: 8.5
    8.7
    Contact & Account Management
    Average: 8.6
    8.5
    Opportunity & Pipeline Mgmt.
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    HubSpot
    Company Website
    Year Founded
    2006
    HQ Location
    Cambridge, MA
    Twitter
    @HubSpot
    789,318 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    11,595 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Sales Hub is a modern sales software designed to help growing teams build pipeline, deepen relationships, and close more deals - faster. It combines powerful sales engagement tools, AI-powered product

Users
  • Account Executive
  • Sales Development Representative
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 61% Small-Business
  • 35% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • HubSpot Sales Hub is a platform designed to consolidate sales pipelines, manage deals and related activities, and sync emails directly to the platform through a Chrome extension.
  • Users frequently mention the platform's ease of use, intuitive interface, and the ability to keep all communications in one place, which saves time and increases efficiency.
  • Reviewers noted that the workflow triggers are not very accessible for entry-level users, making it challenging for beginners to set up and manage workflows effectively, and the platform can run slowly at times.
HubSpot Sales Hub Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
1,321
Features
786
Helpful
627
Lead Management
606
Intuitive
580
Cons
Missing Features
483
Learning Curve
421
Limited Features
418
Expensive
284
Limited Customization
282
HubSpot Sales Hub features and usability ratings that predict user satisfaction
8.7
Has the product been a good partner in doing business?
Average: 8.9
8.3
Workflow Capability
Average: 8.5
8.7
Contact & Account Management
Average: 8.6
8.5
Opportunity & Pipeline Mgmt.
Average: 8.5
Seller Details
Seller
HubSpot
Company Website
Year Founded
2006
HQ Location
Cambridge, MA
Twitter
@HubSpot
789,318 Twitter followers
LinkedIn® Page
www.linkedin.com
11,595 employees on LinkedIn®

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Entry Level Price:$24.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Pipedrive is an easy-to-use sales CRM (customer relationship management) tool that empowers teams of all sizes to close more deals. With its customizable sales pipelines, real-time insights and powerf

    Users
    • CEO
    • Sales Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 71% Small-Business
    • 23% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Pipedrive Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    526
    Intuitive
    242
    Lead Management
    211
    Simple
    209
    Helpful
    204
    Cons
    Missing Features
    222
    Limited Features
    147
    Learning Curve
    117
    Integration Issues
    112
    Expensive
    102
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Pipedrive features and usability ratings that predict user satisfaction
    8.7
    Has the product been a good partner in doing business?
    Average: 8.9
    8.3
    Workflow Capability
    Average: 8.5
    8.5
    Contact & Account Management
    Average: 8.6
    8.8
    Opportunity & Pipeline Mgmt.
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Pipedrive
    Company Website
    Year Founded
    2010
    HQ Location
    New York
    Twitter
    @pipedrive
    14,362 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,052 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Pipedrive is an easy-to-use sales CRM (customer relationship management) tool that empowers teams of all sizes to close more deals. With its customizable sales pipelines, real-time insights and powerf

Users
  • CEO
  • Sales Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 71% Small-Business
  • 23% Mid-Market
Pipedrive Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
526
Intuitive
242
Lead Management
211
Simple
209
Helpful
204
Cons
Missing Features
222
Limited Features
147
Learning Curve
117
Integration Issues
112
Expensive
102
Pipedrive features and usability ratings that predict user satisfaction
8.7
Has the product been a good partner in doing business?
Average: 8.9
8.3
Workflow Capability
Average: 8.5
8.5
Contact & Account Management
Average: 8.6
8.8
Opportunity & Pipeline Mgmt.
Average: 8.5
Seller Details
Seller
Pipedrive
Company Website
Year Founded
2010
HQ Location
New York
Twitter
@pipedrive
14,362 Twitter followers
LinkedIn® Page
www.linkedin.com
1,052 employees on LinkedIn®
(1,934)4.7 out of 5
Optimized for quick response
4th Easiest To Use in CRM software
View top Consulting Services for Close
Save to My Lists
20% Off
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Close is a CRM that helps small, scaling businesses close deals fast. We combine the power of a CRM with built-in communication, automation, coaching and reporting tools to help teams quickly manage,

    Users
    • CEO
    • Founder
    Industries
    • Marketing and Advertising
    • Computer Software
    Market Segment
    • 78% Small-Business
    • 20% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Close is a CRM tool that offers features such as smart views, workflows, email integration, and automation options to enhance sales activities and customer relationship management.
    • Users like the ease of use, the ability to have all their needs in one place, the email integration feature, and the ability to track opportunities and schedule alerts.
    • Users reported issues with service outages, tech issues on android devices, lack of naming options for downloads, and a desire for more automation options.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Close Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    965
    Helpful
    573
    Features
    519
    Intuitive
    461
    Simple
    455
    Cons
    Missing Features
    334
    Call Issues
    242
    Limited Features
    180
    Limited Customization
    121
    Learning Curve
    117
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Close features and usability ratings that predict user satisfaction
    9.3
    Has the product been a good partner in doing business?
    Average: 8.9
    8.8
    Workflow Capability
    Average: 8.5
    9.0
    Contact & Account Management
    Average: 8.6
    9.0
    Opportunity & Pipeline Mgmt.
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Close
    Company Website
    Year Founded
    2013
    HQ Location
    San Francisco, California
    Twitter
    @Close
    6,556 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    190 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Close is a CRM that helps small, scaling businesses close deals fast. We combine the power of a CRM with built-in communication, automation, coaching and reporting tools to help teams quickly manage,

Users
  • CEO
  • Founder
Industries
  • Marketing and Advertising
  • Computer Software
Market Segment
  • 78% Small-Business
  • 20% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Close is a CRM tool that offers features such as smart views, workflows, email integration, and automation options to enhance sales activities and customer relationship management.
  • Users like the ease of use, the ability to have all their needs in one place, the email integration feature, and the ability to track opportunities and schedule alerts.
  • Users reported issues with service outages, tech issues on android devices, lack of naming options for downloads, and a desire for more automation options.
Close Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
965
Helpful
573
Features
519
Intuitive
461
Simple
455
Cons
Missing Features
334
Call Issues
242
Limited Features
180
Limited Customization
121
Learning Curve
117
Close features and usability ratings that predict user satisfaction
9.3
Has the product been a good partner in doing business?
Average: 8.9
8.8
Workflow Capability
Average: 8.5
9.0
Contact & Account Management
Average: 8.6
9.0
Opportunity & Pipeline Mgmt.
Average: 8.5
Seller Details
Seller
Close
Company Website
Year Founded
2013
HQ Location
San Francisco, California
Twitter
@Close
6,556 Twitter followers
LinkedIn® Page
www.linkedin.com
190 employees on LinkedIn®
(14,468)4.5 out of 5
Optimized for quick response
View top Consulting Services for ActiveCampaign
Save to My Lists
15% Off
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    ActiveCampaign is the autonomous marketing platform built to transform how marketers, agencies, and business owners work. Use Active Intelligence to power goal-aware automations and orchestrate person

    Users
    • Owner
    • CEO
    Industries
    • Marketing and Advertising
    • Health, Wellness and Fitness
    Market Segment
    • 92% Small-Business
    • 7% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • ActiveCampaign Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    1,771
    Automation
    1,643
    Automations
    1,302
    Automation Features
    1,175
    Features
    1,167
    Cons
    Learning Curve
    819
    Missing Features
    722
    Expensive
    655
    Limited Features
    552
    Not Intuitive
    473
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • ActiveCampaign features and usability ratings that predict user satisfaction
    8.8
    Has the product been a good partner in doing business?
    Average: 8.9
    8.0
    Workflow Capability
    Average: 8.5
    8.2
    Contact & Account Management
    Average: 8.6
    7.9
    Opportunity & Pipeline Mgmt.
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2003
    HQ Location
    Chicago, IL
    Twitter
    @ActiveCampaign
    13,250 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    865 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

ActiveCampaign is the autonomous marketing platform built to transform how marketers, agencies, and business owners work. Use Active Intelligence to power goal-aware automations and orchestrate person

Users
  • Owner
  • CEO
Industries
  • Marketing and Advertising
  • Health, Wellness and Fitness
Market Segment
  • 92% Small-Business
  • 7% Mid-Market
ActiveCampaign Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
1,771
Automation
1,643
Automations
1,302
Automation Features
1,175
Features
1,167
Cons
Learning Curve
819
Missing Features
722
Expensive
655
Limited Features
552
Not Intuitive
473
ActiveCampaign features and usability ratings that predict user satisfaction
8.8
Has the product been a good partner in doing business?
Average: 8.9
8.0
Workflow Capability
Average: 8.5
8.2
Contact & Account Management
Average: 8.6
7.9
Opportunity & Pipeline Mgmt.
Average: 8.5
Seller Details
Company Website
Year Founded
2003
HQ Location
Chicago, IL
Twitter
@ActiveCampaign
13,250 Twitter followers
LinkedIn® Page
www.linkedin.com
865 employees on LinkedIn®
(2,821)4.1 out of 5
Optimized for quick response
View top Consulting Services for Zoho CRM
Save to My Lists
50% Off: $7/user/month
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Zoho CRM is a cloud-based 360° customer relationship management tool that caters to business needs of mid-scale businesses to large-scale enterprises. Key features include contact management, sales fu

    Users
    • Owner
    • CEO
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 62% Small-Business
    • 32% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Zoho CRM is a cloud-based platform designed to manage business sales and customer service, enabling tracking and interaction with customers and automation of tasks.
    • Reviewers frequently mention the platform's ability to capture leads from multiple sources, automate tasks, handle various communication channels, and provide real-time analytics and insights for informed decision-making.
    • Users mentioned that the onboarding process could be more inviting, the setup process involves many steps, and there are restrictions on editing fields within accounts when using the free version.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Zoho CRM Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    203
    Features
    124
    Integrations
    96
    Lead Management
    89
    Easy Integrations
    76
    Cons
    Learning Curve
    72
    Integration Issues
    51
    Limited Features
    49
    Slow Loading
    44
    Poor Customer Support
    43
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Zoho CRM features and usability ratings that predict user satisfaction
    8.0
    Has the product been a good partner in doing business?
    Average: 8.9
    8.1
    Workflow Capability
    Average: 8.5
    8.5
    Contact & Account Management
    Average: 8.6
    8.2
    Opportunity & Pipeline Mgmt.
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Zoho
    Company Website
    Year Founded
    1996
    HQ Location
    Austin, TX
    Twitter
    @Zoho
    136,151 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    28,103 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Zoho CRM is a cloud-based 360° customer relationship management tool that caters to business needs of mid-scale businesses to large-scale enterprises. Key features include contact management, sales fu

Users
  • Owner
  • CEO
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 62% Small-Business
  • 32% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Zoho CRM is a cloud-based platform designed to manage business sales and customer service, enabling tracking and interaction with customers and automation of tasks.
  • Reviewers frequently mention the platform's ability to capture leads from multiple sources, automate tasks, handle various communication channels, and provide real-time analytics and insights for informed decision-making.
  • Users mentioned that the onboarding process could be more inviting, the setup process involves many steps, and there are restrictions on editing fields within accounts when using the free version.
Zoho CRM Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
203
Features
124
Integrations
96
Lead Management
89
Easy Integrations
76
Cons
Learning Curve
72
Integration Issues
51
Limited Features
49
Slow Loading
44
Poor Customer Support
43
Zoho CRM features and usability ratings that predict user satisfaction
8.0
Has the product been a good partner in doing business?
Average: 8.9
8.1
Workflow Capability
Average: 8.5
8.5
Contact & Account Management
Average: 8.6
8.2
Opportunity & Pipeline Mgmt.
Average: 8.5
Seller Details
Seller
Zoho
Company Website
Year Founded
1996
HQ Location
Austin, TX
Twitter
@Zoho
136,151 Twitter followers
LinkedIn® Page
www.linkedin.com
28,103 employees on LinkedIn®
(552)4.6 out of 5
View top Consulting Services for HighLevel
Save to My Lists
Entry Level Price:$97.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    HighLevel is an all-in-one Sales & Marketing CRM currently powering hundreds of thousands of businesses worldwide. Functionality includes CRM, Email, 2-way SMS, Consolidated SMS/Messenger/Instagra

    Users
    • Owner
    • CEO
    Industries
    • Marketing and Advertising
    • Consulting
    Market Segment
    • 61% Small-Business
    • 2% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • HighLevel is a platform that combines marketing and CRM tools, allowing users to manage lead generation, automations, sms/emails, and reporting in one place.
    • Users frequently mention the wide range of services HighLevel provides, its ease of use, and its ability to integrate with other platforms, making it a powerful tool for businesses.
    • Users mentioned that the interface can feel overwhelming for new users due to the number of features available, and there is a learning curve to fully understand and utilize all its capabilities.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • HighLevel Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Helpful
    134
    Features
    133
    Customer Support
    127
    Feature Richness
    115
    Automation
    109
    Cons
    Learning Curve
    127
    Missing Features
    83
    Steep Learning Curve
    82
    Not Intuitive
    49
    Poor Customer Support
    49
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • HighLevel features and usability ratings that predict user satisfaction
    8.7
    Has the product been a good partner in doing business?
    Average: 8.9
    8.9
    Workflow Capability
    Average: 8.5
    8.7
    Contact & Account Management
    Average: 8.6
    9.0
    Opportunity & Pipeline Mgmt.
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    HighLevel
    Company Website
    Year Founded
    2018
    HQ Location
    Dallas, Texas
    Twitter
    @gohighlevel
    7,660 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,915 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

HighLevel is an all-in-one Sales & Marketing CRM currently powering hundreds of thousands of businesses worldwide. Functionality includes CRM, Email, 2-way SMS, Consolidated SMS/Messenger/Instagra

Users
  • Owner
  • CEO
Industries
  • Marketing and Advertising
  • Consulting
Market Segment
  • 61% Small-Business
  • 2% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • HighLevel is a platform that combines marketing and CRM tools, allowing users to manage lead generation, automations, sms/emails, and reporting in one place.
  • Users frequently mention the wide range of services HighLevel provides, its ease of use, and its ability to integrate with other platforms, making it a powerful tool for businesses.
  • Users mentioned that the interface can feel overwhelming for new users due to the number of features available, and there is a learning curve to fully understand and utilize all its capabilities.
HighLevel Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Helpful
134
Features
133
Customer Support
127
Feature Richness
115
Automation
109
Cons
Learning Curve
127
Missing Features
83
Steep Learning Curve
82
Not Intuitive
49
Poor Customer Support
49
HighLevel features and usability ratings that predict user satisfaction
8.7
Has the product been a good partner in doing business?
Average: 8.9
8.9
Workflow Capability
Average: 8.5
8.7
Contact & Account Management
Average: 8.6
9.0
Opportunity & Pipeline Mgmt.
Average: 8.5
Seller Details
Seller
HighLevel
Company Website
Year Founded
2018
HQ Location
Dallas, Texas
Twitter
@gohighlevel
7,660 Twitter followers
LinkedIn® Page
www.linkedin.com
1,915 employees on LinkedIn®
(684)4.6 out of 5
View top Consulting Services for Bigin by Zoho CRM
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Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Bigin by Zoho CRM is a simplified customer relationship management (CRM) software designed specifically for small businesses, startups and teams! Trusted by 20,000+ businesses, Bigin helps small busin

    Users
    • CEO
    • Founder
    Industries
    • Information Technology and Services
    • Marketing and Advertising
    Market Segment
    • 90% Small-Business
    • 9% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Bigin by Zoho CRM Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    218
    Simple
    102
    Intuitive
    99
    Features
    81
    Affordable
    79
    Cons
    Missing Features
    82
    Limited Features
    59
    Integration Issues
    53
    Limited Customization
    48
    Limited Integrations
    37
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Bigin by Zoho CRM features and usability ratings that predict user satisfaction
    8.6
    Has the product been a good partner in doing business?
    Average: 8.9
    8.4
    Workflow Capability
    Average: 8.5
    8.7
    Contact & Account Management
    Average: 8.6
    8.7
    Opportunity & Pipeline Mgmt.
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Zoho
    Year Founded
    1996
    HQ Location
    Austin, TX
    Twitter
    @Zoho
    136,151 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    29,500 employees on LinkedIn®
    Phone
    +1 (888) 900-9646
Product Description
How are these determined?Information
This description is provided by the seller.

Bigin by Zoho CRM is a simplified customer relationship management (CRM) software designed specifically for small businesses, startups and teams! Trusted by 20,000+ businesses, Bigin helps small busin

Users
  • CEO
  • Founder
Industries
  • Information Technology and Services
  • Marketing and Advertising
Market Segment
  • 90% Small-Business
  • 9% Mid-Market
Bigin by Zoho CRM Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
218
Simple
102
Intuitive
99
Features
81
Affordable
79
Cons
Missing Features
82
Limited Features
59
Integration Issues
53
Limited Customization
48
Limited Integrations
37
Bigin by Zoho CRM features and usability ratings that predict user satisfaction
8.6
Has the product been a good partner in doing business?
Average: 8.9
8.4
Workflow Capability
Average: 8.5
8.7
Contact & Account Management
Average: 8.6
8.7
Opportunity & Pipeline Mgmt.
Average: 8.5
Seller Details
Seller
Zoho
Year Founded
1996
HQ Location
Austin, TX
Twitter
@Zoho
136,151 Twitter followers
LinkedIn® Page
www.linkedin.com
29,500 employees on LinkedIn®
Phone
+1 (888) 900-9646
Entry Level Price:$18.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    The lack of a centralised CRM system can result in data disorganisation, ineffective communication, missed sales opportunities and limited customer insights. Many small to mid sized companies struggle

    Users
    No information available
    Industries
    • Marketing and Advertising
    • Financial Services
    Market Segment
    • 32% Small-Business
    • 24% Enterprise
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • CRMOne is a customer relationship management tool that offers features such as advanced filters, automation of lead assignment and follow-ups, built-in marketing tools, and data security.
    • Reviewers like the real-time alerts, the ability to access CRMOne from various devices, the automation of tasks, and the built-in marketing tools that allow for launching and tracking campaigns directly from the platform.
    • Reviewers mentioned that the user interface looks different across devices, learning how to optimize automation flows takes trial and error, advanced segmentation options could be improved, and the system can slow down when too many people are using it.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • CRMOne Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    193
    Lead Management
    167
    Features
    150
    Customer Management
    148
    Customer Support
    115
    Cons
    Learning Curve
    106
    Limited Customization
    85
    Steep Learning Curve
    57
    Limited Features
    44
    Missing Features
    42
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • CRMOne features and usability ratings that predict user satisfaction
    9.6
    Has the product been a good partner in doing business?
    Average: 8.9
    9.4
    Workflow Capability
    Average: 8.5
    9.8
    Contact & Account Management
    Average: 8.6
    9.5
    Opportunity & Pipeline Mgmt.
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    CrmOne
    Company Website
    Year Founded
    2022
    HQ Location
    Menlo Park, US
    Twitter
    @crmone_global
    10 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    29 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

The lack of a centralised CRM system can result in data disorganisation, ineffective communication, missed sales opportunities and limited customer insights. Many small to mid sized companies struggle

Users
No information available
Industries
  • Marketing and Advertising
  • Financial Services
Market Segment
  • 32% Small-Business
  • 24% Enterprise
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • CRMOne is a customer relationship management tool that offers features such as advanced filters, automation of lead assignment and follow-ups, built-in marketing tools, and data security.
  • Reviewers like the real-time alerts, the ability to access CRMOne from various devices, the automation of tasks, and the built-in marketing tools that allow for launching and tracking campaigns directly from the platform.
  • Reviewers mentioned that the user interface looks different across devices, learning how to optimize automation flows takes trial and error, advanced segmentation options could be improved, and the system can slow down when too many people are using it.
CRMOne Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
193
Lead Management
167
Features
150
Customer Management
148
Customer Support
115
Cons
Learning Curve
106
Limited Customization
85
Steep Learning Curve
57
Limited Features
44
Missing Features
42
CRMOne features and usability ratings that predict user satisfaction
9.6
Has the product been a good partner in doing business?
Average: 8.9
9.4
Workflow Capability
Average: 8.5
9.8
Contact & Account Management
Average: 8.6
9.5
Opportunity & Pipeline Mgmt.
Average: 8.5
Seller Details
Seller
CrmOne
Company Website
Year Founded
2022
HQ Location
Menlo Park, US
Twitter
@crmone_global
10 Twitter followers
LinkedIn® Page
www.linkedin.com
29 employees on LinkedIn®
(956)4.2 out of 5
View top Consulting Services for SAP Sales Cloud
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  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    SAP Sales Cloud is a cutting-edge sales automation platform / CRM that helps organizations make intelligent selling simple, through connection, insight, and adaptability. Leveraging SAP Sales Cloud, o

    Users
    • Consultant
    • Associate Consultant
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 46% Enterprise
    • 35% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • SAP Sales Cloud Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    110
    Analytics
    65
    Integrations
    62
    Lead Management
    56
    Integration
    55
    Cons
    Learning Curve
    92
    Expensive
    44
    Limited Customization
    44
    Complexity
    39
    Not Intuitive
    32
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • SAP Sales Cloud features and usability ratings that predict user satisfaction
    8.5
    Has the product been a good partner in doing business?
    Average: 8.9
    8.3
    Workflow Capability
    Average: 8.5
    8.3
    Contact & Account Management
    Average: 8.6
    8.2
    Opportunity & Pipeline Mgmt.
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    SAP
    Company Website
    Year Founded
    1972
    HQ Location
    Walldorf
    Twitter
    @SAP
    297,946 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    135,108 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

SAP Sales Cloud is a cutting-edge sales automation platform / CRM that helps organizations make intelligent selling simple, through connection, insight, and adaptability. Leveraging SAP Sales Cloud, o

Users
  • Consultant
  • Associate Consultant
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 46% Enterprise
  • 35% Mid-Market
SAP Sales Cloud Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
110
Analytics
65
Integrations
62
Lead Management
56
Integration
55
Cons
Learning Curve
92
Expensive
44
Limited Customization
44
Complexity
39
Not Intuitive
32
SAP Sales Cloud features and usability ratings that predict user satisfaction
8.5
Has the product been a good partner in doing business?
Average: 8.9
8.3
Workflow Capability
Average: 8.5
8.3
Contact & Account Management
Average: 8.6
8.2
Opportunity & Pipeline Mgmt.
Average: 8.5
Seller Details
Seller
SAP
Company Website
Year Founded
1972
HQ Location
Walldorf
Twitter
@SAP
297,946 Twitter followers
LinkedIn® Page
www.linkedin.com
135,108 employees on LinkedIn®
(1,055)4.6 out of 5
Optimized for quick response
View top Consulting Services for monday CRM
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Entry Level Price:$12.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    monday CRM enables revenue teams to sell faster at every stage of the customer journey. The intuitive interface combined with no code automations and AI, allow revenue leaders to adapt the CRM to

    Users
    • Project Manager
    • CEO
    Industries
    • Marketing and Advertising
    • Information Technology and Services
    Market Segment
    • 78% Small-Business
    • 19% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • monday CRM Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    169
    Integrations
    98
    Customizability
    92
    Features
    86
    Automation
    84
    Cons
    Missing Features
    69
    Learning Curve
    61
    Limited Features
    50
    Integration Issues
    42
    Expensive
    40
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • monday CRM features and usability ratings that predict user satisfaction
    8.9
    Has the product been a good partner in doing business?
    Average: 8.9
    8.7
    Workflow Capability
    Average: 8.5
    8.5
    Contact & Account Management
    Average: 8.6
    8.5
    Opportunity & Pipeline Mgmt.
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2012
    HQ Location
    Tel Aviv
    Twitter
    @mondaydotcom
    41,041 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    3,352 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

monday CRM enables revenue teams to sell faster at every stage of the customer journey. The intuitive interface combined with no code automations and AI, allow revenue leaders to adapt the CRM to

Users
  • Project Manager
  • CEO
Industries
  • Marketing and Advertising
  • Information Technology and Services
Market Segment
  • 78% Small-Business
  • 19% Mid-Market
monday CRM Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
169
Integrations
98
Customizability
92
Features
86
Automation
84
Cons
Missing Features
69
Learning Curve
61
Limited Features
50
Integration Issues
42
Expensive
40
monday CRM features and usability ratings that predict user satisfaction
8.9
Has the product been a good partner in doing business?
Average: 8.9
8.7
Workflow Capability
Average: 8.5
8.5
Contact & Account Management
Average: 8.6
8.5
Opportunity & Pipeline Mgmt.
Average: 8.5
Seller Details
Company Website
Year Founded
2012
HQ Location
Tel Aviv
Twitter
@mondaydotcom
41,041 Twitter followers
LinkedIn® Page
www.linkedin.com
3,352 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Instantly turns leads into clients with Automated Outreach, Deliverability Network, Sales Engagement, B2B Lead Database & AI-Powered CRM. Find your leads, create your campaigns, connect your se

    Users
    • Founder
    • CEO
    Industries
    • Marketing and Advertising
    • Computer Software
    Market Segment
    • 95% Small-Business
    • 4% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Instantly is a platform that streamlines outreach management and campaign scaling, offering features such as automation, deliverability tools, and a user-friendly interface.
    • Reviewers appreciate Instantly's intuitive user interface, automation features that save time, and deliverability tools that ensure messages reach recipients' inboxes.
    • Users experienced slower response times during peak usage periods, a steep learning curve for newcomers due to the range of features, and a desire for more advanced customization options.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Instantly Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    1,855
    Customer Support
    1,375
    Helpful
    1,331
    Features
    1,012
    Simple
    818
    Cons
    Missing Features
    414
    Expensive
    412
    Email Management
    246
    Lead Management
    218
    Limited Features
    217
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Instantly features and usability ratings that predict user satisfaction
    9.5
    Has the product been a good partner in doing business?
    Average: 8.9
    8.9
    Workflow Capability
    Average: 8.5
    9.0
    Contact & Account Management
    Average: 8.6
    9.0
    Opportunity & Pipeline Mgmt.
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Instantly
    Company Website
    Year Founded
    2001
    HQ Location
    Sheridan, US
    LinkedIn® Page
    www.linkedin.com
    181 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Instantly turns leads into clients with Automated Outreach, Deliverability Network, Sales Engagement, B2B Lead Database & AI-Powered CRM. Find your leads, create your campaigns, connect your se

Users
  • Founder
  • CEO
Industries
  • Marketing and Advertising
  • Computer Software
Market Segment
  • 95% Small-Business
  • 4% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Instantly is a platform that streamlines outreach management and campaign scaling, offering features such as automation, deliverability tools, and a user-friendly interface.
  • Reviewers appreciate Instantly's intuitive user interface, automation features that save time, and deliverability tools that ensure messages reach recipients' inboxes.
  • Users experienced slower response times during peak usage periods, a steep learning curve for newcomers due to the range of features, and a desire for more advanced customization options.
Instantly Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
1,855
Customer Support
1,375
Helpful
1,331
Features
1,012
Simple
818
Cons
Missing Features
414
Expensive
412
Email Management
246
Lead Management
218
Limited Features
217
Instantly features and usability ratings that predict user satisfaction
9.5
Has the product been a good partner in doing business?
Average: 8.9
8.9
Workflow Capability
Average: 8.5
9.0
Contact & Account Management
Average: 8.6
9.0
Opportunity & Pipeline Mgmt.
Average: 8.5
Seller Details
Seller
Instantly
Company Website
Year Founded
2001
HQ Location
Sheridan, US
LinkedIn® Page
www.linkedin.com
181 employees on LinkedIn®
(1,320)4.3 out of 5
Optimized for quick response
Save to My Lists
Entry Level Price:Starting at $13.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 fo

    Users
    • CEO
    • Owner
    Industries
    • Marketing and Advertising
    • Computer Software
    Market Segment
    • 78% Small-Business
    • 18% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Nutshell Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    325
    Helpful
    178
    Customer Support
    166
    Features
    158
    Intuitive
    139
    Cons
    Missing Features
    150
    Limited Features
    97
    Limited Customization
    66
    Email Management
    61
    Learning Curve
    59
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Nutshell features and usability ratings that predict user satisfaction
    8.8
    Has the product been a good partner in doing business?
    Average: 8.9
    7.9
    Workflow Capability
    Average: 8.5
    8.5
    Contact & Account Management
    Average: 8.6
    8.3
    Opportunity & Pipeline Mgmt.
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Nutshell
    Company Website
    Year Founded
    2009
    HQ Location
    Ann Arbor, Michigan
    Twitter
    @nutshell
    2,823 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,181 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 fo

Users
  • CEO
  • Owner
Industries
  • Marketing and Advertising
  • Computer Software
Market Segment
  • 78% Small-Business
  • 18% Mid-Market
Nutshell Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
325
Helpful
178
Customer Support
166
Features
158
Intuitive
139
Cons
Missing Features
150
Limited Features
97
Limited Customization
66
Email Management
61
Learning Curve
59
Nutshell features and usability ratings that predict user satisfaction
8.8
Has the product been a good partner in doing business?
Average: 8.9
7.9
Workflow Capability
Average: 8.5
8.5
Contact & Account Management
Average: 8.6
8.3
Opportunity & Pipeline Mgmt.
Average: 8.5
Seller Details
Seller
Nutshell
Company Website
Year Founded
2009
HQ Location
Ann Arbor, Michigan
Twitter
@nutshell
2,823 Twitter followers
LinkedIn® Page
www.linkedin.com
1,181 employees on LinkedIn®
(451)4.7 out of 5
2nd Easiest To Use in CRM software
Save to My Lists
20% Off: $16.80-$60 per user per month.
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Capsule CRM is a growth-oriented customer relationship management (CRM) tool that empowers salespeople, marketers, and business owners to win more business, retain more clients, and deliver exceptiona

    Users
    • Director
    • Owner
    Industries
    • Consulting
    • Marketing and Advertising
    Market Segment
    • 92% Small-Business
    • 6% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Capsule CRM Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    118
    Customer Support
    56
    User-Friendly
    48
    Simplicity
    45
    Task Management
    40
    Cons
    Missing Features
    29
    Limited Customization
    16
    Integration Issues
    13
    Learning Curve
    10
    Incomplete Information
    9
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Capsule CRM features and usability ratings that predict user satisfaction
    9.5
    Has the product been a good partner in doing business?
    Average: 8.9
    8.4
    Workflow Capability
    Average: 8.5
    9.1
    Contact & Account Management
    Average: 8.6
    8.9
    Opportunity & Pipeline Mgmt.
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Capsule
    Company Website
    Year Founded
    2007
    HQ Location
    Manchester, GB
    Twitter
    @CapsuleCRM
    5,278 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    52 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Capsule CRM is a growth-oriented customer relationship management (CRM) tool that empowers salespeople, marketers, and business owners to win more business, retain more clients, and deliver exceptiona

Users
  • Director
  • Owner
Industries
  • Consulting
  • Marketing and Advertising
Market Segment
  • 92% Small-Business
  • 6% Mid-Market
Capsule CRM Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
118
Customer Support
56
User-Friendly
48
Simplicity
45
Task Management
40
Cons
Missing Features
29
Limited Customization
16
Integration Issues
13
Learning Curve
10
Incomplete Information
9
Capsule CRM features and usability ratings that predict user satisfaction
9.5
Has the product been a good partner in doing business?
Average: 8.9
8.4
Workflow Capability
Average: 8.5
9.1
Contact & Account Management
Average: 8.6
8.9
Opportunity & Pipeline Mgmt.
Average: 8.5
Seller Details
Seller
Capsule
Company Website
Year Founded
2007
HQ Location
Manchester, GB
Twitter
@CapsuleCRM
5,278 Twitter followers
LinkedIn® Page
www.linkedin.com
52 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    EngageBay is an AI-powered all-in-one CRM that helps businesses manage marketing, sales, and customer support from a single, unified platform. Trusted by over 150,000 companies worldwide, EngageBay en

    Users
    • CEO
    • Marketing Manager
    Industries
    • Information Technology and Services
    • Marketing and Advertising
    Market Segment
    • 66% Small-Business
    • 31% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • EngageBay All-in-One Suite Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    176
    Customer Support
    127
    Features
    126
    Automation
    109
    Affordable
    89
    Cons
    Missing Features
    76
    Limited Features
    46
    Reporting Issues
    35
    Limited Customization
    33
    Slow Loading
    32
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • EngageBay All-in-One Suite features and usability ratings that predict user satisfaction
    9.5
    Has the product been a good partner in doing business?
    Average: 8.9
    9.1
    Workflow Capability
    Average: 8.5
    9.3
    Contact & Account Management
    Average: 8.6
    9.0
    Opportunity & Pipeline Mgmt.
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2018
    HQ Location
    Wilmington, Delaware
    Twitter
    @engagebay
    17,032 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    58 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

EngageBay is an AI-powered all-in-one CRM that helps businesses manage marketing, sales, and customer support from a single, unified platform. Trusted by over 150,000 companies worldwide, EngageBay en

Users
  • CEO
  • Marketing Manager
Industries
  • Information Technology and Services
  • Marketing and Advertising
Market Segment
  • 66% Small-Business
  • 31% Mid-Market
EngageBay All-in-One Suite Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
176
Customer Support
127
Features
126
Automation
109
Affordable
89
Cons
Missing Features
76
Limited Features
46
Reporting Issues
35
Limited Customization
33
Slow Loading
32
EngageBay All-in-One Suite features and usability ratings that predict user satisfaction
9.5
Has the product been a good partner in doing business?
Average: 8.9
9.1
Workflow Capability
Average: 8.5
9.3
Contact & Account Management
Average: 8.6
9.0
Opportunity & Pipeline Mgmt.
Average: 8.5
Seller Details
Year Founded
2018
HQ Location
Wilmington, Delaware
Twitter
@engagebay
17,032 Twitter followers
LinkedIn® Page
www.linkedin.com
58 employees on LinkedIn®

Learn More About CRM Software

CRM software buying insights at a glance

Customer relationship management (CRM) software strategically manages customer interactions across marketing, sales, service, and analytics functions, using capabilities such as customer data aggregation, workflow automation, and analytics-driven insights.

Organizations primarily use CRM software to manage leads, track customer interactions, automate sales pipelines, and centralize customer data. CRM systems range from sales automation tools to specialized solutions tailored for industries such as real estate, finance, or nonprofits.

Most CRM solutions are priced per user monthly or annually, averaging approximately $35 per user/month, with free plans for small businesses and premium enterprise solutions reaching up to $3,960 per user/year.

If you’re evaluating CRM software, consider your organization's size, desired integrations, pricing transparency, ease of use, feature availability, vendor support quality, and AI capabilities. Essential questions include:

  • How transparent and scalable is the pricing structure?
  • What training and onboarding resources are provided?
  • What integrations are supported, and how user-friendly are they?
  • How responsive is the vendor to customer support issues?
  • Does the CRM utilize AI to automate interactions or insights?

G2's top-rated CRM systems currently include Salesforce Sales Cloud, HubSpot Sales Hub, ActiveCampaign, ClickUp, and Close.

What is CRM software?

G2 defines CRM software as platforms and applications designed to strategically manage and optimize customer interactions across marketing, sales, service, and analytics functions. Effective CRM systems aggregate multiple data sources, automate customer-facing workflows, and offer insights to accelerate sales conversions.

Organizations typically source first-party customer data through call center interactions, web-based lead forms, social media engagements, and targeted marketing campaigns. CRM modules then organize this information systematically by demographic attributes, customer interactions, purchasing signals, and conversion potential.

CRM tools further simplify sales processes by automating lead nurturing, prospect outreach, and campaign management. These applications provide a centralized system to track deal progression, customer interactions, financial transactions, and post-sale support, delivering a unified, real-time view of the entire customer journey.

The CRM market is projected to reach $96.39 billion by 2026, growing at a compound annual growth rate (CAGR) of 10.6% between 2021 and 2026. (Source 1)

G2 currently covers 785 CRM products, with 9963 reviews published in the last 12 months, making it one of the most reviewed and comprehensive software categories on our platform. (Source 2)

What are the top reviewed CRM systems on G2?

G2 scores the top-rated CRM systems based on a proprietary algorithm that factors in real-user satisfaction ratings and popularity from review data. Here are the five highest-rated CRM products G2 for this category:

1. Salesforce Sales Cloud

  • Number of Reviews: 20,244
  • Satisfaction: 99
  • Market Presence: 99
  • G2 Score: 99

2. HubSpot Sales Hub

  • Number of Reviews: 9,685
  • Satisfaction: 99
  • Market Presence: 87
  • G2 Score: 93

3. ActiveCampaign

  • Number of Reviews: 3,503
  • Satisfaction: 94
  • Market Presence: 70
  • G2 Score: 82

4. ClickUp

  • Number of Reviews: 1,507
  • Satisfaction: 93
  • Market Presence: 70
  • G2 Score: 81

5. Close

  • Number of Reviews: 1,346
  • Satisfaction: 98
  • Market Presence: 63
  • G2 Score: 81

These rankings are determined by combining verified user ratings and publicly available web search popularity data:

  • The Satisfaction Score measures user satisfaction with software products based on user feedback, review quality, quantity, and recency. It helps buyers easily understand how well a product meets user expectations.(Source 2)
  • The Market Presence Score measures a product's prominence in its market. It combines data from G2 user reviews and external sources, focusing primarily on product-specific factors to reflect real-world popularity and vendor influence.(Source 2)
  • G2 ranks products using a unique scoring system called the G2 Score, calculated from real user reviews, online data, and social signals. This score makes it easy to compare and evaluate different software products within each G2 category.(Source 2)

CRM software pricing and cost considerations

CRM software pricing varies significantly depending on the vendor, scale, complexity, and deployment model. Pricing categories typically include:

  • Free tier: Basic functionality suitable for startups or small businesses requiring minimal CRM capabilities.
  • Entry-level and mid-market Tiers: Moderate feature sets with per-user subscription pricing targeted at mid-sized businesses.
  • Enterprise-level tiers: Comprehensive, highly customizable solutions with extensive support, integrations, advanced analytics, and strategic implementation support.

Most CRM software solutions on the market are priced per–user per month, but they can also be offered at annual rates. According to G2 data covering 86 CRM products (245 editions), the average annual license cost is about $415.95, roughly $35 per user per month when paid yearly. Some products offer free versions, while high-end, enterprise-level solutions can cost up to $3,960 per user per year.

Organizations should carefully evaluate Total Cost of Ownership (TCO), including hidden costs such as onboarding, integrations, training, and ongoing technical support. For on-premises solutions, factor in hardware, IT resources, and ongoing maintenance.

Types of CRM software on G2

CRM software solutions typically fall into the following categories, each with distinctive functionalities suited to specific organizational needs:

  • Sales Automation CRM: Focuses primarily on automating sales processes, enhancing productivity, and streamlining pipeline management.
  • Analytical CRM: Provides deep data-driven insights, predictive analytics, and customer segmentation through advanced AI-driven reporting.
  • Industry-Specific CRM: This type of CRM offers specialized features tailored to industry-specific operational requirements. This includes real estate CRM software, construction CRM software, financial services CRM software, mortgage CRM software, legal CRM software, PR CRM software, and nonprofit CRM software.
  • Social CRM: Captures and manages customer interactions from social media channels, facilitating seamless cross-platform engagement.
  • Mobile CRM: Enables sales and marketing teams to access CRM capabilities via mobile apps, supporting productivity on the go.
  • All-in-One CRM: Combines multiple CRM functions into a unified platform, eliminating the need for disparate applications. This software supplants the need for broken software chains like standalone ERPs or human capital management systems (HCMs).
  • Standalone CRM: Operates independently without requiring extensive integration into an existing tech ecosystem. Often found in small or mid-sized businesses that prefer simpler setups.
  • Cloud-based CRM: Delivers scalable and secure solutions through cloud infrastructure, reducing IT complexity and promoting agile growth.
  • Small Business CRM: This type of CRM provides accessible, intuitive CRM tools specifically designed for smaller organizations with straightforward deployment and lower costs.

Top CRM software features rated by G2 reviewers

There is no best CRM software for everyone. Different CRM features within CRM software can help users in a few ways:

  • Contact & account management: Store customer data and manage interactions centrally.
  • Opportunity & pipeline management: Track sales deals through each stage from lead to close.
  • Task & activity management: Schedule tasks, assign deadlines, and track activities.
  • Lead management: Capture, qualify, and manage leads throughout the sales process
  • Email marketing & campaign management: Create, launch, and measure email and multi-channel campaigns.
  • Reporting & dashboards: Visualize performance and trends through intuitive dashboards and customizable reports.
  • Mobile & social integration: Access CRM on mobile devices; engage customers through social media channels.
  • Workflow automation: Automate repetitive tasks and streamline business processes.
  • Customer support & case management: Track and resolve customer inquiries and issues effectively.
  • Integration capabilities: Seamlessly integrate CRM with other essential software and business systems.
  • AI capabilities: Use generative AI to automate text creation and enhance customer interactions.

Top CRM software benefits identified by G2 reviewers

Effective CRM implementation can yield multiple strategic business benefits, including:

Enhanced customer insights: CRM systems consolidate interaction data for deeper customer understanding, enabling personalized engagements and proactive sales efforts.

“It consolidates all customer data onto a single platform, tracking the entire customer journey within our system through a single interface. This includes all interactions from the initial point of contact, whether inbound or outbound, through marketing or direct sales, to the final outcome of either a closed win or closed loss.” - Akshay S., Sales Development Manager.

Improved revenue growth: CRM tools support targeted marketing campaigns, streamline lead management, and accelerate sales processes that drive increased revenue.

“The tool helps me keep track of leads, follow-ups, and client interactions without things slipping through the cracks.” - Chelsea D., CEO.

Optimized productivity and efficiency: CRM software automates repetitive tasks, minimizing manual intervention and freeing staff to focus on high-value strategic activities.

The automation features save us a ton of time by cutting out manual data entry and follow-ups. This means we can focus more on growing the business and less on chasing details, which has definitely helped our team stay more productive and organized.” - Byron S., VP, SFDC & Data Administration.

Improved collaboration and transparency: CRM solutions offer centralized visibility into customer journeys, facilitating cross-functional collaboration and aligning sales and marketing efforts.

“The tool allows us to have transparency and a centralized location for all of our staff to store the information we need to help the customers.” - Ryan L.

Top CRM systems challenges identified by G2 reviewers

Implementing CRM software often presents specific challenges that can impact overall success. Analyzing G2 user reviews reveals frequent issues, including pricing concerns, complexity of user experience, limited or underdeveloped features, inadequate customer support, and integration limitations. Here are the most common hurdles users face, along with practical advice to address them:

1. Cost concerns: Reviewers frequently identify high or unclear pricing as a barrier, particularly with enterprise-level CRM systems, making affordability an ongoing concern, especially for small or mid-sized businesses.

  • Essential questions to ask your CRM vendor: How is your pricing structured, and what exactly is included in each tier? Are there additional costs for adding users, premium features, or customer support?
  • How to overcome the challenge: Seek transparency from vendors upfront and consider scalable solutions or tiered pricing options that align costs with your business growth.

2. Steep learning curve: CRM software often introduces unfamiliar workflows, resulting in slow adoption or even resistance within teams accustomed to different processes.

  • Essential questions to ask your CRM vendor: What training programs or onboarding resources do you provide? How do you help teams transition smoothly from their existing processes?
  • How to overcome the challenge: To facilitate an easier transition, opt for CRM solutions that offer comprehensive onboarding materials, continuous training, and strong vendor support.

3. Limited or underdeveloped features: Many CRM users express disappointment regarding missing or insufficiently developed functionality, limiting effectiveness in critical business scenarios.

  • Essential questions to ask your CRM vendor: Can you outline your current features and upcoming development roadmap? How responsive are you to customer feedback when prioritizing new features?
  • How to overcome the challenge: Prioritize CRM providers who are transparent about feature availability and future development, ensuring alignment with your essential business needs.

4. Support and reliability issues: Users commonly cite inadequate customer support, slow response times, or unreliable systems as major pain points negatively affecting daily operations.

  • Essential questions to ask your CRM vendor: What support channels are available, and what are your average response and resolution times? Do you provide clearly defined Service Level Agreements (SLAs)?
  • How to overcome the challenge: Evaluate vendors based on proven reliability and responsive customer support. Clarify expectations with detailed SLAs.

5. Integration limitations: CRM solutions can become less effective when integration with existing tools is difficult, limited, or complex, reducing overall productivity.

  • Essential questions to ask your CRM vendor: What integrations do you currently support, and how complex is the setup process? Do you assist customers with integrations and troubleshooting?
  • How to overcome the challenge: Choose CRM software with robust, user-friendly integrations. Confirm compatibility with essential tools early in the evaluation process.

What is CRM software used for?

Analysis of CRM software reviews reveals the following common scenarios:

  • Lead management & tracking: Businesses use CRM tools to capture, qualify, assign, and monitor leads throughout the sales funnel, ensuring leads never slip through the cracks.
  • Centralized customer & contact data: Reviewers say CRM solutions help store all customer interactions and communications in one centralized system, ensuring multiple departments access accurate, up-to-date records without duplication.
  • Pipeline & deal management: CRM applications organize sales opportunities clearly by stage, value, and timeline, allowing sales teams to prioritize deals and forecast revenue effectively
  • Collaborative account & case management: Reviewers say CRM platforms simplify customer support by enabling multiple stakeholders to collaborate on customer inquiries, case management, and issue resolution, keeping all communication records linked and up-to-date.

Who uses CRM systems?

CRM software users span various roles, from senior executives to frontline sales and marketing professionals. Based on G2 reviewer demographics, typical users include CEOs, owners, founders, account executives, directors, and managers. Common industries include computer software, marketing and advertising, information technology, financial services, and real estate.

Common CRM software integrations

We analyzed extensive user-review data to identify common software categories users frequently integrate with CRM:

  • Marketing automation software: Integrating CRM software with marketing automation tools allows businesses to automate email campaigns, streamline lead nurturing, and enhance lead scoring capabilities.
  • Email & calendar tools: CRM integrations with popular email and calendar platforms help centralize communication, appointments, and contact management, providing a unified view of customer interactions.
  • Workflow and custom integration tools: Flexible integrations using APIs and workflow automation tools enable businesses to synchronize CRM data seamlessly across multiple applications, enhancing operational efficiency.
  • Collaboration & communication platforms: Connecting CRM tools with internal collaboration and messaging platforms facilitates instant communication, simplifies meeting scheduling, and enhances internal team coordination.
  • Website and lead capture software: Integrating CRM apps with website and form-building software allows real-time lead capture, automated follow-ups, and personalized customer engagement directly from web-based interactions.

What's the best CRM app for small business owners?

For small business owners, I recommend exploring CRM apps specifically designed for small and medium-sized businesses (SMBs) as they focus on ease of use and cost-effectiveness, such as: 

  1. Microsoft Dynamics CRM offers a robust solution to boost sales productivity and marketing effectiveness with social insights, business intelligence, and campaign management. It provides both on-premises and cloud solutions, with mobile CRM apps for on-the-go management.
  2. Vtiger All-In-One CRM is tailored for small to medium-sized businesses, providing a 360-degree customer view. It optimizes sales, support, and marketing touch-points with AI-powered tools and robust automation to enhance customer experiences across various channels.
  3. BSI Software delivers a comprehensive platform for the digitalization of customer relationships, with a strong CRM system supporting industries like banking, insurance, and energy. It emphasizes a 360° customer view and uses AI to improve processes and customer interactions.

What CRM is the best for e-commerce platforms?

The best CRM software for eCommerce platforms depends on your business size, sale volume, and integration needs. With that in mind, here are some top choices to support your business based on G2 reviews:

  1. HighLevel: An all-in-one Sales & Marketing CRM with CRM, Email, 2-way SMS, consolidated messaging, outbound calling, and more.
  2. Close: A CRM designed to help small, scaling businesses close deals fast with built-in communication, automation, and reporting tools.
  3. Agile CRM: A fully integrated CRM with sales tracking, contact management, marketing automation, and telephony.

Future of CRM software

  • AI-driven insights and predictive analytics: CRM platforms increasingly leverage AI and machine learning to process vast customer data, predict behaviors, and recommend the next best actions. (Source 3) This helps teams identify high-value leads, reduce churn, and personalize communications. Predictive analytics accelerate sales cycles and improve marketing campaign targeting. AI-powered insights also automate manual tasks, allowing teams to focus on strategic interactions rather than data entry.
  • Omnichannel engagement and conversational interfaces: Businesses are meeting customers on their terms, whether via chat, social media, or voice assistants. CRMs of the future will integrate new channels effortlessly and use conversational AI to streamline interactions. (Source 4)
  • Deeper IoT integration for real-time engagement: With the rise of IoT (smart devices, wearables, sensors), next-generation CRMs will sync with real-time data streams. (Source 3) This will enable proactive customer service, automated triggers for maintenance or support, and personalized product recommendations based on real-world usage.

Sources

  1. 73+ Sales Statistics To Achieve Business Targets in 2024, G2
  2. G2 reviews data: G2 reviews are sourced from verified software users and factor in satisfaction ratings, market presence, and real-time popularity data. Rankings in this guide are based on an analysis of G2 user reviews published within the last 12 months. For more details, read G2’s full scoring methodology.
  3. CRM technology trends, SAP
  4. Keeping Up to Date with CRM Trends in 2025: Here’s What to Expect, Solutions Metrix


Written and researched by Blue Bowen

Reviewed and edited by Sinchana Mistry