# Best CRM Software with Social Collaboration Features Capabilities

## How Many CRM Software Products Does G2 Track?

**Total Products under this Category:** 1,088

### Category Stats (Aug 2026)

- **Average Rating:** 4.39/5 The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** PipelinePRO (+52.73%) - Among all products in this category, PipelinePRO recorded the largest rating increase compared to last month

_Last updated: August 01, 2026_

## How Does G2 Rank CRM Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 121,900+ Authentic Reviews
- 1,088+ Products
- Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

## G2 Grid® for CRM Software
 ![G2 Grid® for CRM Software plotting products by satisfaction and market presence](https://www.g2.com/categories/crm/grids.png?focus%5B%5D=506&focus%5B%5D=6227&focus%5B%5D=1619&focus%5B%5D=1174041&focus%5B%5D=576&focus%5B%5D=1934&focus%5B%5D=3296&focus%5B%5D=128650)

Highlighted products: Agentforce Sales (formerly Salesforce Sales Cloud), HubSpot Sales Hub, Pipedrive, monday CRM, Zoho CRM, ActiveCampaign, Close, and Bigin by Zoho CRM.

Underlying data: [Grid® JSON](https://www.g2.com/categories/crm/grids.json?focus%5B%5D=agentforce-sales-formerly-salesforce-sales-cloud&focus%5B%5D=hubspot-sales-hub&focus%5B%5D=pipedrive&focus%5B%5D=monday-crm&focus%5B%5D=zoho-crm&focus%5B%5D=activecampaign&focus%5B%5D=close&focus%5B%5D=bigin-by-zoho-crm)

**Sponsored**

### Reevo

Reevo is the AI-native sales platform that runs prospecting, outreach, conversation intelligence, deal management, forecasting, and coaching on the full context of your business. Because every call, email, meeting, and deal update lives in a single memory, Reevo AI has a complete view of every account and can act on it – drafting follow-ups, updating the CRM, and flagging deal risk across the pipeline. Over time it learns how your team actually sells – your stages, signals, and patterns – and gets more accurate about your buyers. That shared memory also carries your team's knowledge, so new sellers ramp with the same account context and institutional know-how your top reps have, instead of rebuilding it from scratch. Layer Reevo over the tools you already use, or run it as your CRM and system of record out of the box. Because it works from one source of truth rather than partial views, your team spends less time on manual updates and makes decisions on the full picture.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=179&secure%5Bchosen_at%5D=2026-08-03T21%3A24%3A20Z&secure%5Bdisplayable_resource_id%5D=179&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=179&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1395075&secure%5Bresource_id%5D=179&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fcrm%2Ff%2Fsocial-collaboration-features%3Fopen_modal_url%3D%252Fproducts%252Foracle-ebs-crm%252Fwishlists%253Fhost_path%253D%25252Fcategories%25252Fcrm%25252Ff%25252Fsocial-collaboration-features%2526source%253Dcategory&secure%5Btoken%5D=be0f1f4e2b561a7bbf715c674a579f21b0931f073ad640351b6f7ba86ed1ca31&secure%5Burl%5D=https%3A%2F%2Freevo.ai%2Fsee-reevo-p1-b-g2%3Futm_source%3Dg2%26utm_medium%3Dreview_site%26utm_campaign%3Dg2_paid&secure%5Burl_type%5D=custom_url)

### [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)

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 productivity with automation and drive revenue with an integrated growth platform. The future of sales is here, and with Agentforce, we’re helping teams unlock their full potential - making them limitless. Build Pipeline Faster with AI Agents: Sales Agents Sales AI Sales Engagement Sales Programs Buyer Engagement Accelerate Productivity with Automation: Sales Data Sales Analytics Sales Team Productivity Revenue Intelligence Drive Revenue on an Integrated Platform: Revenue Lifecycle Management and CPQ Sales Performance Management Partner Relationship Management

**Average Rating:** 4.4/5.0

**Total Reviews:** 24,679

#### How Do G2 Users Rate Agentforce Sales (formerly Salesforce Sales Cloud)?

- **Has the product been a good partner in doing business?:** 8.4/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.5/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.8/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.7/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Agentforce Sales (formerly Salesforce Sales Cloud)?

- **Seller:** [Salesforce](https://www.g2.com/sellers/salesforce)
- **Company Website:** www.salesforce.com
- **Year Founded:** 1999
- **HQ Location:** San Francisco, CA
- **Twitter:** @salesforce  
579,511 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c04f36289ca03aeff007197f1d9e74e925e328ed6bcfaff98911c78b3ab382f7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3185%2F&secure%5Burl_type%5D=linkedin_company_website)  
83,223 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Account Executive, Account Manager
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 46% Medium, 34% Large

#### What Do G2 Reviewers Say About Agentforce Sales (formerly Salesforce Sales Cloud)?

_AI-generated summary from verified user reviews_

##### Pros

- Users commend the **ease of use** of Agentforce Sales, appreciating seamless access to all customer information in one location.
- Users value the **feature-rich platform** of Agentforce Sales, enhancing seller efficiency and customer engagement.
- Users value the **powerful lead management** features of Agentforce Sales, enhancing customer experience and team collaboration.
- Users value the **extensive customization options** of Agentforce Sales, tailoring it to fit unique business needs effortlessly.
- Users value the **extensive customizability** of Agentforce Sales, allowing tailored solutions for unique business needs.

##### Cons

- Users find the **learning curve steep** , as configuration is time-consuming and report creation can be confusing.
- Users find **customization limitations** and complexity frustrating, especially for smaller teams with simpler needs.
- Users find the **missing features** in Agentforce Sales hinder their ability to manage complex issues easily.
- Users find the **limited features** of Agentforce Sales require time and expertise for effective customization and reporting.
- Users find the **pricing model expensive** , which can be prohibitive for smaller companies and those with limited budgets.

#### What Are Recent G2 Reviews of Agentforce Sales (formerly Salesforce Sales Cloud)?

**["Agentforce Sales Delivers Clear Lead Visibility and Smoother Marketing-to-Sales Handoff"](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-13164950)**

**Rating:** 4.0/5.0 stars

_— Akshara G._

[Read full review](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-13164950)

**["Scalable CRM for Modern Enterprise Sales Teams"](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-13141005)**

**Rating:** 5.0/5.0 stars

_— 岡本 健太 O._

[Read full review](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-13141005)

#### What Are G2 Users Discussing About Agentforce Sales (formerly Salesforce Sales Cloud)?

- [What is Salesforce Maps used for?](https://www.g2.com/discussions/salesforce-maps-what-is-salesforce-maps-used-for) - 2 comments
- [What is the benefit of Salesforce CRM?](https://www.g2.com/discussions/what-is-the-benefit-of-salesforce-crm) - 7 comments
- [What is Salesforce and CRM?](https://www.g2.com/discussions/what-is-salesforce-and-crm) - 3 comments
- [What makes high velocity sales more powerful than ever?](https://www.g2.com/discussions/what-makes-high-velocity-sales-more-powerful-than-ever) - 1 comment
- [How do I enable Inbox in Salesforce?](https://www.g2.com/discussions/how-do-i-enable-inbox-in-salesforce) - 4 comments

### [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews)

Sales Hub combines sales engagement tools, AI-powered productivity features, and workflow automation into a unified platform designed to help growing teams close deals faster. Core Value Proposition: Sales Hub addresses common sales challenges: inefficient manual processes that slow deal velocity, fragmented customer information creating incomplete context, and complex software requiring extensive training and ongoing administration. Built on the HubSpot Smart CRM, Sales Hub connects customer data and sales tools in a single unified system. Key Capabilities Sales Engagement Tools: Sales Hub provides email tracking, meeting scheduling, document sharing, and communication templates that streamline prospect interactions and eliminate administrative friction in the sales process. AI-Powered Productivity: The platform includes AI features that automate repetitive tasks, suggest next actions based on deal context, and surface relevant customer insights, helping representatives focus on selling rather than administrative work. Unified Customer View: Because all customer data, communication history, and deal information exists within the Smart CRM, sales representatives see complete context without toggling between systems. This includes visibility into marketing interactions, service tickets, and prior sales conversations. Workflow Automation: Sales Hub automates routine sales processes, ensuring consistent execution without manual coordination. Sales Hub vs. Alternatives: Unlike legacy CRM systems functioning primarily as databases requiring extensive customization, Sales Hub includes engagement tools, automation, and AI capabilities as native features rather than add-ons requiring integration. This eliminates the complexity of purchasing separate tools for email tracking, meeting scheduling, document management, and sales analytics. Sales Hub's intuitive interface reduces training time for new team members compared to traditional sales platforms requiring extensive technical knowledge. Teams benefit from fast onboarding, seamless alignment through shared data visibility, and flexible scaling. Who Should Use Sales Hub Sales Hub serves growing sales teams needing to increase productivity without adding headcount, sales representatives requiring complete customer context during buyer conversations, and sales leaders seeking pipeline visibility through unified reporting. The platform scales from small sales teams to enterprise organizations. Outcome Sales Hub helps teams sell smarter, not harder, enabling reps to get richer context and better insights at every step of the buyer journey.

**Average Rating:** 4.4/5.0

**Total Reviews:** 13,289

#### How Do G2 Users Rate HubSpot Sales Hub?

- **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.3/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.7/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.6/10 (Category avg: 8.6/10)

#### Who Is the Company Behind HubSpot Sales Hub?

- **Seller:** [HubSpot](https://www.g2.com/sellers/hubspot)
- **Company Website:** hubspot.com
- **Year Founded:** 2006
- **HQ Location:** Cambridge, Massachusetts, United States
- **Twitter:** @HubSpot  
784,270 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e7728cdccf3cd40d382e6159b493e5f6534eb2bfad47dc424c39639ed9e0ebf3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F68529%2F&secure%5Burl_type%5D=linkedin_company_website)  
12,158 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Account Executive, Sales Development Representative
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 60% Small, 35% Medium

#### What Do G2 Reviewers Say About HubSpot Sales Hub?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **intuitive interface** of HubSpot Sales Hub, simplifying their workflow with effective tools and integrations.
- Users appreciate the **customizability and user-friendly interface** of HubSpot Sales Hub, enhancing their sales processes significantly.
- Users appreciate the **comprehensive visibility** of HubSpot Sales Hub, significantly enhancing their sales management and decision-making.
- Users value the **centralized lead management** features of HubSpot Sales Hub, enhancing organization and efficiency in sales processes.
- Users value the **intuitive interface** of HubSpot Sales Hub, allowing teams to easily navigate and enhance productivity.

##### Cons

- Users find the **missing features** of HubSpot Sales Hub, like limited functionality and tagging issues, frustrating.
- Users find the **limited features** of HubSpot Sales Hub restrict their experience, especially regarding the dashboard and mobile app.
- Users face a **large learning curve** with HubSpot Sales Hub, finding integrations complicated and training necessary for clarity.
- Users find the **cost increasingly burdensome** amidst ongoing technical issues and frustrating platform limitations.
- Users find HubSpot Sales Hub has **limited customization** , causing frustration with bulk actions and workflow flexibility.

#### What Are Recent G2 Reviews of HubSpot Sales Hub?

**["HubSpot Sales Hub: Intuitive CRM That Streamlines Selling for Growing Teams"](https://www.g2.com/survey_responses/hubspot-sales-hub-review-13193567)**

**Rating:** 5.0/5.0 stars

_— Prateek M._

[Read full review](https://www.g2.com/survey_responses/hubspot-sales-hub-review-13193567)

**["User-Friendly, Highly Customizable, and Complete—Covers Everything I Need"](https://www.g2.com/survey_responses/hubspot-sales-hub-review-13170027)**

**Rating:** 5.0/5.0 stars

_— Genesis A._

[Read full review](https://www.g2.com/survey_responses/hubspot-sales-hub-review-13170027)

#### What Are G2 Users Discussing About HubSpot Sales Hub?

- [How has HubSpot Sales Hub impacted the sales pipeline management in small to mid-sized businesses?](https://www.g2.com/discussions/how-has-hubspot-sales-hub-impacted-the-sales-pipeline-management-in-small-to-mid-sized-businesses) - 4 comments
- [What is HubSpot Sales Hub used for?](https://www.g2.com/discussions/what-is-hubspot-sales-hub-used-for) - 5 comments
- [What is HubSpot good for?](https://www.g2.com/discussions/what-is-hubspot-good-for) - 2 comments
- [How do I use HubSpot for sales?](https://www.g2.com/discussions/how-do-i-use-hubspot-for-sales) - 3 comments
- [What can you do with free HubSpot?](https://www.g2.com/discussions/what-can-you-do-with-free-hubspot) - 2 comments

### [Pipedrive](https://www.g2.com/products/pipedrive/reviews)

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 powerful AI features, it’s no wonder 100,000 companies worldwide use Pipedrive for smarter, faster sales.

**Average Rating:** 4.3/5.0

**Total Reviews:** 3,055

#### How Do G2 Users Rate Pipedrive?

- **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.3/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.6/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.9/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Pipedrive?

- **Seller:** [Pipedrive](https://www.g2.com/sellers/pipedrive)
- **Company Website:** www.pipedrive.com
- **Year Founded:** 2010
- **HQ Location:** New York
- **Twitter:** @pipedrive  
14,355 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=593f28c37b331c98d518c81ecb518081b4eb6dcf79869bad97f35f51a7d3bcef&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1876917%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,051 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CEO, Sales Manager
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 70% Small, 23% Medium

#### What Do G2 Reviewers Say About Pipedrive?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** in Pipedrive, enjoying an intuitive interface and straightforward navigation.
- Users appreciate the **intuitive interface** of Pipedrive, allowing easy customization and seamless interaction without a tech background.
- Users appreciate the **ease of use** of Pipedrive, making daily operations and setup straightforward and user-friendly.
- Users commend Pipedrive for its **helpful features** that enhance client management and organization, making tasks easier.
- Users value the **seamless integrations** of Pipedrive, enhancing campaign attribution and boosting overall organizational efficiency.

##### Cons

- Users find the **missing features** and high costs of add-ons limiting for solo practices and small businesses.
- Users find **limited features** in Pipedrive, particularly in reporting and automation, hindering advanced functionality.
- Users find the **steep learning curve** challenging, requiring more training and time to master Pipedrive's features.
- Users face **integration issues** with Pipedrive, particularly with Google Calendar, complicating meeting details accessibility.
- Users find the **subscription costs excessive** , making it challenging for smaller practices to justify the expense.

#### What Are Recent G2 Reviews of Pipedrive?

**["A great visual and customizable CRM with Room for Label Improvements"](https://www.g2.com/survey_responses/pipedrive-review-13019176)**

**Rating:** 4.0/5.0 stars

_— Pasi R._

[Read full review](https://www.g2.com/survey_responses/pipedrive-review-13019176)

**["Simple, Cost-Effective CRM with an Easy-to-Use Visual Pipeline"](https://www.g2.com/survey_responses/pipedrive-review-13043351)**

**Rating:** 5.0/5.0 stars

_— Mark (Max) D._

[Read full review](https://www.g2.com/survey_responses/pipedrive-review-13043351)

#### What Are G2 Users Discussing About Pipedrive?

- [What features of Pipedrive are most beneficial for new sales professionals to track and optimize their sales pipeline?](https://www.g2.com/discussions/what-features-of-pipedrive-are-most-beneficial-for-new-sales-professionals-to-track-and-optimize-their-sales-pipeline) - 2 comments
- [What is Pipedrive used for?](https://www.g2.com/discussions/pipedrive-what-is-pipedrive-used-for) - 2 comments
- [Is Pipedrive free?](https://www.g2.com/discussions/is-pipedrive-free) - 2 comments
- [What is Pipedrive software?](https://www.g2.com/discussions/what-is-pipedrive-software) - 2 comments
- [What is Pipedrive used for?](https://www.g2.com/discussions/what-is-pipedrive-used-for) - 2 comments

### [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews)

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 funnels, pipeline management, workflow automation, AI-powered conversational assistant, task management, managing marketing campaigns, sales forecasting, customer support & service, inventory management, reporting & analytics, and seamlessly integrating with 500+ popular business apps in a single business system.

**Average Rating:** 4.1/5.0

**Total Reviews:** 2,839

#### How Do G2 Users Rate Zoho CRM?

- **Has the product been a good partner in doing business?:** 8.0/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.2/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.5/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.2/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Zoho CRM?

- **Seller:** [Zoho](https://www.g2.com/sellers/zoho-b00ca9d5-bca8-41b5-a8ad-275480841704)
- **Year Founded:** 1996
- **HQ Location:** Austin, TX
- **Twitter:** @Zoho  
137,880 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9c8e45ddb296c32c6c5597ef9ba945c94562c57624f7bd1dcf1a9e9931f71578&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F38373%2F&secure%5Burl_type%5D=linkedin_company_website)  
30,766 employees on LinkedIn®
- **Phone:** +1 (888) 900-9646 

#### Who Uses This Product?

- **Who Uses This:** Owner, CEO
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 62% Small, 33% Medium

#### What Do G2 Reviewers Say About Zoho CRM?

_AI-generated summary from verified user reviews_

##### Pros

- Users love the **ease of use** of Zoho CRM, making navigation and implementation smooth and intuitive.
- Users appreciate the **robust features** and **top-notch support** of Zoho CRM, enhancing their customer management experience.
- Users value the **seamless integrations** of Zoho CRM, enhancing their workflow and connecting various business tools effortlessly.
- Users value the **efficient lead management** of Zoho CRM, enhancing workflows and integrating seamlessly with multiple applications.
- Users love the **ease of integration** with Zoho CRM, creating a seamless workflow with other business tools.

##### Cons

- Users find the **learning curve challenging** , especially with advanced features that require time to master.
- Users struggle with the **limited features** of Zoho CRM, especially regarding integration and automation with other systems.
- Users face significant **integration issues** with Zoho CRM, causing delays and complications in achieving desired functionality.
- Users find Zoho CRM's **complexity** challenging, especially for first-time users unfamiliar with CRM systems.
- Users often face **poor customer support** , finding it difficult to receive proper assistance for their queries.

#### What Are Recent G2 Reviews of Zoho CRM?

**["A Cost-Effective, Turnkey CRM Solution"](https://www.g2.com/survey_responses/zoho-crm-review-13048297)**

**Rating:** 5.0/5.0 stars

_— Rohit B._

[Read full review](https://www.g2.com/survey_responses/zoho-crm-review-13048297)

**["Zoho CRM Centralizes Data, Automates Workflows, and Delivers Powerful Insights"](https://www.g2.com/survey_responses/zoho-crm-review-13163763)**

**Rating:** 4.5/5.0 stars

_— Muhammed A._

[Read full review](https://www.g2.com/survey_responses/zoho-crm-review-13163763)

#### What Are G2 Users Discussing About Zoho CRM?

- [What are the key strengths of Zoho CRM in managing customer relationships compared to other CRM platforms?](https://www.g2.com/discussions/zoho-crm-what-are-the-key-strengths-of-zoho-crm-in-managing-customer-relationships-compared-to-other-crm-platf) - 3 comments, 1 upvote
- [What are the key strengths of Zoho CRM in managing customer relationships compared to other CRM platforms?](https://www.g2.com/discussions/what-are-the-key-strengths-of-zoho-crm-in-managing-customer-relationships-compared-to-other-crm-platforms) - 3 comments
- [What is Zoho CRM used for?](https://www.g2.com/discussions/zoho-crm-what-is-zoho-crm-used-for) - 2 comments, 2 upvotes
- [Is Zoho CRM really free?](https://www.g2.com/discussions/is-zoho-crm-really-free) - 4 comments, 5 upvotes
- [What are the features of CRM software?](https://www.g2.com/discussions/zoho-crm-what-are-the-features-of-crm-software) - 2 comments, 1 upvote

### [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews)

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 personalized experiences across email, SMS, and WhatsApp. Effortlessly integrate with 1000+ apps, uncover deep performance insights, and optimize your workflows so you win every day. - Autonomous marketing Built on the foundation of marketing automation, fuel your marketing strategy and customer journeys with AI-driven execution, optimization, and insight at every step. - AI agents Run entire marketing campaigns through simple prompts, backed by Active Intelligence. - Cross-channel marketing Reach prospects and customers wherever they are, with email, SMS, WhatsApp, and more. - On-brand, personalized content Creative tools that deliver professional, conversion-ready designs for email and landing pages. - CRM Track, manage, and automate your sales process. - 1000+ apps & integrations Connect ActiveCampaign to your favorite tools.

**Average Rating:** 4.4/5.0

**Total Reviews:** 14,231

#### How Do G2 Users Rate ActiveCampaign?

- **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.0/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.2/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 7.9/10 (Category avg: 8.6/10)

#### Who Is the Company Behind ActiveCampaign?

- **Seller:** [ActiveCampaign](https://www.g2.com/sellers/activecampaign)
- **Company Website:** www.activecampaign.com
- **Year Founded:** 2003
- **HQ Location:** Chicago, IL
- **Twitter:** @ActiveCampaign  
13,203 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ecaffa7a4dd54b3f72ef9abc63c48d5efe51974c2974dfaa5d09b34c1e0c97bd&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F221390%2F&secure%5Burl_type%5D=linkedin_company_website)  
848 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner, CEO
- **Top Industries:** Marketing and Advertising, Health, Wellness and Fitness
- **Company Size:** 92% Small, 7% Medium

#### What Do G2 Reviewers Say About ActiveCampaign?

_AI-generated summary from verified user reviews_

##### Pros

- Users find ActiveCampaign's interface **easy to use** , enhancing communication and engagement with its versatile features.
- Users value the **powerful automation features** of ActiveCampaign, enhancing engagement and streamlining marketing efforts effectively.
- Users appreciate the **automation features** of ActiveCampaign, which streamline marketing activities and enhance customer engagement.
- Users love the **powerful automation capabilities** of ActiveCampaign, enhancing customer engagement effortlessly and efficiently.
- Users appreciate the **user-friendly automation and integration features** of ActiveCampaign, enhancing customer engagement and targeting.

##### Cons

- Users face a **learning curve** with ActiveCampaign, needing extra support to master its powerful features efficiently.
- Users find ActiveCampaign **expensive** , especially for startups, making it challenging for some customers to justify the cost.
- Users find the **missing features** in ActiveCampaign limit their automation testing and client information collection capabilities.
- Users find the **limited features** of ActiveCampaign frustrating, desiring more customization and easier access to key metrics.
- Users find the ActiveCampaign platform **not intuitive** , making learning and setup time-consuming and challenging to navigate.

#### What Are Recent G2 Reviews of ActiveCampaign?

**["A super complete, powerful, and easy-to-use tool"](https://www.g2.com/survey_responses/activecampaign-review-13176016)**

**Rating:** 5.0/5.0 stars

_— Florencia Valeria A._

[Read full review](https://www.g2.com/survey_responses/activecampaign-review-13176016)

**["Super Intuitive Email & Automation Builder That’s Easy to Use"](https://www.g2.com/survey_responses/activecampaign-review-13195469)**

**Rating:** 4.5/5.0 stars

_— Irit L._

[Read full review](https://www.g2.com/survey_responses/activecampaign-review-13195469)

#### What Are G2 Users Discussing About ActiveCampaign?

- [What are some creative ways businesses are using ActiveCampaign to automate their marketing efforts?](https://www.g2.com/discussions/what-are-some-creative-ways-businesses-are-using-activecampaign-to-automate-their-marketing-efforts) - 1 comment
- [How much does ActiveCampaign cost?](https://www.g2.com/discussions/how-much-does-activecampaign-cost) - 1 comment
- [What is ActiveCampaign CRM?](https://www.g2.com/discussions/what-is-activecampaign-crm) - 1 comment
- [Does ActiveCampaign have a CRM?](https://www.g2.com/discussions/does-activecampaign-have-a-crm) - 7 comments
- [What is ActiveCampaign used for?](https://www.g2.com/discussions/what-is-activecampaign-used-for) - 20 comments

### [EngageBay](https://www.g2.com/products/engagebay/reviews)

EngageBay is an all-in-one customer engagement platform designed for small and mid-sized businesses that want to manage marketing, sales, and support from a unified system. Positioned as a cost-conscious alternative to platforms like HubSpot and ActiveCampaign, it focuses on delivering essential CRM and automation capabilities without the overhead typically associated with enterprise software. The platform combines contact and deal management, marketing automation, email marketing, landing pages, forms, live chat, and help desk functionality within a single interface. By consolidating these functions, EngageBay provides teams with a centralized view of customer interactions across the lifecycle and reduces the need for multiple disconnected tools. EngageBay also incorporates AI-assisted features to streamline common tasks and improve productivity. These capabilities include AI-powered email and content generation, subject line suggestions, and workflow assistance that help teams create campaigns and communications more efficiently. The AI tools are designed to support everyday execution rather than replace core strategy, making them accessible to smaller teams that may not have dedicated automation specialists. On the marketing side, users can build email campaigns, design automation workflows, capture leads through forms and landing pages, and run A/B tests. The CRM module supports pipeline tracking, contact management, task automation, and appointment scheduling to help sales teams manage opportunities in a structured way. For post-purchase engagement, the service suite includes ticketing, knowledge base tools, and live chat to manage customer support conversations from one place. A key design principle of EngageBay is accessibility for growing businesses. The platform offers a free tier with core functionality and scales through bundled paid plans rather than numerous add-ons, helping teams adopt automation without significant upfront investment. EngageBay integrates with a range of third-party tools and provides reporting dashboards to monitor campaign performance, deal progress, and support activity. While it is not positioned as a deep enterprise platform, it is built to meet the day-to-day operational needs of SMB revenue teams looking for an integrated, AI-assisted, and budget-aware solution. The platform is built with a focus on simplicity and performance, integrating advanced marketing automation, sales CRM, and customer support software into one cohesive system. EngageBay leverages cutting-edge AI intelligence to enhance productivity and decision-making across various teams. This integration allows businesses to streamline their operations and improve customer interactions, making it an ideal choice for organizations that require a robust yet user-friendly solution. EngageBay's AI capabilities are particularly noteworthy, providing users with tools that help create content quickly, predict outcomes intelligently, and deliver personalized experiences at scale. The AI Email & Content Generator allows users to craft engaging emails and campaigns in seconds, while the AI Lead & Deal Scoring feature helps identify and prioritize leads most likely to convert. Additionally, AI Insights & Recommendations offer actionable suggestions to enhance engagement and productivity, making it easier for businesses to navigate their customer journeys effectively. The platform also boasts a suite of key features that add significant value to its users. EngageBay's marketing automation capabilities include email marketing workflows, landing page and form builders, and social media integration, which collectively enhance outreach efforts. The sales CRM component provides tools for contact and deal management, visual sales pipelines, and team collaboration, ensuring that sales processes are efficient and transparent. Furthermore, the customer support features, such as a helpdesk and ticketing system, live chat, and a unified customer view, facilitate seamless communication and service delivery. EngageBay is particularly well-suited for small to mid-sized businesses, startups, and growing teams that seek an affordable yet powerful alternative to fragmented tools. It is designed for organizations aiming to automate customer interactions, align marketing and sales efforts, and improve support efficiency through the use of AI. This comprehensive approach not only enhances operational efficiency but also positions businesses to compete effectively in their respective markets. What is this product? EngageBay is an all-in-one CRM software platform built for small and mid-sized businesses to manage marketing automation, sales pipelines, and customer support in a single system. It combines email marketing, marketing automation, landing pages, contact management, deal tracking, helpdesk, and live chat—eliminating the need for multiple disconnected tools. Designed as an affordable alternative to HubSpot and ActiveCampaign, EngageBay helps growing businesses attract leads, convert deals, and support customers without enterprise-level costs or complexity. It centralizes customer data, automates workflows, and improves visibility across the entire customer lifecycle.

**Average Rating:** 4.6/5.0

**Total Reviews:** 696

#### How Do G2 Users Rate EngageBay?

- **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.9/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.3/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.9/10 (Category avg: 8.6/10)

#### Who Is the Company Behind EngageBay?

- **Seller:** [EngageBay Inc](https://www.g2.com/sellers/engagebay-inc)
- **Company Website:** www.engagebay.com
- **Year Founded:** 2018
- **HQ Location:** Wilmington, Delaware
- **Twitter:** @engagebay  
16,866 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=965c404b58b2662271f49fe02e57d76d57f72941fa4b3b5af0bab064b4cc2b55&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F13655085%2F&secure%5Burl_type%5D=linkedin_company_website)  
53 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Marketing Manager, Business Development Manager
- **Top Industries:** Information Technology and Services, Staffing and Recruiting
- **Company Size:** 69% Small, 32% Medium

#### What Do G2 Reviewers Say About EngageBay?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of EngageBay, seamlessly managing CRM, email marketing, and automation in one dashboard.
- Users value the **time-saving automation** of EngageBay, enhancing organization and streamlining daily operations effectively.
- Users praise the **exceptional customer support** at EngageBay, noting quick responses and helpful assistance from the support staff.
- Users value the **seamless integration** of CRM, email, and automation in EngageBay, enhancing workflow efficiency and reducing tool switching.
- Users praise EngageBay for its **streamlined automation** , enhancing efficiency by integrating CRM, email, and support in one platform.

##### Cons

- Users find the **missing features** hinder usability, especially for data analysis and email management functionality.
- Users experience **limited features** , feeling restricted by the lack of advanced functionalities and usability in EngageBay.
- Users find the **reporting features limited** , lacking the depth and detail needed for more specific needs.
- Users find the **limited customization** options frustrating, particularly with landing pages and workflows, impacting their overall experience.
- Users find the **reporting flexibility** lacking in EngageBay, hindering deeper analytics and advanced customer journey insights.

#### What Are Recent G2 Reviews of EngageBay?

**["Streamlined Contact Management and Landing Pages That Keep Workflows Simple"](https://www.g2.com/survey_responses/engagebay-review-13149255)**

**Rating:** 5.0/5.0 stars

_— Srishti K._

[Read full review](https://www.g2.com/survey_responses/engagebay-review-13149255)

**["Drag-and-Drop Deals Pipeline and Scoring That Keep Opportunities on Track"](https://www.g2.com/survey_responses/engagebay-review-13160693)**

**Rating:** 4.5/5.0 stars

_— Thorbjoern G._

[Read full review](https://www.g2.com/survey_responses/engagebay-review-13160693)

#### What Are G2 Users Discussing About EngageBay?

- [What is EngageBay All-in-One Suite used for?](https://www.g2.com/discussions/what-is-engagebay-all-in-one-suite-used-for)

### [Nutshell](https://www.g2.com/products/nutshell/reviews)

Founded in 2010, Nutshell is an all-in-one sales, marketing and engagement platform that helps B2B organizations work together to win more deals. Simple enough for any user and sophisticated enough for any business, Nutshell is built for teams who are tired of juggling separate sales and marketing tools and don’t want to pay a full-time admin to manage their software. If you're aiming to boost revenue, streamline your sales process, or craft engaging marketing messages, Nutshell could be the solution. Every Nutshell subscription includes unlimited CRM contacts and data storage, fully customizable reporting tools, free data migration assistance, and world-class live support, all at an extremely affordable price. In 2024, Nutshell introduced Nutshell Marketing and Nutshell Engagement. Nutshell Marketing helps businesses create compelling email campaigns and landing pages to drive audience engagement, while Nutshell Engagement connects you with leads and customers throughout the sales journey via web chat and text messaging. Nutshell also integrates with popular tools like Google Workspace/Gmail, Microsoft Office/Outlook, QuickBooks Online, Intercom, and Slack. Nutshell also offers a mobile version, allowing sales reps to create, search, and edit contact information while in the field. Nutshell serves thousands of businesses around the world and has been named a top CRM for both user-friendliness and affordability. Nutshell has been honored as a "Leader" in G2's Grid® Report for CRM every quarter since Fall 2020.

**Average Rating:** 4.3/5.0

**Total Reviews:** 1,420

#### How Do G2 Users Rate Nutshell?

- **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 8.9/10)
- **Workflow Capability:** 7.9/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.5/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.3/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Nutshell?

- **Seller:** [Nutshell](https://www.g2.com/sellers/nutshell)
- **Company Website:** www.nutshell.com
- **Year Founded:** 2009
- **HQ Location:** Ann Arbor, Michigan
- **Twitter:** @nutshell  
2,794 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9251047849ae0bf5895a9d04882f4c03d2f5b824668a7735584bbaaad8738f8e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fwebfxinc%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,238 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CEO, Owner
- **Top Industries:** Marketing and Advertising, Computer Software
- **Company Size:** 73% Small, 18% Medium

#### What Do G2 Reviewers Say About Nutshell?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Nutshell to be **super easy to use** , significantly enhancing their organization and lead management.
- Users value the **ease of organization** that Nutshell provides, enhancing efficiency throughout the admissions process.
- Users value the **excellent customer support** from Nutshell, appreciating responsive assistance and comprehensive educational resources.
- Users love the **user-friendly email marketing tools** in Nutshell, appreciating their effectiveness and seamless integration with other tools.
- Users find Nutshell **intuitive and easy to use** , enhancing collaboration and providing a great user experience.

##### Cons

- Users find Nutshell lacks essential **configuration and reporting features** , leading to inefficiencies and lost information during data entry.
- Users note the **limited features** in Nutshell, particularly desiring more customization and advanced automation options.
- Users notice **limited customization** options in Nutshell, impacting usability and personalization for mobile and email features.
- Users find the **learning curve challenging** due to frequent changes and a complicated layout affecting workflow.
- Users find the lack of **customization options and junk email filtering** in Nutshell's email management frustrating.

#### What Are Recent G2 Reviews of Nutshell?

**["Perfect for a one-man-show!"](https://www.g2.com/survey_responses/nutshell-review-4955887)**

**Rating:** 5.0/5.0 stars

_— Tom B._

[Read full review](https://www.g2.com/survey_responses/nutshell-review-4955887)

**["Managing projects and client relationships feels much more organized"](https://www.g2.com/survey_responses/nutshell-review-13074453)**

**Rating:** 5.0/5.0 stars

_— Omar S._

[Read full review](https://www.g2.com/survey_responses/nutshell-review-13074453)

### [Oracle Sales Cloud](https://www.g2.com/products/oracle-sales-cloud/reviews)

Oracle Sales Cloud offers an array of capabilities built to meet the essential needs of sales organizations. Easy-to-use productivity tools empowers sales with the information and guidance they need to close more deals quickly; “always-on” access even when on the go increases sales teams’ effectiveness and “right-time” insights engenders sales performance. The key elements of Oracle Sales Cloud's SFA solution are vast. They include: • Core foundational sales force automation tools such as account, opportunity and lead management and productivity tools • A comprehensive partner relationship management offering to manage channel sales and partner management • Extensive sales performance management encompassing the science of managing territories, quota management and sales incentive compensation • Advanced analytics consisting of pre-built analytic reports, data visualization and adaptive intelligence • A customer data management system to ensure clean, consolidated and complete customer information. With rich functional capabilities and a comprehensive feature set, Oracles Sales Cloud provides a more modern approach to sales execution.

**Average Rating:** 3.9/5.0

**Total Reviews:** 141

#### How Do G2 Users Rate Oracle Sales Cloud?

- **Has the product been a good partner in doing business?:** 7.1/10 (Category avg: 8.9/10)
- **Workflow Capability:** 7.2/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 7.8/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 7.7/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Oracle Sales Cloud?

- **Seller:** [Oracle](https://www.g2.com/sellers/oracle)
- **Year Founded:** 1977
- **HQ Location:** Austin, TX
- **Twitter:** @Oracle  
827,997 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a14fcbcd818b49d781453c19628a9479a70cc1e8e335e54c876392ab5f543da3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1028%2F&secure%5Burl_type%5D=linkedin_company_website)  
208,078 employees on LinkedIn®
- **Ownership:** NYSE:ORCL

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 48% Large, 39% Medium

#### What Do G2 Reviewers Say About Oracle Sales Cloud?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **seamless integration** of Oracle Sales Cloud with other systems, enhancing data consistency and operational efficiency.
- Users commend the **feature richness** of Oracle Sales Cloud, enhancing their CRM experience with flexible tools and integrations.
- Users appreciate the **user-friendly interface** of Oracle Sales Cloud, enhancing their experience with seamless functionality and mobile access.
- Users appreciate the **responsive customer support** of Oracle Sales Cloud, ensuring smooth operations and effective assistance.
- Users find Oracle Sales Cloud to be **very easy to use** , appreciating its simple interface and mobile accessibility.

##### Cons

- Users find a **steep learning curve** with Oracle Sales Cloud, making initial navigation and adoption challenging.
- Users find the **high complexity** of Oracle Sales Cloud challenging, especially during initial implementation and for new users.
- Users find the **interface not user-friendly** , experiencing complexity and a steep learning curve, affecting overall adoption.
- Users often experience **slow performance** with Oracle Sales Cloud, particularly when handling large datasets or running complex reports.
- Users experience **limited data availability** and unpredictable behavior while uploading JPEG files in Oracle Sales Cloud.

#### What Are Recent G2 Reviews of Oracle Sales Cloud?

**["Streamlines Customer Management and Helps Spot Potential Customers"](https://www.g2.com/survey_responses/oracle-sales-cloud-review-13120235)**

**Rating:** 5.0/5.0 stars

_— LaTonya M._

[Read full review](https://www.g2.com/survey_responses/oracle-sales-cloud-review-13120235)

**["Centralized Sales Visibility and Automation with Strong Analytics in Oracle Sales Cloud"](https://www.g2.com/survey_responses/oracle-sales-cloud-review-12830276)**

**Rating:** 4.5/5.0 stars

_— Natalie H._

[Read full review](https://www.g2.com/survey_responses/oracle-sales-cloud-review-12830276)

#### What Are G2 Users Discussing About Oracle Sales Cloud?

- [Is Salesforce an Oracle product?](https://www.g2.com/discussions/is-salesforce-an-oracle-product) - 2 comments
- [Is Oracle CRM cloud based?](https://www.g2.com/discussions/is-oracle-crm-cloud-based)
- [What is Oracle Sales Cloud?](https://www.g2.com/discussions/what-is-oracle-sales-cloud) - 1 comment
- [What is Oracle engagement cloud?](https://www.g2.com/discussions/what-is-oracle-engagement-cloud) - 1 comment

### [Capsule CRM](https://www.g2.com/products/capsule-crm/reviews)

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 exceptional work. With a focus on simplicity and efficiency, our 10,000+ global customers are attracted by our excellent value and incredible support.

**Average Rating:** 4.7/5.0

**Total Reviews:** 503

#### How Do G2 Users Rate Capsule CRM?

- **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.4/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.1/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.9/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Capsule CRM?

- **Seller:** [Capsule](https://www.g2.com/sellers/capsule-e141d0ba-26b3-4a7a-ae6c-2531a3dc3de4)
- **Company Website:** capsulecrm.com
- **Year Founded:** 2007
- **HQ Location:** Manchester, GB
- **Twitter:** @CapsuleCRM  
5,249 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2069cf115d88637dd34d8e826d5843bf88fb6e8d8a66ed7764a7d98f3e237080&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F200221%2F&secure%5Burl_type%5D=linkedin_company_website)  
54 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Director, Owner
- **Top Industries:** Consulting, Marketing and Advertising
- **Company Size:** 92% Small, 7% Medium

#### What Do G2 Reviewers Say About Capsule CRM?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Capsule CRM to be **very easy to use** , making it ideal for beginners and small businesses.
- Users commend the **responsive customer support** of Capsule CRM, appreciating quick resolutions and helpful interactions.
- Users find Capsule CRM to be **exceptionally user-friendly** , simplifying daily tasks and enhancing team collaboration effectively.
- Users appreciate the **simplicity** of Capsule CRM, enabling quick setup and effortless navigation for enhanced productivity.
- Users find Capsule CRM's **task management features** invaluable for organizing workflows and enhancing productivity.

##### Cons

- Users find the **missing features** like workflows and archiving limit Capsule CRM's effectiveness and usability.
- Users find the **limited customization** in Capsule CRM restricts their ability to adapt the platform to their needs.
- Users express concerns about **integration issues** with Capsule CRM, particularly with Microsoft Teams and marketing tools.
- Users find the **incomplete information** limitations hinder effective decision-making and evaluation of sales contributions in Capsule CRM.
- Users find the **learning curve challenging** , particularly for managing contacts and setting up custom fields effectively.

#### What Are Recent G2 Reviews of Capsule CRM?

**["Easy-to-Use CRM That Saves Time with Helpful AI and Excellent Support"](https://www.g2.com/survey_responses/capsule-crm-review-13084659)**

**Rating:** 5.0/5.0 stars

_— Lucy M._

[Read full review](https://www.g2.com/survey_responses/capsule-crm-review-13084659)

**["Capsule CRM: Flexible, Customizable and Ideal for Multi-Company Workflows"](https://www.g2.com/survey_responses/capsule-crm-review-13051231)**

**Rating:** 5.0/5.0 stars

_— Lincoln R._

[Read full review](https://www.g2.com/survey_responses/capsule-crm-review-13051231)

#### What Are G2 Users Discussing About Capsule CRM?

- [What is Capsule CRM used for?](https://www.g2.com/discussions/what-is-capsule-crm-used-for) - 1 comment
- [What are the top 5 CRM systems?](https://www.g2.com/discussions/capsule-crm-what-are-the-top-5-crm-systems) - 1 comment
- [What is CRM database software?](https://www.g2.com/discussions/what-is-crm-database-software) - 1 comment
- [What is a case in Capsule CRM?](https://www.g2.com/discussions/what-is-a-case-in-capsule-crm) - 1 comment
- [What are the features of CRM software?](https://www.g2.com/discussions/capsule-crm-what-are-the-features-of-crm-software) - 1 comment

### [Zoho CRM Plus](https://www.g2.com/products/zoho-crm-plus-2018-12-06/reviews)

Zoho CRM Plus is a unified customer experience platform that helps you bridge the gap between your sales, marketing, and customer service teams and deliver an exceptional customer experience. It combines sales automation, visitor tracking, intelligent chat bots, customer service, project management, email marketing, social media, customer surveys, built-in AI, and unified analytics—all on one platform.

**Average Rating:** 4.4/5.0

**Total Reviews:** 130

#### How Do G2 Users Rate Zoho CRM Plus?

- **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.7/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.8/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.4/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Zoho CRM Plus?

- **Seller:** [Zoho](https://www.g2.com/sellers/zoho-b00ca9d5-bca8-41b5-a8ad-275480841704)
- **Year Founded:** 1996
- **HQ Location:** Austin, TX
- **Twitter:** @Zoho  
137,880 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9c8e45ddb296c32c6c5597ef9ba945c94562c57624f7bd1dcf1a9e9931f71578&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F38373%2F&secure%5Burl_type%5D=linkedin_company_website)  
30,766 employees on LinkedIn®
- **Phone:** +1 (888) 900-9646 

#### Who Uses This Product?

- **Who Uses This:** Data Analyst
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 54% Small, 36% Medium

#### What Do G2 Reviewers Say About Zoho CRM Plus?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** of Zoho CRM Plus, enjoying seamless integration to enhance their workflow efficiently.
- Users find **efficiency** in Zoho CRM Plus, as it unifies sales, marketing, and support, simplifying team collaboration.
- Users value the **seamless integrations** of Zoho CRM Plus, allowing easy access to all customer engagement functions in one platform.
- Users value the **automation features** of Zoho CRM Plus, which streamline processes and enhance team efficiency.
- Users love the **seamless integration** of Zoho CRM Plus, enhancing team collaboration and streamlining customer engagement.

##### Cons

- Users experience a significant **learning curve** with Zoho CRM Plus, requiring patience and proper training for effective use.
- Users often find Zoho CRM Plus to be an **overwhelming experience** due to its extensive features and steep learning curve.
- Users find the **non-intuitive setup** of Zoho CRM Plus challenging, requiring time and patience to navigate effectively.
- Users note the **limited customization** in lower tiers, hindering advanced features and requiring higher-priced plans for full access.
- Users find the **interface overwhelming** initially, facing a steep learning curve and complex setup with numerous tools.

#### What Are Recent G2 Reviews of Zoho CRM Plus?

**["Comprehensive CRM with Intuitive UI and Effective Automation"](https://www.g2.com/survey_responses/zoho-crm-plus-review-12877057)**

**Rating:** 4.5/5.0 stars

_— Jeni J._

[Read full review](https://www.g2.com/survey_responses/zoho-crm-plus-review-12877057)

**["Affordable, Feature-Rich, but Needs Faster Support"](https://www.g2.com/survey_responses/zoho-crm-plus-review-13196538)**

**Rating:** 4.0/5.0 stars

_— Vishal ._

[Read full review](https://www.g2.com/survey_responses/zoho-crm-plus-review-13196538)

#### What Are G2 Users Discussing About Zoho CRM Plus?

- [What are key features of a CRM system?](https://www.g2.com/discussions/zoho-crm-plus-what-are-key-features-of-a-crm-system) - 1 comment
- [What features Zoho?](https://www.g2.com/discussions/zoho-crm-plus-what-features-zoho)
- [What apps come with Zoho CRM Plus?](https://www.g2.com/discussions/what-apps-come-with-zoho-crm-plus) - 2 comments
- [What is included with Zoho plus?](https://www.g2.com/discussions/what-is-included-with-zoho-plus)

### [OnePageCRM](https://www.g2.com/products/onepagecrm/reviews)

Built for small businesses and solo founders, OnePageCRM is a super simple, clean, and easy-to-use CRM system with stress-free onboarding and affordable pricing. With fast setup and a lightweight interface, it has zero bloat and offers only the features you actually need. OnePageCRM is trusted by thousands of users in over 80 countries.

**Average Rating:** 4.7/5.0

**Total Reviews:** 264

#### How Do G2 Users Rate OnePageCRM?

- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.5/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.2/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.9/10 (Category avg: 8.6/10)

#### Who Is the Company Behind OnePageCRM?

- **Seller:** [OnePageCRM](https://www.g2.com/sellers/onepagecrm)
- **Year Founded:** 2010
- **HQ Location:** Galway, Ireland
- **Twitter:** @OnePageCRM  
3,922 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=526907b6fc5dd5a45add17f9e7ae810ccdff01039909fce53911704215b3a076&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1014103%2F&secure%5Burl_type%5D=linkedin_company_website)  
21 employees on LinkedIn®
- **Phone:** +1 (646) 762 1303

#### Who Uses This Product?

- **Who Uses This:** Founder, Managing Director
- **Top Industries:** Non-Profit Organization Management, Marketing and Advertising
- **Company Size:** 85% Small, 12% Medium

#### What Do G2 Reviewers Say About OnePageCRM?

_AI-generated summary from verified user reviews_

##### Pros

- Users find OnePageCRM to be **very simple to use** , tailored perfectly for small teams or individual salespeople.
- Users love the **simplicity** of OnePageCRM, finding it perfect for individual salespeople and small teams.
- Users value the **simplicity** of OnePageCRM, finding it effective and effortless for small teams and actionable tasks.
- Users value the **excellent customer support** from OnePageCRM, making their experience seamless and efficient.
- Users love the **easy setup** of OnePageCRM, appreciating its seamless integration and intuitive design for quick onboarding.

##### Cons

- Users find the **missing features** in OnePageCRM limiting for advanced reporting, automation, and campaign management.
- Users find **limited options** in reporting, automation, and customization, hindering deeper analytics and workflows.
- Users express frustrations with **export limitations** in OnePageCRM, particularly regarding conversation thread exports and name compatibility.
- Users find **integration issues** with OnePageCRM, expressing a desire for better connectivity with various tools and software.
- Users find the **lack of integrations** with other software frustrating, impacting their workflow and CRM functionality.

#### What Are Recent G2 Reviews of OnePageCRM?

**["Simple Interface and Effective Sales Management"](https://www.g2.com/survey_responses/onepagecrm-review-12953882)**

**Rating:** 5.0/5.0 stars

_— Khushbu B._

[Read full review](https://www.g2.com/survey_responses/onepagecrm-review-12953882)

**["Helping The Brun Bear Foundation Stay Organized and Engaged"](https://www.g2.com/survey_responses/onepagecrm-review-12859063)**

**Rating:** 5.0/5.0 stars

_— Vanessa W._

[Read full review](https://www.g2.com/survey_responses/onepagecrm-review-12859063)

#### What Are G2 Users Discussing About OnePageCRM?

- [How has OnePageCRM supported your sales pipeline management, and what features do you rely on?](https://www.g2.com/discussions/how-has-onepagecrm-supported-your-sales-pipeline-management-and-what-features-do-you-rely-on)
- [What is OnePageCRM used for?](https://www.g2.com/discussions/what-is-onepagecrm-used-for) - 1 comment

### [Creatio](https://www.g2.com/products/creatio/reviews)

Creatio is an AI CRM and workflow platform where people and AI agents work together -with no limits on users, agents, or scale. Creatio helps midsize and large organizations run customer workflows in the AI era. This innovative platform enables organizations to create and manage workflows effortlessly, allowing users to focus on their core business activities while automating routine tasks. With millions of workflows operating daily, Creatio supports a diverse clientele across 100 countries, emphasizing a commitment to genuine care for its clients and partners. The platform is particularly beneficial for businesses seeking to enhance their operational efficiency without requiring extensive technical expertise. Its target audience includes small to large enterprises across various industries, particularly those looking to leverage technology to improve customer engagement and internal processes. Creatio's offerings cater to a wide range of use cases, from marketing automation and sales management to customer service optimization, making it a versatile solution for businesses aiming to adapt to the evolving market landscape. Key features of Creatio include the Creatio Studio, a no-code platform that allows users to build custom applications and AI agents using intuitive visual designers and natural language processing. This empowers users to create tailored solutions that meet their specific business needs without relying on traditional coding methods. Additionally, the CRM suite integrates embedded AI agents across Creatio Marketing, Sales, and Service, enhancing user experience and providing actionable insights to drive decision-making. Creatio also offers a specialized Financial Services CRM platform and industry-specific workflows across 19 verticals, ensuring that businesses can find solutions that resonate with their unique operational requirements. The availability of a marketplace with various add-ons further extends the platform's capabilities, allowing organizations to customize their experience and enhance functionality as needed. Recognized as a Leader and Strong Performer in prestigious Gartner and Forrester reports, Creatio stands out in its category by combining user-friendly design with powerful automation and AI-driven insights, making it an attractive option for businesses aiming to elevate their customer relationship management efforts. With its headquarters in Boston, MA, and a global presence of 850 employees across ten offices in 25 countries, Creatio has established long-lasting relationships with thousands of customers and over 500 partners worldwide. This extensive network underscores the platform's reliability and commitment to delivering value to its users, positioning Creatio as a trusted partner in the realm of AI agents, CRM, and workflow automation.

**Average Rating:** 4.6/5.0

**Total Reviews:** 315

#### How Do G2 Users Rate Creatio?

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.1/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.0/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.9/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Creatio?

- **Seller:** [Creatio](https://www.g2.com/sellers/creatio)
- **Company Website:** www.creatio.com
- **Year Founded:** 2014
- **HQ Location:** Boston, Massachusetts
- **Twitter:** @Creatio\_Global  
3,977 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b8659c9aedce2bb0b992997a4038d075e8fa99899c384b7d6b36d9fb77101d8c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcreatioglobal%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,150 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CEO
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 43% Small, 42% Medium

#### What Do G2 Reviewers Say About Creatio?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Creatio, enabling quick implementation and seamless customization for their business needs.
- Users value the **efficiency** of Creatio, enabling quick implementation and seamless customization for their business needs.
- Users value the **customizability** of Creatio, enabling tailored processes and effective support for business needs.
- Users appreciate the **facility to customize** Creatio, allowing for tailored solutions that enhance business processes and efficiency.
- Users value the **extensive customization options** of Creatio, enhancing their ability to tailor solutions to specific needs.

##### Cons

- Users find the **learning curve steep** , often needing training and support to effectively use Creatio.
- Users are disappointed by the **missing features** in Creatio, particularly in advanced analytics and contact upload options.
- Users find **limited features** in Creatio, particularly in analytics and marketplace app selection, hindering comprehensive functionality.
- Users find **limited customization** options in Creatio, hindering the ability to tailor designs to specific needs.
- Users find **limited options** in Creatio hinder flexibility, particularly for service businesses needing custom solutions and efficient contact uploads.

#### What Are Recent G2 Reviews of Creatio?

**["Quick Setup, No-Code Magic, But ALM Needs Improvement"](https://www.g2.com/survey_responses/creatio-review-12953072)**

**Rating:** 5.0/5.0 stars

_— Jarema P._

[Read full review](https://www.g2.com/survey_responses/creatio-review-12953072)

**["Empowers Customer Focus with Flexible, Bank-Ready Workflows"](https://www.g2.com/survey_responses/creatio-review-12953782)**

**Rating:** 4.5/5.0 stars

_— Tanner W._

[Read full review](https://www.g2.com/survey_responses/creatio-review-12953782)

#### What Are G2 Users Discussing About Creatio?

- [What is Creatio used for?](https://www.g2.com/discussions/what-is-creatio-used-for) - 1 comment

### [Oracle EBS CRM](https://www.g2.com/products/oracle-ebs-crm/reviews)

Oracle E-Business Suite (EBS) Customer Relationship Management (CRM) is a comprehensive suite of applications designed to manage and enhance customer interactions across various channels. It integrates sales, marketing, and service functionalities to provide a unified approach to customer relationship management. By leveraging Oracle EBS CRM, organizations can streamline business processes, improve customer satisfaction, and drive revenue growth. Key Features and Functionality: - Sales Management: Automates the sales process, from lead generation to order fulfillment, ensuring efficient tracking and management of sales activities. - Marketing Automation: Facilitates the planning, execution, and analysis of marketing campaigns, enabling targeted outreach and improved marketing ROI. - Service Management: Provides tools for managing customer service operations, including call centers and field service, to deliver timely and effective support. - Order Capture and Quoting: Streamlines the order management process by integrating quoting and order capture functionalities, reducing errors and accelerating order processing. - Customer Data Management: Maintains a centralized repository of customer information, ensuring data consistency and providing a 360-degree view of customer interactions. Primary Value and Solutions Provided: Oracle EBS CRM addresses the need for a cohesive and integrated approach to managing customer relationships. By unifying sales, marketing, and service processes, it enables organizations to: - Enhance Customer Satisfaction: Deliver personalized and timely interactions, leading to improved customer loyalty and retention. - Increase Operational Efficiency: Automate and streamline business processes, reducing manual efforts and operational costs. - Drive Revenue Growth: Optimize sales and marketing strategies through data-driven insights, leading to increased sales opportunities and higher conversion rates. - Ensure Data Consistency: Maintain accurate and up-to-date customer information across all departments, facilitating informed decision-making and strategic planning. By implementing Oracle EBS CRM, organizations can achieve a holistic view of their customer interactions, leading to more effective engagement strategies and a competitive edge in the marketplace.

**Average Rating:** 3.9/5.0

**Total Reviews:** 239

#### How Do G2 Users Rate Oracle EBS CRM?

- **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.4/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.5/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.2/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Oracle EBS CRM?

- **Seller:** [Oracle](https://www.g2.com/sellers/oracle)
- **Year Founded:** 1977
- **HQ Location:** Austin, TX
- **Twitter:** @Oracle  
827,997 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a14fcbcd818b49d781453c19628a9479a70cc1e8e335e54c876392ab5f543da3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1028%2F&secure%5Burl_type%5D=linkedin_company_website)  
208,078 employees on LinkedIn®
- **Ownership:** NYSE:ORCL

#### Who Uses This Product?

- **Top Industries:** Retail, Information Technology and Services
- **Company Size:** 46% Large, 31% Medium

#### What Do G2 Reviewers Say About Oracle EBS CRM?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **seamless integration** of Oracle EBS CRM, enhancing efficiency and visibility across all customer interactions.
- Users appreciate the **seamless integration** of Oracle EBS CRM, enhancing visibility and coordination across business processes.
- Users appreciate the **comprehensive coverage** of Oracle EBS CRM, enhancing relationships without needing separate tools.
- Users value the **integrated customer support** offered by Oracle EBS CRM, fostering strong customer relationships effortlessly.
- Users value the **enhanced efficiency** of Oracle EBS CRM, streamlining processes and improving cross-department collaboration.

##### Cons

- Users find the **learning curve steep** , struggling with an outdated interface and complex configurations that hinder productivity.
- Users find the **high complexity** of Oracle EBS CRM frustrating, hindering usability and slowing down overall system performance.
- Users note the **limited features** in Oracle EBS CRM, impacting usability and overall satisfaction in daily tasks.
- Users find the **interface not user-friendly** , leading to frustration and dependence on technical support for customizations.
- Users face **connectivity issues** with Oracle EBS CRM, hindering remote work without relying on third-party solutions.

#### What Are Recent G2 Reviews of Oracle EBS CRM?

**["Centralized Customer Data and Strong Oracle Integration for Efficient CRM Management"](https://www.g2.com/survey_responses/oracle-ebs-crm-review-12639434)**

**Rating:** 4.5/5.0 stars

_— Jalakh B._

[Read full review](https://www.g2.com/survey_responses/oracle-ebs-crm-review-12639434)

**["Fast, Extensive Support But a little costly."](https://www.g2.com/survey_responses/oracle-ebs-crm-review-12650358)**

**Rating:** 4.5/5.0 stars

_— Jithin G._

[Read full review](https://www.g2.com/survey_responses/oracle-ebs-crm-review-12650358)

#### What Are G2 Users Discussing About Oracle EBS CRM?

- [What is Oracle EBS CRM used for?](https://www.g2.com/discussions/what-is-oracle-ebs-crm-used-for) - 1 comment
- [Is NetSuite a CRM?](https://www.g2.com/discussions/is-netsuite-a-crm)
- [What CRM does Oracle use?](https://www.g2.com/discussions/oracle-ebs-crm-what-crm-does-oracle-use) - 2 comments
- [What is Oracle EBS system?](https://www.g2.com/discussions/what-is-oracle-ebs-system) - 2 comments
- [Does Oracle have a CRM?](https://www.g2.com/discussions/does-oracle-have-a-crm) - 2 comments

### [Odoo CRM](https://www.g2.com/products/odoo-crm/reviews)

With over 5 million users, Odoo is the #1 Open Source CRM software! Odoo CRM allows sales teams to easily keep track of their top leads and opportunities. Users can personalize their sales cycle, take control of their statistics/forecasts, and even create marketing campaign automation to increase their overall sales performance. With Odoo CRM, users can get more leads than ever before. They can also follow-up on phone calls and meetings. Sales teams are able to analyze the quality of their leads, make faster decisions, and save time by integrating emails from all contacts directly into this fully integrated application. In our latest version (Odoo 14), UTM fields are available as optional fields. Users can handle recurring revenues and manage renewal intervals, as well. Also, you can turn emails received in your Outlook mailbox into leads, and log their content as internal notes. In addition to that, users can now search for leads and opportunities based on phone numbers. Users can track their opportunities pipeline in just a few simple steps, thanks to Odoo's user-friendly Kanban view. Users get an overview of their sales funnel, as well as instant visual information about their next steps, new messages, best opportunities, and expected incomes. The one-of-a-kind Odoo CRM marketing campaign system automates lead acquisitions, follow-ups, and special offers. Users can also determine automated actions based on predefined rules. Odoo CRM's key features are: a Kanban view to track the sales opportunities pipeline, a clear view of the next steps and actions to complete, automated creation of leads based on incoming emails (or coming directly from a website), and users can use their own email client! What more could you ask for?!

**Average Rating:** 4.1/5.0

**Total Reviews:** 187

#### How Do G2 Users Rate Odoo CRM?

- **Has the product been a good partner in doing business?:** 8.2/10 (Category avg: 8.9/10)
- **Workflow Capability:** 7.9/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.0/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.5/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Odoo CRM?

- **Seller:** [Odoo](https://www.g2.com/sellers/odoo)
- **Year Founded:** 2005
- **HQ Location:** Brussels, Belgium
- **Twitter:** @Odoo  
55,391 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a5c2909893f928df131888ff32e9c04d541ff4f4e70d91d927b1d18bacee41c2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F633558%2F&secure%5Burl_type%5D=linkedin_company_website)  
8,467 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Business Development Manager
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 70% Small, 26% Medium

#### What Do G2 Reviewers Say About Odoo CRM?

_AI-generated summary from verified user reviews_

##### Pros

- Users highlight the **user-friendly interface** of Odoo CRM, making lead management and marketing communication effortless.
- Users value the **effective lead management** in Odoo CRM, streamlining communication and follow-ups seamlessly.
- Users commend Odoo CRM for its **user-friendly interface** , making navigation and integration of functions seamless and intuitive.
- Users appreciate the **easy customization** of Odoo CRM, allowing seamless integration with existing business processes and applications.
- Users appreciate the **affordability** of Odoo CRM, making it ideal for startups and businesses of all sizes.

##### Cons

- Users find Odoo CRM's **learning curve steep** due to complex setup and a less intuitive interface.
- Users find Odoo CRM offers **limited customization** , making advanced setups challenging, especially for non-technical teams.
- Users face **integration issues** with Odoo CRM, making it difficult to connect with other platforms and services.
- Users find Odoo CRM **not intuitive** , mentioning a cumbersome workflow and difficulties with the user interface and setup.
- Users experience **slow performance** with Odoo CRM, especially when handling large amounts of data, affecting efficiency.

#### What Are Recent G2 Reviews of Odoo CRM?

**["Highly Flexible CRM with a bit of learning curve"](https://www.g2.com/survey_responses/odoo-crm-review-12702600)**

**Rating:** 4.0/5.0 stars

_— Rahim S._

[Read full review](https://www.g2.com/survey_responses/odoo-crm-review-12702600)

**["Good Visibility Across Leads, Meetings, and Ongoing Opportunities"](https://www.g2.com/survey_responses/odoo-crm-review-12945975)**

**Rating:** 4.5/5.0 stars

_— Ishan S._

[Read full review](https://www.g2.com/survey_responses/odoo-crm-review-12945975)

#### What Are G2 Users Discussing About Odoo CRM?

- [What is Odoo CRM used for?](https://www.g2.com/discussions/what-is-odoo-crm-used-for) - 1 comment
- [Which is the best free CRM software?](https://www.g2.com/discussions/which-is-the-best-free-crm-software)
- [Is Odoo free to use?](https://www.g2.com/discussions/odoo-crm-is-odoo-free-to-use) - 3 comments
- [What is the use of Odoo?](https://www.g2.com/discussions/what-is-the-use-of-odoo)
- [What is CRM in Odoo?](https://www.g2.com/discussions/what-is-crm-in-odoo) - 1 comment

### [Salesmate](https://www.g2.com/products/salesmate/reviews)

Salesmate is an AI-powered Customer Relationship Management (CRM) platform built for mid-market and enterprise teams that need a connected system to run revenue operations at scale. It centralizes customer data, deal pipelines, tasks, and conversations so sales, marketing, support, and revenue operations stay aligned on every account. By bringing execution and visibility into one place, Salesmate reduces operational friction and helps teams move faster from first touch to renewal. Salesmate is designed for organizations scaling across teams, regions, and customer segments - and looking for a CRM that supports structured processes without slowing people down. The platform supports key revenue workflows such as capturing and qualifying leads, managing complex sales cycles, coordinating cross-team handoffs, and tracking performance through reporting and forecasting. Automation through no-code workflows and sequences reduces repetitive work, standardizes best practices, and ensures timely follow-ups without adding unnecessary complexity. A core strength of Salesmate is communication visibility and execution discipline. With seamless email synchronization and tracking, teams can monitor engagement and keep every interaction tied to the right contact, company, and deal. Built-in meeting scheduling improves speed-to-lead and responsiveness, while dashboards and reports give leaders the clarity they need to forecast accurately, identify bottlenecks, and optimize conversion across the funnel. Skara extends Salesmate with CRM-native AI agents that don’t just answer questions - they take action across the customer lifecycle. Skara can engage prospects and customers through real-time conversations, qualify and route inbound leads, book meetings using calendar availability and time-zone logic, and automatically create or update CRM records to keep pipelines clean. Beyond pre-sales, Skara can handle repetitive support requests using knowledge bases, deflect tickets, capture structured data through conversational forms, trigger workflows, assign owners, and escalate complex cases with full context and summaries. For eCommerce and digital-first businesses, Skara also enables conversational commerce use cases such as guided product discovery, answering product and availability questions, handling order status and returns, and capturing high-intent signals that flow directly into the CRM. Together, Salesmate and Skara help mid-market and enterprise organizations operate with greater speed and precision - delivering more qualified conversations, cleaner data, stronger handoffs between teams, and a customer experience that feels responsive and personalized at every stage.

**Average Rating:** 4.7/5.0

**Total Reviews:** 114

#### How Do G2 Users Rate Salesmate?

- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.9/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.1/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.1/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Salesmate?

- **Seller:** [Salesmate](https://www.g2.com/sellers/salesmate)
- **Company Website:** www.salesmate.io
- **Year Founded:** 2016
- **HQ Location:** Charlotte, NC
- **Twitter:** @SalesmateIO  
2,114 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=290cb4c166201cbf87ee7970d9e1472402088a8357006eb81beffe9beb6f06b6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsalesmate%2Fabout&secure%5Burl_type%5D=linkedin_company_website)  
28 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner
- **Top Industries:** Marketing and Advertising, Computer Software
- **Company Size:** 73% Small, 14% Medium

#### What Do G2 Reviewers Say About Salesmate?

_AI-generated summary from verified user reviews_

##### Pros

- Users love the **ease of use** of Salesmate, finding it intuitive and convenient for managing their sales functions.
- Users commend Salesmate's **excellent customer support** , appreciating quick responses and a clean interface for enhanced experience.
- Users love the **super clean interface** and **amazing customer care** that enhance their Salesmate experience.
- Users appreciate the **amazing support** from Salesmate, which greatly enhances their user experience and confidence.
- Users appreciate the **efficient automation features** of Salesmate, significantly saving time and enhancing productivity during the sales process.

##### Cons

- Users encounter **integration issues** with Salesmate, affecting workflow automation and third-party compatibility experiences.
- Users find the **limited features** of Salesmate challenging, particularly regarding advanced configurations and third-party integrations.
- Users find **missing features** in Salesmate, particularly in customer support, email management, and mobile functionality.
- Users face a **learning curve** for advanced configurations, requiring significant involvement from technical support initially.
- Users find Salesmate to be **not intuitive** , requiring technical help for advanced configurations and setup adjustments.

#### What Are Recent G2 Reviews of Salesmate?

**["Dream Team"](https://www.g2.com/survey_responses/salesmate-review-12820899)**

**Rating:** 5.0/5.0 stars

[Read full review](https://www.g2.com/survey_responses/salesmate-review-12820899)

**["The first CRM that actually keeps up with my deal flow"](https://www.g2.com/survey_responses/salesmate-review-12970513)**

**Rating:** 5.0/5.0 stars

_— Verified User in Real Estate_

[Read full review](https://www.g2.com/survey_responses/salesmate-review-12970513)

#### What Are G2 Users Discussing About Salesmate?

- [Is HubSpot free?](https://www.g2.com/discussions/is-hubspot-free)
- [Who owns Salesmate?](https://www.g2.com/discussions/who-owns-salesmate) - 1 comment
- [Is Salesmate good?](https://www.g2.com/discussions/is-salesmate-good) - 1 comment
- [How does Salesmate work?](https://www.g2.com/discussions/how-does-salesmate-work)

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[Browse CRM Themes](/categories/crm/themes)

Benefits of CRM Software with Social Collaboration Features capabilities include: Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone

Below are the top-rated CRM Software with Social Collaboration Features capabilities, as verified by G2’s Research team. Real users have identified Social Collaboration Features as an important function of CRM Software. Compare different products that offer this feature so you can decide which is best for your business needs.

Top Tools at a Glance

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AI-automated pipeline-to-close CRM workflows

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User Review

"Scalable CRM for Modern Enterprise Sales Teams"

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Pipeline visibility with automated sales sequencing

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User Review

"User-Friendly, Highly Customizable, and Complete—Covers Everything I Need"

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Visual sales pipeline with deal-stage automation

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User Review

"A great visual and customizable CRM with Room for Label Improvements"

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Visual pipeline tracking with no-code automation

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User Review

"User-Friendly, Customisable Platform That Keeps Teams Aligned"

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Centralized lead-to-deal pipeline with workflow automation

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User Review

"A Cost-Effective, Turnkey CRM Solution"

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Pipeline-centric sales CRM for spreadsheet-to-CRM migration

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User Review

"Excellent CRM for Managing Business Leads Efficiently"

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High-velocity outbound sales with built-in dialer

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User Review

"Productive Communication, Needs Better Data Visibility"

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Behavior-triggered CRM with automation workflows

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User Review

"A super complete, powerful, and easy-to-use tool"

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Omnichannel CRM with white-label automation workflows

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User Review

"Outstanding C \*\*\*\*\* 5 stars for Mari Aguilar. she needs a raise I will be sending her boss an email"

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Flexible, AI-native pipeline and relationship CRM

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User Review

"Attio’s Flexible Data Model and Fast UI Make CRM Work Feel Effortless"

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