--- title: Reflect CRM Reviews meta_title: 'Reflect CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how Reflect CRM works for a business like yours. aggregate_rating: rating_value: 4.3 review_count: 2 scale: '5' date_modified: '2026-06-21' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Reflect CRM Reviews **Vendor:** NCH Software **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.3/5.0 **Total Reviews:** 2 ## About Reflect CRM Reflect CRM for both Mac and Windows enables a business to easily manage customer relationships and databases. In addition, improve client relationships by taking notes, tracking interactions, tasks and upcoming events. ## Reflect CRM Reviews ### 1. So glad its offline **Rating:** 4.0/5.0 stars **Reviewed by:** whitney v. | assistant hr, Events Services, Small-Business (50 or fewer emp.) **Reviewed Date:** September 26, 2018 **What do you like best about Reflect CRM?** NCH CRM is offline, and one can check on various activities locally on their computer without having to be connected to the internet. The setup size is also not large at all and does not take up much space on the hard-disk One is also able to generate custom reports with the software **What do you dislike about Reflect CRM?** Some labels are ambiguous and may be confusing to newbies in the industry **Recommendations to others considering Reflect CRM:** If you travel a lot and you are not sure of internet connectivity where you are going, or it is expensive to use the web based versions of CRM, consider this simple yet comprehensive solution **What problems is Reflect CRM solving and how is that benefiting you?** We are now able to follow through on lead generation without forgetting some steps like we did before - [View Reflect CRM pricing details and edition comparison](https://www.g2.com/products/reflect-crm/reviews?filters%5Bnps_score%5D%5B%5D=4§ion=pricing&secure%5Bexpires_at%5D=2026-08-13+18%3A29%3A01+-0500&secure%5Bsession_id%5D=34267e34-b20c-40cf-aabd-ed7a89b0cd0d&secure%5Btoken%5D=d06a669e6756d87ff7507fafafe7f9b6234ff9b406ed3a95daa464558213fabf&format=llm_user) ## Reflect CRM Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management - Contract/License Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation ## Top Reflect CRM Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,690 reviews) - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - 4.4/5.0 (14,243 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,302 reviews)