---
title: Rizer Reviews
meta_title: 'Rizer Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Rizer works for a business like yours.
aggregate_rating:
  rating_value: 4.3
  review_count: 2
  scale: '5'
date_modified: '2026-09-22'
parent_category:
  name: Sales Tools
  url: https://www.g2.com/categories/sales-tools
---


# Rizer Reviews
**Vendor:** Rizer  
**Category:** [CRM Software](https://www.g2.com/categories/crm)  
**Average Rating:** 4.3/5.0  
**Total Reviews:** 2
## About Rizer
At Rizer, we provide innovative solutions to streamline your entire revenue lifecycle. Our suite of products includes: • Rizer Recycling: Turn lost deals into future wins by intelligently re-engaging leads. • Rizer Customer Management: Boost customer retention and upsell opportunities. • Rizer Revenue: Simplify subscriptions, billing, and financial analytics.




## Rizer Reviews
  ### 1. Centralized B2B Tracking, Needs Native Integration

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Packaging and Containers | Mid-Market (51-1000 emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Validated Reviewer:** This review contains authentic analysis and has been reviewed by our team

**Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review.

**Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review.

**Reviewed Date:** August 26, 2026

**What do you like best about Rizer?**

What I appreciate most working at PackSolution Stuttgart GmbH is definitely the Rizer Recycling feature paired with fully customizable opportunity stages, it completely changed how we handle B2B packaging leads coming off our commercetools webshop. A large share of our industrial buyers freeze their procurement for months due to budget freezes or internal production adjustments, and before adopting Rizer those paused prospects would just disappear from our sight. Back in February we quoted a big corrugated box order for a regional food wholesaler, then their procurement team went completely silent. Under our old SalesTown CRM setup I would have written this lead off, buried among hundreds of other entries and never circled back. Rizer Recycling flagged this as a dormant opportunity and pushed out internal follow‑up reminders for our team. We reached out again two‑and‑a‑half months later and ended up locking in that bulk order.  On top of recovering stalled deals, I can build opportunity stages that match our real packaging business instead of forcing us to fit into generic sales pipelines. I created stages for sample requested, quote issued, price negotiation and project on hold. Every time a customer submits a sample request through our online store, I update the opportunity stage and log material requirements and box dimensions right inside the record. One time our field sales rep nearly sent a pushy follow‑up email to an auto‑parts client, before he checked the opportunity stage and saw their physical packaging samples had not even shipped out yet. That saved us from an awkward misstep with an important industrial prospect.  With these two features working together, my team no longer spends multiple work hours every single month scrolling through piles of opportunities trying to figure out which paused clients deserve outreach. Our e‑commerce coordinators and external sales reps share the exact same live status view for every web‑sourced inquiry, so there is zero confusion about where each B2B packaging project stands. Even with all the CSV import headaches we regularly run into, these core capabilities cut down missed business chances and make our digital sales channel far more reliable for our 142‑person packaging manufacturing firm.

**What do you dislike about Rizer?**

There are quite a few frustrating pain points within Rizer that add unnecessary manual work for our e‑commerce operations team, nearly all tied to CSV‑based data handling since there is no native commercetools integration. Each week I pull new sample requests and B2B inquiry data out of commercetools and upload the CSV into Rizer, but the platform will not save my column‑mapping presets. Every single import I have to manually pair every CSV column against Rizer’s custom fields from scratch. During a large‑scale import back in July, I accidentally mismapped the sample delivery deadline column. This mistake overwrote existing timestamp data for fourteen active client opportunities. I had to pull raw records directly from our commercetools backend logs and fix every single entry one‑by‑one, burning more than an hour of my busy workday I should have spent overseeing our online sales channel.  Bad UTF‑8 character handling on CSV uploads is another persistent nuisance for our Germany‑based manufacturing company. Whenever company names include German umlaut characters like ä, ö or ü, those characters get garbled after import, which spawns brand‑new duplicate contact profiles. Last month this exact error generated six duplicate client records for different industrial manufacturers. One of our field sales reps did not notice the duplicated entry and almost sent two identical formal quotation emails to one metal‑components supplier. It was pure luck I spotted the duplicate record ten minutes before the email went out, otherwise we would have looked extremely unprofessional to that potential high‑volume customer.  Beyond import issues, there is also no warning prompt before imports overwrite existing opportunity data. There have been moments where junior team members start an import without realising they will alter live records. We also lack manufacturing‑specific reporting templates; all our sample‑request and quotation turnaround reports need to be built manually. These flaws do not make Rizer unusable, yet they keep creating avoidable risks and extra repetitive cleanup work for our small group of Rizer platform users.

**What problems is Rizer solving and how is that benefiting you?**

Before we moved over to Rizer and left SalesTown CRM behind, we constantly struggled with poor visibility for leads generated from our commercetools webshop. Our previous CRM only supported a very limited set of pipeline stages, forcing us to stuff critical packaging‑related information such as sample dispatch status and project budget holds inside plain free‑text boxes. Filtering for paused industrial‑client projects was messy and unreliable. Last spring we received a promising custom protective‑packaging inquiry from an auto‑parts manufacturer. Unable to tag it as a paused project properly in our old system, this lead got lost among dozens of active opportunities. Six weeks passed before we rediscovered the record, and the prospect had already awarded their packaging contract to one of our direct competitors. That costly loss pushed us to search for better tooling.  Rizer closes that major visibility gap for our B2B packaging inquiries. Thanks to Rizer Recycling, long‑dormant prospects do not fall completely off our radar anymore. We successfully revived that large‑volume food wholesaler order purely because the tool prompted us to reconnect after months of radio silence. All web‑originated sample requests, quotations and negotiation records sit centralized in one shared workspace, accessible for both my e‑commerce operations group and our travelling field sales reps. Nobody needs to juggle separate local spreadsheets or guess the latest project status.  Admittedly we still deal with CSV import mistakes, umlaut character corruption and duplicated contacts every so often. We still spend time cleaning‑up bad imported data week‑to‑week. Even with those ongoing annoyances, Rizer drastically lowers the chance we overlook high‑value manufacturing inquiries. It cuts down hours of tedious manual lead reviewing each month, supports timely customer follow‑ups, and ultimately helps our mid‑sized packaging firm capture more business coming through our digital sales channels.

  ### 2. Efficient and Reliable Project Management with Rizer

**Rating:** 4.0/5.0 stars

**Reviewed by:** Saurabh kr. G. | Senior Software Engineer, Small-Business (50 or fewer emp.)

**Validated Reviewer:** Validated through LinkedIn

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** June 02, 2023

**What do you like best about Rizer?**

Rizer has proven to be an exceptional project management tool, and I admire several aspects of it. First and foremost, I appreciate Rizer's user-friendly interface and intuitive design. Navigating through the platform and accessing various project management features is effortless. The interface is clean, visually appealing, and well-organized, allowing for a seamless project management experience.

**What do you dislike about Rizer?**

While Rizer is a highly effective project management tool, a few areas could be improved. Firstly, the reporting and analytics capabilities are relatively basic. While it provides essential project metrics and progress tracking, more advanced reporting features, such as customisable reports and visualisations, would benefit in-depth project analysis.

**What problems is Rizer solving and how is that benefiting you?**

Rizer effectively solves the challenges associated with project management, benefiting businesses in numerous ways. Firstly, it brings clarity and structure to project execution. With Rizer, companies can easily create and organise projects, define tasks, and allocate resources, ensuring everyone understands their roles and responsibilities. This streamlined approach reduces confusion, improves efficiency, and minimises the risk of missed deadlines or overlooked tasks.



- [View Rizer pricing details and edition comparison](https://www.g2.com/products/rizer-inc-rizer/reviews?section=pricing&secure%5Bexpires_at%5D=2026-09-29+23%3A26%3A14+-0500&secure%5Bsession_id%5D=fb23f96d-e948-4b60-a2ea-655a0d90694d&secure%5Btoken%5D=4089faaec425d457f93d02b3552c58c35e79900002a012d63342e0b088712b6d&format=llm_user)

## Rizer 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

**Customization**
- Custom Fields
- Conditional Logic
- Multi-page Forms
- Design
- Forms Creation & Design

**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

**Additional Functionality**
- Embedded Forms
- Offline Capability
- Notifications
- Payments
- Mobile Forms
- Customizable Forms
- Real-Time Notifications
- Alerts/Notifications

**Additional Functionality**
- Search/Filter
- AI Copilot
- Commenting/Notes
- Content Publishing Options
- Reporting & Statistics
- Content Library
- Document Classification
- Drag & Drop
- Customizable Branding
- SSL Security
- API
- Document Management
- Document Storage
- Collaboration Tools
- Data Capture and Transfer
- Autofill
- Multi-Channel Distribution
- Convert to PDF
- Customizable Templates
- Media Library
- Generative AI
- Full Text Search
- Surveys & Feedback
- Data Import/Export
- Forms Management
- Electronic Signature
- Third-Party Integrations
- Reporting/Analytics
- Workflow Management
- Template Management
- Mobile Access

**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

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