# Best CRM Software - Page 4 *By [Julie Jung](https://research.g2.com/insights/author/julie-jung)* Customer relationship management (CRM) software is a digital tool designed for businesses to efficiently organize, monitor, and maintain data about their existing and prospective customers. The [best CRM software](https://www.g2.com/articles/best-crm-software) centralizes data from various lead generation, traffic, campaign, and acquisition sources and creates records and profiles. The software has a repository of a complete customer database, which stakeholders use to manage long-term customer contracts and relationships. CRM software enhances customer experience by streamlining customer support, email marketing, sales outreach, and sales cycles. [CRM software](https://learn.g2.com/best-customer-relationship-management-software-tools) can be integrated with [call center infrastructure platforms](https://www.g2.com/categories/call-center-infrastructure-cci), digital marketing services, [ERP systems](https://www.g2.com/categories/erp-systems), [e-commerce platforms](https://www.g2.com/categories/e-commerce-platforms), marketing automation software, and [CPQ software](https://www.g2.com/categories/cpq) to reduce the risk of data silos and give real-time updates on the customer journey. Customer journey and funnel are categorized into different sub-processes in the CRM software where sales and marketing can access the data, build communication, and drive them forward to final deals. There are many different [types of CRM software](https://learn.g2.com/types-of-crm-software) provide a collection of integrated customer-related functions or all-in-one functionality, such as marketing automation, help desk, e-commerce tools, ERP, project or website management, to replace the need for additional solutions and better serve small and mid-market businesses. Standalone CRM solutions, however, focus primarily on sales-related functions such as contact, account, and pipeline management and do not offer extensive marketing help. The software also has help desk escalation, email automation, sales dispositions, automation workflows, and lead scoring and calling histories to help sales teams navigate to the current lead progress and establish contextual communication. To qualify for inclusion in the CRM category, a product must: - Provide a bounded set of sales-related functions - Provide lead, contact, account, and opportunity management functions - Capture and store sales activities and interactions performed - Consolidate customer history and transactions into a single interface - Track prospects and contacts throughout the sales pipeline - Facilitate communication at all phases of the customer lifecycle - Provide reporting features to track sales performance - Provide workflow automation capabilities to streamline sales processes - Integrate functions into a unifying database and platform ## Top CRM Software at a Glance | # | Product | Rating | Best For | What Users Say | |---|---------|--------|----------|----------------| | 1 | [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) | 4.4/5.0 (24,652 reviews) | AI-automated pipeline-to-close CRM workflows | "[Powerful, Customizable Sales Platform—But Needs Onboarding to Tame Complexity](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12936463)" | | 2 | [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) | 4.4/5.0 (13,253 reviews) | Pipeline visibility with automated sales sequencing | "[A CRM That Helps Me Focus on My Clients](https://www.g2.com/survey_responses/hubspot-sales-hub-review-13051897)" | | 3 | [Pipedrive](https://www.g2.com/products/pipedrive/reviews) | 4.3/5.0 (3,033 reviews) | Visual sales pipeline with deal-stage automation | "[Simple, Cost-Effective CRM with an Easy-to-Use Visual Pipeline](https://www.g2.com/survey_responses/pipedrive-review-13043351)" | | 4 | [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) | 4.1/5.0 (2,830 reviews) | Centralized lead-to-deal pipeline with workflow automation | "[A Cost-Effective, Turnkey CRM Solution](https://www.g2.com/survey_responses/zoho-crm-review-13048297)" | | 5 | [Close](https://www.g2.com/products/close/reviews) | 4.7/5.0 (2,029 reviews) | High-velocity outbound sales with built-in dialer | "[Lightweight CRM with Strong Lead Gen, Needs Reporting Enhancement](https://www.g2.com/survey_responses/close-review-9339114)" | | 6 | [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) | 4.6/5.0 (836 reviews) | Pipeline-centric sales CRM for spreadsheet-to-CRM migration | "[Simple, Intuitive CRM with Great Value and Zoho Ecosystem Integration](https://www.g2.com/survey_responses/bigin-by-zoho-crm-review-13042628)" | | 7 | [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) | 4.4/5.0 (14,165 reviews) | Behavior-triggered CRM with automation workflows | "[Powerful, Intuitive Automations That Streamline Email and CRM in ActiveCampaign](https://www.g2.com/survey_responses/activecampaign-review-13041580)" | | 8 | [monday CRM](https://www.g2.com/products/monday-crm/reviews) | 4.6/5.0 (1,187 reviews) | Visual pipeline tracking with no-code automation | "[Great tool for keeping our intake process organised](https://www.g2.com/survey_responses/monday-crm-review-13058342)" | | 9 | [HighLevel](https://www.g2.com/products/highlevel/reviews) | 4.6/5.0 (630 reviews) | Omnichannel CRM with white-label automation workflows | "[Outstanding C ***** 5 stars for Mari Aguilar. she needs a raise I will be sending her boss an email](https://www.g2.com/survey_responses/highlevel-review-12853292)" | | 10 | [SAP Sales Cloud](https://www.g2.com/products/sap-sap-sales-cloud/reviews) | 4.2/5.0 (890 reviews) | SAP-native lead-to-cash pipeline visibility | "[A great and powerful software with a learning curve](https://www.g2.com/survey_responses/sap-sales-cloud-review-11746761)" | ## How Many CRM Software Products Does G2 Track? **Total Products under this Category:** 1,053 ### Category Stats (Jul 2026) - **Average Rating**: 4.38/5 The average rating of products in this category, based on all submitted ratings - **Top Trending Product**: Gincore (+9.08%) - Among all products in this category, Gincore recorded the largest rating increase compared to last month *Last updated: July 05, 2026* ## How Does G2 Rank CRM Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 121,000+ Authentic Reviews - 1,053+ 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. ## Which CRM Software Is Best for Your Use Case? - **Leader:** [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - **Highest Performer:** [CRMOne](https://www.g2.com/products/crmone/reviews) - **Easiest to Use:** [Less Annoying CRM](https://www.g2.com/products/less-annoying-crm/reviews) - **Top Trending:** [HighLevel](https://www.g2.com/products/highlevel/reviews) - **Best Free Software:** [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) --- **Sponsored** ### Nutshell 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. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=paid_promo&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=179&secure%5Bchosen_at%5D=2026-07-05T18%3A20%3A00Z&secure%5Bmedium%5D=sponsored&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1589&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&secure%5Btoken%5D=bf16ab1c31097679d42e770b23f9a80140a8fb3f2ae424f06c94731542aa3183&secure%5Burl%5D=https%3A%2F%2Fwww.nutshell.com%2Flp%2Fcrm%3Futm_source%3Dg2%26utm_medium%3Dpaid%26utm_campaign%3Dpaid-promotions%26utm_term%3Dcrm&secure%5Burl_type%5D=paid_promos) --- ## CRM Software Features & Capabilities ### What are the Best CRM Software with Campaign Management? Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time. **Top-rated CRM Software for Campaign Management:** - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) [Explore CRM Software with Campaign Management](https://www.g2.com/categories/crm/f/campaign-management) ### What are the Best CRM Software with Social Collaboration Features? 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 **Top-rated CRM Software for Social Collaboration Features:** - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) [Explore CRM Software with Social Collaboration Features](https://www.g2.com/categories/crm/f/social-collaboration-features) ### What are the Best CRM Software with Marketing ROI Analytics? Enables analysis of effectiveness of an organizations various marketing activities **Top-rated CRM Software for Marketing ROI Analytics:** - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) [Explore CRM Software with Marketing ROI Analytics](https://www.g2.com/categories/crm/f/marketing-roi-analytics) ### What are the Best CRM Software with Document & Content Mgmt.? Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files. **Top-rated CRM Software for Document & Content Mgmt.:** - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) [Explore CRM Software with Document & Content Mgmt.](https://www.g2.com/categories/crm/f/document-content-mgmt) ### What are the Best CRM Software with Social Network Integration? Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management. **Top-rated CRM Software for Social Network Integration:** - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) [Explore CRM Software with Social Network Integration](https://www.g2.com/categories/crm/f/social-network-integration) ## What Are the Top-Rated CRM Software Products in 2026? ### 1. [Spotler CRM](https://www.g2.com/products/spotler-crm/reviews) Spotler CRM is a user-friendly Customer Relationship Management (CRM) system designed to enhance B2B sales and marketing efforts. It centralises customer and prospect data, providing a comprehensive 360-degree view that enables businesses to streamline processes and improve lead conversion rates. Key Features: Extensive Contact Management: Beyond basic contact details, Spotler CRM tracks all interactions via email, phone, and shared documents, offering a detailed timeline of customer engagements. Pipeline Management: The system allows for easy management of sales opportunities, enabling teams to prioritise, qualify, and visualise sales processes, fostering better collaboration and efficiency. Customisation: Spotler CRM is adaptable to individual business needs, allowing users to add new fields, manage user access, and customise layouts, graphs, and dashboards to align with specific sales processes. Workflow Automation: Automate routine tasks, create workflows, set up automatic follow-ups, and configure notifications to enhance productivity and ensure timely responses. Reporting and Insights: Monitor return on investment (ROI) and make data-driven decisions with comprehensive reporting tools that inform campaign strategies and sales tactics. Integration and Support: Spotler CRM integrates seamlessly with various tools, enhancing its functionality and ensuring a cohesive workflow. The platform is designed to be user-friendly, allowing for immediate and independent use. Additionally, Spotler offers professional services and support, including extensive training and technical assistance, to help users maximise the software's potential. By consolidating customer information and automating key processes, Spotler CRM enables businesses to deliver consistent customer experiences and drive more effective sales and marketing outcomes. **Average Rating:** 4.4/5.0 **Total Reviews:** 143 **How Do G2 Users Rate Spotler CRM?** - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.8/10 (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 Spotler CRM?** - **Seller:** [Spotler Group](https://www.g2.com/sellers/spotler-group-a3f6b7c0-24fb-4205-9f31-02f8a1d43e29) - **Year Founded:** 2001 - **HQ Location:** Rotterdam, NL - **LinkedIn® Page:** https://www.linkedin.com/company/spotler-group/ (164 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Information Technology and Services, Financial Services - **Company Size:** 87% Small-Business, 10% Mid-Market #### What Are Spotler CRM's Pros and Cons? **Pros:** - Automation (2 reviews) - Ease of Use (2 reviews) - Features (2 reviews) - Flexibility (2 reviews) - Integrations (2 reviews) **Cons:** - Integration Issues (2 reviews) - Lack of Integrations (2 reviews) - Cluttered Interface (1 reviews) - Data Management (1 reviews) - High Complexity (1 reviews) ### What Do G2 Reviewers Say About Spotler CRM? *AI-generated summary from verified user reviews* **Pros:** - Users value the **robust automation capabilities** of Spotler CRM, enhancing efficiency in marketing and sales processes. - Users appreciate the **user-friendly interface** of Spotler CRM, allowing teams to manage relationships efficiently and effortlessly. - Users appreciate the **robust marketing automation and user-friendly design** of Spotler CRM, enhancing efficiency and simplifying tasks. - Users value the **flexibility** of Spotler CRM, enabling easy integration and management across various business tools seamlessly. - Users value the **seamless integration** capabilities of Spotler CRM, enhancing workflows with various essential business tools. **Cons:** - Users face **integration issues** with third-party applications, hindering efficient data transfer and business processes. - Users experience **poor integration options** with third-party applications, hindering efficient data transfer and business operations. - Users find the **cluttered interface** of Spotler CRM limits customization and flexibility, impacting their overall experience. - Users find the **poor integration with third-party applications** hampers efficient data transfer and overall business progress. - Users find the **high complexity** of customization and integration in Spotler CRM limits its overall effectiveness for advanced needs. #### What Are Recent G2 Reviews of Spotler CRM? **"[Streamlined CRM with Powerful Email Marketing](https://www.g2.com/survey_responses/spotler-crm-review-12770288)"** **Rating:** 4.0/5.0 stars *— Aryan G.* [Read full review](https://www.g2.com/survey_responses/spotler-crm-review-12770288) --- **"[Effortless CRM with Seamless Marketing Integration and Top-Notch Support](https://www.g2.com/survey_responses/spotler-crm-review-12083422)"** **Rating:** 5.0/5.0 stars *— Verified User in Accounting* [Read full review](https://www.g2.com/survey_responses/spotler-crm-review-12083422) --- #### What Are G2 Users Discussing About Spotler CRM? - [What is Really Simple Systems used for?](https://www.g2.com/discussions/what-is-really-simple-systems-used-for) ### 2. [ePROMIS ERP](https://www.g2.com/products/epromis-erp/reviews) ePROMIS is a leading global enterprise ERP, HCM, CRM and other business management software solution provider to multiple verticals & industries. ePROMIS ERP - The Next-Gen customizable ERP solution empowers you to synchronize all aspects of your business, share data, drive performance, cut costs, and maximize profitability. ePROMIS ERP tackles the entire spectrum of enterprise functionalities, including finance, supply chain, assets, projects, analytics, human resources, customer relations, and planning. This Full-fledged Enterprise solution can be customized according to the nature and organizational structure of the company, resulting an exclusive enterprise solution integrating proven best practices and organization’s best practices. With ePROMIS Solutions, the sky is the limit. Turn your massive data into insights, keep your workforce productive and get things done quickly with the mighty Business Intelligence tools of ePROMIS Enterprise ERP. **Average Rating:** 4.9/5.0 **Total Reviews:** 45 **How Do G2 Users Rate ePROMIS ERP?** - **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 8.9/10) - **Workflow Capability:** 10.0/10 (Category avg: 8.5/10) - **Contact & Account Management:** 10.0/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 10.0/10 (Category avg: 8.6/10) **Who Is the Company Behind ePROMIS ERP?** - **Seller:** [ePROMIS Solutions](https://www.g2.com/sellers/epromis-solutions) - **Year Founded:** 1981 - **HQ Location:** Houston, Texas - **Twitter:** @ePROMISGlobal (1,127 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3102723/ (97 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** IT Manager - **Top Industries:** Construction - **Company Size:** 63% Enterprise, 40% Mid-Market #### What Are Recent G2 Reviews of ePROMIS ERP? **"[Intuitive and Easy, But Needs Faster Loading](https://www.g2.com/survey_responses/epromis-erp-review-5269758)"** **Rating:** 4.0/5.0 stars *— Shaiju C.* [Read full review](https://www.g2.com/survey_responses/epromis-erp-review-5269758) --- **"[Reliable, fast and efficient ERP software can increase operational efficiency and productivity.](https://www.g2.com/survey_responses/epromis-erp-review-4958083)"** **Rating:** 5.0/5.0 stars *— Mohammad F.* [Read full review](https://www.g2.com/survey_responses/epromis-erp-review-4958083) --- #### What Are G2 Users Discussing About ePROMIS ERP? - [What is the number 1 ERP System?](https://www.g2.com/discussions/what-is-the-number-1-erp-system) - [Which software is used for ERP?](https://www.g2.com/discussions/which-software-is-used-for-erp) - [What is striven ERP?](https://www.g2.com/discussions/what-is-striven-erp) - [What is ePROMIS?](https://www.g2.com/discussions/what-is-epromis) ### 3. [CRM.me](https://www.g2.com/products/crm-me/reviews) CRM.me is a cloud-based customer relationship management (CRM) platform designed to streamline marketing, sales, and project management processes. By integrating gamification elements such as points, badges, and leaderboards, CRM.me enhances user engagement and productivity, transforming routine tasks into motivating challenges. This approach fosters a competitive environment that drives team performance and accelerates business growth. Key Features and Functionality: - Marketing Automation: Facilitates the creation and management of email campaigns, autoresponders, and lead capture forms, enabling targeted outreach and efficient lead nurturing. - Sales Management: Offers tools for lead tracking, opportunity management, and customizable dashboards, providing a comprehensive view of the sales pipeline and aiding in informed decision-making. - Project Management: Includes features like task assignment, progress tracking, and collaboration tools, ensuring teams stay organized and meet project milestones effectively. - Gamification: Incorporates elements such as leaderboards, badges, and rewards to motivate users, enhance engagement, and promote a culture of achievement within teams. - Integrations: Seamlessly connects with platforms like Google, Outlook, and Exchange, allowing for efficient synchronization of emails, contacts, and meetings. - Reporting and Analytics: Provides advanced reporting tools to visualize data, analyze results, and generate insights that inform strategic decisions. Primary Value and User Solutions: CRM.me addresses common challenges in CRM adoption, such as low user engagement and complex interfaces, by offering an intuitive platform enriched with gamification. This not only makes the CRM experience more enjoyable but also encourages consistent use, leading to more accurate data and improved customer relationships. By consolidating marketing, sales, and project management functionalities into a single platform, CRM.me eliminates the need for multiple disparate tools, thereby enhancing operational efficiency and reducing costs. Its customizable features and scalable pricing plans make it suitable for businesses of various sizes, ensuring that organizations can tailor the platform to meet their specific needs and grow alongside their evolving requirements. **Average Rating:** 4.5/5.0 **Total Reviews:** 34 **How Do G2 Users Rate CRM.me?** - **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.3/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.9/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.9/10 (Category avg: 8.6/10) **Who Is the Company Behind CRM.me?** - **Seller:** [VeerOne](https://www.g2.com/sellers/veerone) - **Year Founded:** 2020 - **HQ Location:** Kwun Tong, Hong Kong - **LinkedIn® Page:** https://www.linkedin.com/company/veerone/ (65 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 46% Small-Business, 29% Mid-Market #### What Are CRM.me's Pros and Cons? **Pros:** - Ease of Use (5 reviews) - Intuitive (2 reviews) - Simple (2 reviews) - Automation (1 reviews) - Automation AI (1 reviews) **Cons:** - Difficult Usability (1 reviews) - Difficulty (1 reviews) - Email Management (1 reviews) - Integration Issues (1 reviews) - Lack of Integrations (1 reviews) ### What Do G2 Reviewers Say About CRM.me? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of CRM.me, enabling quick learning and efficient management of patient information. - Users praise the **intuitive interface** of CRM.me, which simplifies staff training and enhances workflow efficiency. - Users find CRM.me **easy to use** and appreciate its direct functionality for straightforward operations. - Users appreciate the **workflow automation** of CRM.me, finding it enhances their sales and business management processes. - Users appreciate the **workflow automation** capabilities of CRM.me, enhancing their sales and process management efficiency. **Cons:** - Users find the **difficult usability** of CRM.me's mobile app frustrating, particularly when accessing detailed patient charts. - Users find CRM.me's setup to be **difficult and time-consuming** , requiring extensive tweaks for basic functionality. - Users find CRM.me's **email management challenging** due to tedious setup and lack of seamless integrations, causing extra work. - Users find **integration issues** with CRM.me frustrating, causing unnecessary manual work and complicating the setup process. - Users find the **lack of seamless integrations** with popular tools frustrating, making their workflow less efficient. #### What Are Recent G2 Reviews of CRM.me? **"[Easy Contact Management and Interaction Tracking in One Place](https://www.g2.com/survey_responses/crm-me-review-12625302)"** **Rating:** 4.5/5.0 stars *— Hegel A.* [Read full review](https://www.g2.com/survey_responses/crm-me-review-12625302) --- **"[Excellent Tool for Scheduling Tasks and Tracking Pipelines!](https://www.g2.com/survey_responses/crm-me-review-12715008)"** **Rating:** 5.0/5.0 stars *— Nataly B.* [Read full review](https://www.g2.com/survey_responses/crm-me-review-12715008) --- #### What Are G2 Users Discussing About CRM.me? - [What are the 3 main elements of CRM software?](https://www.g2.com/discussions/crm-me-what-are-the-3-main-elements-of-crm-software) - 2 comments - [What does CRM software include?](https://www.g2.com/discussions/crm-me-what-does-crm-software-include) - 1 comment - [What does CRM software do?](https://www.g2.com/discussions/what-does-crm-software-do) - 1 comment - [What are the major features of CRM?](https://www.g2.com/discussions/what-are-the-major-features-of-crm) ### 4. [djaboo](https://www.g2.com/products/djaboo/reviews) Djaboo is an excellent, smart customer relationship manager that improves your business productivity. You can manage your projects, your clients, your freelance team, your payments, and automatically generate your contracts and invoices easily in one place. Djaboo gives you quick and easy access to the functions you need to develop your business. It includes everything you need to manage your business efficiently and peacefully. Your turn ! Essential features for your productivity Automatic reports of time sheets and income/expenses. The automatic calculation of your charges. The management of the transition to different levels of your VAT. Real-time quote management. Sales Pipelines Contracts are generated automatically from customer information. Essential features for project management Managing your simple and complex tasks with setting reminders. An integrated chat allowing you to discuss projects with your collaborators involved. Planning of tasks and activities via calendars, timelines, time trackers and Gantt charts, Kanban or lists. The management of documents, spreadsheets as well as knowledge bases in order to share them with your collaborators. Essential features for customer management Adding customers or bulk importing your existing customers. Team management by specifying their roles and access to the application and also a view of everyone's leave, attendance and activities. The shop allowing you to offer predefined service packages. Automatic invoicing that is done by our intuitive editor. Full customization of your application Possibility to choose the view: list view, table view, calendar view and much more. Add your logo, customize colors and add your desired backgrounds. Customize your digital workspace you will be able to: Choose the different features you want to use. Change colors to make tasks more identifiable. Use different statuses to categorize tasks and gain efficiency. **Average Rating:** 5.0/5.0 **Total Reviews:** 10 **How Do G2 Users Rate djaboo?** - **Workflow Capability:** 10.0/10 (Category avg: 8.5/10) - **Contact & Account Management:** 10.0/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 10.0/10 (Category avg: 8.6/10) **Who Is the Company Behind djaboo?** - **Seller:** [djaboo](https://www.g2.com/sellers/djaboo) - **HQ Location:** paris, FR - **LinkedIn® Page:** https://www.linkedin.com/company/djaboo (3 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO - **Top Industries:** Marketing and Advertising - **Company Size:** 60% Small-Business, 30% Mid-Market #### What Are djaboo's Pros and Cons? **Pros:** - User-Friendly (4 reviews) - Ease of Use (3 reviews) - Intuitive Interface (3 reviews) - Task Management (3 reviews) - Easy Customization (2 reviews) **Cons:** - Integration Issues (1 reviews) ### What Do G2 Reviewers Say About djaboo? *AI-generated summary from verified user reviews* **Pros:** - Users value the **user-friendly interface** of Djaboo, enabling quick onboarding and efficient management of clients and campaigns. - Users find Djaboo to be **extremely easy to use** , enabling smooth management of client relationships and minimizing stress. - Users love the **intuitive interface** of DJABOO, enabling quick adaptation and effective management of marketing campaigns. - Users commend Djaboo for its **centralized task management** , streamlining client interactions and enhancing workflow efficiency. - Users praise the **easy customization** of DJABOO, significantly improving client relationship management and reducing stress. **Cons:** - Users find the current **integration issues** manageable, though additional integrations would enhance overall satisfaction. #### What Are Recent G2 Reviews of djaboo? **"[Streamlined Client Management That Scales With Us](https://www.g2.com/survey_responses/djaboo-review-11239435)"** **Rating:** 5.0/5.0 stars *— Omar J.* [Read full review](https://www.g2.com/survey_responses/djaboo-review-11239435) --- **"[Keeps Our Campaigns on Track and Clients in the Loop](https://www.g2.com/survey_responses/djaboo-review-11239339)"** **Rating:** 5.0/5.0 stars *— Michael C.* [Read full review](https://www.g2.com/survey_responses/djaboo-review-11239339) --- ### 5. [ELMA365](https://www.g2.com/products/elma365/reviews) ELMA365 is a low-code BPM platform that helps businesses accelerate digital transformation and innovate faster. With ELMA365 you can deliver enterprise-grade apps and automate processes with little to no coding. ELMA365 integrated applications cover all your business needs: • Lead and Sales Management; • Content and Document Management; • Compliance Management; • HR Services; • Customer Service Management and more. The Business Process Management app allows non-technical users to effortlessly create even the most complex business processes. Drag-and-drop process designer provides simplicity for modelling and accelerates the implementation of changes. Built-in monitoring tools help find bottlenecks and improve overall company’s performance. The Lead and Sales Management app introduces a holistic approach to customer relationships management and sales. The whole process is automated and managed from the lead acquisition to closed deal, including processing of documentation and post-sale service. The Content and Document Management app facilitates document management and electronic data exchange, all powered by a BPM engine. The Compliance Management solution lets your business stay compliant with standards and regulations without wasting effort on custom enterprise application development. **Average Rating:** 4.5/5.0 **Total Reviews:** 31 **How Do G2 Users Rate ELMA365?** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10) - **Contact & Account Management:** 10.0/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.3/10 (Category avg: 8.6/10) **Who Is the Company Behind ELMA365?** - **Seller:** [ELMA Global a.s.](https://www.g2.com/sellers/elma-global-a-s) - **HQ Location:** Slovakia - **LinkedIn® Page:** https://www.linkedin.com/company/elma-europe-s-a-r-l-/ (2 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Information Technology and Services - **Company Size:** 83% Mid-Market, 11% Small-Business #### What Are Recent G2 Reviews of ELMA365? **"[Totally adaptable](https://www.g2.com/survey_responses/elma365-review-5374050)"** **Rating:** 4.0/5.0 stars *— Ильдана .* [Read full review](https://www.g2.com/survey_responses/elma365-review-5374050) --- **"[ELMA is adaptable, and will adapt to all your needs.](https://www.g2.com/survey_responses/elma365-review-5382865)"** **Rating:** 4.0/5.0 stars *— Дарья .* [Read full review](https://www.g2.com/survey_responses/elma365-review-5382865) --- #### What Are G2 Users Discussing About ELMA365? - [What is ELMA365 used for?](https://www.g2.com/discussions/what-is-elma365-used-for) ### 6. [CompanyHub CRM](https://www.g2.com/products/companyhub-crm/reviews) Along with general CRM features like contact management, sales pipeline management, quotes and product management CompanyHub is very powerful with following aspects of CRMs. Customizable for different industries Normally when CRMs say they are customizable, they just let you store some fields. CompanyHub goes way beyond that. You can also create custom tables to store any kind of data like Projects, Payments, Schools, Properties, Courses etc. Records from different tables can be associated. You can change the labels (like change ‘Company’ to ‘Hospital’), filter records by any criteria, change columns and do reporting on any table / field. Powerful Reporting You can get the report in seconds. You can do reporting on any data (including custom fields), for any period of time. Filters can also be applied. It also supports various types of charts & tables. Strong Email Automation Sales people spend lot of time on email. CompanyHub gives them everything they need to be more productive. Email Sync automatically updates the conversation with leads. No need to BCC / copy paste. Team can see all conversation at 1 place. Bulk mail helps reach more leads in clicks. Email tracking shows who opened which mail and which links they clicked. Email can be scheduled. Sending an important mail? You can also request a reminder, in case you don’t get a reply. There is also a gmail plugin to track any mail sent from gmail. Minimize efforts on feeding data in CRM Sales people hate updating CRMs. And its not their mistake. CRMs are time consuming. CompanyHub lets them do everything from one place - like excel. From a single page, you can create records, add notes, conversations & tasks, edit fields, and send followup mails. Email sync & bulk mail also save lot of time. Control who can see what data Lead information is a very important asset of company. Even within the team, they prefer to regulate who can see what data. CompanyHub gives complete control on who can see which records, and even which fields. It supports hierarchy based as well as rule based access control. Even if two sales persons are seeing same page / report, they will see different data based on what is visible to them. So CompanyHub is very adaptive and easily accommodate your daily business routine without changing your process. **Average Rating:** 4.7/5.0 **Total Reviews:** 45 **How Do G2 Users Rate CompanyHub CRM?** - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.5/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.4/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.4/10 (Category avg: 8.6/10) **Who Is the Company Behind CompanyHub CRM?** - **Seller:** [CompanyHub](https://www.g2.com/sellers/companyhub) - **Year Founded:** 2015 - **HQ Location:** Nasik - **LinkedIn® Page:** https://www.linkedin.com/company/10206297/ (26 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Information Technology and Services, Marketing and Advertising - **Company Size:** 89% Small-Business, 9% Enterprise #### What Are CompanyHub CRM's Pros and Cons? **Pros:** - Ease of Use (1 reviews) - Lead Management (1 reviews) - Organization Efficiency (1 reviews) - Simplicity (1 reviews) **Cons:** - Learning Curve (1 reviews) - Not Intuitive (1 reviews) ### What Do G2 Reviewers Say About CompanyHub CRM? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of CompanyHub CRM, which simplifies deal management and follow-up tracking. - Users value the **intuitive UI and effective follow-up highlights** in CompanyHub, appreciating features even HubSpot lacks. - Users value the **organization efficiency** of CompanyHub CRM, with clear follow-ups and easy navigation for effective deal management. - Users value the **simple and intuitive UI** of CompanyHub CRM, making deal tracking effortless and effective. **Cons:** - Users note a **novice UI design** in CompanyHub CRM, though navigation ease makes it somewhat manageable. - Users find the **UI design unintuitive** , noting it feels novice despite effective navigation for account executives. #### What Are Recent G2 Reviews of CompanyHub CRM? **"[Efficient yet powerful. Customisable and easy to do so. Worth your top 3 CRM list!](https://www.g2.com/survey_responses/companyhub-crm-review-613370)"** **Rating:** 4.0/5.0 stars *— John R.* [Read full review](https://www.g2.com/survey_responses/companyhub-crm-review-613370) --- **"[CompanyHub CRM Sales and new customers.](https://www.g2.com/survey_responses/companyhub-crm-review-4400179)"** **Rating:** 4.0/5.0 stars *— Βіll .* [Read full review](https://www.g2.com/survey_responses/companyhub-crm-review-4400179) --- #### What Are G2 Users Discussing About CompanyHub CRM? - [What does Companyhub Crm do?](https://www.g2.com/discussions/what-does-companyhub-crm-do) - [What does the Company Hub do?](https://www.g2.com/discussions/what-does-the-company-hub-do) - [What is CompanyHub?](https://www.g2.com/discussions/what-is-companyhub) - [What are some features of CRM?](https://www.g2.com/discussions/what-are-some-features-of-crm) ### 7. [Teamwork CRM](https://www.g2.com/products/teamwork-crm/reviews) Teamwork.com offers a suite of integrated business management apps that enables teams to communicate seamlessly, collaborate effortlessly, drive sales, support clients and efficiently deliver on all your projects. Teamwork CRM lets you split leads and opportunities into separate pipelines giving you greater visibility and control over your sales process. No more trying to keep track of your leads across multiple spreadsheets and emails. With Teamwork CRM, you have full visibility over your sales process — giving you more insights on how to accelerate it and make sure nothing falls through the cracks. With one central place to track everything from first touch to winning the deal, your team will know exactly where to focus their time and see how each deal is progressing at every stage of the sales cycle. **Average Rating:** 4.2/5.0 **Total Reviews:** 55 **How Do G2 Users Rate Teamwork CRM?** - **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.9/10 (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 Teamwork CRM?** - **Seller:** [Teamwork](https://www.g2.com/sellers/teamwork) - **Year Founded:** 2007 - **HQ Location:** Cork - **Twitter:** @teamwork (1 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1042291/ (549 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Information Technology and Services, Marketing and Advertising - **Company Size:** 53% Small-Business, 33% Mid-Market #### What Are Teamwork CRM's Pros and Cons? **Pros:** - Ease of Use (7 reviews) - Easy Setup (3 reviews) - Intuitive (3 reviews) - Intuitive Interface (3 reviews) - Lead Management (3 reviews) **Cons:** - Limited Customization (4 reviews) - Missing Features (3 reviews) - Email Issues (2 reviews) - Feature Issues (2 reviews) - Integration Issues (2 reviews) ### What Do G2 Reviewers Say About Teamwork CRM? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Teamwork CRM, enjoying its intuitive interface and streamlined customer management. - Users find the **easy setup** of Teamwork CRM to be straightforward, facilitating quick onboarding and efficient use by the team. - Users appreciate the **intuitive interface** of Teamwork CRM, enhancing usability and team productivity without overwhelming complexity. - Users love the **intuitive interface** of Teamwork CRM, making it easy and efficient for daily sales tasks. - Users value the **centralized lead tracking** in Teamwork CRM, enhancing collaboration and simplifying deal management for teams. **Cons:** - Users are frustrated by the **limited customization** options in Teamwork CRM, impacting overall flexibility and functionality. - Users highlight the **missing features** in Teamwork CRM, particularly in email integration and advanced functionalities. - Users experience **email integration issues** with inconsistent threading and limited functionality, affecting overall usability. - Users face **feature issues** with email integration and mobile app limitations, affecting overall CRM efficiency and usability. - Users find **integration issues** with Teamwork CRM, struggling with limited email connectivity and reliance on third-party tools. #### What Are Recent G2 Reviews of Teamwork CRM? **"[Seamless Lead Management and Team Collaboration](https://www.g2.com/survey_responses/teamwork-crm-review-12935853)"** **Rating:** 5.0/5.0 stars *— Khushbu B.* [Read full review](https://www.g2.com/survey_responses/teamwork-crm-review-12935853) --- **"[A Reliable Workspace for Projects, Tasks, and Ongoing Activities](https://www.g2.com/survey_responses/teamwork-crm-review-12939955)"** **Rating:** 4.5/5.0 stars *— Ishan S.* [Read full review](https://www.g2.com/survey_responses/teamwork-crm-review-12939955) --- #### What Are G2 Users Discussing About Teamwork CRM? - [How do you use teamwork tools?](https://www.g2.com/discussions/teamwork-crm-how-do-you-use-teamwork-tools) - [How does teamwork app work?](https://www.g2.com/discussions/teamwork-crm-how-does-teamwork-app-work) - [What is teamwork software used for?](https://www.g2.com/discussions/teamwork-crm-what-is-teamwork-software-used-for) - [What are some features of CRM?](https://www.g2.com/discussions/teamwork-crm-what-are-some-features-of-crm) ### 8. [Clarify CRM](https://www.g2.com/products/clarify-crm/reviews) Clarify is the autonomous CRM that helps founders and early-stage sellers build pipeline, close more deals, and spend less time on CRM busywork. Its AI automates pipeline creation, meeting admin, and CRM updates—so you can stop clicking and start closing more deals. 🧠 Auto-enrich every contact: Connect your email and calendar, and Clarify fills in fields like job title, company data, email, LinkedIn URL, funding history and more automatically. 🔗 Capture leads from anywhere: One click from LinkedIn adds and enriches contacts instantly. 📹 All-in-one meeting flow: Prep, record, and recap with AI summaries—all within Clarify. ⚙️ Self-updating deals: Clarify tracks buyer signals and suggests pipeline updates automatically. 🧩 Single customer view: Every email, call, and product action tied together in one place. It's free to get started. **Average Rating:** 4.9/5.0 **Total Reviews:** 28 **How Do G2 Users Rate Clarify CRM?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.1/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.3/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.7/10 (Category avg: 8.6/10) **Who Is the Company Behind Clarify CRM?** - **Seller:** [Clarify](https://www.g2.com/sellers/clarify-50a02348-18c9-458b-88cc-3f8bc07dbbf2) - **Year Founded:** 2024 - **HQ Location:** Seattle, US - **LinkedIn® Page:** https://www.linkedin.com/company/getclarify (31 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 82% Small-Business #### What Are Clarify CRM's Pros and Cons? **Pros:** - Ease of Use (15 reviews) - Helpful (7 reviews) - Simple (7 reviews) - Automation Features (6 reviews) - Features (6 reviews) **Cons:** - Missing Features (8 reviews) - Integration Issues (4 reviews) - Limited Customization (3 reviews) - Feature Issues (2 reviews) - Inadequate Reporting (2 reviews) ### What Do G2 Reviewers Say About Clarify CRM? *AI-generated summary from verified user reviews* **Pros:** - Users highly value the **ease of use** of Clarify CRM, appreciating its seamless setup and efficient functionality. - Users value the **team collaboration** offered by Clarify CRM, appreciating its intuitive design and robust features. - Users appreciate the **effortless simplicity** of Clarify CRM, enabling enhanced focus on sales and streamlined workflows. - Users love the **automation features** of Clarify CRM, significantly reducing manual work and streamlining their sales process. - Users value the **user-friendly features** of Clarify CRM, enhancing deal tracking and communication efficiency across teams. **Cons:** - Users find the **missing features** in Clarify CRM, hoping for updates like custom fields and logo management soon. - Users express a desire for **better integration options** , impacting efficiency and functionality during critical tasks. - Users notice **limited customization** options in Clarify CRM, impacting the ability to update key elements like reports and logos. - Users feel that the **reporting features are underdeveloped** and lack necessary customization options for better analytics. - Users feel that the **reporting features are inadequate** and hope for further enhancements and customizability in Clarify CRM. #### What Are Recent G2 Reviews of Clarify CRM? **"[AI CRM That Runs Itself: Seamless Setup, Powerful Rep Assistant, and 10/10 Support](https://www.g2.com/survey_responses/clarify-crm-review-12882391)"** **Rating:** 5.0/5.0 stars *— Ben F.* [Read full review](https://www.g2.com/survey_responses/clarify-crm-review-12882391) --- **"[Effortless CRM for Small Businesses, Simplifies with Clarity](https://www.g2.com/survey_responses/clarify-crm-review-12548339)"** **Rating:** 5.0/5.0 stars *— Pedro T.* [Read full review](https://www.g2.com/survey_responses/clarify-crm-review-12548339) --- ### 9. [AllClients](https://www.g2.com/products/allclients/reviews) The #1 Client Management and Marketing Automation System for very small businesses. **Average Rating:** 4.6/5.0 **Total Reviews:** 40 **How Do G2 Users Rate AllClients?** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.0/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.5/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.5/10 (Category avg: 8.6/10) **Who Is the Company Behind AllClients?** - **Seller:** [AllClients](https://www.g2.com/sellers/allclients) - **Year Founded:** 2004 - **HQ Location:** Sparks, Nevada - **Twitter:** @allclients (318 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/allclients/ (5 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Financial Services, Insurance - **Company Size:** 67% Small-Business, 24% Mid-Market #### What Are AllClients's Pros and Cons? **Pros:** - Ease of Use (9 reviews) - Customer Support (6 reviews) - Email Marketing (4 reviews) - Simplicity (4 reviews) - Affordable (3 reviews) **Cons:** - Integration Issues (2 reviews) - Limited Features (2 reviews) - Limited Integrations (2 reviews) - Expensive (1 reviews) - Feature Issues (1 reviews) ### What Do G2 Reviewers Say About AllClients? *AI-generated summary from verified user reviews* **Pros:** - Users find AllClients to be **very easy to use** , making it perfect for small businesses seeking efficiency. - Users praise the **friendly and responsive customer support** of AllClients, enhancing their overall experience and satisfaction. - Users find **email marketing** in AllClients simple and effective, enhancing client communication and management effortlessly. - Users value the **simplicity** of AllClients, enabling efficient navigation and customization for their business needs. - Users find AllClients to be an **affordable and budget-friendly CRM** ideal for small businesses, enhancing efficiency. **Cons:** - Users find the product decent but desire more **integration options** and improved reporting capabilities. - Users find AllClients beneficial for small firms but note a need for **more integrations and modern features**. - Users find AllClients has **limited integrations** , lacking features for enhanced customizability and reporting needs. - Users find the **trial period too short** , suggesting a need for longer testing options compared to other CRMs. - Users find the **feature issues** in AllClients limit usability, calling for more integrations and modernized designs. #### What Are Recent G2 Reviews of AllClients? **"[Ideal CRM for Keeping Leads Organized and Follow-Ups Easy](https://www.g2.com/survey_responses/allclients-review-12706061)"** **Rating:** 4.5/5.0 stars *— Sarah S.* [Read full review](https://www.g2.com/survey_responses/allclients-review-12706061) --- **"[Reliable Client Management Platform Compliant with EU Privacy Rules](https://www.g2.com/survey_responses/allclients-review-12867429)"** **Rating:** 4.0/5.0 stars *— Lili M.* [Read full review](https://www.g2.com/survey_responses/allclients-review-12867429) --- #### What Are G2 Users Discussing About AllClients? - [What does Allclients do?](https://www.g2.com/discussions/what-does-allclients-do) - [What is all client?](https://www.g2.com/discussions/what-is-all-client) - [What is a client management software?](https://www.g2.com/discussions/what-is-a-client-management-software) - [What does a client management system do?](https://www.g2.com/discussions/what-does-a-client-management-system-do) ### 10. [OneSuite](https://www.g2.com/products/onesuite/reviews) OneSuite is a complete client work management platform designed specifically for service agencies and independent professionals. Instead of juggling multiple tools for projects, clients, and communication, everything you need is in one place. From onboarding new clients to offboarding them properly, the entire client journey is managed smoothly inside OneSuite. At the core, OneSuite gives you powerful project management tools that keep your team organized and clients in the loop. You can plan projects with boards or lists, assign tasks, set deadlines, and track progress without losing sight of priorities. It goes beyond task tracking by connecting your work directly with the clients it’s for. The built-in CRM is tailored for agencies that sell services, not products. Capture leads, nurture opportunities, and move deals through your pipeline until they become long-term clients. Proposals, contracts, and agreements can be created and shared directly in the platform, with e-signatures included so you close deals faster without chasing paperwork. Billing is also handled with client work in mind. You can create one-time or recurring invoices, perfect for agencies that sell monthly retainers or ongoing service packages. Clients can pay online through trusted providers like Stripe, PayPal, Razorpay, or QuickPay. Recurring invoices mean you spend less time on admin and more time delivering value. OneSuite also includes a secure client portal that carries your own branding. Clients log in to see project updates, approve deliverables, pay invoices, or sign documents. This not only saves you endless back-and-forth emails but also creates a professional experience that builds trust. Team management is built in too. Assign roles, balance workloads, and track performance so your agency operates smoothly. Everything is designed around collaboration between your team and your clients, not just internal work. The real value of OneSuite is that it replaces a messy toolkit of disconnected apps with a single system built specifically for agencies and service professionals. You save money by not paying for multiple subscriptions. You save time by keeping your projects, communication, documents, and billing all connected. And most importantly, you deliver a seamless, professional experience that keeps clients happy and coming back. With OneSuite, agencies can finally run their business end-to-end in one platform, reduce overhead, and focus on growing instead of managing chaos. **Average Rating:** 4.8/5.0 **Total Reviews:** 15 **How Do G2 Users Rate OneSuite?** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.9/10) - **Workflow Capability:** 7.5/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.4/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 7.8/10 (Category avg: 8.6/10) **Who Is the Company Behind OneSuite?** - **Seller:** [OneSuite](https://www.g2.com/sellers/onesuite) - **Year Founded:** 1999 - **HQ Location:** Wilmington, US - **Twitter:** @getOneSuite (25 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/onesuite (7 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 93% Small-Business, 7% Mid-Market #### What Are OneSuite's Pros and Cons? **Pros:** - Task Management (5 reviews) - Ease of Use (3 reviews) - Project Management (3 reviews) - Time-saving (3 reviews) - Automation (2 reviews) **Cons:** - Missing Features (2 reviews) - Time Management (2 reviews) - App Functionality (1 reviews) - Cost Issues (1 reviews) - Expensive (1 reviews) ### What Do G2 Reviewers Say About OneSuite? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **effective task management** in OneSuite, allowing seamless tracking of multiple projects on one platform. - Users appreciate the **intuitive interface** of OneSuite, which makes navigating and managing tasks very easy. - Users enjoy the **enhanced project management** features of OneSuite, simplifying tracking and organization across multiple projects. - Users praise OneSuite for its **time-saving capabilities** , simplifying task management and project organization effectively. - Users love the **automation features** of OneSuite, streamlining tasks and improving workflow efficiency across projects. **Cons:** - Users express a need for **missing time tracking features** in OneSuite, affecting task management and user experience. - Users find the **time management cumbersome** due to overwhelming customization and lack of automated tracking options. - Users find the absence of **time tracking functionality** in OneSuite limits their productivity and efficiency. - Users note that while there’s nothing to dislike, **cost issues** could improve overall satisfaction with OneSuite. - Users feel that while OneSuite has no major drawbacks, it could benefit from a **reduction in cost**. #### What Are Recent G2 Reviews of OneSuite? **"[One Suite Makes Client Communication and Process Visibility Effortless](https://www.g2.com/survey_responses/onesuite-review-13043702)"** **Rating:** 5.0/5.0 stars *— Jude .* [Read full review](https://www.g2.com/survey_responses/onesuite-review-13043702) --- **"[A robust alternative to the most popular project management platforms](https://www.g2.com/survey_responses/onesuite-review-10391597)"** **Rating:** 5.0/5.0 stars *— Luca P.* [Read full review](https://www.g2.com/survey_responses/onesuite-review-10391597) --- ### 11. [Kintone](https://www.g2.com/products/kintone/reviews) Kintone is a no-code business application platform designed to empower non-technical users to create robust applications, workflows, and databases tailored to their teams and organizations. By utilizing a user-friendly interface that emphasizes clicks over coding, Kintone enables individuals to develop applications that streamline business processes, enhance collaboration on projects and tasks, and facilitate the reporting of complex data with ease. This platform is particularly beneficial for business users who require immediate solutions without the need for extensive programming knowledge. Kintone offers a wide array of pre-built applications that cater to various use cases, including customer relationship management (CRM), project management, inventory management, and more. These templates allow users to hit the ground running and adapt the applications to their specific needs, significantly reducing the time and effort required to implement new systems. Kintone's target audience includes small to medium-sized businesses, project managers, team leaders, and any professional looking to optimize their workflow without relying on IT departments or external developers. The no-code approach democratizes app development, allowing users from diverse backgrounds to participate in creating solutions that address their unique challenges. This inclusivity fosters a culture of innovation within organizations, as team members can contribute ideas and improvements based on their firsthand experiences. Key features of Kintone include customizable dashboards, automated workflows, and real-time collaboration tools. Users can design dashboards that provide insights into their projects and data at a glance, while automated workflows help eliminate repetitive tasks, ensuring that team members can focus on higher-value activities. The platform also supports real-time collaboration, enabling teams to work together seamlessly, share updates, and track progress on projects without the need for constant meetings or email exchanges. Kintone stands out in the no-code platform category by offering a flexible and scalable solution that grows with organizations. Its ability to integrate with other tools and services further enhances its functionality, allowing users to create a comprehensive ecosystem that meets their evolving business needs. By providing a powerful yet accessible platform for app development, Kintone empowers users to take control of their workflows and drive efficiency within their teams. **Average Rating:** 4.6/5.0 **Total Reviews:** 262 **How Do G2 Users Rate Kintone?** - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.8/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.3/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 6.7/10 (Category avg: 8.6/10) **Who Is the Company Behind Kintone?** - **Seller:** [Kintone](https://www.g2.com/sellers/kintone) - **Company Website:** https://www.kintone.com/ - **Year Founded:** 1997 - **HQ Location:** San Francisco, CA - **Twitter:** @kintone (2,101 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/136971/ (82 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO, Executive Director - **Top Industries:** Non-Profit Organization Management, Information Technology and Services - **Company Size:** 73% Small-Business, 22% Mid-Market #### What Are Kintone's Pros and Cons? **Pros:** - Ease of Use (30 reviews) - Customer Support (27 reviews) - Features (21 reviews) - Customization (16 reviews) - Customization Options (15 reviews) **Cons:** - Missing Features (12 reviews) - Poor Interface Design (7 reviews) - Limited Customization (6 reviews) - Limited Features (6 reviews) - Poor Usability (6 reviews) ### What Do G2 Reviewers Say About Kintone? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** of Kintone, enabling efficient workflow creation without needing technical expertise. - Users praise Kintone for its **outstanding customer support** , highlighting quick responses and effective issue resolution. - Users appreciate Kintone’s **customizable workflows and excellent customer service** , simplifying processes and enhancing team collaboration. - Users value Kintone’s **high customization capabilities** , enabling tailored solutions for diverse business processes and needs. - Users enjoy the **flexible customization options** of Kintone, enabling personalized project trackers tailored to their needs. **Cons:** - Users find **missing features** in Kintone, noting a need for enhanced functionality and basic accounting tools. - Users criticize Kintone's **poor interface design** , noting its lack of modernity and intuitiveness affecting user experience. - Users find Kintone offers **limited customization** , leading to challenges in integration and data management. - Users find Kintone's **limited features** frustrating, noting its outdated interface and challenges with advanced automation. - Users find Kintone's **poor usability** due to its outdated interface and lack of intuitive features. #### What Are Recent G2 Reviews of Kintone? **"[Exceptionally User-Friendly and Effortless to Use](https://www.g2.com/survey_responses/kintone-review-12075334)"** **Rating:** 5.0/5.0 stars *— Robby R.* [Read full review](https://www.g2.com/survey_responses/kintone-review-12075334) --- **"[Highly Customizable and User-Friendly Data Management for Unique Workflows](https://www.g2.com/survey_responses/kintone-review-12613315)"** **Rating:** 4.5/5.0 stars *— Verified User in Non-Profit Organization Management* [Read full review](https://www.g2.com/survey_responses/kintone-review-12613315) --- #### What Are G2 Users Discussing About Kintone? - [How much does caspio cost?](https://www.g2.com/discussions/how-much-does-caspio-cost) - [Is Kintone Hipaa compliant?](https://www.g2.com/discussions/is-kintone-hipaa-compliant) - [How do you use Kintone?](https://www.g2.com/discussions/how-do-you-use-kintone) - [What is Kintone app?](https://www.g2.com/discussions/what-is-kintone-app) - 1 comment ### 12. [C2CRM](https://www.g2.com/products/c2crm/reviews) Clear C2 is a 30-year-old, privately-owned CRM software development company, based in Dallas, TX. Our CRM solution, C2CRM, is robust yet easy to use. Built for companies of all industries and sizes (10-user minimum). A customizable enterprise CRM that will drive sales, manage customer relationships, and automate marketing while streamlining internal processes. Affordable, flexible pricing, and feature-rich. **Average Rating:** 4.6/5.0 **Total Reviews:** 73 **How Do G2 Users Rate C2CRM?** - **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.2/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.2/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.6/10 (Category avg: 8.6/10) **Who Is the Company Behind C2CRM?** - **Seller:** [Clear C2, Inc.](https://www.g2.com/sellers/clear-c2-inc) - **Year Founded:** 1993 - **HQ Location:** Coppell, TX - **Twitter:** @C2CRM (699 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/141936/ (31 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Telecommunications, Hospital & Health Care - **Company Size:** 62% Mid-Market, 27% Small-Business #### What Are C2CRM's Pros and Cons? **Pros:** - Customizability (5 reviews) - Ease of Use (5 reviews) - Easy Customization (5 reviews) - Customer Support (4 reviews) - Customization (4 reviews) **Cons:** - Learning Curve (3 reviews) - Feature Issues (2 reviews) - Not Intuitive (2 reviews) - Not User-Friendly (2 reviews) - Poor Customer Support (2 reviews) ### What Do G2 Reviewers Say About C2CRM? *AI-generated summary from verified user reviews* **Pros:** - Users value the **customizability** of C2CRM, enhancing lead generation and streamlining marketing automation effectively. - Users appreciate the **ease of use** of C2CRM, praising its organized interface and quick adaptability for teams. - Users value the **easy customization** of C2CRM, enabling tailored solutions for effective lead generation and marketing automation. - Users value the **responsive customer support** from C2CRM, enhancing their CRM experience with personalized assistance. - Users value the **extensive customization options** in C2CRM, enhancing their business processes and improving efficiency. **Cons:** - Users find the **learning curve steep** for C2CRM, making it challenging for beginners to navigate effectively. - Users feel that C2CRM has **feature issues** like an outdated interface and limited customization options, affecting usability. - Users find C2CRM **not intuitive** , often needing prior experience and facing challenges due to its complexity. - Users find C2CRM to be **not user-friendly** , particularly for beginners, requiring manual input and lacking mobile compatibility. - Users find the **customer support lacking** , indicating a need for improvement to enhance overall user experience. #### What Are Recent G2 Reviews of C2CRM? **"[Streamlined Recruitment with Easy Tracking](https://www.g2.com/survey_responses/c2crm-review-12885531)"** **Rating:** 5.0/5.0 stars *— Khushbu B.* [Read full review](https://www.g2.com/survey_responses/c2crm-review-12885531) --- **"[Customizable CRM with Strong Integration but Needs UI Improvements](https://www.g2.com/survey_responses/c2crm-review-12568995)"** **Rating:** 4.5/5.0 stars *— Lalit K.* [Read full review](https://www.g2.com/survey_responses/c2crm-review-12568995) --- #### What Are G2 Users Discussing About C2CRM? - [What is C2CRM used for?](https://www.g2.com/discussions/what-is-c2crm-used-for) - 1 comment ### 13. [Coevera](https://www.g2.com/products/coevera/reviews) Coevera: The AI-Native Revenue Platform Built for How Selling Actually Works Today Coevera is the AI-native revenue platform redefining how modern sales organizations operate, collaborate, and grow. Born from more than a decade of CRM innovation as Pipeliner, Coevera represents the next evolution: a purpose-built system designed not to digitize old sales processes, but to reimagine them for an era where AI is a teammate, not a tool. At the heart of Coevera is a simple conviction—traditional CRMs were built for managers to extract data from sellers. Coevera flips that model. It's built for sellers, with AI woven into every workflow to eliminate busywork, surface insight, and accelerate revenue. The result is a platform where reps actually want to log in, managers get the visibility they need without the chase, and leadership gains a real-time understanding of pipeline health, risk, and opportunity. Coevera is powered by Voyager AI, an intelligent engine that continuously learns from your sales motion to deliver predictive guidance, contextual recommendations, and automated execution. The Collaborator transforms the CRM from a system of record into a system of engagement—a true AI partner that helps sellers prepare for calls, draft communications, navigate complex deals, and stay ahead of every opportunity. The Automatizer workflow engine removes the manual friction that drains seller productivity, while native Model Context Protocol (MCP) integration ensures Coevera connects seamlessly with the broader AI ecosystem your business already relies on. What truly sets Coevera apart is its commitment to being AI-native, not AI-washed. Unlike legacy platforms that bolt generative features onto decades-old architecture, Coevera was rebuilt from the ground up to make intelligence the default state of the system—not a premium add-on. Every dashboard, pipeline view, and workflow is designed to think alongside you. Coevera also champions visual selling, intuitive navigation, and rapid time-to-value. Implementation is measured in weeks, not quarters. Adoption is high because the experience is built around the seller, not against them. For organizations ready to move beyond the limitations of legacy CRM and embrace a smarter, faster, more human way to sell, Coevera is the platform built for what's next. It's not just a new name—it's a new category. Welcome to AI-native revenue. Coevera. Sales, evolved. **Average Rating:** 4.6/5.0 **Total Reviews:** 444 **How Do G2 Users Rate Coevera?** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.2/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.0/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.2/10 (Category avg: 8.6/10) **Who Is the Company Behind Coevera?** - **Seller:** [Pipelinersales Inc.](https://www.g2.com/sellers/pipelinersales-inc) - **Company Website:** https://www.coevera.com - **Year Founded:** 2007 - **HQ Location:** Los Angeles, CA - **LinkedIn® Page:** https://www.linkedin.com/company/2067987/ (122 employees on LinkedIn®) - **Phone:** (888) 843-6699 **Who Uses This Product?** - **Who Uses This:** Director, President - **Top Industries:** Information Technology and Services, Marketing and Advertising - **Company Size:** 71% Small-Business, 23% Mid-Market #### What Are Coevera's Pros and Cons? **Pros:** - Ease of Use (13 reviews) - Easy Tracking (7 reviews) - Helpful (7 reviews) - User Interface (7 reviews) - User-Friendly (6 reviews) **Cons:** - Limited Customization (6 reviews) - Expensive (5 reviews) - Complexity (4 reviews) - Integration Issues (3 reviews) - Learning Curve (3 reviews) ### What Do G2 Reviewers Say About Coevera? *AI-generated summary from verified user reviews* **Pros:** - Users find Coevera's **ease of use** and intuitive interface enhances productivity and simplifies lead generation tasks. - Users love the **easy tracking** features of Coevera, which enhance deal visibility and streamline sales processes effectively. - Users value the **easy and navigable dashboard** of Coevera, enhancing lead generation and project management efficiency. - Users find the **user-friendly interface** of Coevera intuitive, simplifying navigation and enhancing overall experience. - Users value the **user-friendly interface** of Coevera, making navigation and setup straightforward for all skill levels. **Cons:** - Users find the **limited customization options** challenging for complex workflows, requiring workarounds for advanced needs. - Users find Coevera to be **expensive** , making it unaffordable for small businesses and impacting their decision to use it. - Users find the **complexity of advanced customization** can hinder their experience and may require time-consuming workarounds. - Users face **integration issues** with Coevera, limiting flexibility and complicating customization and functionality with other tools. - Users find the **learning curve steep** due to the complexity of features and limited customization options. #### What Are Recent G2 Reviews of Coevera? **"[The real value showed up when I stopped using it like a database](https://www.g2.com/survey_responses/coevera-review-13022665)"** **Rating:** 4.5/5.0 stars *— Yaroslav B.* [Read full review](https://www.g2.com/survey_responses/coevera-review-13022665) --- **"[Handling Consultation Activities and Follow Up Tracking Feels More Structured](https://www.g2.com/survey_responses/coevera-review-12886493)"** **Rating:** 5.0/5.0 stars *— Ishan S.* [Read full review](https://www.g2.com/survey_responses/coevera-review-12886493) --- #### What Are G2 Users Discussing About Coevera? - [What is Pipeliner CRM used for?](https://www.g2.com/discussions/pipeliner-crm-what-is-pipeliner-crm-used-for) - [What is Pipeliner CRM used for?](https://www.g2.com/discussions/what-is-pipeliner-crm-used-for) - 1 comment ### 14. [Formaloo](https://www.g2.com/products/formaloo/reviews) Create beautiful forms, smart docs, e‑signatures, and automate approvals, all powered by AI, with unlimited responses, free forever. Formaloo is the world’s leading free form builder and no-code platform for creating powerful forms, surveys, dashboards, CRMs, and custom business apps, all without writing a single line of code. Trusted by 35,000+ businesses worldwide, Formaloo lets teams build AI-powered forms, smart surveys, quizzes, calculators, customer portals, membership sites, HR dashboards, and internal tools, all from one centralized, scalable platform. **Average Rating:** 4.6/5.0 **Total Reviews:** 184 **How Do G2 Users Rate Formaloo?** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10) - **Workflow Capability:** 10.0/10 (Category avg: 8.5/10) **Who Is the Company Behind Formaloo?** - **Seller:** [Formaloo](https://www.g2.com/sellers/formaloo) - **Year Founded:** 2020 - **HQ Location:** Toronto, CA - **Twitter:** @formaloo (670 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/formaloohq/ (15 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Founder, Director - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 85% Small-Business, 9% Mid-Market #### What Are Formaloo's Pros and Cons? **Pros:** - Ease of Use (13 reviews) - Flexibility (7 reviews) - Customization (6 reviews) - Easy Setup (6 reviews) - Features (6 reviews) **Cons:** - Missing Features (4 reviews) - Layout Issues (3 reviews) - Learning Curve (3 reviews) - Template Management (3 reviews) - Dashboard Issues (2 reviews) ### What Do G2 Reviewers Say About Formaloo? *AI-generated summary from verified user reviews* **Pros:** - Users find Formaloo to be **very easy to use** , providing powerful features for effective form building and data collection. - Users value the **flexibility** of Formaloo, enabling quick creation of customized, branded forms for various needs. - Users value the **high level of customization** in Formaloo, allowing forms to align perfectly with their brand identity. - Users find the **easy setup** of Formaloo highly beneficial, enhancing their everyday workflow seamlessly. - Users value the **ease of use** and flexibility of Formaloo, enhancing their form-building experience significantly. **Cons:** - Users are frustrated by the **lack of native features** in Formaloo, which complicates their customizations and workflow. - Users experience **layout issues** with Formaloo, including crowded interfaces and lack of precise element positioning. - Users note a **steep learning curve** with Formaloo's logic builder, making complex tasks challenging and cumbersome. - Users express frustration with **template management** , as navigation issues and lack of precision hinder the overall experience. - Users experience **dashboard issues** , struggling with crowded UIs and frustrations when managing templates and flows. #### What Are Recent G2 Reviews of Formaloo? **"[Simple, Practical, and Organized Platform for Wellness Forms, Surveys, and Feedback Collection](https://www.g2.com/survey_responses/formaloo-review-12854720)"** **Rating:** 5.0/5.0 stars *— Ishan S.* [Read full review](https://www.g2.com/survey_responses/formaloo-review-12854720) --- **"[Formaloo: Effortless Drag-and-Drop Form Builder with Flexible Workflows](https://www.g2.com/survey_responses/formaloo-review-13052636)"** **Rating:** 5.0/5.0 stars *— Muzammil M.* [Read full review](https://www.g2.com/survey_responses/formaloo-review-13052636) --- #### What Are G2 Users Discussing About Formaloo? - [What is Formaloo used for?](https://www.g2.com/discussions/what-is-formaloo-used-for) - 1 comment, 2 upvotes ### 15. [Fireberry](https://www.g2.com/products/fireberry/reviews) Fireberry is your all-in-one solution for managing Sales, Marketing, and Service, offering a comprehensive platform to support every stage of your business journey in any industry. With its full customization capabilities, intuitive design, and flexible pricing plans, Fireberry is an ideal choice for growing businesses. Fireberry allows you to connect your preferred tools directly within the CRM, with seamless integrations across all three product areas, enhancing productivity and streamlining your workflows. By consolidating Sales, Marketing, and Service into a single platform, Fireberry empowers businesses with a complete 360-degree view of customers and operations. Access real-time analytics, automate processes, and ensure your business stays organized and efficient at every level. **Average Rating:** 4.8/5.0 **Total Reviews:** 24 **How Do G2 Users Rate Fireberry?** - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.2/10 (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 Fireberry?** - **Seller:** [Fireberry](https://www.g2.com/sellers/fireberry) - **Year Founded:** 2012 - **HQ Location:** Tel Aviv, Israel - **LinkedIn® Page:** https://www.linkedin.com/company/fireberry-software-ltd (39 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 72% Small-Business, 24% Mid-Market #### What Are Fireberry's Pros and Cons? **Pros:** - Ease of Use (3 reviews) - Organization Efficiency (2 reviews) - Automation AI (1 reviews) - Automation Features (1 reviews) - Customer Support (1 reviews) **Cons:** - Difficulty (1 reviews) - Integration Issues (1 reviews) - Learning Curve (1 reviews) - Limited Customization (1 reviews) - Missing Features (1 reviews) ### What Do G2 Reviewers Say About Fireberry? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** of Fireberry, enabling smooth processes for both tech and non-tech users. - Users appreciate the **organization efficiency** of Fireberry, streamlining processes and enhancing team productivity effortlessly. - Users appreciate the **automation capabilities** of Fireberry, significantly reducing manual effort and enhancing workflow efficiency. - Users value the **automation features** of Fireberry, significantly reducing time spent on repetitive tasks. - Users praise the **excellent customer support** provided by Fireberry, noting its user-friendly and efficient service. **Cons:** - Users find the **setup process slightly time-consuming** , requiring planning to make the most of Fireberry's flexibility. - Users find the **lack of built-in WhatsApp integration** in Fireberry limits their messaging capabilities. - Users find some **advanced features challenging to learn** , which can prolong the setup process of Fireberry. - Users express frustration with the **limited customization** options in Fireberry, hindering tailored reporting capabilities. - Users are disappointed by the **absence of a customer portal** , relying on third-party solutions for support. #### What Are Recent G2 Reviews of Fireberry? **"[A flexible CRM that actually fits the way you work](https://www.g2.com/survey_responses/fireberry-review-11986872)"** **Rating:** 4.5/5.0 stars *— Manit A.* [Read full review](https://www.g2.com/survey_responses/fireberry-review-11986872) --- **"[Why I Recommend Fireberry as a Tech Consultant: Simple, Powerful, and Built for Growth](https://www.g2.com/survey_responses/fireberry-review-11200215)"** **Rating:** 5.0/5.0 stars *— Tal A.* [Read full review](https://www.g2.com/survey_responses/fireberry-review-11200215) --- ### 16. [Orgzit](https://www.g2.com/products/orgzit-orgzit/reviews) Orgzit provides the power of enterprise CRM with the flexibility of Excel. Orgzit is an all-in-one sales system for manufacturer reps and distributors. It helps streamline Sales, Quotation, Service, and Finance by helping you move from scattered spreadsheets to a single centralized application. **Average Rating:** 4.8/5.0 **Total Reviews:** 43 **How Do G2 Users Rate Orgzit?** - **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.3/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.4/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.3/10 (Category avg: 8.6/10) **Who Is the Company Behind Orgzit?** - **Seller:** [Orgzit](https://www.g2.com/sellers/orgzit) - **Year Founded:** 2016 - **HQ Location:** San Jose, California - **Twitter:** @Orgzit (218 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/13200297/ (15 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Financial Services, Logistics and Supply Chain - **Company Size:** 57% Mid-Market, 32% Small-Business #### What Are Orgzit's Pros and Cons? **Pros:** - Ease of Use (5 reviews) - Helpful (4 reviews) - Features (3 reviews) - Flexibility (3 reviews) - Value (3 reviews) **Cons:** - Connectivity Issues (1 reviews) - Design Difficulty (1 reviews) - Display Issues (1 reviews) - Incomplete Information (1 reviews) - Integration Issues (1 reviews) ### What Do G2 Reviewers Say About Orgzit? *AI-generated summary from verified user reviews* **Pros:** - Users commend Orgzit's **ease of use** , highlighting its intuitive dashboard and flexible configuration for efficient task management. - Users appreciate the **flexibility and configurability** of Orgzit, streamlining business processes and enhancing collaboration effectively. - Users value the **comprehensive features** of Orgzit, enhancing collaboration and streamlining business processes effectively. - Users value Orgzit’s **flexibility and agility** , allowing easy customization to meet specific business needs without coding. - Users value Orgzit's **efficiency and flexibility** , enabling seamless collaboration and streamlined business processes across teams. **Cons:** - Users have noted **connectivity issues** with Orgzit when integrating with conventional databases like SQL. - Users find the **user interface challenging** , suggesting that its design could use significant improvements for better usability. - Users find that the **user interface** of Orgzit needs improvement for a better overall experience. - Users note the need for **incomplete information** in reports, highlighting potential improvements for client reporting functionality. - Users note the need for improved **integration with conventional databases** to enhance connectivity and functionality in Orgzit. #### What Are Recent G2 Reviews of Orgzit? **"[Orgzit provided senocare with a tailor-made CRM for our healthcare services](https://www.g2.com/survey_responses/orgzit-review-8618328)"** **Rating:** 4.5/5.0 stars *— Shakti S.* [Read full review](https://www.g2.com/survey_responses/orgzit-review-8618328) --- **"[Connecting and searching files made easy for enhanced productivity](https://www.g2.com/survey_responses/orgzit-review-8641340)"** **Rating:** 5.0/5.0 stars *— Naveen K.* [Read full review](https://www.g2.com/survey_responses/orgzit-review-8641340) --- #### What Are G2 Users Discussing About Orgzit? - [What is Orgzit used for?](https://www.g2.com/discussions/what-is-orgzit-used-for) ### 17. [VobeSoft](https://www.g2.com/products/vobesoft/reviews) VobeSoft is the modular platform for your work. Configure databases, automations, and views to streamline and optimize your operations—all within one flexible system. Every software system has databases. These databases are often static, giving organizations that work with these standard solutions functionalities that they are not using and functions they can't change to their unique needs. Usually, with a lot of hassle, workarounds are applied to reach the end goal. But in the end, this hassle with workarounds only leads to frustration and not optimally using the advantages a software system should give you and your organization. The only static of today is that organizations are constantly changing. And this change isn't bad. It represents an improvement of the organization. To accommodate for this change, a system that changes and adapts to the way an organization works is necessary to ensure growth. This is VobeSoft: a software system with a dynamic database that is configurable to fit seamlessly into any organization. You, and not the software determines how work will be done, what data matters and how it should be stored. The context of the custom is leading in the way the system is set up and used. **Average Rating:** 4.6/5.0 **Total Reviews:** 42 **How Do G2 Users Rate VobeSoft?** - **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.6/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.4/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.3/10 (Category avg: 8.6/10) **Who Is the Company Behind VobeSoft?** - **Seller:** [VobeSoft](https://www.g2.com/sellers/vobesoft) - **Year Founded:** 2011 - **HQ Location:** s-Hertogenbosch, North Brabant - **LinkedIn® Page:** https://www.linkedin.com/company/vobesoft/ (14 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Insurance, Financial Services - **Company Size:** 60% Small-Business, 37% Mid-Market #### What Are VobeSoft's Pros and Cons? **Pros:** - Ease of Use (5 reviews) - Easy Customization (5 reviews) - Flexibility (4 reviews) - Customizability (3 reviews) - Customization (3 reviews) **Cons:** - Learning Curve (2 reviews) ### What Do G2 Reviewers Say About VobeSoft? *AI-generated summary from verified user reviews* **Pros:** - Users find VobeSoft **extremely easy to use** , making adaptation and customization quick and beneficial for their needs. - Users value the **easy customization** of VobeSoft, allowing effortless adaptation to meet their specific business needs. - Users value the **flexibility and customization** of VobeSoft, allowing effortless adaptation to diverse business needs. - Users value the **customizability** of VobeSoft, enabling tailored solutions that enhance their business operations effectively. - Users love the **flexibility and customization** options of VobeSoft, allowing tailored solutions for their needs. **Cons:** - Users find the **learning curve steep** , requiring time to fully grasp the application and its data modeling capabilities. #### What Are Recent G2 Reviews of VobeSoft? **"[Easy to use, configurable and great customer service](https://www.g2.com/survey_responses/vobesoft-review-9041705)"** **Rating:** 5.0/5.0 stars *— Steven L.* [Read full review](https://www.g2.com/survey_responses/vobesoft-review-9041705) --- **"[intuitive, adaptable, reliable and flexible](https://www.g2.com/survey_responses/vobesoft-review-9881279)"** **Rating:** 4.5/5.0 stars *— Verified User in Alternative Dispute Resolution* [Read full review](https://www.g2.com/survey_responses/vobesoft-review-9881279) --- #### What Are G2 Users Discussing About VobeSoft? - [What is VobeSoft used for?](https://www.g2.com/discussions/what-is-vobesoft-used-for) ### 18. [Goals.com](https://www.g2.com/products/goals-com/reviews) Goals.com is a simple, easy solution for sales performance management, field service management and managing team production. Built upon the premise that busy sales leaders and busy sales teams need a quick, accurate picture of the essential metrics and tools to help drive more sales, Goals.com provides intuitive software that integrates the key information to make the sales process more efficient for any team in both B2B and B2C focused industries. From the dynamic user dashboard which highlights individual progress over the course of a month, quarter and year for sales representatives to sweeping highlights of the entire team for sales leaders and managers, Goals.com provides the essentials for any business to thrive without the clutter and confusion of other platforms. Additional features include sales contest generation, highlights and a customer success team dedicated to being a partner and guide for your account for its entire life. Goals.com has everything a small, medium or large business needs to analyze performance, promote development and ultimately drive more sales. **Average Rating:** 4.9/5.0 **Total Reviews:** 26 **How Do G2 Users Rate Goals.com?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.4/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.7/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.8/10 (Category avg: 8.6/10) **Who Is the Company Behind Goals.com?** - **Seller:** [Goals.com](https://www.g2.com/sellers/goals-com) - **Year Founded:** 2023 - **HQ Location:** Minneapolis, MN - **LinkedIn® Page:** https://www.linkedin.com/company/goals-com/ (7 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Consumer Services, Construction - **Company Size:** 100% Small-Business #### What Are Goals.com's Pros and Cons? **Pros:** - Daily Use (1 reviews) - Ease of Learning (1 reviews) - Ease of Use (1 reviews) - Easy Access (1 reviews) **Cons:** - Data Management Issues (1 reviews) - Email Issues (1 reviews) ### What Do G2 Reviewers Say About Goals.com? *AI-generated summary from verified user reviews* **Pros:** - Users find Goals.com easy to adopt, enhancing their **familiarity and efficiency** in new roles quickly. - Users find the **ease of learning** with Goals.com beneficial for quickly adapting to new roles and systems. - Users appreciate the **ease of use** of Goals.com, making it simple to adapt to new systems and workflows. - Users value the **easy access** of Goals.com, making it simple for new employees to adapt quickly. **Cons:** - Users experience **notification redundancy** , finding excessive emails unnecessary when the portal is already open and informative. - Users experience **redundancy in email notifications** , finding them unnecessary when the portal is consistently open. #### What Are Recent G2 Reviews of Goals.com? **"[Tremendous utility](https://www.g2.com/survey_responses/goals-com-review-10397714)"** **Rating:** 4.5/5.0 stars *— Lucas G.* [Read full review](https://www.g2.com/survey_responses/goals-com-review-10397714) --- **"[Goals.com nails it](https://www.g2.com/survey_responses/goals-com-review-10025411)"** **Rating:** 4.5/5.0 stars *— Bryce T.* [Read full review](https://www.g2.com/survey_responses/goals-com-review-10025411) --- ### 19. [Apptivo](https://www.g2.com/products/apptivo/reviews) Apptivo is a cloud platform of integrated business apps designed for companies of all shapes & sizes. Manage nearly any business task using Apptivo's Apps, from sales & marketing, to billing & support, and everything in between. With Apptivo there is no per-app pricing, get access to the entire platform starting at just $10 monthly per user. Whether you use Apptivo for a single app, or to manage your entire business, it will deliver incredible value to the entire organization. Our apps cover the complete customer life cycle: **Marketing** - Create targeted lists of contacts, build & deliver email campaigns, and track analytics. **Sales** - Complete CRM capability with robust contact management, sales pipeline, automation, and reporting. **Help Desk** - A powerful ticketing system with email integration, web portal, and time tracking. **Project Management** - Manage project schedules via gantt charts, track time & milestones, and invoice for effort spent. **Field Service** - Work order assignment & dispatching, mobile photo, time, and materials capture, and billing. **Quoting & Billing** - Build professional quotes & email them to your customer with integrated billing & recurring invoice capabilities. **Order Management** - Turn quotes into orders, track inventory & shipments, and bill the customer for your product. **Procurement & Supply Chain** - Manage your vendors, track purchase orders & invoicing, and manage inventory. Apptivo is used by hundreds of thousands of businesses from 193 countries around the world, and can accommodate independent consultants up to billion-dollar enterprises. The flexibility of Apptivo is one of our 3 primary differentiators: **Affordability** , **Flexibility** , and **Capability**. With our entire suite of business apps available for a single price, we offer rich & powerful features across a wide set of apps that offer unparalleled capability for their value, with best-in-class configuration capabilities that make the system flexible for any type of business. **Average Rating:** 4.4/5.0 **Total Reviews:** 217 **How Do G2 Users Rate Apptivo?** - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 8.9/10) - **Workflow Capability:** 7.7/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.3/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 7.7/10 (Category avg: 8.6/10) **Who Is the Company Behind Apptivo?** - **Seller:** [Apptivo](https://www.g2.com/sellers/apptivo) - **Year Founded:** 2009 - **HQ Location:** Fremont, California - **Twitter:** @Apptivo (5,946 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/987634/ (223 employees on LinkedIn®) - **Phone:** +1 (855) 345-2777 **Who Uses This Product?** - **Who Uses This:** Owner, President - **Top Industries:** Marketing and Advertising, Construction - **Company Size:** 82% Small-Business, 14% Mid-Market #### What Are Apptivo's Pros and Cons? **Pros:** - Customer Support (33 reviews) - Helpful (21 reviews) - Ease of Use (17 reviews) - Customization (15 reviews) - Customizability (13 reviews) **Cons:** - Learning Curve (11 reviews) - Missing Features (11 reviews) - Limited Features (10 reviews) - Integration Issues (8 reviews) - Improvement Needed (7 reviews) ### What Do G2 Reviewers Say About Apptivo? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **responsive and helpful customer support** of Apptivo, always available for technical assistance. - Users value the **excellent and responsive IT support** from Apptivo, enhancing their overall experience and satisfaction. - Users appreciate the **ease of use** of Apptivo, finding it user-friendly and intuitive for daily tasks. - Users appreciate the **easy customization** options in Apptivo, allowing them to tailor the software to their specific needs. - Users value the **high customizability** of Apptivo, allowing quick adjustments to fit their business needs. **Cons:** - Users find the **steep learning curve** of Apptivo challenging, complicating their ability to utilize its comprehensive features effectively. - Users are disappointed by the **missing features** in Apptivo, leading to limitations and inefficiencies in their workflow. - Users find the **limited features** of Apptivo frustrating, especially in the mobile app and for integrations. - Users face numerous **integration issues** with Apptivo that hinder workflow efficiency and require additional customization. - Users report a need for **improvement in deduplication, documentation, and integration methods** for a smoother experience. #### What Are Recent G2 Reviews of Apptivo? **"[All-in-One CRM Platform with Clean UI, Easy Automation, and Strong Reporting](https://www.g2.com/survey_responses/apptivo-review-12762853)"** **Rating:** 4.0/5.0 stars *— Verified User in Oil & Energy* [Read full review](https://www.g2.com/survey_responses/apptivo-review-12762853) --- **"[Work Organization and Activity Tracking Feel More Efficient](https://www.g2.com/survey_responses/apptivo-review-12889408)"** **Rating:** 4.5/5.0 stars *— Ishan S.* [Read full review](https://www.g2.com/survey_responses/apptivo-review-12889408) --- #### What Are G2 Users Discussing About Apptivo? - [What is Apptivo used for?](https://www.g2.com/discussions/what-is-apptivo-used-for) ### 20. [Method CRM](https://www.g2.com/products/method-crm/reviews) Method CRM is the #1 rated CRM for businesses running QuickBooks, built specifically for SMBs who need more flexibility than off-the-shelf software can offer. Method CRM was designed for companies that rely on QuickBooks but need a CRM that adapts to the way they actually operate. Most CRMs make you change how you work to fit their system. Method CRM works the other way around. It’s fully customizable, so you can build the workflows, screens, and processes your business actually uses without developer resources or enterprise pricing. With Method, businesses can adapt the system as their processes evolve instead of rebuilding their workflows around rigid software. For growing businesses that rely on QuickBooks, Method CRM fills the gaps that accounting software alone cannot solve. With a real time two-way sync at its core, Method gives your whole team one place to manage leads, customers, estimates, invoices, and jobs with your accounting data always current across both systems. Because Method CRM connects your front office workflows with your accounting data, it helps sales, operations, and finance teams stay aligned and work from the same information. Trusted by nearly 4,000 small businesses across construction, field services, manufacturing, warehousing, and professional services, Method CRM supports the workflows these industries rely on every day. Many companies choose Method because it gives them the flexibility to customize their CRM around how they actually do business. Method CRM is rated #1 QuickBooks CRM on G2. 4.4/5 stars from 300+ verified reviews. **Average Rating:** 4.4/5.0 **Total Reviews:** 336 **How Do G2 Users Rate Method CRM?** - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.3/10 (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 Method CRM?** - **Seller:** [Method Integration Inc.](https://www.g2.com/sellers/method-integration-inc) - **Company Website:** https://www.method.me - **Year Founded:** 2010 - **HQ Location:** Toronto - **Twitter:** @MethodCRM (2,075 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/245963/ (115 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, Office Manager - **Top Industries:** Construction, Wholesale - **Company Size:** 88% Small-Business, 10% Mid-Market #### What Are Method CRM's Pros and Cons? **Pros:** - Ease of Use (19 reviews) - Easy Customization (19 reviews) - Integration (14 reviews) - Customer Support (12 reviews) - Customization Options (8 reviews) **Cons:** - Learning Curve (7 reviews) - Limited Customization (6 reviews) - Bugs (5 reviews) - Expensive (4 reviews) - Missing Features (4 reviews) ### What Do G2 Reviewers Say About Method CRM? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Method CRM, which simplifies organization and data management for effective sales. - Users find **easy customization** options in Method CRM invaluable for tailoring workflows to their specific needs. - Users appreciate the **seamless integration** with QuickBooks, enhancing functionality and streamlining business operations in Method CRM. - Users appreciate the **responsive customer support** of Method CRM, ensuring all questions are quickly answered and resolved. - Users value the **extensive customization options** of Method CRM, enabling tailored workflows for enhanced operational efficiency. **Cons:** - Users find the initial **learning curve** of Method CRM challenging due to its complexity and customization demands. - Users face **limited customization** options, resulting in costly developer support for even minor adjustments. - Users experience **glitches and performance issues** in Method CRM, particularly with the mobile app and syncing features. - Users find the **customization costs** of Method CRM to be quite high, impacting overall affordability and budget planning. - Users find the **missing features** in Method CRM, affecting its ability to serve as a comprehensive solution. #### What Are Recent G2 Reviews of Method CRM? **"[Bridging the Gap Between Sales and Success](https://www.g2.com/survey_responses/method-crm-review-12513026)"** **Rating:** 5.0/5.0 stars *— Marlayna V.* [Read full review](https://www.g2.com/survey_responses/method-crm-review-12513026) --- **"[Method CRM is SO MUCH MORE than it seems!](https://www.g2.com/survey_responses/method-crm-review-10779798)"** **Rating:** 5.0/5.0 stars *— Brooke M.* [Read full review](https://www.g2.com/survey_responses/method-crm-review-10779798) --- #### What Are G2 Users Discussing About Method CRM? - [What is Method CRM used for?](https://www.g2.com/discussions/what-is-method-crm-used-for) - 1 comment - [What are the three benefits of CRM?](https://www.g2.com/discussions/what-are-the-three-benefits-of-crm) - [How much does Method CRM cost?](https://www.g2.com/discussions/how-much-does-method-crm-cost) - 1 comment - [What is method CRM?](https://www.g2.com/discussions/what-is-method-crm) - 1 comment - [What are the features of CRM software?](https://www.g2.com/discussions/method-crm-what-are-the-features-of-crm-software) - 1 comment ### 21. [Insightly CRM](https://www.g2.com/products/insightly-crm/reviews) Insightly is the modern, affordable CRM that teams love. It’s easy to use, simple to customize, and scales with companies as they grow, solving common pain points that legacy CRMs can't. Insightly helps teams build and convert sales pipeline, increase productivity, and build lasting customer relationships. Centralize and manage all your customer, sales, and business data—leads, contacts, emails, events, quotes, projects, tasks, opportunities, and business reports—in one easy-to-use, flexible and secure CRM that scales with your business. Increase sales efficiency and transparency with Insightly’s enterprise-grade Products, Price books, and Quotes (PPQ) capabilities. Quickly search, track, and manage millions of distinct products and services right inside the Insightly platform. Connect products and services to individual opportunities, eliminating human errors, bottlenecks, and inconsistencies. With Insightly’s PPQ, your field teams can generate custom quotes, contracts, and proposals for their opportunities with just a few clicks. Enjoy complete control and visibility into what you sell, to whom, when, and at what price. Use Insightly’s custom objects and apps to tailor workflows and processes to your unique business needs and preferences, ensuring high adoption and satisfaction. Use AppConnect to integrate Insightly with more than 500 popular apps. Insightly’s native CRM integrations include: Gmail Google Workspace & Google Apps Google Drive Quickbooks Online Xero Slack Dropbox Box MailChimp Evernote Zapier Facebook Lead Ads And more... Manage everything on the go with award-winning mobile applications for both Android and iOS. Scan business cards and upload all information in one click, update projects and records in real time, and enable your field team to create and update opportunities right at the client's location. Powerful in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly is trusted by more than a million users worldwide. **Average Rating:** 4.2/5.0 **Total Reviews:** 925 **How Do G2 Users Rate Insightly CRM?** - **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.1/10 (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 Insightly CRM?** - **Seller:** [Unbounce](https://www.g2.com/sellers/unbounce) - **Company Website:** https://unbounce.com - **Year Founded:** 2009 - **HQ Location:** Vancouver - **Twitter:** @unbounce (72,651 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/503432/ (130 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, CEO - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 73% Small-Business, 21% Mid-Market #### What Are Insightly CRM's Pros and Cons? **Pros:** - Ease of Use (20 reviews) - Easy Customization (8 reviews) - Customizability (7 reviews) - Feature Richness (7 reviews) - Customer Support (6 reviews) **Cons:** - Learning Curve (7 reviews) - Limited Customization (7 reviews) - Limited Features (6 reviews) - Time-Consuming (5 reviews) - Contact Management (4 reviews) ### What Do G2 Reviewers Say About Insightly CRM? *AI-generated summary from verified user reviews* **Pros:** - Users admire the **ease of use** in Insightly CRM, appreciating its intuitive interface and seamless integration. - Users value the **easy customization** of Insightly CRM, enhancing workflow efficiency and client communication. - Users value the **customizability** of Insightly CRM, enhancing efficiency and making task management more streamlined. - Users value the **feature richness** of Insightly CRM, with its user-friendly interface and robust customization options. - Users commend the **excellent customer support** from Insightly CRM, enhancing their overall experience and implementation process. **Cons:** - Users find the **learning curve challenging** initially, requiring significant time to adapt and set up effectively. - Users criticize the **limited customization** options in Insightly CRM, finding it restrictive and costly for advanced features. - Users note the **limited features** in Insightly CRM, especially in custom reporting and costly advanced options. - Users find Insightly CRM **time-consuming** to set up and learn, requiring significant dedication for effective use. - Users find the **contact management process cumbersome** , requiring manual updates and causing confusion when starting out. #### What Are Recent G2 Reviews of Insightly CRM? **"[Streamlined Sales and Task Management](https://www.g2.com/survey_responses/insightly-crm-review-12865487)"** **Rating:** 4.0/5.0 stars *— Jeni J.* [Read full review](https://www.g2.com/survey_responses/insightly-crm-review-12865487) --- **"[Keeping Customer Workflows Better Connected](https://www.g2.com/survey_responses/insightly-crm-review-12948095)"** **Rating:** 4.5/5.0 stars *— Ishan S.* [Read full review](https://www.g2.com/survey_responses/insightly-crm-review-12948095) --- ### 22. [Altvia](https://www.g2.com/products/altvia/reviews) Founded in 2006, Altvia is the leading private capital platform purpose-built for the full fund lifecycle. Our powerful platform serves private equity, venture capital, fund of funds, and other alternative asset managers so they can grow faster, work smarter, and stay ahead. Altvia removes the friction that slows teams down. We streamline workflows across sales, marketing, compliance, fundraising, and investor relations—connecting siloed data and automating key processes so firms can focus on building relationships and closing deals. Discover more at altvia.com. **Average Rating:** 4.5/5.0 **Total Reviews:** 15 **How Do G2 Users Rate Altvia?** - **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.7/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.5/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.3/10 (Category avg: 8.6/10) **Who Is the Company Behind Altvia?** - **Seller:** [ALTVIA SOLUTIONS, LLC](https://www.g2.com/sellers/altvia-solutions-llc) - **Company Website:** https://altvia.com - **Year Founded:** 2006 - **HQ Location:** Broomfield, CO - **Twitter:** @altvia (301 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/application-experts-llc/ (66 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Financial Services, Venture Capital & Private Equity - **Company Size:** 73% Small-Business, 13% Enterprise #### What Are Altvia's Pros and Cons? **Pros:** - Customer Support (7 reviews) - Client Engagement (6 reviews) - Ease of Use (4 reviews) - Customer Management (3 reviews) - Comprehensive Data (2 reviews) **Cons:** - Expensive (2 reviews) - File Management (2 reviews) - Missing Features (2 reviews) - App Functionality (1 reviews) - Data Entry (1 reviews) ### What Do G2 Reviewers Say About Altvia? *AI-generated summary from verified user reviews* **Pros:** - Users praise Altvia for its **exceptional customer support** , noting quick responses and effective solutions for their needs. - Users value the **exceptional customer engagement** from Altvia, noting quick responses and strong collaborative support. - Users find Altvia to be **very easy to use and intuitive** , appreciating prompt support and tailored solutions. - Users value the **exceptional customer service** of Altvia, highlighting the support as a key benefit of the product. - Users value the **comprehensive data** provided by Altvia, enhancing reporting and communication with limited partners. **Cons:** - Users find Altvia **expensive** , facing additional costs for essential features and limited functionality in mass mailing. - Users find the **repetitive data entry cumbersome** and seek better automation and memory features in Altvia. - Users feel Altvia is **missing essential features** for modern business practices and email correspondence dynamics. - Users find **scalability and automation limitations** in the Altvia app, impacting their ability to optimize workflows. - Users find data entry **cumbersome** due to repetitive tasks, wishing for auto-population features to enhance efficiency. #### What Are Recent G2 Reviews of Altvia? **"[Superb Product with a Superb Team!](https://www.g2.com/survey_responses/altvia-review-10714885)"** **Rating:** 5.0/5.0 stars *— Alexandra L.* [Read full review](https://www.g2.com/survey_responses/altvia-review-10714885) --- **"[Good](https://www.g2.com/survey_responses/altvia-review-11393917)"** **Rating:** 4.0/5.0 stars *— Verified User in Banking* [Read full review](https://www.g2.com/survey_responses/altvia-review-11393917) --- ### 23. [Marketing 360](https://www.g2.com/products/madwire-marketing-360/reviews) Marketing 360® was founded in 2009 by father and son, Joe and JB Kellogg, with a mission of making a difference by helping small businesses grow and their local communities grow. Now, located in Fort Collins, Colorado and Austin, Texas, Marketing 360 employs over 550 team members and has over 20,000 active SMB clients. Marketing 360 empowers small businesses with all the technology and talent they need to both manage and grow their business from a singular platform, including the ability to — build a professional website, accept and manage payments, manage leads and customers, book appointments, monitor reviews, manage social media, syndicate business listings, manage content marketing, run multi-channel digital advertising campaigns, and more. No more wasting time and money bouncing around multiple tools to manage and grow your business. **Average Rating:** 3.5/5.0 **Total Reviews:** 61 **How Do G2 Users Rate Marketing 360?** - **Has the product been a good partner in doing business?:** 7.9/10 (Category avg: 8.9/10) - **Workflow Capability:** 6.7/10 (Category avg: 8.5/10) - **Contact & Account Management:** 7.1/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 7.8/10 (Category avg: 8.6/10) **Who Is the Company Behind Marketing 360?** - **Seller:** [Madwire](https://www.g2.com/sellers/madwire-1dbb6f4e-0b38-4f0e-aeae-c1cae5e8c0f5) - **Year Founded:** 2009 - **HQ Location:** Fort Collins, Colorado - **Twitter:** @Madwire (153 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1236339/ (364 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner - **Top Industries:** Construction, Real Estate - **Company Size:** 79% Small-Business, 16% Mid-Market #### What Are Marketing 360's Pros and Cons? **Pros:** - Customer Support (5 reviews) - Business Growth (3 reviews) - Customer Management (3 reviews) - Features (3 reviews) - Helpful (3 reviews) **Cons:** - Payment Issues (2 reviews) - Ad Issues (1 reviews) - Billing Issues (1 reviews) - Integration Difficulty (1 reviews) - Integration Issues (1 reviews) ### What Do G2 Reviewers Say About Marketing 360? *AI-generated summary from verified user reviews* **Pros:** - Users commend the **individualized customer support** from Marketing 360 that enhances business competitiveness and collaboration. - Users praise the **business growth** facilitated by Marketing 360, consistently achieving month-to-month improvement and increased revenue. - Users value the **individualized customer management** of Marketing 360, enhancing their business strategy and marketing efficiency. - Users value the **comprehensive solutions package** of Marketing 360, facilitating consistent growth and seamless integration. - Users find the **helpful support** from team members invaluable for improving online presence and revenue growth. **Cons:** - Users express frustration with the **billing structure** , finding it cumbersome despite efforts for improvement. - Users express concern over the **lack of management check-ins** , which affects support and engagement levels. - Users find the **billing issues** somewhat cumbersome, though solutions have been implemented to assist with them. - Users find the **integration difficulty** with Marketing 360 to be glitchy and laborious, though improvements are noted. - Users find the **integration issues** with Marketing 360 and social media platforms to be somewhat challenging and glitchy. #### What Are Recent G2 Reviews of Marketing 360? **"[Hands on Digital Marketing Agency](https://www.g2.com/survey_responses/marketing-360-review-10705635)"** **Rating:** 5.0/5.0 stars *— Martin W.* [Read full review](https://www.g2.com/survey_responses/marketing-360-review-10705635) --- **"[Marketing Company I can count on to move our business forward.](https://www.g2.com/survey_responses/marketing-360-review-11293833)"** **Rating:** 5.0/5.0 stars *— Jeffrey L.* [Read full review](https://www.g2.com/survey_responses/marketing-360-review-11293833) --- #### What Are G2 Users Discussing About Marketing 360? - [What is Marketing 360 used for?](https://www.g2.com/discussions/what-is-marketing-360-used-for) - [What does Marketing 360 do?](https://www.g2.com/discussions/what-does-marketing-360-do) - [What software do marketing managers use?](https://www.g2.com/discussions/what-software-do-marketing-managers-use) - [Where is marketing 360 located?](https://www.g2.com/discussions/where-is-marketing-360-located) - 1 comment - [How much does marketing360 cost?](https://www.g2.com/discussions/how-much-does-marketing360-cost) - 1 comment ### 24. [Zilliant CPQ](https://www.g2.com/products/zilliant-cpq/reviews) In Mind Cloud Digital Sales Platform has been acquired by Zilliant (www.zilliant.com). Zilliant helps companies unlock the power of pricing by putting pricing at the heart of every business. Zilliant enables companies to manage the entire pricing lifecycle on a single platform so they can create better buying experiences and drive profitable growth. Zilliant CPQ simplifies even the most involved quoting process to shorten deal cycles and enhance the buying experience. Purpose built for manufacturing, Zilliant CPQ produces accurate quotes for complex configurations, with guided selling, real-time pricing, and dynamic cost estimations. With robust ERP & CRM integrations, Zilliant CPQ makes it easy to streamline the customer experience with interactive visualizations and self-service purchasing to increase revenue and maintain a competitive advantage. With Zilliant CPQ, companies can: Eliminate misconfigurations, costing inaccuracies and order errors Increase revenue and deal size with optimized, guided pricing Automate and scale the sales process with streamlined workflows and quoting Unlock self-service to expand into new channels and improve customer experience Take advantage of fast time-to-value with a purpose built solution for manufacturing **Average Rating:** 4.8/5.0 **Total Reviews:** 28 **How Do G2 Users Rate Zilliant CPQ?** - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.6/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.4/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.4/10 (Category avg: 8.6/10) **Who Is the Company Behind Zilliant CPQ?** - **Seller:** [Zilliant](https://www.g2.com/sellers/zilliant) - **Company Website:** https://www.zilliant.com - **Year Founded:** 1999 - **HQ Location:** Austin, TX - **Twitter:** @zilliant (3,351 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/zilliant (174 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Mechanical or Industrial Engineering, Information Technology and Services - **Company Size:** 47% Small-Business, 37% Enterprise #### What Are Zilliant CPQ's Pros and Cons? **Pros:** - Efficiency (2 reviews) - Product Management (2 reviews) - Customizability (1 reviews) - Ease of Use (1 reviews) - Easy Customization (1 reviews) **Cons:** - Slow Loading (2 reviews) - Slow Performance (2 reviews) ### What Do G2 Reviewers Say About Zilliant CPQ? *AI-generated summary from verified user reviews* **Pros:** - Users value the **efficiency** of Zilliant CPQ, greatly enhancing quote cycle and order lead times for competitive advantage. - Users enjoy the **enhanced efficiency** in quote cycle times and order lead times with Zilliant CPQ. - Users value the **customizability** of Zilliant CPQ, allowing tailored solutions for enhanced efficiency and security. - Users value the **ease of use** of Zilliant CPQ, allowing quick configuration of solutions and pricing. - Users value the **easy customization** of Zilliant CPQ, enhancing processes with tailored solutions and security features. **Cons:** - Users find the **slow loading** during complex operations frustrating, affecting their overall experience with Zilliant CPQ. - Users experience **slow performance** with Zilliant CPQ, particularly during complex operations, impacting efficiency. #### What Are Recent G2 Reviews of Zilliant CPQ? **"[Inmind Cloud is 5 star](https://www.g2.com/survey_responses/zilliant-cpq-review-5350919)"** **Rating:** 5.0/5.0 stars *— Ian G.* [Read full review](https://www.g2.com/survey_responses/zilliant-cpq-review-5350919) --- **"[Able to create a Global Quoting platform integrating our specific needs](https://www.g2.com/survey_responses/zilliant-cpq-review-7035859)"** **Rating:** 4.5/5.0 stars *— Russ M.* [Read full review](https://www.g2.com/survey_responses/zilliant-cpq-review-7035859) --- ### 25. [Floww.ai](https://www.g2.com/products/floww-ai/reviews) Floww.ai is an GenAI powered software suite enabling High Velocity sales for B2C & B2B2C businesses. Floww.ai’s integrated sales platform offers Sales Execution CRM, NoCode Instant Analytics, Marketing & Workflow Automations integrated with modern communication stack. Floww.ai's advanced Generative AI tools, Sales Co-Pliot and Analytics Co-Pliot, are enabling efficient & high quality sales approaches enabled with instant analytics and indepth-insights. Majority of the CRMs are built primarily for B2B use cases and fail to accommodate effectively for B2C and B2B2C businesses. The high velocity and volume of modern B2C sales, necessitates an integrated sales platform enabling agile sales management for swiftly adapting to dynamic market environments. **Average Rating:** 4.7/5.0 **Total Reviews:** 141 **How Do G2 Users Rate Floww.ai?** - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.3/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.3/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.4/10 (Category avg: 8.6/10) **Who Is the Company Behind Floww.ai?** - **Seller:** [Floww.ai](https://www.g2.com/sellers/floww-ai) - **Year Founded:** 2023 - **HQ Location:** Hyderabad, Telangana - **Twitter:** @letsflowwai (90 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/flowwai/ (14 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Business Development Manager - **Top Industries:** Education Management, E-Learning - **Company Size:** 50% Enterprise, 37% Mid-Market #### What Are Floww.ai's Pros and Cons? **Pros:** - Ease of Use (2 reviews) - Helpful (2 reviews) - User-Friendly (2 reviews) - User Interface (2 reviews) - Easy Creation (1 reviews) **Cons:** - Performance Issues (2 reviews) - Technical Issues (2 reviews) - Lack of Guidance (1 reviews) - Learning Curve (1 reviews) - Slow Loading (1 reviews) ### What Do G2 Reviewers Say About Floww.ai? *AI-generated summary from verified user reviews* **Pros:** - Users commend the **ease of use** of Floww.ai, boosting productivity with its user-friendly interface and accessibility. - Users find the **smart boards extremely helpful** , significantly saving time and enhancing usability for team collaboration. - Users find Floww.ai to be **user-friendly** , allowing easy flow creation even without technical knowledge. - Users find the **amazing UI** of Floww.ai easy to navigate, allowing seamless flow creation without technical knowledge. - Users love the **easy creation** feature of Floww.ai, allowing anyone to build flows effortlessly, regardless of technical skill. **Cons:** - Users report occasional **performance issues** , such as slow workflows and system hangs during stage changes. - Users experience **technical issues** , including slow workflows and system hangs during stage changes, affecting usability. - Users highlight the **lack of guidance** , suggesting more tutorials are needed to help resolve loading time issues. - Users experience **high loading times** when handling large data sets and desire more tutorials for better understanding. - Users experience **slow loading times** when handling large data volumes, requiring additional tutorials for better understanding. #### What Are Recent G2 Reviews of Floww.ai? **"[Aanandhu's Insights](https://www.g2.com/survey_responses/floww-ai-review-8867880)"** **Rating:** 5.0/5.0 stars *— Anandhu K.* [Read full review](https://www.g2.com/survey_responses/floww-ai-review-8867880) --- **"[Versatile and Best UI](https://www.g2.com/survey_responses/floww-ai-review-10399393)"** **Rating:** 5.0/5.0 stars *— Suresh B.* [Read full review](https://www.g2.com/survey_responses/floww-ai-review-10399393) --- ## What Is CRM Software? [Sales Tools](https://www.g2.com/categories/sales-tools) ## What Software Categories Are Similar to CRM Software? - [Marketing Automation Software](https://www.g2.com/categories/marketing-automation) - [Sales Analytics Software](https://www.g2.com/categories/sales-analytics) - [Online Form Builder Software](https://www.g2.com/categories/online-form-builder) --- ## How Do You Choose the Right CRM Software? ### Everything About CRMs ### CRM software buying insights at a glance [Customer relationship management (CRM) software](https://www.g2.com/categories/crm) strategically manages customer interactions across marketing, sales, service, and analytics functions, using capabilities such as customer data aggregation, workflow automation, and analytics-driven insights. Organizations primarily use CRM software to manage leads, track customer interactions, automate sales pipelines, and centralize customer data. CRM systems range from sales automation tools to specialized solutions tailored for industries such as real estate, finance, or nonprofits. Most CRM solutions are priced per user monthly or annually, averaging approximately $35 per user/month, with free plans for small businesses and premium enterprise solutions reaching up to $3,960 per user/year. If you’re evaluating CRM software, consider your organization's size, desired integrations, pricing transparency, ease of use, feature availability, vendor support quality, and AI capabilities. Essential questions include: - How transparent and scalable is the pricing structure? - What training and onboarding resources are provided? - What integrations are supported, and how user-friendly are they? - How responsive is the vendor to customer support issues? - Does the CRM utilize AI to automate interactions or insights? G2's top-rated CRM systems currently include Salesforce Sales Cloud, HubSpot Sales Hub, ActiveCampaign, ClickUp, and Close. ### What is CRM software? G2 defines [CRM software](https://www.g2.com/categories/crm) as platforms and applications designed to strategically manage and optimize customer interactions across marketing, sales, service, and analytics functions. Effective CRM systems aggregate multiple data sources, automate customer-facing workflows, and offer insights to accelerate sales conversions. Organizations typically source first-party customer data through call center interactions, web-based lead forms, social media engagements, and targeted marketing campaigns. CRM modules then organize this information systematically by demographic attributes, customer interactions, purchasing signals, and conversion potential. CRM tools further simplify sales processes by automating lead nurturing, prospect outreach, and campaign management. These applications provide a centralized system to track deal progression, customer interactions, financial transactions, and post-sale support, delivering a unified, real-time view of the entire customer journey. The CRM market is projected to reach $96.39 billion by 2026, growing at a compound annual growth rate (CAGR) of 10.6% between 2021 and 2026. ([_Source 1_](https://www.g2.com/articles/sales-statistics)) G2 currently covers 785 CRM products, with 9963 reviews published in the last 12 months, making it one of the most reviewed and comprehensive software categories on our platform. ([_Source 2_](https://documentation.g2.com/docs/research-scoring-methodologies)) ### What are the top reviewed CRM systems on G2? G2 scores the top-rated CRM systems based on a [proprietary algorithm](https://documentation.g2.com/docs/research-scoring-methodologies) that factors in real-user satisfaction ratings and popularity from review data. Here are the five highest-rated CRM products G2 for this category: #### 1. [Salesforce Sales Cloud](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews) - Number of Reviews: 20,244 - Satisfaction: 99 - Market Presence: 99 - G2 Score: 99 #### 2. [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - Number of Reviews: 9,685 - Satisfaction: 99 - Market Presence: 87 - G2 Score: 93 #### 3. [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - Number of Reviews: 3,503 - Satisfaction: 94 - Market Presence: 70 - G2 Score: 82 #### 4. [ClickUp](https://www.g2.com/products/clickup/reviews) - Number of Reviews: 1,507 - Satisfaction: 93 - Market Presence: 70 - G2 Score: 81 #### 5. [Close](https://www.g2.com/products/close/reviews) - Number of Reviews: 1,346 - Satisfaction: 98 - Market Presence: 63 - G2 Score: 81 These rankings are determined by combining verified user ratings and publicly available web search popularity data: - The **Satisfaction Score** measures user satisfaction with software products based on user feedback, review quality, quantity, and recency. It helps buyers easily understand how well a product meets user expectations.([_Source 2_](https://documentation.g2.com/docs/research-scoring-methodologies)) - The **Market Presence Score** measures a product's prominence in its market. It combines data from G2 user reviews and external sources, focusing primarily on product-specific factors to reflect real-world popularity and vendor influence.([_Source 2_](https://documentation.g2.com/docs/research-scoring-methodologies)) - G2 ranks products using a unique scoring system called the **G2 Score** , calculated from real user reviews, online data, and social signals. This score makes it easy to compare and evaluate different software products within each G2 category.([_Source 2_](https://documentation.g2.com/docs/research-scoring-methodologies)) ### CRM software pricing and cost considerations CRM software pricing varies significantly depending on the vendor, scale, complexity, and deployment model. Pricing categories typically include: - Free tier: Basic functionality suitable for startups or small businesses requiring minimal CRM capabilities. - Entry-level and mid-market Tiers: Moderate feature sets with per-user subscription pricing targeted at mid-sized businesses. - Enterprise-level tiers: Comprehensive, highly customizable solutions with extensive support, integrations, advanced analytics, and strategic implementation support. Most CRM software solutions on the market are priced per–user per month, but they can also be offered at annual rates. According to G2 data covering 86 CRM products (245 editions), the average annual license cost is about $415.95, roughly $35 per user per month when paid yearly. Some products offer [free versions](https://www.g2.com/categories/crm/free), while high-end, enterprise-level solutions can cost up to $3,960 per user per year. Organizations should carefully evaluate Total Cost of Ownership (TCO), including hidden costs such as onboarding, integrations, training, and ongoing technical support. For on-premises solutions, factor in hardware, IT resources, and ongoing maintenance. ### Types of CRM software on G2 CRM software solutions typically fall into the following categories, each with distinctive functionalities suited to specific organizational needs: - Sales Automation CRM: Focuses primarily on automating sales processes, enhancing productivity, and streamlining pipeline management. - Analytical CRM: Provides deep data-driven insights, predictive analytics, and customer segmentation through advanced AI-driven reporting. - Industry-Specific CRM: This type of CRM offers specialized features tailored to industry-specific operational requirements. This includes [real estate CRM software](https://www.g2.com/categories/real-estate-crm), [construction CRM software](https://www.g2.com/categories/construction-crm), [financial services CRM software](https://www.g2.com/categories/financial-services-crm), [mortgage CRM software](https://www.g2.com/categories/mortgage-crm), [legal CRM software](https://www.g2.com/categories/legal-crm), [PR CRM software](https://www.g2.com/categories/pr-crm), and [nonprofit CRM software](https://www.g2.com/categories/nonprofit-crm). - [Social CRM](https://www.g2.com/categories/crm/f/social-network-integration): Captures and manages customer interactions from social media channels, facilitating seamless cross-platform engagement. - [Mobile CRM](https://learn.g2.com/mobile-crm): Enables sales and marketing teams to access CRM capabilities via mobile apps, supporting productivity on the go. - [All-in-One CRM](https://www.g2.com/categories/crm/f/all-in-one): Combines multiple CRM functions into a unified platform, eliminating the need for disparate applications. This software supplants the need for broken software chains like standalone [ERPs](https://www.g2.com/categories/erp-systems) or [human capital management systems (HCMs)](https://www.g2.com/categories/hcm-software). - [Standalone CRM](https://www.g2.com/categories/crm/f/standalone): Operates independently without requiring extensive integration into an existing tech ecosystem. Often found in small or mid-sized businesses that prefer simpler setups. - Cloud-based CRM: Delivers scalable and secure solutions through cloud infrastructure, reducing IT complexity and promoting agile growth. - [Small Business CRM](https://www.g2.com/categories/crm/small-business): This type of CRM provides accessible, intuitive CRM tools specifically designed for smaller organizations with straightforward deployment and lower costs. ### Top CRM software features rated by G2 reviewers There is no [best CRM software](https://learn.g2.com/best-customer-relationship-management-software-tools) for everyone. Different CRM features within CRM software can help users in a few ways: - Contact & account management: Store customer data and manage interactions centrally. - Opportunity & pipeline management: Track sales deals through each stage from lead to close. - Task & activity management: Schedule tasks, assign deadlines, and track activities. - Lead management: Capture, qualify, and manage leads throughout the sales process - Email marketing & campaign management: Create, launch, and measure email and multi-channel campaigns. - Reporting & dashboards: Visualize performance and trends through intuitive dashboards and customizable reports. - Mobile & social integration: Access CRM on mobile devices; engage customers through social media channels. - Workflow automation: Automate repetitive tasks and streamline business processes. - Customer support & case management: Track and resolve customer inquiries and issues effectively. - Integration capabilities: Seamlessly integrate CRM with other essential software and business systems. - AI capabilities: Use generative AI to automate text creation and enhance customer interactions. ### Top CRM software benefits identified by G2 reviewers Effective CRM implementation can yield multiple strategic business benefits, including: **Enhanced customer insights:** CRM systems consolidate interaction data for deeper customer understanding, enabling personalized engagements and proactive sales efforts. _“It consolidates all customer data onto a single platform, tracking the entire customer journey within our system through a single interface. This includes all interactions from the initial point of contact, whether inbound or outbound, through marketing or direct sales, to the final outcome of either a closed win or closed loss.”_ - [Akshay S., Sales Development Manager](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews/salesforce-sales-cloud-review-10680560). **Improved revenue growth:** CRM tools support targeted marketing campaigns, streamline lead management, and accelerate sales processes that drive increased revenue. _“The tool helps me keep track of leads, follow-ups, and client interactions without things slipping through the cracks.”_ - [Chelsea D., CEO](https://www.g2.com/products/hubspot-sales-hub/reviews/hubspot-sales-hub-review-10856634). **Optimized productivity and efficiency:** CRM software automates repetitive tasks, minimizing manual intervention and freeing staff to focus on high-value strategic activities. “_The automation features save us a ton of time by cutting out manual data entry and follow-ups. This means we can focus more on growing the business and less on chasing details, which has definitely helped our team stay more productive and organized._” - [Byron S., VP, SFDC & Data Administration](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews/salesforce-sales-cloud-review-10275142). **Improved collaboration and transparency:** CRM solutions offer centralized visibility into customer journeys, facilitating cross-functional collaboration and aligning sales and marketing efforts. _“The tool allows us to have transparency and a centralized location for all of our staff to store the information we need to help the customers.”_ - [Ryan L](https://www.g2.com/products/close/reviews/close-review-8802552). ### Top CRM systems challenges identified by G2 reviewers Implementing CRM software often presents specific challenges that can impact overall success. Analyzing G2 user reviews reveals frequent issues, including pricing concerns, complexity of user experience, limited or underdeveloped features, inadequate customer support, and integration limitations. Here are the most common hurdles users face, along with practical advice to address them: **1. Cost concerns:** Reviewers frequently identify high or unclear pricing as a barrier, particularly with enterprise-level CRM systems, making affordability an ongoing concern, especially for small or mid-sized businesses. - **Essential questions to ask your CRM vendor:** How is your pricing structured, and what exactly is included in each tier? Are there additional costs for adding users, premium features, or customer support? - **How to overcome the challenge:** Seek transparency from vendors upfront and consider scalable solutions or tiered pricing options that align costs with your business growth. **2. Steep learning curve:** CRM software often introduces unfamiliar workflows, resulting in slow adoption or even resistance within teams accustomed to different processes. - **Essential questions to ask your CRM vendor:** What training programs or onboarding resources do you provide? How do you help teams transition smoothly from their existing processes? - **How to overcome the challenge:** To facilitate an easier transition, opt for CRM solutions that offer comprehensive onboarding materials, continuous training, and strong vendor support. **3. Limited or underdeveloped features:** Many CRM users express disappointment regarding missing or insufficiently developed functionality, limiting effectiveness in critical business scenarios. - **Essential questions to ask your CRM vendor:** Can you outline your current features and upcoming development roadmap? How responsive are you to customer feedback when prioritizing new features? - **How to overcome the challenge:** Prioritize CRM providers who are transparent about feature availability and future development, ensuring alignment with your essential business needs. **4. Support and reliability issues:** Users commonly cite inadequate customer support, slow response times, or unreliable systems as major pain points negatively affecting daily operations. - **Essential questions to ask your CRM vendor:** What support channels are available, and what are your average response and resolution times? Do you provide clearly defined Service Level Agreements (SLAs)? - **How to overcome the challenge:** Evaluate vendors based on proven reliability and responsive customer support. Clarify expectations with detailed SLAs. **5. Integration limitations:** CRM solutions can become less effective when integration with existing tools is difficult, limited, or complex, reducing overall productivity. - **Essential questions to ask your CRM vendor:** What integrations do you currently support, and how complex is the setup process? Do you assist customers with integrations and troubleshooting? - **How to overcome the challenge:** Choose CRM software with robust, user-friendly integrations. Confirm compatibility with essential tools early in the evaluation process. ### What is CRM software used for? Analysis of CRM software reviews reveals the following common scenarios: - **Lead management & tracking:** Businesses use CRM tools to capture, qualify, assign, and monitor leads throughout the sales funnel, ensuring leads never slip through the cracks. - **Centralized customer & contact data:** Reviewers say CRM solutions help store all customer interactions and communications in one centralized system, ensuring multiple departments access accurate, up-to-date records without duplication. - **Pipeline & deal management:** CRM applications organize sales opportunities clearly by stage, value, and timeline, allowing sales teams to prioritize deals and forecast revenue effectively - **Collaborative account & case management:** Reviewers say CRM platforms simplify customer support by enabling multiple stakeholders to collaborate on customer inquiries, case management, and issue resolution, keeping all communication records linked and up-to-date. ### Who uses CRM systems? CRM software users span various roles, from senior executives to frontline sales and marketing professionals. Based on G2 reviewer demographics, typical users include CEOs, owners, founders, account executives, directors, and managers. Common industries include computer software, marketing and advertising, information technology, financial services, and real estate. ### Common CRM software integrations We analyzed extensive user-review data to identify common software categories users frequently integrate with CRM: - **Marketing automation software:** Integrating CRM software with [marketing automation tools](https://www.g2.com/categories/marketing-automation) allows businesses to automate email campaigns, streamline lead nurturing, and enhance lead scoring capabilities. - **Email & calendar tools:** CRM integrations with [popular email](https://www.g2.com/categories/email) and [calendar platforms](https://www.g2.com/categories/calendar-software) help centralize communication, appointments, and contact management, providing a unified view of customer interactions. - **Workflow and custom integration tools:** Flexible integrations using APIs and [workflow automation tools](https://www.g2.com/categories/workflow-management) enable businesses to synchronize CRM data seamlessly across multiple applications, enhancing operational efficiency. - **Collaboration & communication platforms:** Connecting CRM tools with [internal collaboration and messaging platforms](https://www.g2.com/categories/internal-communications) facilitates instant communication, simplifies meeting scheduling, and enhances internal team coordination. - **Website and lead capture software:** Integrating CRM apps with website and [form-building software](https://www.g2.com/categories/online-form-builder) allows real-time lead capture, automated follow-ups, and personalized customer engagement directly from web-based interactions. ### What's the best CRM app for small business owners? For [small business owners](https://www.g2.com/categories/crm/small-business), I recommend exploring CRM apps specifically designed for small and medium-sized businesses (SMBs) as they focus on ease of use and cost-effectiveness, such as:  1. [Microsoft Dynamics CRM](https://www.g2.com/products/dynamics-365-sales/reviews) offers a robust solution to boost sales productivity and marketing effectiveness with social insights, business intelligence, and campaign management. It provides both on-premises and cloud solutions, with mobile CRM apps for on-the-go management. 2. [Vtiger All-In-One CRM](https://www.g2.com/products/vtiger-all-in-one-crm/reviews) is tailored for small to medium-sized businesses, providing a 360-degree customer view. It optimizes sales, support, and marketing touch-points with AI-powered tools and robust automation to enhance customer experiences across various channels. 3. [BSI Software](https://www.g2.com/products/bsi-software/reviews) delivers a comprehensive platform for the digitalization of customer relationships, with a strong CRM system supporting industries like banking, insurance, and energy. It emphasizes a 360° customer view and uses AI to improve processes and customer interactions. ### What CRM is the best for e-commerce platforms? The best CRM software for eCommerce platforms depends on your business size, sale volume, and integration needs. With that in mind, here are some top choices to support your business based on G2 reviews: 1. [HighLevel](https://www.g2.com/products/highlevel/reviews): An all-in-one Sales & Marketing CRM with CRM, Email, 2-way SMS, consolidated messaging, outbound calling, and more. 2. [Close](https://www.g2.com/products/close/reviews): A CRM designed to help small, scaling businesses close deals fast with built-in communication, automation, and reporting tools. 3. [Agile CRM](https://www.g2.com/products/agile-crm/reviews): A fully integrated CRM with sales tracking, contact management, marketing automation, and telephony. ### Future of CRM software - **AI-driven insights and predictive analytics:** CRM platforms increasingly leverage AI and machine learning to process vast customer data, predict behaviors, and recommend the next best actions. ([_Source 3_](https://www.sap.com/india/products/crm/what-is-crm/crm-technology-trends.html)) This helps teams identify high-value leads, reduce churn, and personalize communications. Predictive analytics accelerate sales cycles and improve marketing campaign targeting. AI-powered insights also automate manual tasks, allowing teams to focus on strategic interactions rather than data entry. - **Omnichannel engagement and conversational interfaces:** Businesses are meeting customers on their terms, whether via chat, social media, or voice assistants. CRMs of the future will integrate new channels effortlessly and use conversational AI to streamline interactions. ([_Source 4_](https://solutionsmetrix.com/article/top-crm-trends-2024/)) - **Deeper IoT integration for real-time engagement:** With the rise of IoT (smart devices, wearables, sensors), next-generation CRMs will sync with real-time data streams. ([_Source 3_](https://www.sap.com/india/products/crm/what-is-crm/crm-technology-trends.html)) This will enable proactive customer service, automated triggers for maintenance or support, and personalized product recommendations based on real-world usage. ### CRM Software FAQs ### Most Popular FAQs #### **Which CRM Software has the best reviews?** Based on verified user ratings across thousands of reviews, these CRM platforms consistently earn top marks for overall satisfaction: - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — A widely adopted CRM known for its clean interface, cross-team collaboration tools, and strong alignment between sales and marketing workflows. - [HighLevel](https://www.g2.com/products/highlevel/reviews) — An all-in-one platform built for agencies and small businesses, praised for its automation capabilities, multi-channel communication tools, and competitive pricing. - [Close](https://www.g2.com/products/close/reviews) — A sales-focused CRM built for speed and simplicity, highly rated by outbound teams for its integrated calling, SMS, email, and intuitive lead management. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — A pipeline-centric CRM recognized for its visual deal management, ease of use, and robust integration ecosystem. #### **What is CRM software used for?** CRM (Customer Relationship Management) software is a tool that helps businesses organize, track, and manage their interactions with leads, prospects, and customers in one centralized platform. At its core, CRM software solves the problem of scattered customer data by consolidating contact records, communication history, sales pipeline stages, and task management into a single system. Users across industries rely on CRM software to automate follow-up sequences, reduce manual data entry, manage deal pipelines, generate performance reports, and improve response times. Beyond basic contact management, modern CRM platforms increasingly incorporate email and SMS marketing, AI-powered assistants, chatbots, and workflow automation — making them the operational backbone of sales, marketing, and customer support teams alike. #### **What is the best cloud-based CRM for the service industry?** Cloud-based CRM tools built for service-oriented businesses prioritize scheduling, client communication, and workflow visibility. The following options earn strong marks from service industry users: - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — A cloud-native CRM that centralizes client outreach, deal tracking, and email sequences, making it a practical choice for service teams managing ongoing client relationships. - [HighLevel](https://www.g2.com/products/highlevel/reviews) — A cloud-based platform popular with service-based agencies that need integrated appointment booking, reputation management, and automated client follow-up under one subscription. - [OctopusPro](https://www.g2.com/products/octopuspro/reviews) — A field service management and CRM platform designed for mobile and on-site service businesses, offering ticketing, scheduling, and customizable workflow tracking. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — A hosted CRM with strong pipeline visualization tools, activity reminders, and integration capabilities suited for service businesses managing multiple client engagements. #### **What is the best CRM solution with marketing automation features?** The strongest CRM platforms with embedded marketing automation go beyond basic contact management to support full campaign execution, lead nurturing, and cross-channel outreach. Top options include: - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Offers tightly integrated sales and marketing tools including email sequences, deal tracking, and web visit tracking, with an interface designed for non-technical users. - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — A CRM and marketing automation platform built around flexible workflow builders, enabling businesses to automate complex multi-step email and SMS campaigns with conditional logic. - [HighLevel](https://www.g2.com/products/highlevel/reviews) — An all-in-one platform that combines CRM, email, SMS, social media automation, funnel building, and AI voice agents, purpose-built for marketing agencies managing multiple clients. - [EngageBay All-in-One Suite](https://www.g2.com/products/engagebay-all-in-one-suite/reviews) — An affordable CRM suite that consolidates email marketing, contact management, landing page creation, and support ticketing in a single interface. #### **What is the best CRM for beginners?** New CRM users consistently prioritize ease of setup, guided onboarding, and an interface that doesn't require technical expertise. The following platforms earn high marks for accessibility among first-time CRM users: - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Frequently cited by new users for its intuitive visual pipeline, clean drag-and-drop interface, and short onboarding curve — users routinely describe going live within a day. - [CRMOne](https://www.g2.com/products/crmone/reviews) — A straightforward CRM praised for quick setup and a responsive support team that helps new teams get organized with minimal friction. - [Nutshell](https://www.g2.com/products/nutshell/reviews) — Known for its simple, navigable interface, extensive learning resources, and live webinars that help users new to CRM get up to speed quickly. - [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) — A lightweight CRM designed as an entry point into the Zoho ecosystem, offering pipeline management and contact organization with minimal setup complexity. ### Small Business FAQs #### **What is the most affordable CRM software for SMBs?** For small and medium-sized businesses, the best CRM at an affordable price point balances essential functionality with low total cost of ownership. These platforms consistently earn recognition from SMB users on a budget: - [EngageBay All-in-One Suite](https://www.g2.com/products/engagebay-all-in-one-suite/reviews) — One of the most cost-effective all-in-one platforms for small businesses, offering CRM, email marketing, and support features at a price point that rivals far more limited tools. - [CRMOne](https://www.g2.com/products/crmone/reviews) — Frequently highlighted by SMB users for delivering core CRM and automation features at a price that competes favorably with enterprise-tier alternatives. - [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) — A purposefully lean and affordable CRM built for small teams, offering pipeline management, contact tracking, and the ability to scale into the broader Zoho ecosystem as needs grow. - [Nutshell](https://www.g2.com/products/nutshell/reviews) — A moderately priced CRM that small businesses frequently choose for its clean UI, fast implementation, and value relative to more expensive mid-market platforms. #### **What is the best CRM software for startups?** Startups need a CRM that can be implemented quickly, scales with growth, and doesn't require a dedicated admin to maintain. These platforms are well-suited for early-stage teams, and you can explore the full [SMB CRM software](https://www.g2.com/categories/crm?segment=small-business) category on G2 for a complete view of top-rated options: - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — A popular choice among startups for its free tier, ease of use, and the ability to grow into more advanced sales and marketing automation as the team scales. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Startup founders and small sales teams frequently cite Pipedrive's visual pipeline and quick setup as a practical way to get deal tracking in place immediately. - [Close](https://www.g2.com/products/close/reviews) — Built specifically for sales-first startups, Close consolidates calling, emailing, and SMS in one interface with a fast onboarding experience and no-bloat feature set. - [EngageBay All-in-One Suite](https://www.g2.com/products/engagebay-all-in-one-suite/reviews) — Startup users appreciate its low cost and all-in-one approach to managing contacts, automating outreach, and handling support tickets without adding additional tools. #### **Which CRM software is the most user-friendly for startups?** Ease of use is critical for lean startup teams where no one has the bandwidth for weeks of onboarding. Among the CRM platforms reviewed, these earn the highest usability marks from small-team users: - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Consistently cited for its visual, drag-and-drop pipeline and minimal learning curve, making it one of the most accessible CRMs for teams adopting their first dedicated sales tool. - [CRMOne](https://www.g2.com/products/crmone/reviews) — Startup users highlight how quickly their teams got comfortable with the interface, with most reporting same-day or next-day adoption without formal training. - [Nutshell](https://www.g2.com/products/nutshell/reviews) — Praised for a clean, distraction-free interface and a responsive support team that guides new users through setup and configuration challenges. - [folk](https://www.g2.com/products/folk-folk/reviews) — A CRM built around a modern, Notion-inspired interface that resonates strongly with startup founders and small teams who find traditional CRMs overly complex. #### **What is the best CRM for small teams in financial services?** Financial services firms at the small business level need a CRM that can reliably track client accounts, log correspondence, and support compliance-adjacent record-keeping. You can browse the full [small business CRM software](https://www.g2.com/categories/crm?segment=small-business) landscape on G2 to compare options by industry: - [Maximizer](https://www.g2.com/products/maximizer/reviews) — A CRM used by financial advisors and insurance professionals, valued for its robust contact-to-account lifecycle tracking, task scheduling for renewals, and detailed client record storage. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Widely used in financial services SMBs for managing client outreach, tracking deal pipelines, and aligning sales and marketing communication in a single platform. - [Close](https://www.g2.com/products/close/reviews) — Used by small financial services sales teams for its speed of entry, multi-channel outreach, and streamlined lead management without unnecessary complexity. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Adopted by small financial services teams for its intuitive pipeline management and integration flexibility with quoting and productivity tools. #### **What CRM tools are best suited for solo business owners and freelancers?** Solo operators and freelancers need a CRM that's fast to set up, low-maintenance, and handles the essential tasks of contact management and follow-up without requiring a team to administer it. The following platforms see strong adoption among single-person operations, and you can explore the full [small business CRM](https://www.g2.com/categories/crm?segment=small-business) category for additional options: - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — A top pick among freelancers and solo sales professionals for keeping deal pipelines organized without requiring daily admin overhead. - [Less Annoying CRM](https://www.g2.com/products/less-annoying-crm/reviews) — Built explicitly for solopreneurs and micro-businesses, prioritizing simplicity and a flat-rate pricing model that avoids the per-feature upgrade cycle common in larger platforms. - [folk](https://www.g2.com/products/folk-folk/reviews) — A modern, lightweight CRM designed around relationship management that resonates strongly with founders and freelancers who rely heavily on LinkedIn and email for outreach. - [Nutshell](https://www.g2.com/products/nutshell/reviews) — Solo users highlight Nutshell's ease of implementation and task-based reminders as core value drivers for staying organized without dedicated CRM support. ### Enterprise FAQs #### **What is the best-rated CRM software for tech enterprises?** Technology enterprises require a CRM with deep customization, scalable architecture, and strong developer ecosystems. These platforms earn the highest marks from enterprise tech buyers, and you can explore the full [enterprise CRM software](https://www.g2.com/categories/crm?segment=enterprise) category on G2: - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — The market's most recognized enterprise CRM, built for large tech organizations that require custom objects, complex automation, AI-driven sales assistance, and broad ecosystem integrations. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Increasingly adopted by mid-to-large tech companies for its accessible interface, cross-functional deal visibility, and tight alignment between marketing and sales data. - [Creatio](https://www.g2.com/products/creatio/reviews) — A no-code-first CRM platform valued by enterprise tech teams for its powerful marketing suite, flexible workflow automation, and deep customization without requiring developer resources. - [NetSuite](https://www.g2.com/products/netsuite/reviews) — An enterprise-grade platform that combines CRM capabilities with ERP, finance, and inventory management, making it a strong fit for tech companies that need unified business operations. #### **What is the most reliable CRM software tool for enterprises?** Enterprise buyers prioritize uptime, data integrity, and consistent performance at scale. Among platforms with significant enterprise user bases in this review dataset, the following earn recognition for reliability: - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Long the enterprise reliability benchmark, Salesforce is recognized for centralized data management, extensive uptime infrastructure, and a mature ecosystem of support and implementation partners. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Enterprise teams frequently cite HubSpot's consistent platform availability, predictable performance, and strong user permissions and admin controls. - [Creatio](https://www.g2.com/products/creatio/reviews) — Enterprise users highlight Creatio's stability across large user deployments, noting its hosted and on-premise options and continuous platform enhancements as drivers of long-term confidence. - [NetSuite](https://www.g2.com/products/netsuite/reviews) — Trusted by enterprises for housing critical business data across CRM, financials, and operations in a single auditable system, with robust case-based support infrastructure. #### **What is the best-reviewed CRM software for enterprise app integration?** Integration depth is a top evaluation criterion for enterprise CRM buyers managing complex tech stacks. These platforms stand out for their integration ecosystems, and you can explore the [enterprise CRM software](https://www.g2.com/categories/crm?segment=enterprise) category on G2 for in-depth comparison: - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Salesforce's AppExchange and native API infrastructure make it a top choice for enterprises requiring integration with ERP, marketing, service, and analytics platforms at scale. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Enterprise users praise HubSpot's native integrations and marketplace ecosystem for connecting sales data across business intelligence, email, and communication tools. - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — Recognized for strong third-party integrations including Salesforce and Zapier, making it a practical choice for enterprises embedding CRM and marketing automation into broader workflows. - [Creatio](https://www.g2.com/products/creatio/reviews) — Enterprise reviewers highlight Creatio's flexible integration framework and no-code tooling as differentiators for connecting CRM processes with legacy and third-party systems. #### **What is the best enterprise CRM for customer success teams?** Customer success functions within enterprise organizations require a CRM layer that goes beyond pipeline management — one that tracks client health, onboarding progress, and renewal timelines. You can browse the full [enterprise CRM software](https://www.g2.com/categories/crm?segment=enterprise) category on G2 for a complete list of top-rated options: - [Planhat](https://www.g2.com/products/planhat/reviews) — Purpose-built for enterprise customer success teams, Planhat manages the full post-sale lifecycle from onboarding through renewal with health scoring, timeline management, and proactive account planning tools. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Enterprise customer success teams use HubSpot for cross-department deal visibility and contact management, particularly in environments where CS and sales operate from shared data. - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Used by enterprise CS teams that need deep customization and integration to map complex customer journeys, connect service records, and track success metrics across accounts. - [SuperOffice CRM](https://www.g2.com/products/superoffice-crm/reviews) — An enterprise CRM that centralizes account information, customer contracts, and support requests, earning high marks from administrators for its configurability and clean information architecture. #### **What is the best enterprise CRM with AI capabilities?** AI functionality in enterprise CRM has moved from differentiator to expectation, spanning predictive analytics, automated outreach, intelligent forecasting, and virtual sales assistants. The following platforms lead on AI maturity within the enterprise segment reviewed here, and you can explore the [enterprise CRM](https://www.g2.com/categories/crm?segment=enterprise) category on G2 for the latest AI feature comparisons: - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Salesforce's native AI layer, Einstein, delivers predictive lead scoring, automated data capture, and conversational AI for enterprise sales teams operating at scale. - [Creatio](https://www.g2.com/products/creatio/reviews) — Enterprise users highlight Creatio's rapidly expanding AI capabilities integrated within its no-code workflow environment, enabling smarter automation without developer dependency. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — HubSpot has embedded AI across email tracking, deal predictions, and content assistance — features enterprise teams are actively incorporating into daily sales workflows. - [HighLevel](https://www.g2.com/products/highlevel/reviews) — Reviewers in tech-oriented agencies highlight HighLevel's AI voice employee and AI-driven workflow features as a meaningful competitive advantage, particularly for teams managing high volumes of inbound and outbound communication. ### Sources 1. [73+ Sales Statistics To Achieve Business Targets in 2024](https://www.g2.com/articles/sales-statistics), G2 2. G2 reviews data: G2 reviews are sourced from verified software users and factor in satisfaction ratings, market presence, and real-time popularity data. Rankings in this guide are based on an analysis of G2 user reviews published within the last 12 months. For more details, read [G2’s full scoring methodology](https://documentation.g2.com/docs/research-scoring-methodologies). 3. [CRM technology trends](https://www.sap.com/india/products/crm/what-is-crm/crm-technology-trends.html), SAP 4. [Keeping Up to Date with CRM Trends in 2025: Here’s What to Expect](https://solutionsmetrix.com/article/top-crm-trends-2024/)​, Solutions Metrix Last Updated on 04/20/2026 _Written and researched by _[_Blue Bowen_](https://research.g2.com/insights/author/blue-bowen) _Reviewed and edited by _[_Sinchana Mistry_](https://www.linkedin.com/in/sinchana-mistry95/) --- ## What Are the Most Common Questions About CRM Software? *AI-generated · Last updated: June 3, 2026* ### What's the best CRM app for small business owners Based on G2 reviews, these CRM products are frequently mentioned by recent reviewers for helping small teams stay organized, manage pipelines, and reduce manual follow-up work. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub) — easy navigation and pipeline reviews. - [Pipedrive](https://www.g2.com/products/pipedrive) — visual pipeline and follow-up reminders. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub) — simple setup and contact management. - [Pipedrive](https://www.g2.com/products/pipedrive) — straightforward CRM for growing teams. ### Best CRM solution with marketing automation features Based on G2 reviews, these CRM products are often highlighted by recent users for combining contact management with email automation, campaign workflows, and follow-up support. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub) — sales workflows with marketing alignment. - [ActiveCampaign](https://www.g2.com/products/activecampaign) — automated journeys and contact segmentation. - [Zoho CRM](https://www.g2.com/products/zoho-crm) — lead tracking and workflow automation. - [ActiveCampaign](https://www.g2.com/products/activecampaign) — CRM plus email automation workflows. ### What CRM is the best for e-commerce platforms Based on G2 reviews, these CRM products are commonly cited by recent users for organizing customer data, syncing communications, and supporting sales workflows tied to online channels. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub) — centralized deals and outreach tracking. - [ActiveCampaign](https://www.g2.com/products/activecampaign) — customer journeys and campaign automation. - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud) — integrations and pipeline visibility. - [Zoho CRM](https://www.g2.com/products/zoho-crm) — organized leads and follow-up workflows. ### What should buyers look for in crm software According to verified users, the most consistent buying themes in recent CRM reviews are ease of use, clear pipeline visibility, centralized customer records, and reminders that keep follow-ups from being missed. Buyers also repeatedly mention reporting dashboards, task management, and workflow automation as practical time-savers. Integrations matter too, especially for email, calendars, and other business tools teams already use. Reviewers also flag common tradeoffs to evaluate during selection, including learning curve, mobile experience, reporting depth, and how well the system handles customization as processes become more complex. In short, buyers tend to value software that keeps sales activity organized without making daily work harder. ### How do teams use CRM for follow-ups According to verified users, teams mainly use CRM to keep follow-ups consistent and visible across the whole sales process. Recent reviews repeatedly mention reminders, task tracking, activity history, and pipeline stages as the tools that prevent outreach from slipping through the cracks. Users describe using CRM to log calls, emails, notes, and next steps in one place so any teammate can quickly understand account context. Automation is another recurring theme, with teams using it to trigger reminders, route leads, and reduce repetitive admin work. The practical outcome reviewers highlight most often is better organization: less time spent chasing updates manually and more confidence that important prospects and customers are being contacted on time.