# Best CRM Software *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 ## Category Overview **Total Products under this Category:** 1,009 ## Trust & Credibility Stats **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 120,100+ Authentic Reviews - 1,009+ 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. ## 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 (24,570 reviews) | AI-automated pipeline-to-close CRM workflows | "[End-to-End Sales Visibility with Powerful Automation and Real-Time Reporting](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12741912)" | | 2 | [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) | 4.4/5.0 (13,146 reviews) | Pipeline visibility with automated sales sequencing | "—" | | 3 | [Pipedrive](https://www.g2.com/products/pipedrive/reviews) | 4.3/5.0 (2,981 reviews) | Visual sales pipeline with deal-stage automation | "[Essential for Customer Management, Easy to Use](https://www.g2.com/survey_responses/pipedrive-review-9534286)" | | 4 | [Close](https://www.g2.com/products/close/reviews) | 4.7/5.0 (2,013 reviews) | High-velocity outbound sales with built-in dialer | "[Efficient CRM with Easy Setup and Strong Follow-Up Tools](https://www.g2.com/survey_responses/close-review-11140783)" | | 5 | [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) | 4.1/5.0 (2,818 reviews) | Centralized lead-to-deal pipeline with workflow automation | "[Intuitive and Feature-Rich CRM](https://www.g2.com/survey_responses/zoho-crm-review-12765202)" | | 6 | [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) | 4.4/5.0 (14,136 reviews) | Behavior-triggered CRM with automation workflows | "[Great email marketing tool for us](https://www.g2.com/survey_responses/activecampaign-review-7966871)" | | 7 | [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) | 4.6/5.0 (797 reviews) | Pipeline-centric sales CRM for spreadsheet-to-CRM migration | "[Simple and practical CRM for managing patient follow ups in daily work](https://www.g2.com/survey_responses/bigin-by-zoho-crm-review-12746024)" | | 8 | [monday CRM](https://www.g2.com/products/monday-crm/reviews) | 4.6/5.0 (1,148 reviews) | Visual pipeline tracking with no-code automation | "[Monday.com Helps us stay organized and aligned as a team](https://www.g2.com/survey_responses/monday-crm-review-12710593)" | | 9 | [HighLevel](https://www.g2.com/products/highlevel/reviews) | 4.6/5.0 (617 reviews) | Omnichannel CRM with white-label automation workflows | "[HighLevel: All-in-One Platform with Smooth UI, Powerful AI, and Great Support](https://www.g2.com/survey_responses/highlevel-review-12583235)" | | 10 | [SAP Sales Cloud](https://www.g2.com/products/sap-sap-sales-cloud/reviews) | 4.2/5.0 (881 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)" | ## Best CRM Software At A Glance - **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) ## Which Type of CRM Software Tools Are You Looking For? - [CRM Software](https://www.g2.com/categories/crm) *(current)* - [Marketing Automation Software](https://www.g2.com/categories/marketing-automation) - [Sales Performance Management Software](https://www.g2.com/categories/sales-performance-management) - [Email Tracking Software](https://www.g2.com/categories/email-tracking) - [Sales Analytics Software](https://www.g2.com/categories/sales-analytics) - [Online Form Builder Software](https://www.g2.com/categories/online-form-builder) - [AI Sales Assistant Software](https://www.g2.com/categories/ai-sales-assistant) - [Sales Engagement Software](https://www.g2.com/categories/sales-engagement) --- **Sponsored** ### SAP Sales Cloud SAP Sales Cloud is a cutting-edge sales automation platform / CRM that helps organizations make intelligent selling simple, through connection, insight, and adaptability. Leveraging SAP Sales Cloud, organizations can connect and optimize sales processes. Connect data and sales processes: Unite data, processes, and people to deliver effective sales engagements that drive revenue and customer loyalty Leverage insight to accelerate sales: Guide sales actions through intelligent recommendations that remove guesswork and help sellers focus on the right business Adapt and capture new opportunities: Provide the flexibility to overcome challenges and unique requirements as they shift with new market opportunities [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%5Bmedium%5D=sponsored&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=509&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=634dc5b7af87a9079d1cd36f88e39af004736d60e42c2a7dd4803c1d0d01b712&secure%5Burl%5D=https%3A%2F%2Fwww.sap.com%2Fproducts%2Fcrm%2Fsales-cloud.html&secure%5Burl_type%5D=paid_promos) --- ## Buyer Guide: Key Questions for Choosing CRM Software Software ### What does CRM software do? I think of CRM software as the customer record system that keeps sales, account, and follow-up activity organized in one place. It stores contacts, companies, deals, notes, tasks, emails, calls, and pipeline updates so teams can see where each relationship stands. From what I see across G2 reviewer accounts, CRM platforms are used to track leads, manage deals, assign next steps, automate reminders, and report on customer or revenue activity. When customer information sits across inboxes, spreadsheets, call notes, and individual memory, a CRM gives the business one shared view of the relationship. ### Why do businesses use CRM software? When I reviewed G2 sentiment in this category, the recurring pressure point was sales visibility. Teams needed to know which leads to contact, which deals were active, what happened last, and what needed to happen next. From the patterns I evaluated, several outcomes show up consistently: - Reviewers describe lead and contact tracking as the base reason they rely on CRM software. - Many value pipeline views because they show deal stage, owner, expected value, and progress. - Users mention automations, reminders, and task assignment as ways to keep follow-up from slipping. - Several point to dashboards and reports as useful for tracking sales activity, team progress, and quarterly goals. However, reviewers also mention setup effort, data quality issues, sync gaps, add-on costs, slow screens, and complex customization as areas to review closely. ### Who uses CRM software primarily? After analyzing G2 reviewer profiles, I found that CRM software serves teams that manage customer relationships, sales activity, and account records. - **Sales representatives:** Track leads, calls, emails, deal stages, and next steps. - **Sales managers:** Review pipeline health, team activity, forecasts, and closed deals. - **Marketing teams:** Manage campaign contacts, lead sources, segments, and handoff to sales. - **Customer success teams:** Track customer health, renewals, satisfaction, and account history. - **Business owners and founders:** Keep contacts, deals, tasks, and customer communication organized without a large operations team. - **RevOps and CRM admins:** Configure fields, workflows, dashboards, permissions, and integrations. - **Support and service teams:** Use customer history to understand past issues and open conversations. ### What types of CRM software should I consider? When I examined how reviewers describe the products they use, CRM platforms generally cluster into a few groups: - **Sales pipeline CRMs:** Built for lead tracking, deal stages, activities, forecasting, and rep follow-up. - **All-in-one customer platforms:** Combine CRM with marketing email, forms, service tools, automations, and reporting. - **Small business CRMs:** Focus on simple contact management, reminders, lightweight automation, and quick setup. - **Customer success CRMs:** Track account health, renewals, onboarding, customer KPIs, and engagement signals. - **Enterprise CRM platforms:** Support custom objects, complex workflows, permissions, integrations, and larger admin teams. ### What are the core features to look for in CRM software? When I examined G2 reviewer sentiment, the CRM capabilities buyers prioritize most include: - Contact and account records that keep customer details, history, and activity timelines easy to update and retrieve. - Pipeline management with clear deal stages, ownership, and close dates that teams can act on. - Follow-up automation through tasks, reminders, sequences, and workflow rules that keep deals moving. - Reporting and forecasting that surfaces pipeline health, activity trends, and revenue visibility. - Integrations across email, calendar, phone, marketing, and support with reliable sync and duplicate controls. ### What trends are shaping CRM software right now? From my review of G2 user sentiment and recent market signals, the following trends are reshaping this category: - **AI agents moving into sales workflows:** CRM systems are adding agents for prospect research, lead follow-up, email drafting, and deal support. - **Data hygiene as a CRM priority:** Teams are cleaning duplicates, correcting errors, and standardizing fields so AI and reporting can work with better customer context. - **CRM expanding into a broader customer platform:** Sales, marketing, service, and customer data are being pulled closer together to reduce stack sprawl. - **Buyer confidence shaping sales process design:** CRM workflows are being built around clearer value proof, better follow-up, and more informed buying groups. - **Pipeline work getting more signal-led:** AI, buyer activity, and customer data are being used to guide which accounts need attention next. ### How should I choose CRM software? My analysis of G2 data suggests choosing CRM software around the customer workflow that needs the most structure. Sales-led teams should prioritize lead routing, pipeline views, follow-up tasks, forecasting, and email or calendar sync. Companies with marketing and service needs should look closely at automation, segmentation, customer history, and cross-team records. I also advise weighing setup effort, admin control, reporting depth, data cleanup, integration quality, and pricing tiers because those details often shape whether teams keep the CRM current after rollout. --- ## Top-Rated Products (Ranked by G2 Score) ### 1. [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 24,570 **Product Description:** Accelerate revenue from pipeline to paycheck with Salesforce Sales Cloud - your complete growth platform that brings together the power of humans with agents at every step of the sales cycle. Boost productivity with automation and drive revenue with an integrated growth platform. The future of sales is here, and with Agentforce, we’re helping teams unlock their full potential - making them limitless. Build Pipeline Faster with AI Agents: Sales Agents Sales AI Sales Engagement Sales Programs Buyer Engagement Accelerate Productivity with Automation: Sales Data Sales Analytics Sales Team Productivity Revenue Intelligence Drive Revenue on an Integrated Platform: Revenue Lifecycle Management and CPQ Sales Performance Management Partner Relationship Management ### Quick AI Summary Based on G2 Reviews *Generated from real user reviews* **Pros:** - Users find Agentforce Sales easy to use, appreciating the **accessible information** that streamlines their sales process. - Users appreciate the **feature-rich capabilities** of Agentforce Sales, enhancing productivity and customer interactions seamlessly. - Users appreciate the **powerful lead management** capabilities of Agentforce Sales, enhancing customer experience and team collaboration. - Users appreciate the **extensive customization options** of Agentforce Sales, tailoring it to fit unique business needs. - Users love the **customizability** of Agentforce Sales, allowing businesses to tailor solutions to their unique needs. **Cons:** - Users find the **learning curve steep** , facing challenges with configuration and reporting, particularly for new users. - Users find the **complicated setup and customization** of Agentforce Sales taxing, especially for smaller teams. - Users find the **missing features** in Agentforce Sales limit their ability to efficiently handle complex tasks and processes. - Users find the **limited features** of Agentforce Sales require significant customization and expertise for effective use. - Users find the **pricing model expensive** , making it challenging for smaller companies to justify the cost. #### Recent Reviews **"[End-to-End Sales Visibility with Powerful Automation and Real-Time Reporting](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12741912)"** **Rating:** 5.0/5.0 stars *— Abdul Kaiyum M.* [Read full review](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12741912) --- **"[Practical AI Automation That Streamlines Sales Inside Salesforce](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12761634)"** **Rating:** 4.0/5.0 stars *— Souvik D.* [Read full review](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12761634) --- #### Trending Discussions - [What is Salesforce Maps used for?](https://www.g2.com/discussions/salesforce-maps-what-is-salesforce-maps-used-for) - 2 comments - [What is the benefit of Salesforce CRM?](https://www.g2.com/discussions/what-is-the-benefit-of-salesforce-crm) - 7 comments - [What is Salesforce and CRM?](https://www.g2.com/discussions/what-is-salesforce-and-crm) - 3 comments ### 2. [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 13,146 **Product Description:** Sales Hub combines sales engagement tools, AI-powered productivity features, and workflow automation into a unified platform designed to help growing teams close deals faster. Core Value Proposition: Sales Hub addresses common sales challenges: inefficient manual processes that slow deal velocity, fragmented customer information creating incomplete context, and complex software requiring extensive training and ongoing administration. Built on the HubSpot Smart CRM, Sales Hub connects customer data and sales tools in a single unified system. Key Capabilities Sales Engagement Tools: Sales Hub provides email tracking, meeting scheduling, document sharing, and communication templates that streamline prospect interactions and eliminate administrative friction in the sales process. AI-Powered Productivity: The platform includes AI features that automate repetitive tasks, suggest next actions based on deal context, and surface relevant customer insights, helping representatives focus on selling rather than administrative work. Unified Customer View: Because all customer data, communication history, and deal information exists within the Smart CRM, sales representatives see complete context without toggling between systems. This includes visibility into marketing interactions, service tickets, and prior sales conversations. Workflow Automation: Sales Hub automates routine sales processes, ensuring consistent execution without manual coordination. Sales Hub vs. Alternatives: Unlike legacy CRM systems functioning primarily as databases requiring extensive customization, Sales Hub includes engagement tools, automation, and AI capabilities as native features rather than add-ons requiring integration. This eliminates the complexity of purchasing separate tools for email tracking, meeting scheduling, document management, and sales analytics. Sales Hub's intuitive interface reduces training time for new team members compared to traditional sales platforms requiring extensive technical knowledge. Teams benefit from fast onboarding, seamless alignment through shared data visibility, and flexible scaling. Who Should Use Sales Hub Sales Hub serves growing sales teams needing to increase productivity without adding headcount, sales representatives requiring complete customer context during buyer conversations, and sales leaders seeking pipeline visibility through unified reporting. The platform scales from small sales teams to enterprise organizations. Outcome Sales Hub helps teams sell smarter, not harder, enabling reps to get richer context and better insights at every step of the buyer journey. ### Quick AI Summary Based on G2 Reviews *Generated from real user reviews* **Pros:** - Users appreciate the **ease of use** of HubSpot Sales Hub, making it ideal for first-time salespeople. - Users greatly value the **automation features** of HubSpot Sales Hub, which streamline data entry and enhance productivity. - Users appreciate the **excellent product support** and find HubSpot Sales Hub easy to integrate and use. - Users appreciate the **intuitive lead management** capabilities of HubSpot Sales Hub, enhancing tracking and workflow automation. - Users find HubSpot Sales Hub to be **intuitive and user-friendly** , enhancing their experience with a centralized sales repository. **Cons:** - Users desire a **more comprehensive app** , noting it needs further development and fine-tuning for better usability. - Users find the **limited features** of HubSpot Sales Hub basic and frustrating, especially with dashboard and forecasting limitations. - Users find the **learning curve steep** for HubSpot Sales Hub, making advanced features harder to access initially. - Users find HubSpot Sales Hub to be **expensive** , especially as businesses grow and need advanced features. - Users find the **limited customization** of HubSpot Sales Hub restrictive, impacting their ability to tailor workflows effectively. #### Recent Reviews **Rating:** 4.5/5.0 stars *— Cristian G.* [Read full review](https://www.g2.com/survey_responses/hubspot-sales-hub-review-12785558) --- **"[Keeping Sales Organised and Teams Aligned](https://www.g2.com/survey_responses/hubspot-sales-hub-review-12694333)"** **Rating:** 5.0/5.0 stars *— Andrew B.* [Read full review](https://www.g2.com/survey_responses/hubspot-sales-hub-review-12694333) --- #### Trending Discussions - [How has HubSpot Sales Hub impacted the sales pipeline management in small to mid-sized businesses?](https://www.g2.com/discussions/how-has-hubspot-sales-hub-impacted-the-sales-pipeline-management-in-small-to-mid-sized-businesses) - 4 comments - [What is HubSpot Sales Hub used for?](https://www.g2.com/discussions/what-is-hubspot-sales-hub-used-for) - 5 comments - [What is HubSpot good for?](https://www.g2.com/discussions/what-is-hubspot-good-for) - 2 comments ### 3. [Pipedrive](https://www.g2.com/products/pipedrive/reviews) **Average Rating:** 4.3/5.0 **Total Reviews:** 2,981 **Product Description:** Pipedrive is an easy-to-use sales CRM (customer relationship management) tool that empowers teams of all sizes to close more deals. With its customizable sales pipelines, real-time insights and powerful AI features, it’s no wonder 100,000 companies worldwide use Pipedrive for smarter, faster sales. ### Quick AI Summary Based on G2 Reviews *Generated from real user reviews* **Pros:** - Users appreciate the **ease of use** in Pipedrive, finding it intuitive and welcoming for both beginners and advanced users. - Users praise Pipedrive's **intuitive interface** , allowing easy customization and seamless information capture without technical expertise. - Users find Pipedrive **very easy to use** , with a user-friendly interface and organized activity tab for efficient navigation. - Users appreciate the **helpful training resources** and responsive support from Pipedrive, enhancing their overall experience. - Users value the **seamless integrations** of Pipedrive, enhancing campaign attribution and ensuring smooth organization across tools. **Cons:** - Users find the **missing features** disappointing, as essential tools come at a high cost or are removed entirely. - Users find Pipedrive has **limited features** , making advanced analysis and functionality difficult without costly upgrades. - Users feel that the **learning curve is steep** , requiring additional training and time to fully master Pipedrive. - Users experience **integration issues** with Pipedrive, particularly with Google Calendar, complicating meeting details and accessibility. - Users feel that Pipedrive is **expensive** with high costs for essential features and add-ons, impacting affordability. #### Recent Reviews **"[Easy-to-Use Visual Pipeline That Keeps Deals Organized and Saves Time](https://www.g2.com/survey_responses/pipedrive-review-12703383)"** **Rating:** 4.5/5.0 stars *— Emmanuel C. J.* [Read full review](https://www.g2.com/survey_responses/pipedrive-review-12703383) --- **"[Essential for Customer Management, Easy to Use](https://www.g2.com/survey_responses/pipedrive-review-9534286)"** **Rating:** 5.0/5.0 stars *— Mark R.* [Read full review](https://www.g2.com/survey_responses/pipedrive-review-9534286) --- #### Trending Discussions - [What features of Pipedrive are most beneficial for new sales professionals to track and optimize their sales pipeline?](https://www.g2.com/discussions/what-features-of-pipedrive-are-most-beneficial-for-new-sales-professionals-to-track-and-optimize-their-sales-pipeline) - 2 comments - [What is Pipedrive used for?](https://www.g2.com/discussions/pipedrive-what-is-pipedrive-used-for) - 2 comments - [Is Pipedrive free?](https://www.g2.com/discussions/is-pipedrive-free) - 2 comments ### 4. [Close](https://www.g2.com/products/close/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 2,013 **Product Description:** Most CRMs store data. Close helps you act on it. With built-in calling, email, SMS, and automation, your team can reach leads instantly — without stitching together tools. Trusted by 10,000+ teams • 2B+ sales interactions • 4.7★, Close is built to help sales teams move faster and close more deals. Now meet Chloe. Chloe is your AI sales teammate, built into Close. She doesn’t just automate tasks — she takes action. A new lead comes in → Chloe calls instantly A stale lead sits → Chloe re-engages it A deal stalls → Chloe follows up and moves it forward She has real conversations. Qualifies prospects. Books meetings. No scripts. No delays. No dropped leads. Every lead gets a response. Every conversation moves forward. Built into Close. Ready in minutes. Free during early Beta. Limited access. → Join the waitlist: close.com/chloe → Start a free trial: close.com ### Quick AI Summary Based on G2 Reviews *Generated from real user reviews* **Pros:** - Users find Close to be **user-friendly and streamlined** , enhancing business efficiency with its fast-paced ease of use. - Users appreciate the **helpful customer support** from Close, which significantly enhances their sales experience and efficiency. - Users appreciate the **simplicity and user-friendliness** of Close, finding it easy to manage customers and track prospects. - Users highlight the **efficient integration** and **comprehensive communication features** of Close, vastly improving sales operations. - Users love the **intuitive design** of Close, finding it user-friendly and efficient for quick access to information. **Cons:** - Users note **missing features** like better Inbox management and custom reporting, impacting efficiency and user experience. - Users experience **call issues** including charges during wait times and occasional unrecorded calls, impacting functionality. - Users find **limited features** in Close, lacking essential tools and advanced functionalities for a complete CRM experience. - Users experience a **steep learning curve** initially due to a spread-out UI, but adapt quickly with use. - Users find the **limited customization** options restrictive, hindering their ability to create tailored reports and dashboards. #### Recent Reviews **"[Streamlined Sales Tracking with Close](https://www.g2.com/survey_responses/close-review-9087574)"** **Rating:** 5.0/5.0 stars *— Tristan W.* [Read full review](https://www.g2.com/survey_responses/close-review-9087574) --- **"[Efficient CRM with Easy Setup and Strong Follow-Up Tools](https://www.g2.com/survey_responses/close-review-11140783)"** **Rating:** 5.0/5.0 stars *— Elle C.* [Read full review](https://www.g2.com/survey_responses/close-review-11140783) --- #### Trending Discussions - [What is Close used for?](https://www.g2.com/discussions/close-what-is-close-used-for) - 2 comments - [What is Close used for?](https://www.g2.com/discussions/what-is-close-used-for) - 1 comment ### 5. [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) **Average Rating:** 4.1/5.0 **Total Reviews:** 2,818 **Product Description:** Zoho CRM is a cloud-based 360° customer relationship management tool that caters to business needs of mid-scale businesses to large-scale enterprises. Key features include contact management, sales funnels, pipeline management, workflow automation, AI-powered conversational assistant, task management, managing marketing campaigns, sales forecasting, customer support & service, inventory management, reporting & analytics, and seamlessly integrating with 500+ popular business apps in a single business system. ### Quick AI Summary Based on G2 Reviews *Generated from real user reviews* **Pros:** - Users love the **ease of use** of Zoho CRM, finding its intuitive interface makes navigation effortless and enjoyable. - Users love the **robust features and excellent customer service** that make Zoho CRM an indispensable tool. - Users appreciate the **ease of integration** with Zoho CRM, simplifying connections to other business tools for enhanced workflow. - Users appreciate the **effective lead management** in Zoho CRM, which streamlines processes and reduces human error. - Users appreciate the **ease of integration** with Zoho CRM, enabling a smooth workflow with various business tools. **Cons:** - Users experience a **challenging learning curve** with advanced features, requiring patience and effort to master the system. - Users find the **limited features** of Zoho CRM restrictive, hindering integration and automation with third-party applications. - Users face **integration issues** with Zoho CRM, leading to confusion and inefficiencies when using multiple systems. - Users find the **complexity** of Zoho CRM challenging, particularly for first-time users and feature navigation. - Users face **poor customer support** with Zoho CRM, often struggling to get timely and knowledgeable assistance. #### Recent Reviews **"[Intuitive and Feature-Rich CRM](https://www.g2.com/survey_responses/zoho-crm-review-12765202)"** **Rating:** 5.0/5.0 stars *— Kristina Y.* [Read full review](https://www.g2.com/survey_responses/zoho-crm-review-12765202) --- **"[Simple CRM that helps keep everything together](https://www.g2.com/survey_responses/zoho-crm-review-12684386)"** **Rating:** 5.0/5.0 stars *— Verified User in Information Technology and Services* [Read full review](https://www.g2.com/survey_responses/zoho-crm-review-12684386) --- #### Trending Discussions - [What are the key strengths of Zoho CRM in managing customer relationships compared to other CRM platforms?](https://www.g2.com/discussions/zoho-crm-what-are-the-key-strengths-of-zoho-crm-in-managing-customer-relationships-compared-to-other-crm-platf) - 2 comments, 1 upvote - [What are the key strengths of Zoho CRM in managing customer relationships compared to other CRM platforms?](https://www.g2.com/discussions/what-are-the-key-strengths-of-zoho-crm-in-managing-customer-relationships-compared-to-other-crm-platforms) - 3 comments - [What is Zoho CRM used for?](https://www.g2.com/discussions/zoho-crm-what-is-zoho-crm-used-for) - 2 comments, 2 upvotes ### 6. [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 14,136 **Product Description:** ActiveCampaign is the autonomous marketing platform built to transform how marketers, agencies, and business owners work. Use Active Intelligence to power goal-aware automations and orchestrate personalized experiences across email, SMS, and WhatsApp. Effortlessly integrate with 1000+ apps, uncover deep performance insights, and optimize your workflows so you win every day. - Autonomous marketing Built on the foundation of marketing automation, fuel your marketing strategy and customer journeys with AI-driven execution, optimization, and insight at every step. - AI agents Run entire marketing campaigns through simple prompts, backed by Active Intelligence. - Cross-channel marketing Reach prospects and customers wherever they are, with email, SMS, WhatsApp, and more. - On-brand, personalized content Creative tools that deliver professional, conversion-ready designs for email and landing pages. - CRM Track, manage, and automate your sales process. - 1000+ apps & integrations Connect ActiveCampaign to your favorite tools. ### Quick AI Summary Based on G2 Reviews *Generated from real user reviews* **Pros:** - Users find ActiveCampaign to be **easy to use** , enabling effective communication and management of customer engagement effortlessly. - Users praise the **automation capabilities** of ActiveCampaign, enhancing engagement and streamlining marketing efforts effectively. - Users value the **automation features** of ActiveCampaign, enhancing engagement and streamlining email marketing efforts effectively. - Users highlight the **powerful automation capabilities** of ActiveCampaign, enhancing customer engagement and streamlining workflows. - Users value the **versatile features** of ActiveCampaign, facilitating effective customer engagement and easy integration with other tools. **Cons:** - Users experience a **steep learning curve** with ActiveCampaign, requiring assistance to understand various features and functionalities. - Users find ActiveCampaign **expensive** , especially for startups seeking affordable plans and accessible features. - Users feel the absence of **testing features** and limited audience segmentation restricts their automation effectiveness in ActiveCampaign. - Users express frustration over **limited features** , including customization options and difficulties in managing client information effectively. - Users find ActiveCampaign's interface **not intuitive** , making it challenging to navigate and implement effectively for specific needs. #### Recent Reviews **"[Clear UI and Best-in-Class Automations Make CRM Management Effortless](https://www.g2.com/survey_responses/activecampaign-review-12689317)"** **Rating:** 5.0/5.0 stars *— Tomás Alejandro M.* [Read full review](https://www.g2.com/survey_responses/activecampaign-review-12689317) --- **"[Great email marketing tool for us](https://www.g2.com/survey_responses/activecampaign-review-7966871)"** **Rating:** 4.0/5.0 stars *— Ninni K.* [Read full review](https://www.g2.com/survey_responses/activecampaign-review-7966871) --- #### Trending Discussions - [What are some creative ways businesses are using ActiveCampaign to automate their marketing efforts?](https://www.g2.com/discussions/what-are-some-creative-ways-businesses-are-using-activecampaign-to-automate-their-marketing-efforts) - 1 comment - [How much does ActiveCampaign cost?](https://www.g2.com/discussions/how-much-does-activecampaign-cost) - 1 comment - [What is ActiveCampaign CRM?](https://www.g2.com/discussions/what-is-activecampaign-crm) - 1 comment ### 7. [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 797 **Product Description:** Bigin by Zoho CRM is a simplified customer relationship management (CRM) software designed specifically for small businesses, startups and teams! Trusted by 20,000+ businesses, Bigin helps small businesses unify all customer-facing operations— marketing, sales, onboarding, delivery, and support and manage customer relationships effectively. What makes Bigin unique and a compelling choice for any business? - Simplicity and ease-of-use. - Designed for small businesses, startups, SMBs, customer-facing teams. - End-to-end mobile accessibility - Affordable pricing - Streamlined customer operations - Smooth collaboration and teamwork ### Quick AI Summary Based on G2 Reviews *Generated from real user reviews* **Pros:** - Users find Bigin by Zoho CRM to be **extremely easy to use** , enabling seamless integration and mobility while managing customer interactions. - Users love the **simple and intuitive design** of Bigin by Zoho CRM, making it easy to manage sales efficiently. - Users highlight the **intuitive design** of Bigin by Zoho CRM, making navigation and adoption effortlessly simple. - Users love the **simplicity** of Bigin by Zoho CRM, appreciating its intuitive design and easy setup for effective management. - Users love the **easy-to-use interface** of Bigin by Zoho CRM, simplifying sales and customer management effectively. **Cons:** - Users notice the **missing features** in Bigin by Zoho CRM, especially lacking advanced automations and notification options. - Users find the **limited features** of Bigin by Zoho CRM restrict their ability to expand and automate efficiently. - Users find **limited customization** options in Bigin by Zoho CRM, restricting their ability to tailor the experience as desired. - Users note **integration issues** with Bigin, citing limited addons and challenges in syncing with other applications. - Users find the **limited integrations** with third-party tools a drawback that hinders Bigin's overall capability. #### Recent Reviews **"[Simple and practical CRM for managing patient follow ups in daily work](https://www.g2.com/survey_responses/bigin-by-zoho-crm-review-12746024)"** **Rating:** 5.0/5.0 stars *— Ishan S.* [Read full review](https://www.g2.com/survey_responses/bigin-by-zoho-crm-review-12746024) --- **"[Zoho Bigin: Simple Setup, Intuitive Pipeline, and Smooth Lead Management](https://www.g2.com/survey_responses/bigin-by-zoho-crm-review-12600043)"** **Rating:** 5.0/5.0 stars *— Akshay C.* [Read full review](https://www.g2.com/survey_responses/bigin-by-zoho-crm-review-12600043) --- #### Trending Discussions - [What is the difference between Bigin and Zoho CRM?](https://www.g2.com/discussions/what-is-the-difference-between-bigin-and-zoho-crm) - [Does Bigin integrate with Zoho CRM?](https://www.g2.com/discussions/does-bigin-integrate-with-zoho-crm) - 2 comments, 1 upvote - [What is Zoho Bigin?](https://www.g2.com/discussions/what-is-zoho-bigin) - 2 comments ### 8. [monday CRM](https://www.g2.com/products/monday-crm/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 1,148 **Product Description:** The only AI-first CRM your team will love monday CRM is the AI-powered CRM built for speed, visibility, and simplicity — empowering revenue teams to move faster, forecast better, and never miss a deal. It’s easy to set up, requires no coding, and adapts to any workflow so teams can get started fast and focus on selling. From lead capture to post-sale handoff: your tools, data, and teams stay aligned in one connected, intuitive workspace. With built-in AI and code-free automations, monday CRM doesn’t just help you manage work — it does the work for you. AI sales agents identify and qualify leads, the AI Notetaker summarizes calls and suggests next steps, and automations handle updates, follow-ups, and data entry, reducing manual work across the board. From pipelines and dashboards to emails, docs, and customer conversations, your entire revenue process runs on one unified platform. Sellers get clarity to close, and leaders get the real-time insights they need to forecast with confidence. And with monday campaigns, marketing and sales teams can plan, launch, and optimize branded email campaigns directly from their CRM without the need for integrations or extra tools. Key features Simple no-code setup Custom dashboards and reporting AI sales agents AI Notetaker Deal insights and prioritization No-code automations Sequences and mass emails monday campaigns Shared inbox Mobile app Lead enrichment Quotes and invoices 500+ integrations ### Quick AI Summary Based on G2 Reviews *Generated from real user reviews* **Pros:** - Users find monday CRM to be **very easy to use** , with a user-friendly interface and helpful features for businesses. - Users value the **easy integrations** with other tools, enhancing workflows and overall productivity on monday CRM. - Users appreciate the **efficient automation** in monday CRM, which streamlines workflows and enhances collaboration seamlessly. - Users value the **incredible customizability** of monday CRM, enabling tailored solutions for diverse business needs. - Users appreciate the **user-friendly features** of monday CRM, benefiting from its easy integration and clear workflows. **Cons:** - Users face a **learning curve** with monday CRM, making initial setup and board communication challenging. - Users find **missing features** in monday CRM, such as limited AI insights and unavailable essential functionalities without upgrades. - Users find the **limited features** of monday CRM frustrating, particularly in automation and data management capabilities. - Users note that **limited customization** options in monday CRM can hinder deeper functionality and efficiency in workflows. - Users find the **integration issues** frustrating, as manual setup and lag hinder functionality and user experience. #### Key Features - Customization - Contact & Account Management - Email Marketing - Case Management - Data Import & Export Tools #### Recent Reviews **"[Monday.com Helps us stay organized and aligned as a team](https://www.g2.com/survey_responses/monday-crm-review-12710593)"** **Rating:** 4.5/5.0 stars *— Allon M.* [Read full review](https://www.g2.com/survey_responses/monday-crm-review-12710593) --- **"[Streamlined Team Collaboration and Task Management](https://www.g2.com/survey_responses/monday-crm-review-12739781)"** **Rating:** 5.0/5.0 stars *— Matthew G.* [Read full review](https://www.g2.com/survey_responses/monday-crm-review-12739781) --- #### Trending Discussions - [What is monday sales CRM used for?](https://www.g2.com/discussions/what-is-monday-sales-crm-used-for) - 1 comment ### 9. [HighLevel](https://www.g2.com/products/highlevel/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 617 **Product Description:** HighLevel is an all-in-one Sales & Marketing CRM currently powering hundreds of thousands of businesses worldwide. Functionality includes CRM, Email, 2-way SMS, Consolidated SMS/Messenger/Instagram DM/Whatsapp/GMB Chat, Outbound Calling, Call Tracking, Call Recording, Power Dialer, Form Builder, Survey Builder, Funnel Builder, Website Builder, Online Scheduling, Workflow Automation, Social Media Scheduling, Proposals, Estimates, Invoicing, Reporting, Webhooks, and more! Flat pricing, unlimited sub-accounts for agencies managing clients that can be cloned to speed up setups, and even white-label! Start with a 14 day free trial! ### Quick AI Summary Based on G2 Reviews *Generated from real user reviews* **Pros:** - Users find **cost-effective, all-in-one tools** in Go HighLevel, appreciating its comprehensive marketing integration despite a steep learning curve. - Users value the **all-in-one functionality** of HighLevel, significantly enhancing efficiency in marketing, sales, and client management. - Users commend the **excellent customer support** of HighLevel, appreciating the responsive and helpful service provided. - Users appreciate the **wide range of features** in HighLevel, valuing its comprehensive tools for marketing integration. - Users enjoy HighLevel's **intuitive automation setup** , allowing seamless integration and efficient management of tasks. **Cons:** - Users find the **learning curve steep** , requiring significant effort to master HighLevel's constantly evolving features. - Users note **missing features** in HighLevel, such as live streaming integration and improved support for workflows and banking. - Users find the **steep learning curve** of HighLevel challenging, requiring dedicated effort to master its capabilities. - Users find the **interface not intuitive** , leading to challenges in learning and using HighLevel effectively. - Users express frustration with **poor customer support** , citing long wait times and unhelpful responses during critical issues. #### Key Features - Internationalization - Product & Price List Management - Case Management - Data Import & Export Tools - Building and Personalizing Emails #### Recent Reviews **"[High Level Streamlined Our Marketing with Powerful Automation Workflows](https://www.g2.com/survey_responses/highlevel-review-12607034)"** **Rating:** 5.0/5.0 stars *— Orlando M.* [Read full review](https://www.g2.com/survey_responses/highlevel-review-12607034) --- **"[HighLevel: All-in-One Platform with Smooth UI, Powerful AI, and Great Support](https://www.g2.com/survey_responses/highlevel-review-12583235)"** **Rating:** 5.0/5.0 stars *— Chandan M.* [Read full review](https://www.g2.com/survey_responses/highlevel-review-12583235) --- #### Trending Discussions - [How are other agencies working around HighLevel’s limits for bigger or more custom clients?](https://www.g2.com/discussions/how-are-other-agencies-working-around-highlevel-s-limits-for-bigger-or-more-custom-clients) - 1 comment - [Has pricing and “hidden” add‑ons changed how you package HighLevel to your own clients?](https://www.g2.com/discussions/has-pricing-and-hidden-add-ons-changed-how-you-package-highlevel-to-your-own-clients) - 1 comment - [What tips do you have for keeping email and SMS healthy when the tech side feels fragile?](https://www.g2.com/discussions/what-tips-do-you-have-for-keeping-email-and-sms-healthy-when-the-tech-side-feels-fragile) - 1 comment ### 10. [SAP Sales Cloud](https://www.g2.com/products/sap-sap-sales-cloud/reviews) **Average Rating:** 4.2/5.0 **Total Reviews:** 881 **Product Description:** SAP Sales Cloud is a cutting-edge sales automation platform / CRM that helps organizations make intelligent selling simple, through connection, insight, and adaptability. Leveraging SAP Sales Cloud, organizations can connect and optimize sales processes. Connect data and sales processes: Unite data, processes, and people to deliver effective sales engagements that drive revenue and customer loyalty Leverage insight to accelerate sales: Guide sales actions through intelligent recommendations that remove guesswork and help sellers focus on the right business Adapt and capture new opportunities: Provide the flexibility to overcome challenges and unique requirements as they shift with new market opportunities ### Quick AI Summary Based on G2 Reviews *Generated from real user reviews* **Pros:** - Users value the **ease of use** in SAP Sales Cloud, enhancing performance and providing seamless functionality. - Users value the **strong integration capabilities** of SAP Sales Cloud, enhancing efficiency and visibility across sales processes. - Users value the **easy integration** of SAP Sales Cloud with SAP S4HANA for enhanced efficiency and productivity. - Users benefit from the **easy integration** of SAP Sales Cloud, enhancing efficiency and maintaining data consistency across systems. - Users value the **centralization of customer data** in SAP Sales Cloud, improving pipeline management and team alignment. **Cons:** - Users find the **steep learning curve** of SAP Sales Cloud to be a significant barrier to effective usage. - Users find the **limited customization** options of SAP Sales Cloud restrict their ability to tailor workflows effectively. - Users find the **complexity** of SAP Sales Cloud challenging, particularly regarding implementation and user interface navigation. - Users find the **interface confusing** , with a bulky setup that hampers usability and integration with other SAP systems. - Users find the **pricing high** , which may lead them to consider alternative solutions despite its overall quality. #### Recent Reviews **"[Powerful Analytics with Powerful integration capabilities and user friendly user interface](https://www.g2.com/survey_responses/sap-sales-cloud-review-12649279)"** **Rating:** 4.0/5.0 stars *— Patil A.* [Read full review](https://www.g2.com/survey_responses/sap-sales-cloud-review-12649279) --- **"[A great and powerful software with a learning curve](https://www.g2.com/survey_responses/sap-sales-cloud-review-11746761)"** **Rating:** 4.5/5.0 stars *— Alexander C.* [Read full review](https://www.g2.com/survey_responses/sap-sales-cloud-review-11746761) --- #### Trending Discussions - [What is SAP CRM used for?](https://www.g2.com/discussions/what-is-sap-crm-used-for) - [What SAP components are included in SAP CRM?](https://www.g2.com/discussions/sap-cloud-for-customer-what-sap-components-are-included-in-sap-crm) - 1 comment - [What SAP components are included in SAP CRM?](https://www.g2.com/discussions/what-sap-components-are-included-in-sap-crm) - 1 comment ### 11. [CRMOne](https://www.g2.com/products/crmone/reviews) **Average Rating:** 4.8/5.0 **Total Reviews:** 1,044 **Product Description:** The lack of a centralised CRM system can result in data disorganisation, ineffective communication, missed sales opportunities and limited customer insights. Many small to mid sized companies struggle with managing customer relationships without paying the hefty price of different essential features, or multiple subscriptions. However, it doesn’t have to be that way. With CRMOne, businesses can empower themselves with one seamless solution that can manage their customer relationships all in one place without compromising any features that they may need for sales and marketing without breaking the bank. From lead management and sales pipeline tracking to customer support and analytics, CRMOne offers a versatile toolkit to meet the diverse needs of businesses across various industries. CRMOne has a rich history of empowering over 4000 startups, growing businesses, and enterprises worldwide, showcasing a commitment to excellence and innovation. ### Quick AI Summary Based on G2 Reviews *Generated from real user reviews* **Pros:** - Users value the **efficient lead management** of CRMOne, ensuring no lead is overlooked and transitions are smooth. - Users value the **shared customer database** for streamlining client information access and enhancing engagement through AI chatbots. - Users value the **ease of use** of CRMOne, appreciating its intuitive interface across all devices. - Users appreciate the **efficient ticketing system** of CRMOne, which enhances clarity in handling customer issues. - Users benefit from **automatic reminders** and swift responses, enhancing task management and reducing workload significantly. **Cons:** - Users find **limited customization** options in CRMOne, which restricts their ability to align the software with their brand. - Users find the **learning curve steep** due to inconsistent UI and complex setup, needing manual intervention at times. - Users find a **steep learning curve** with CRMOne, as the interface and features require time to master. - Users find CRMOne has **limited features** , particularly when handling complex queries or specialized needs, requiring human help. - Users find that CRMOne lacks **advanced features** and sophisticated automation for tracking productivity effectively. #### Key Features - Opportunity & Pipeline Mgmt. - Email Marketing - Case Management - Social Network Integration - Dashboards #### Recent Reviews **"[Review Title: Helped Us Streamline Sales Operations](https://www.g2.com/survey_responses/crmone-review-12202021)"** **Rating:** 5.0/5.0 stars [Read full review](https://www.g2.com/survey_responses/crmone-review-12202021) --- **"[A Complete CRM Solution for Growing Teams](https://www.g2.com/survey_responses/crmone-review-12193939)"** **Rating:** 5.0/5.0 stars [Read full review](https://www.g2.com/survey_responses/crmone-review-12193939) --- ### 12. [EngageBay All-in-One Suite](https://www.g2.com/products/engagebay-all-in-one-suite/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 648 **Product Description:** EngageBay is an all-in-one customer engagement platform designed for small and mid-sized businesses that want to manage marketing, sales, and support from a unified system. Positioned as a cost-conscious alternative to platforms like HubSpot and ActiveCampaign, it focuses on delivering essential CRM and automation capabilities without the overhead typically associated with enterprise software. The platform combines contact and deal management, marketing automation, email marketing, landing pages, forms, live chat, and help desk functionality within a single interface. By consolidating these functions, EngageBay provides teams with a centralized view of customer interactions across the lifecycle and reduces the need for multiple disconnected tools. EngageBay also incorporates AI-assisted features to streamline common tasks and improve productivity. These capabilities include AI-powered email and content generation, subject line suggestions, and workflow assistance that help teams create campaigns and communications more efficiently. The AI tools are designed to support everyday execution rather than replace core strategy, making them accessible to smaller teams that may not have dedicated automation specialists. On the marketing side, users can build email campaigns, design automation workflows, capture leads through forms and landing pages, and run A/B tests. The CRM module supports pipeline tracking, contact management, task automation, and appointment scheduling to help sales teams manage opportunities in a structured way. For post-purchase engagement, the service suite includes ticketing, knowledge base tools, and live chat to manage customer support conversations from one place. A key design principle of EngageBay is accessibility for growing businesses. The platform offers a free tier with core functionality and scales through bundled paid plans rather than numerous add-ons, helping teams adopt automation without significant upfront investment. EngageBay integrates with a range of third-party tools and provides reporting dashboards to monitor campaign performance, deal progress, and support activity. While it is not positioned as a deep enterprise platform, it is built to meet the day-to-day operational needs of SMB revenue teams looking for an integrated, AI-assisted, and budget-aware solution. The platform is built with a focus on simplicity and performance, integrating advanced marketing automation, sales CRM, and customer support software into one cohesive system. EngageBay leverages cutting-edge AI intelligence to enhance productivity and decision-making across various teams. This integration allows businesses to streamline their operations and improve customer interactions, making it an ideal choice for organizations that require a robust yet user-friendly solution. EngageBay's AI capabilities are particularly noteworthy, providing users with tools that help create content quickly, predict outcomes intelligently, and deliver personalized experiences at scale. The AI Email & Content Generator allows users to craft engaging emails and campaigns in seconds, while the AI Lead & Deal Scoring feature helps identify and prioritize leads most likely to convert. Additionally, AI Insights & Recommendations offer actionable suggestions to enhance engagement and productivity, making it easier for businesses to navigate their customer journeys effectively. The platform also boasts a suite of key features that add significant value to its users. EngageBay's marketing automation capabilities include email marketing workflows, landing page and form builders, and social media integration, which collectively enhance outreach efforts. The sales CRM component provides tools for contact and deal management, visual sales pipelines, and team collaboration, ensuring that sales processes are efficient and transparent. Furthermore, the customer support features, such as a helpdesk and ticketing system, live chat, and a unified customer view, facilitate seamless communication and service delivery. EngageBay is particularly well-suited for small to mid-sized businesses, startups, and growing teams that seek an affordable yet powerful alternative to fragmented tools. It is designed for organizations aiming to automate customer interactions, align marketing and sales efforts, and improve support efficiency through the use of AI. This comprehensive approach not only enhances operational efficiency but also positions businesses to compete effectively in their respective markets. What is this product? EngageBay is an all-in-one CRM software platform built for small and mid-sized businesses to manage marketing automation, sales pipelines, and customer support in a single system. It combines email marketing, marketing automation, landing pages, contact management, deal tracking, helpdesk, and live chat—eliminating the need for multiple disconnected tools. Designed as an affordable alternative to HubSpot and ActiveCampaign, EngageBay helps growing businesses attract leads, convert deals, and support customers without enterprise-level costs or complexity. It centralizes customer data, automates workflows, and improves visibility across the entire customer lifecycle. ### Quick AI Summary Based on G2 Reviews *Generated from real user reviews* **Pros:** - Users appreciate the **ease of use** of EngageBay, streamlining workflows and enhancing overall efficiency across tasks. - Users value the **automation feature** of EngageBay, which enhances organization and saves significant time in operations. - Users commend the **excellent customer support** of EngageBay, noting prompt responses that enhance their overall experience. - Users value the **seamless integration of CRM, email, and automation** in EngageBay, enhancing their workflow efficiency significantly. - Users value the **time-saving automation** features of EngageBay, enhancing workflow efficiency and organization significantly. **Cons:** - Users mention the **missing features** like advanced data analysis, templates, and email threading, which hinder their experience. - Users express frustration with the **limited features** of EngageBay, particularly regarding email threading and mobile app functionality. - Users find EngageBay's **reporting features limited and lacking detail** , which can impact overall usability for specific needs. - Users experience **limited customization** for features like landing pages and workflows, restricting their creative flexibility. - Users find the **reporting features lacking** , needing more flexibility for advanced analysis and customization options. #### Key Features - Workflow Capability - Task / Activity Management - Mobile User Support - ROI Analytics - Sending Outbound Emails #### Recent Reviews **"[EngageBay Makes Email Campaigns and Drip Sequences Feel Simple](https://www.g2.com/survey_responses/engagebay-all-in-one-suite-review-12712086)"** **Rating:** 4.5/5.0 stars *— Julie M.* [Read full review](https://www.g2.com/survey_responses/engagebay-all-in-one-suite-review-12712086) --- **"[EngageBay Keeps Our Email, Contacts, and Follow-Ups All in One Place](https://www.g2.com/survey_responses/engagebay-all-in-one-suite-review-12714557)"** **Rating:** 4.5/5.0 stars *— Selah K.* [Read full review](https://www.g2.com/survey_responses/engagebay-all-in-one-suite-review-12714557) --- #### Trending Discussions - [What is EngageBay All-in-One Suite used for?](https://www.g2.com/discussions/what-is-engagebay-all-in-one-suite-used-for) ### 13. [Nutshell](https://www.g2.com/products/nutshell/reviews) **Average Rating:** 4.3/5.0 **Total Reviews:** 1,399 **Product Description:** 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. ### Quick AI Summary Based on G2 Reviews *Generated from real user reviews* **Pros:** - Users find Nutshell to be **extremely easy to use** , greatly enhancing organization and daily productivity in managing leads. - Users appreciate the **ease of use and organization** that Nutshell provides throughout the admissions process. - Users praise Nutshell for its **exceptional customer support** , providing help and educational resources that enhance the experience. - Users love the **powerful email marketing tools** in Nutshell, praising their ease of use and integration. - Users find Nutshell to be **intuitive and user-friendly** , making daily sales collaboration simple and efficient. **Cons:** - Users find that the **missing features** in Nutshell hinder their ability to effectively manage deals and data. - Users note the need for **limited features** in Nutshell, particularly regarding customization and deeper integrations. - Users find a lack of **customization options** in Nutshell, limiting their ability to tailor quotes and emails effectively. - Users struggle with a **steep learning curve** due to frequent changes and complicated layouts affecting lead tracking. - Users find the **email management lacking** , with limited customization and issues with handling junk email addresses. #### Key Features - User, Role, and Access Management - Task / Activity Management - Integration APIs - Social Collaboration Features - Forecasting #### Recent Reviews **"[Streamlined CRM with Effective Lead Management](https://www.g2.com/survey_responses/nutshell-review-12749250)"** **Rating:** 5.0/5.0 stars *— Nate D.* [Read full review](https://www.g2.com/survey_responses/nutshell-review-12749250) --- **"[Tines’ Vendor-Agnostic Automation Shows Strong Enterprise ROI Potential](https://www.g2.com/survey_responses/nutshell-review-12660227)"** **Rating:** 4.5/5.0 stars *— Sushma M.* [Read full review](https://www.g2.com/survey_responses/nutshell-review-12660227) --- ### 14. [Attio](https://www.g2.com/products/attio/reviews) **Average Rating:** 4.3/5.0 **Total Reviews:** 400 **Product Description:** Attio is the AI CRM for the next era of companies. Built to adapt to any business, Attio gives companies the power to understand every customer, automate at scale, and create go-to-market systems exactly as they need. Thousands of companies, including category-defining AI leaders and startups, use Attio to power their go-to-market. ------------------------ Key features: - AI for how you already work. Ask Attio to find, update, or create in plain English. - Connect your agents to your CRM. Attio's MCP server plugs into any AI tool so your agents can read, write, and act on live customer context. - A CRM that fits your business. Model any GTM motion with our flexible data model, custom objects, and relationships tailored for your team. - Automate the work behind the deal. Powerful workflows route leads, manage deals, and keep your pipeline moving. - Stop chasing stale data. Attio enriches contact and company records automatically, so your team never wastes time on dead emails, outdated titles, or missing context. - Real-time performance. Live dashboards and advanced reporting give revenue teams instant visibility into pipeline, activity, and trends. - Keep the conversation going. Record meetings, generate AI summaries, and sync key insights directly to your CRM. - Connect the tools your team loves. Attio stays in sync across your entire stack with a growing library of integrations and a Developer Platform to create your own. Getting started with Attio is fast. Set up your CRM in minutes by syncing your email and calendar to build a complete system without manual data entry. ------------------------ Join the thousands of companies already using Attio to power their growth. See what Attio can do for you at attio.com ### Quick AI Summary Based on G2 Reviews *Generated from real user reviews* **Pros:** - Users value the **ease of use** in Attio, finding it intuitive and efficient for their specific needs. - Users praise Attio for its **easy setup** , which streamlines onboarding and enables a smooth transition to the platform. - Users appreciate the **easy customization** of Attio, allowing tailored workflows and reports that fit their unique business needs. - Users appreciate Attio's **seamless integrations** that enhance workflow and improve data consistency across multiple tools. - Users appreciate the **customizable features** of Attio, enabling tailored solutions for various business needs and processes. **Cons:** - Users experience **integration issues** with Attio, finding the setup complex and not all tools seamlessly connect. - Users find the **missing features** such as weak reporting and basic automation limitations frustrating in Attio. - Users find the **learning curve steep** initially, requiring time and patience to understand Attio's customizable features. - Users express concerns over **feature limitations** in Attio, desiring enhancements in reporting and integrations. - Users face **incomplete information** in Attio, leading to confusion and challenges with reporting and data analysis. #### Key Features - Customization - Contact & Account Management - Email Marketing - Integration APIs - Mobile User Support #### Recent Reviews **"[Powerful Yet Simple CRM That’s Easy to Use Out of the Box](https://www.g2.com/survey_responses/attio-review-12714306)"** **Rating:** 5.0/5.0 stars *— Sanat S.* [Read full review](https://www.g2.com/survey_responses/attio-review-12714306) --- **"[A Flexible, AI-Connected CRM That Replaced Multiple Tools](https://www.g2.com/survey_responses/attio-review-12660234)"** **Rating:** 4.5/5.0 stars *— Matteo M.* [Read full review](https://www.g2.com/survey_responses/attio-review-12660234) --- ### 15. [Instantly](https://www.g2.com/products/instantly/reviews) **Average Rating:** 4.8/5.0 **Total Reviews:** 4,071 **Product Description:** Instantly turns leads into clients with Automated Outreach, Deliverability Network, Sales Engagement, B2B Lead Database & AI-Powered CRM. Find your leads, create your campaigns, connect your sending accounts, and watch those leads turn into customers - with one, flat-fee subscription. Founded in 2021, Instantly is the leading sales engagement platform used by more than 35,000 customers, from solopreneurs to global agencies. Our goal is to be the simplest tool on the market to make money with cold email. ### Quick AI Summary Based on G2 Reviews *Generated from real user reviews* **Pros:** - Users find Instantly **easy to use and intuitive** , appreciating its seamless setup and responsive customer support. - Users appreciate the **quick and helpful customer support** from Instantly, enhancing their overall experience with the platform. - Users commend the **incredible customer support** from Instantly, offering prompt and precise assistance when needed. - Users love the **effortless cold emailing** with Instantly, benefiting from high deliverability and clear campaign insights. - Users love how Instantly’s **time-saving features** streamline their emailing process, making outreach effortless and efficient. **Cons:** - Users find the pricing **expensive** , especially when the best features require higher-tier subscriptions. - Users note **missing features** like a LinkedIn auto DM tool, causing frustration with current limitations and UI/UX. - Users face **email management issues** with campaign failures, poor formatting options, and challenges in setup and integration. - Users find the **learning curve steep** for Instantly, complicating setup and navigation despite its potential benefits. - Users experience **email issues** with Instantly, including poor formatting and difficult navigation that hampers campaign effectiveness. #### Recent Reviews **"[Easy to Learn, Streamlined Setup with Built-In Domain Buying](https://www.g2.com/survey_responses/instantly-review-12654003)"** **Rating:** 5.0/5.0 stars *— Daniel W.* [Read full review](https://www.g2.com/survey_responses/instantly-review-12654003) --- **"[Outstanding Support and Effortless Mail Outreach](https://www.g2.com/survey_responses/instantly-review-12708307)"** **Rating:** 5.0/5.0 stars *— Ashwin S.* [Read full review](https://www.g2.com/survey_responses/instantly-review-12708307) --- #### Trending Discussions - [What is Instantly used for?](https://www.g2.com/discussions/what-is-instantly-used-for) - 9 comments, 2 upvotes ### 16. [Capsule CRM](https://www.g2.com/products/capsule-crm/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 483 **Product Description:** Capsule CRM is a growth-oriented customer relationship management (CRM) tool that empowers salespeople, marketers, and business owners to win more business, retain more clients, and deliver exceptional work. With a focus on simplicity and efficiency, our 10,000+ global customers are attracted by our excellent value and incredible support. ### Quick AI Summary Based on G2 Reviews *Generated from real user reviews* **Pros:** - Users find Capsule CRM exceptionally **easy to use** , making it perfect for beginners and small businesses. - Users appreciate the **quick and responsive customer support** from Capsule CRM, enhancing their overall experience. - Users find Capsule CRM **user-friendly** , simplifying daily management and enhancing collaboration among teams. - Users appreciate the **simplicity** of Capsule CRM, enjoying easy setup and flexibility tailored to their needs. - Users value the **task management features** of Capsule CRM, enjoying improved organization and efficient workflow automation. **Cons:** - Users are disappointed by the **missing features** in Capsule CRM, such as archiving and workflows on the free version. - Users find the **limited customization** options in Capsule CRM hinder their ability to tailor the system to their needs. - Users find the **integration issues** with tools like Microsoft Teams and Xero limiting for effective collaboration. - Users highlight the **incomplete information** in Capsule CRM, which hampers effective decision-making and performance evaluation. - Users note the **learning curve** of Capsule CRM can be steep, making initial setup challenging for less-experienced users. #### Key Features - Customization - Contact & Account Management - Customer Support Portal - Social Collaboration Features - Dashboards #### Recent Reviews **"[Highly Customizable Pipelines and Tasks That Fit Our Needs](https://www.g2.com/survey_responses/capsule-crm-review-12611447)"** **Rating:** 5.0/5.0 stars *— Yllza H.* [Read full review](https://www.g2.com/survey_responses/capsule-crm-review-12611447) --- **"[Reliable & Easy to Manage CRM for Client Follow-Ups, Task Organization, and Professional Workflow](https://www.g2.com/survey_responses/capsule-crm-review-12786411)"** **Rating:** 5.0/5.0 stars *— Ishan S.* [Read full review](https://www.g2.com/survey_responses/capsule-crm-review-12786411) --- #### Trending Discussions - [What is Capsule CRM used for?](https://www.g2.com/discussions/what-is-capsule-crm-used-for) - 1 comment - [What are the top 5 CRM systems?](https://www.g2.com/discussions/capsule-crm-what-are-the-top-5-crm-systems) - 1 comment - [What is CRM database software?](https://www.g2.com/discussions/what-is-crm-database-software) - 1 comment ### 17. [Brevo Marketing Platform](https://www.g2.com/products/brevo-marketing-platform/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 2,430 **Product Description:** Trusted by over 500,000 businesses worldwide, Brevo (formerly Sendinblue) is the affordable, all-in-one marketing and CRM stack that helps growing businesses scale faster. It's easy to use and suitable for companies of all sizes. Build lasting customer relationships with Brevo's flexible toolkit. Products range from marketing to sales, chat, and transactional emails. Choose what you need — and only pay for what you use. Here are just some of the things you can do with Brevo: - Run multi-channel marketing campaigns across email, WhatsApp, SMS, web push, and Facebook ads - Trigger transactional emails, SMS, and WhatsApp notifications over Brevo SMTP and APIs - Automate marketing activities to deliver the right message at the right time, and efficiently manage your audience - Reduce the number of marketing and sales apps — and get a full view of customer interactions with tools that talk to each other - Engage customers in real-time and reply to FAQs 24/7 with live chat and chatbot - Track leads, automate tasks, and schedule meetings with the Brevo Sales Platform - Connect your e-commerce store to track web sales and use the Retention analysis to improve your marketing strategy. - Talk to customers anytime, anywhere with Brevo’s cloud-based phone system Learn more and start for free at https://www.brevo.com/products/marketing-platform/ Get a custom quote: https://www.brevo.com/plus/contact/ ### Quick AI Summary Based on G2 Reviews *Generated from real user reviews* **Pros:** - Users appreciate the **ease of use** of Brevo Marketing Platform, highlighting its friendly and clean design for beginners. - Users appreciate the **ease of integration** with WooCommerce and the friendly UI of the Brevo Marketing Platform. - Users appreciate the **convenient and efficient email automation** of Brevo, simplifying campaigns and scheduling effortlessly. - Users value the **easy setup** of Brevo Marketing Platform, praising its user-friendly design and intuitive functionality. - Users highlight the **ease of use** of Brevo Marketing Platform, making email marketing straightforward for everyone in the team. **Cons:** - Users find **missing features** in Brevo, particularly in automation and email design flexibility, complicating their marketing efforts. - Users find the **limited customization and template designs** of Brevo restrictive, affecting their marketing effectiveness. - Users find the **limited customization** of Brevo Marketing Platform restrictive, impacting their ability to create tailored marketing solutions. - Users note the **steep learning curve** with Brevo Marketing Platform, particularly for beginners navigating the options. - Users find Brevo Marketing Platform to be **expensive** , especially due to rising costs with SMS and complex pricing tiers. #### Recent Reviews **"[All-in-One Marketing Platform That Simplifies Automation, Improves Targeting, and Drives Better ROI](https://www.g2.com/survey_responses/brevo-marketing-platform-review-12763163)"** **Rating:** 5.0/5.0 stars *— Hardik C.* [Read full review](https://www.g2.com/survey_responses/brevo-marketing-platform-review-12763163) --- **"[Intuitive and Cost-Effective Alternative to Mailchimp](https://www.g2.com/survey_responses/brevo-marketing-platform-review-12702705)"** **Rating:** 5.0/5.0 stars *— Amanda S.* [Read full review](https://www.g2.com/survey_responses/brevo-marketing-platform-review-12702705) --- #### Trending Discussions - [What is Sendinblue used for?](https://www.g2.com/discussions/brevo-marketing-platform-what-is-sendinblue-used-for) - 1 comment, 1 upvote - [Is Sendinblue free?](https://www.g2.com/discussions/is-sendinblue-free) - 6 comments - [What is Sendinblue email?](https://www.g2.com/discussions/what-is-sendinblue-email) - 1 comment ### 18. [Oracle Sales Cloud](https://www.g2.com/products/oracle-sales-cloud/reviews) **Average Rating:** 3.9/5.0 **Total Reviews:** 137 **Product Description:** Oracle Sales Cloud offers an array of capabilities built to meet the essential needs of sales organizations. Easy-to-use productivity tools empowers sales with the information and guidance they need to close more deals quickly; “always-on” access even when on the go increases sales teams’ effectiveness and “right-time” insights engenders sales performance. The key elements of Oracle Sales Cloud's SFA solution are vast. They include: • Core foundational sales force automation tools such as account, opportunity and lead management and productivity tools • A comprehensive partner relationship management offering to manage channel sales and partner management • Extensive sales performance management encompassing the science of managing territories, quota management and sales incentive compensation • Advanced analytics consisting of pre-built analytic reports, data visualization and adaptive intelligence • A customer data management system to ensure clean, consolidated and complete customer information. With rich functional capabilities and a comprehensive feature set, Oracles Sales Cloud provides a more modern approach to sales execution. ### Quick AI Summary Based on G2 Reviews *Generated from real user reviews* **Pros:** - Users benefit from the **seamless integration** of Oracle Sales Cloud with other Oracle systems, ensuring data consistency and efficiency. - Users value the **extensive functionality** of Oracle Sales Cloud, enhancing sales processes and improving data management efficiency. - Users appreciate the **user-friendly interface** of Oracle Sales Cloud, making it easy to use with excellent support. - Users appreciate the **responsive customer support** from Oracle Sales Cloud, ensuring smooth operations and effective issue resolution. - Users find Oracle Sales Cloud to have a **simple and intuitive interface** , making it a joy to use. **Cons:** - Users experience a **steep learning curve** , making initial navigation and adoption of Oracle Sales Cloud challenging. - Users find the **high complexity** of Oracle Sales Cloud challenging, especially regarding usability and performance with large datasets. - Users find the **interface not user-friendly** , leading to a steep learning curve and complexity in workflows. - Users notice **slow performance** with large datasets and complex reports, making it frustrating during usage. - Users face **data availability issues** and experience unpredictable behavior when uploading JPEG files in Oracle Sales Cloud. #### Key Features - Workflow Capability - Contact & Account Management - Lead Management - Case Management - Integration APIs #### Recent Reviews **"[Usable Built-In AI That Guides Sales Reps with Predictive Analytics](https://www.g2.com/survey_responses/oracle-sales-cloud-review-12702658)"** **Rating:** 5.0/5.0 stars *— Laresha G.* [Read full review](https://www.g2.com/survey_responses/oracle-sales-cloud-review-12702658) --- **"[Centralized Data, But Setup Can Be Tricky](https://www.g2.com/survey_responses/oracle-sales-cloud-review-12698890)"** **Rating:** 5.0/5.0 stars *— Aditya P.* [Read full review](https://www.g2.com/survey_responses/oracle-sales-cloud-review-12698890) --- #### Trending Discussions - [Is Salesforce an Oracle product?](https://www.g2.com/discussions/is-salesforce-an-oracle-product) - 1 comment - [Is Oracle CRM cloud based?](https://www.g2.com/discussions/is-oracle-crm-cloud-based) - [What is Oracle Sales Cloud?](https://www.g2.com/discussions/what-is-oracle-sales-cloud) - 1 comment ### 19. [Mekari Qontak](https://www.g2.com/products/mekari-qontak/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 27 **Product Description:** Mekari Qontak is a leading and expert provider of enterprise Omnichannel CRM technology leveraging scalable API technology. Built on a SaaS model, Qontak enables businesses to rapidly grow their sales, customer service and operations. Our solutions empower businesses using WhatsApp & Instagram, social media, e-commerce, voice calls, KPIs and offline activities within a unified SaaS CRM technology. ### Quick AI Summary Based on G2 Reviews *Generated from real user reviews* **Pros:** - Users find Mekari Qontak's **ease of use** in managing chat and broadcasts highly efficient and intuitive. - Users value the **seamless integration** with WhatsApp Business API, enhancing conversation management and customer engagement effortlessly. - Users appreciate the **user-friendly interface** of Mekari Qontak, enhancing chat management and overall efficiency. - Users value the **responsive and dependable customer support** of Mekari Qontak, ensuring smooth implementation and efficient problem resolution. - Users appreciate the **intuitive UI/UX** of Mekari Qontak, making it easy to use and integrate for seamless customer interactions. **Cons:** - Users find the **complex setup** for advanced custom reports time-consuming, though they appreciate the actionable insights provided. - Users experience **connectivity issues** with Mekari Qontak, affecting account activation across different devices and impacting performance. - Users find that **advanced configuration expertise is required** for effective custom reporting in Mekari Qontak's CRM software. - Users note the **incomplete information** in reporting, wishing for more detailed analytics for better campaign performance. - Users face **integration issues** with Mekari Qontak, limiting WhatsApp Business account usage to only their platform. #### Key Features - Workflow Capability - Partner Relationship Mgmt. (PRM) - Email Marketing - Case Management - Social Network Integration #### Recent Reviews **"[Mekari Qontak's Omnichannel combines all communication media into one integrated unit.](https://www.g2.com/survey_responses/mekari-qontak-review-12659102)"** **Rating:** 5.0/5.0 stars *— Irwansyah B.* [Read full review](https://www.g2.com/survey_responses/mekari-qontak-review-12659102) --- **"[Mekari Qontak Makes Customer Communication Faster and More Organized](https://www.g2.com/survey_responses/mekari-qontak-review-12430999)"** **Rating:** 5.0/5.0 stars *— Yosua B.* [Read full review](https://www.g2.com/survey_responses/mekari-qontak-review-12430999) --- #### Trending Discussions - [What is Qontak by Mekari used for?](https://www.g2.com/discussions/what-is-qontak-by-mekari-used-for) - 1 comment ### 20. [Less Annoying CRM](https://www.g2.com/products/less-annoying-crm/reviews) **Average Rating:** 4.9/5.0 **Total Reviews:** 651 **Product Description:** We built Less Annoying CRM in 2009 for the thousands of independent consultants, agents, and small business owners who are hitting the limits of their spreadsheets, but nowhere near needing the complexity of big CRMs. Less Annoying CRM is for you if you’ve ever wished you could attach a to-do list to a contact, keep all your notes and emails for a client in one place, or just get a simple nudge so a follow-up never slips through the cracks again. We're the middle ground between the spreadsheet you're manually updating, and all those complicated, expensive, overwhelming CRMs on top 10 lists. We're built to be more than a spreadsheet, less than a CRM. You get a simple contact list, a calendar that syncs with Google and Outlook, and an easy-to-read report of your leads and tasks. All your team members can collaborate without the chaos of a shared spreadsheet, and you'll get a daily email agenda of everything on your plate. What you \*won’t\* get are confusing features you’ll never use, a consultant to set it all up, or a surprise bill because you needed an extra feature. We believe in one simple price ($15/month/user), no long-term contracts, and free phone and email support from real, happy humans. See why we are ranked G2's #1 easiest-to-use CRM. Start your no-hassle, 30-day free trial today -- no credit card needed. ### Quick AI Summary Based on G2 Reviews *Generated from real user reviews* **Pros:** - Users find Less Annoying CRM to be **extremely intuitive and easy to use** , streamlining their organizational tasks effortlessly. - Users praise the **exceptional customer support** provided by Less Annoying CRM, ensuring timely assistance and satisfaction. - Users value the **simplicity** of Less Annoying CRM, appreciating its clean interface and easy-to-use features. - Users appreciate the **user-friendly design** of Less Annoying CRM, making it simple and efficient to manage contacts. - Users love the **affordability** of Less Annoying CRM, gaining access to all features across every plan. **Cons:** - Users note the **missing advanced features** in Less Annoying CRM, limiting its functionality for complex workflows. - Users experience **integration issues** , finding limited native connections and requiring workarounds for efficient workflow management. - Users find the **limited features** of Less Annoying CRM insufficient for advanced workflows and complex needs. - Users find **feature issues** with reporting and automation, wishing for more advanced options and customizations. - Users find the **limited customization options** of Less Annoying CRM restrict their ability to tailor the experience. #### Recent Reviews **"[Flexible, Intuitive Pipelines That Bring Clarity and Save Time](https://www.g2.com/survey_responses/less-annoying-crm-review-12543468)"** **Rating:** 5.0/5.0 stars *— Jennifer F.* [Read full review](https://www.g2.com/survey_responses/less-annoying-crm-review-12543468) --- **"[Made CRM Management Effortless and Affordable](https://www.g2.com/survey_responses/less-annoying-crm-review-12716938)"** **Rating:** 5.0/5.0 stars *— Oregon Hearth and Home Events T.* [Read full review](https://www.g2.com/survey_responses/less-annoying-crm-review-12716938) --- #### Trending Discussions - [What is Less Annoying CRM used for?](https://www.g2.com/discussions/what-is-less-annoying-crm-used-for) ### 21. [Zoho CRM Plus](https://www.g2.com/products/zoho-crm-plus-2018-12-06/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 123 **Product Description:** Zoho CRM Plus is a unified customer experience platform that helps you bridge the gap between your sales, marketing, and customer service teams and deliver an exceptional customer experience. It combines sales automation, visitor tracking, intelligent chat bots, customer service, project management, email marketing, social media, customer surveys, built-in AI, and unified analytics—all on one platform. ### Quick AI Summary Based on G2 Reviews *Generated from real user reviews* **Pros:** - Users appreciate the **ease of use** of Zoho CRM Plus, enabling quick onboarding and productive team collaboration effortlessly. - Users commend the **efficiency** of Zoho CRM Plus, unifying various functions for seamless collaboration and streamlined processes. - Users value the **seamless integrations** of Zoho CRM Plus, enhancing workflow efficiency and simplifying customer management. - Users love the **automation features** of Zoho CRM Plus, which streamline processes and enhance team collaboration and productivity. - Users value the **seamless integration** of Zoho CRM Plus, enhancing their workflow across sales, marketing, and support. **Cons:** - Users find the **learning curve steep** in Zoho CRM Plus, complicating the initial experience with its many features. - Users find the **interface not intuitive** , making it challenging to navigate the numerous features effectively. - Users find the **overwhelming experience** of Zoho CRM Plus challenging, especially due to the steep learning curve and complex interface. - Users struggle with **integration issues** in Zoho CRM Plus, finding it challenging to connect with other applications effectively. - Users find **limited customization** in Zoho CRM Plus, feeling restricted by basic functionality in lower-tier plans. #### Key Features - Customization - Contact & Account Management - Lead Management - Customer Support Portal - Data Import & Export Tools #### Recent Reviews **"[All-in-One CRM Visibility with Automation, Analytics, and AI](https://www.g2.com/survey_responses/zoho-crm-plus-review-12535078)"** **Rating:** 5.0/5.0 stars *— Kishore P.* [Read full review](https://www.g2.com/survey_responses/zoho-crm-plus-review-12535078) --- **"[Highly Customizable CRM That Centralizes Data and Automates Follow-Ups](https://www.g2.com/survey_responses/zoho-crm-plus-review-12746508)"** **Rating:** 5.0/5.0 stars *— Jena R.* [Read full review](https://www.g2.com/survey_responses/zoho-crm-plus-review-12746508) --- #### Trending Discussions - [What are key features of a CRM system?](https://www.g2.com/discussions/zoho-crm-plus-what-are-key-features-of-a-crm-system) - 1 comment - [What features Zoho?](https://www.g2.com/discussions/zoho-crm-plus-what-features-zoho) - [What apps come with Zoho CRM Plus?](https://www.g2.com/discussions/what-apps-come-with-zoho-crm-plus) - 2 comments ### 22. [LocaliQ](https://www.g2.com/products/localiq/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 1,034 **Product Description:** LocaliQ is how businesses attract and retain ideal customers. The marketing platform helps businesses grow faster with a suite of AI lead management and digital agents, marketing automation, omnichannel campaign management, advanced reporting, and expert-led services. The technology allows customers to optimize ad spend in real-time across multiple channels, saving time and ensuring real results. Dash is LocaliQ’s AI-powered lead management SaaS solution designed to help businesses convert more leads into customers, faster and more efficiently. With automated lead scoring, follow-ups, and reporting, plus advanced AI agents and an included SMS conversational tool, Dash streamlines workflows, eliminates manual tasks, and helps to boost revenue for businesses of all sizes. Integrated with LocaliQ’s AI marketing platform, Dash enables businesses to enhance customer experiences, automate workflows, and save time to focus on growing their business. LocaliQ's products and services include: -AI Agents (Voice, SMS, and live chat) -Marketing Automation -Lead Management Software -Lead Scoring -Live Chat -SMS Marketing -Social Media Marketing -Cross-Channel Advertising -Paid Search Advertising -Marketing Analytics -Social Media Advertising -Display Advertising -Video Advertising -Targeted Email Marketing -Multi-Listings Management -SEO Tools -Websites & Landing Pages -Custom Promotions Gannett is now USA TODAY Co. In order to align all digital marketing solutions under a single brand identity, the ReachLocal, WordStream, and ThriveHive brands were consolidated under the LocaliQ name. ### Quick AI Summary Based on G2 Reviews *Generated from real user reviews* **Pros:** - Users value the **dedicated customer support** of LocaliQ, noting their team's commitment to success and ease of use. - Users appreciate the **personalized support** from LocaliQ, feeling a strong connection and commitment to their success. - Users value the **dedicated team support** from LocaliQ, appreciating their commitment to success and ease of use. - Users love how LocaliQ enhances **business growth** through powerful lead generation and multi-channel advertising capabilities. - Users appreciate the **ease of use** of LocaliQ, facilitating streamlined workflows and effective campaign management for businesses. **Cons:** - Users find the service **expensive** , with high costs leading to dissatisfaction and financial strain for small businesses. - Users find the **high costs** of LocaliQ burdensome, especially for small businesses struggling with limited budgets. - Users note **limited features** in LocaliQ, particularly in metrics and regional support, affecting overall user experience. - Users report **poor customer support** , including slow responses and lack of guidance on optimizing their marketing efforts. - Users report **vague metrics** and unfulfilled promises from LocaliQ, leading to significant dissatisfaction and financial strain. #### Recent Reviews **"[LocaliQ Boosted Our Visibility with Targeted Marketing and Powerful Analytics](https://www.g2.com/survey_responses/localiq-review-12467228)"** **Rating:** 4.5/5.0 stars *— Prosper I.* [Read full review](https://www.g2.com/survey_responses/localiq-review-12467228) --- **"[Effortless Marketing with Outstanding Support](https://www.g2.com/survey_responses/localiq-review-12352042)"** **Rating:** 5.0/5.0 stars *— Jennifer L.* [Read full review](https://www.g2.com/survey_responses/localiq-review-12352042) --- #### Trending Discussions - [What is WordStream used for?](https://www.g2.com/discussions/what-is-wordstream-used-for) - [What is ReachEdge used for?](https://www.g2.com/discussions/what-is-reachedge-used-for) - 1 comment - [What is LOCALiQ?](https://www.g2.com/discussions/what-is-localiq) - 1 comment, 1 upvote ### 23. [RSoft CRM](https://www.g2.com/products/rsoft-crm/reviews) **Average Rating:** 5.0/5.0 **Total Reviews:** 15 **Product Description:** RSoft CRM (Customer Relationship Management) software is a tool used by businesses to manage interactions and relationships with current and potential customers. These software typically provide a range of features designed to help organizations streamline their sales, marketing, and customer service efforts. Here are some common features found in Roft CRM software: 1. Contact Management 2. Sales Management 3. Lead Management 4. Marketing Automation 5. Customer Support & Services 6. Analytics Report & Dashboard 7. Integration ### Quick AI Summary Based on G2 Reviews *Generated from real user reviews* **Pros:** - Users praise the **excellent customer support** of RSoft CRM, noting quick responses and effective issue resolution. - Users love the **user-friendly interface** of RSoft CRM, making it easy to customize and manage tasks efficiently. - Users value the **automation features** of RSoft CRM for efficiently managing workflows and enhancing productivity. - Users value the **efficient lead management** of RSoft CRM, enhancing follow-ups and facilitating automated workflows for growth. - Users find RSoft CRM's **easy access** features essential for timely client follow-ups and efficient booking management. **Cons:** - Users express concerns over **email issues** requiring frequent communication, although improvements have been noted recently. - Users face **connectivity issues** with RSoft CRM, often needing to resolve problems via email communication. - Users noted the **lack of user-friendliness** which has improved, but initial struggles persisted in reaching support. #### Recent Reviews **"[Quick Lead Follow-Ups and Daily Email Reports That Boost Sales Monitoring](https://www.g2.com/survey_responses/rsoft-crm-review-12343048)"** **Rating:** 5.0/5.0 stars *— Pavithrapazheri .* [Read full review](https://www.g2.com/survey_responses/rsoft-crm-review-12343048) --- **"[It is a user friendly software to all the person those who are using it.](https://www.g2.com/survey_responses/rsoft-crm-review-12151473)"** **Rating:** 5.0/5.0 stars *— VIKAA H.* [Read full review](https://www.g2.com/survey_responses/rsoft-crm-review-12151473) --- ### 24. [Creatio](https://www.g2.com/products/creatio/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 271 **Product Description:** Creatio is a global vendor of an agentic CRM and workflow platform with no-code and AI at its core, designed to help users streamline their business processes and enhance customer interactions through no-code solutions and artificial intelligence (AI). This innovative platform enables organizations to create and manage workflows effortlessly, allowing users to focus on their core business activities while automating routine tasks. With millions of workflows operating daily, Creatio supports a diverse clientele across 100 countries, emphasizing a commitment to genuine care for its clients and partners. The platform is particularly beneficial for businesses seeking to enhance their operational efficiency without requiring extensive technical expertise. Its target audience includes small to large enterprises across various industries, particularly those looking to leverage technology to improve customer engagement and internal processes. Creatio's offerings cater to a wide range of use cases, from marketing automation and sales management to customer service optimization, making it a versatile solution for businesses aiming to adapt to the evolving market landscape. Key features of Creatio include the Creatio Studio, a no-code platform that allows users to build custom applications and AI agents using intuitive visual designers and natural language processing. This empowers users to create tailored solutions that meet their specific business needs without relying on traditional coding methods. Additionally, the CRM suite integrates embedded AI agents across Creatio Marketing, Sales, and Service, enhancing user experience and providing actionable insights to drive decision-making. Creatio also offers a specialized Financial Services CRM platform and industry-specific workflows across 19 verticals, ensuring that businesses can find solutions that resonate with their unique operational requirements. The availability of a marketplace with various add-ons further extends the platform's capabilities, allowing organizations to customize their experience and enhance functionality as needed. Recognized as a Leader and Strong Performer in prestigious Gartner and Forrester reports, Creatio stands out in its category by combining user-friendly design with powerful automation and AI-driven insights, making it an attractive option for businesses aiming to elevate their customer relationship management efforts. With its headquarters in Boston, MA, and a global presence of 850 employees across ten offices in 25 countries, Creatio has established long-lasting relationships with thousands of customers and over 500 partners worldwide. This extensive network underscores the platform's reliability and commitment to delivering value to its users, positioning Creatio as a trusted partner in the realm of AI agents, CRM, and workflow automation. ### Quick AI Summary Based on G2 Reviews *Generated from real user reviews* **Pros:** - Users appreciate the **ease of use** of Creatio, enabling quick setup and effortless customization for their business needs. - Users value the **efficiency** of Creatio, enabling quick setup and seamless customization for their unique business needs. - Users value the **customizability** of Creatio, enabling tailored processes to enhance business operations and efficiency. - Users value the **customization capabilities** of Creatio, tailoring features to fit their specific business needs effectively. - Users value the **extensive customization options** in Creatio, allowing tailored solutions to meet specific business needs. **Cons:** - Users find the **learning curve steep** , requiring training and support for effective use of Creatio. - Users find the **missing features** in Creatio, particularly in reporting and contact management, hinder efficiency and analytics. - Users find the **limited features** of Creatio restrict their ability to gain advanced insights and options. - Users are frustrated by the **limited customization options** , hindering their ability to implement desired UI designs and branding. - Users find **limited options** for customizing tools, especially for service-oriented businesses needing tailored solutions. #### Recent Reviews **"[One of the Best Project Management Tools for Tracking Changes and Attachments](https://www.g2.com/survey_responses/creatio-review-12738056)"** **Rating:** 4.5/5.0 stars *— Nitesh S.* [Read full review](https://www.g2.com/survey_responses/creatio-review-12738056) --- **"[Flexible Low-Code Platform for Rapid Workflow Automation](https://www.g2.com/survey_responses/creatio-review-11907701)"** **Rating:** 4.5/5.0 stars *— Kamesh M.* [Read full review](https://www.g2.com/survey_responses/creatio-review-11907701) --- #### Trending Discussions - [What is Creatio used for?](https://www.g2.com/discussions/what-is-creatio-used-for) - 1 comment ### 25. [NetSuite](https://www.g2.com/products/netsuite/reviews) **Average Rating:** 4.1/5.0 **Total Reviews:** 4,588 **Product Description:** As the world's #1 AI Cloud ERP solution for more than 25 years, NetSuite has helped businesses gain the visibility, control, and agility to build and grow a successful business. First focused on financials and ERP, we now provide an AI-powered integrated system that also includes inventory management, HR, professional services automation, and commerce, and is used by more than 43,000 customers in 220 countries. ### Quick AI Summary Based on G2 Reviews *Generated from real user reviews* **Pros:** - Users find the **ease of use** in NetSuite beneficial for creating reports and navigating its features effortlessly. - Users value the **customizability** of NetSuite, which effectively adapts to diverse business needs and processes. - Users value the **rich reporting capabilities** of NetSuite, enhancing data organization and integration across business operations. - Users value the **extensive customization options** in NetSuite, enhancing flexibility and control over their data management. - Users value the **extensive customization options** of NetSuite, enhancing usability and tailoring the system to their needs. **Cons:** - Users find the **learning curve** of NetSuite challenging, especially with complex settings and integrations that complicate usability. - Users find the **interface outdated and unclear** , along with significant integration and usability issues that hinder effectiveness. - Users struggle with **missing features** in NetSuite, finding integration, customization, and initial setup particularly challenging. - Users find **limited customization** in NetSuite frustrating, which hinders integration and overall usability of the system. - Users often find NetSuite **not user-friendly** , facing challenges with its steep learning curve and outdated interface. #### Recent Reviews **"[NetSuite Streamlined Our Purchasing and Inventory Workflow](https://www.g2.com/survey_responses/netsuite-review-12633278)"** **Rating:** 5.0/5.0 stars *— Latosha A.* [Read full review](https://www.g2.com/survey_responses/netsuite-review-12633278) --- **"[Powerful Yet Pricey ERP with Integration Challenges](https://www.g2.com/survey_responses/netsuite-review-11486463)"** **Rating:** 4.0/5.0 stars *— Jeanette C.* [Read full review](https://www.g2.com/survey_responses/netsuite-review-11486463) --- #### Trending Discussions - [Is NetSuite an accounting software?](https://www.g2.com/discussions/is-netsuite-an-accounting-software) - 4 comments - [What is NetSuite built on?](https://www.g2.com/discussions/what-is-netsuite-built-on) - 1 comment - [Is NetSuite a good ERP system?](https://www.g2.com/discussions/is-netsuite-a-good-erp-system) - 3 comments, 1 upvote ## Parent Category [Sales Tools](https://www.g2.com/categories/sales-tools) ## Related Categories - [Marketing Automation Software](https://www.g2.com/categories/marketing-automation) - [Sales Performance Management Software](https://www.g2.com/categories/sales-performance-management) - [Email Tracking Software](https://www.g2.com/categories/email-tracking) - [Sales Analytics Software](https://www.g2.com/categories/sales-analytics) - [Online Form Builder Software](https://www.g2.com/categories/online-form-builder) - [AI Sales Assistant Software](https://www.g2.com/categories/ai-sales-assistant) - [Sales Engagement Software](https://www.g2.com/categories/sales-engagement) --- ## Buyer Guide ### 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/)