# 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 ## 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 (24,646 reviews) | AI-automated pipeline-to-close CRM workflows | "[Agentforce Sales Drives Efficiency with Autonomous AI and Seamless Integrations](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-13022201)" | | 2 | [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) | 4.4/5.0 (13,246 reviews) | Pipeline visibility with automated sales sequencing | "[Comprehensive and User-Friendly CRM for Streamlined Sales Processes](https://www.g2.com/survey_responses/hubspot-sales-hub-review-9655871)" | | 3 | [Pipedrive](https://www.g2.com/products/pipedrive/reviews) | 4.3/5.0 (3,028 reviews) | Visual sales pipeline with deal-stage automation | "[Intuitive and Customizable, Perfect for Business Use (SMBs)](https://www.g2.com/survey_responses/pipedrive-review-12938416)" | | 4 | [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) | 4.1/5.0 (2,826 reviews) | Centralized lead-to-deal pipeline with workflow automation | "[Intuitive and Feature-Rich CRM](https://www.g2.com/survey_responses/zoho-crm-review-12765202)" | | 5 | [Close](https://www.g2.com/products/close/reviews) | 4.7/5.0 (2,029 reviews) | High-velocity outbound sales with built-in dialer | "[Streamlined Sales Tracking with Close](https://www.g2.com/survey_responses/close-review-9087574)" | | 6 | [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) | 4.6/5.0 (831 reviews) | Pipeline-centric sales CRM for spreadsheet-to-CRM migration | "[Affordable CRM for Small Teams with a Strong Integration Ecosystem](https://www.g2.com/survey_responses/bigin-by-zoho-crm-review-12912304)" | | 7 | [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) | 4.4/5.0 (14,166 reviews) | Behavior-triggered CRM with automation workflows | "[Strong Automation Features With Some Scaling Challenges](https://www.g2.com/survey_responses/activecampaign-review-12798717)" | | 8 | [monday CRM](https://www.g2.com/products/monday-crm/reviews) | 4.6/5.0 (1,161 reviews) | Visual pipeline tracking with no-code automation | "[AI-Powered, Flexible CRM That Streamlines Workflows and Team Collaboration](https://www.g2.com/survey_responses/monday-crm-review-12836679)" | | 9 | [HighLevel](https://www.g2.com/products/highlevel/reviews) | 4.6/5.0 (628 reviews) | Omnichannel CRM with white-label automation workflows | "[HighLevel centralizes CRM and automations with great flexibility](https://www.g2.com/survey_responses/highlevel-review-12432105)" | | 10 | [SAP Sales Cloud](https://www.g2.com/products/sap-sap-sales-cloud/reviews) | 4.2/5.0 (889 reviews) | SAP-native lead-to-cash pipeline visibility | "[High volume task handler](https://www.g2.com/survey_responses/sap-sales-cloud-review-11157624)" | ## How Many CRM Software Products Does G2 Track? **Total Products under this Category:** 1,047 ### Category Stats (Jun 2026) - **Average Rating**: 4.38/5 The average rating of products in this category, based on all submitted ratings - **Top Trending Product**: Superleap (+0.389) - Among all products in this category, Superleap recorded the largest rating increase compared to last month *Last updated: June 01, 2026* ## How Does G2 Rank CRM Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 120,700+ Authentic Reviews - 1,047+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## Which CRM Software Is Best for Your Use Case? - **Leader:** [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - **Highest Performer:** [CRMOne](https://www.g2.com/products/crmone/reviews) - **Easiest to Use:** [Less Annoying CRM](https://www.g2.com/products/less-annoying-crm/reviews) - **Top Trending:** [HighLevel](https://www.g2.com/products/highlevel/reviews) - **Best Free Software:** [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) --- **Sponsored** ### Nutshell Founded in 2010, Nutshell is an all-in-one sales, marketing and engagement platform that helps B2B organizations work together to win more deals. Simple enough for any user and sophisticated enough for any business, Nutshell is built for teams who are tired of juggling separate sales and marketing tools and don’t want to pay a full-time admin to manage their software. If you're aiming to boost revenue, streamline your sales process, or craft engaging marketing messages, Nutshell could be the solution. Every Nutshell subscription includes unlimited CRM contacts and data storage, fully customizable reporting tools, free data migration assistance, and world-class live support, all at an extremely affordable price. In 2024, Nutshell introduced Nutshell Marketing and Nutshell Engagement. Nutshell Marketing helps businesses create compelling email campaigns and landing pages to drive audience engagement, while Nutshell Engagement connects you with leads and customers throughout the sales journey via web chat and text messaging. Nutshell also integrates with popular tools like Google Workspace/Gmail, Microsoft Office/Outlook, QuickBooks Online, Intercom, and Slack. Nutshell also offers a mobile version, allowing sales reps to create, search, and edit contact information while in the field. Nutshell serves thousands of businesses around the world and has been named a top CRM for both user-friendliness and affordability. Nutshell has been honored as a "Leader" in G2's Grid® Report for CRM every quarter since Fall 2020. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=paid_promo&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=179&secure%5Bmedium%5D=sponsored&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1589&secure%5Bresource_id%5D=179&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fcrm&secure%5Btoken%5D=f36fba33efb6865ce88cad8be3e511da05b522b189bd3a73e2dd4ac58807d583&secure%5Burl%5D=https%3A%2F%2Fwww.nutshell.com%2Flp%2Fcrm%3Futm_source%3Dg2%26utm_medium%3Dpaid%26utm_campaign%3Dpaid-promotions%26utm_term%3Dcrm&secure%5Burl_type%5D=paid_promos) --- ## CRM Software Features & Capabilities ### What are the Best CRM Software with Campaign Management? Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time. **Top-rated CRM Software for Campaign Management:** - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) [Explore CRM Software with Campaign Management](https://www.g2.com/categories/crm/f/campaign-management) ### What are the Best CRM Software with Social Collaboration Features? Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone **Top-rated CRM Software for Social Collaboration Features:** - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) [Explore CRM Software with Social Collaboration Features](https://www.g2.com/categories/crm/f/social-collaboration-features) ### What are the Best CRM Software with Marketing ROI Analytics? Enables analysis of effectiveness of an organizations various marketing activities **Top-rated CRM Software for Marketing ROI Analytics:** - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) [Explore CRM Software with Marketing ROI Analytics](https://www.g2.com/categories/crm/f/marketing-roi-analytics) ### What are the Best CRM Software with Document & Content Mgmt.? Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files. **Top-rated CRM Software for Document & Content Mgmt.:** - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) [Explore CRM Software with Document & Content Mgmt.](https://www.g2.com/categories/crm/f/document-content-mgmt) ### What are the Best CRM Software with Social Network Integration? Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management. **Top-rated CRM Software for Social Network Integration:** - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) [Explore CRM Software with Social Network Integration](https://www.g2.com/categories/crm/f/social-network-integration) ## What Are the Top-Rated CRM Software Products in 2026? ### 1. [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) Accelerate revenue from pipeline to paycheck with Salesforce Sales Cloud - your complete growth platform that brings together the power of humans with agents at every step of the sales cycle. Boost productivity with automation and drive revenue with an integrated growth platform. The future of sales is here, and with Agentforce, we’re helping teams unlock their full potential - making them limitless. Build Pipeline Faster with AI Agents: Sales Agents Sales AI Sales Engagement Sales Programs Buyer Engagement Accelerate Productivity with Automation: Sales Data Sales Analytics Sales Team Productivity Revenue Intelligence Drive Revenue on an Integrated Platform: Revenue Lifecycle Management and CPQ Sales Performance Management Partner Relationship Management **Average Rating:** 4.4/5.0 **Total Reviews:** 24,646 **How Do G2 Users Rate Agentforce Sales (formerly Salesforce Sales Cloud)?** - **Has the product been a good partner in doing business?:** 8.4/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.5/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.8/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.7/10 (Category avg: 8.6/10) **Who Is the Company Behind Agentforce Sales (formerly Salesforce Sales Cloud)?** - **Seller:** [Salesforce](https://www.g2.com/sellers/salesforce) - **Company Website:** https://www.salesforce.com/ - **Year Founded:** 1999 - **HQ Location:** San Francisco, CA - **Twitter:** @salesforce (579,511 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3185/ (83,223 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Account Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 46% Mid-Market, 34% Enterprise #### What Are Agentforce Sales (formerly Salesforce Sales Cloud)'s Pros and Cons? **Pros:** - Ease of Use (2065 reviews) - Features (1726 reviews) - Lead Management (1174 reviews) - Salesforce Integration (991 reviews) - Integrations (879 reviews) **Cons:** - Learning Curve (1092 reviews) - Limitations (791 reviews) - Complexity (682 reviews) - Expensive (612 reviews) - Limited Features (584 reviews) ### What Do G2 Reviewers Say About Agentforce Sales (formerly Salesforce Sales Cloud)? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Agentforce Sales, streamlining workflows and enhancing productivity for sales teams. - Users value the **intuitive flow and visual interface** of Agentforce Sales, streamlining lead management and opportunity tracking. - Users value the **360-degree view and scalability** of Agentforce Sales, enhancing lead follow-up and overall productivity. - Users value the **centralized customer data** of Salesforce Sales Cloud, enabling efficient management of leads and relationships. - Users appreciate the **seamless integration capabilities** of Agentforce Sales, enhancing workflow and supporting unique business processes effectively. **Cons:** - Users find the **learning curve challenging** due to complex setups and navigation of security layers. - Users find the **limited package options** frustrating, especially regarding relay options and governance challenges post-Hyperforce migration. - Users find the **complexity of configurations** overwhelming, impacting their experience with Agentforce Sales. - Users find the product to be **rather expensive** , suggesting improvements for cost-effectiveness and customizable options. - Users express dissatisfaction with the **limited features** in Agentforce Sales, particularly regarding package inclusions and updates. #### What Are Recent G2 Reviews of Agentforce Sales (formerly Salesforce Sales Cloud)? **"[Sales Cloud Streamlines Our Pipeline with Powerful Automation and Insights](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12998010)"** **Rating:** 4.0/5.0 stars *— Carlos V.* [Read full review](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12998010) --- **"[Agentforce Sales Drives Efficiency with Autonomous AI and Seamless Integrations](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-13022201)"** **Rating:** 5.0/5.0 stars *— Krunal B.* [Read full review](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-13022201) --- #### What Are G2 Users Discussing About Agentforce Sales (formerly Salesforce Sales Cloud)? - [What is Salesforce Maps used for?](https://www.g2.com/discussions/salesforce-maps-what-is-salesforce-maps-used-for) - 2 comments - [What is the benefit of Salesforce CRM?](https://www.g2.com/discussions/what-is-the-benefit-of-salesforce-crm) - 7 comments - [What is Salesforce and CRM?](https://www.g2.com/discussions/what-is-salesforce-and-crm) - 3 comments - [What makes high velocity sales more powerful than ever?](https://www.g2.com/discussions/what-makes-high-velocity-sales-more-powerful-than-ever) - 1 comment - [How do I enable Inbox in Salesforce?](https://www.g2.com/discussions/how-do-i-enable-inbox-in-salesforce) - 4 comments ### 2. [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) Sales Hub combines sales engagement tools, AI-powered productivity features, and workflow automation into a unified platform designed to help growing teams close deals faster. Core Value Proposition: Sales Hub addresses common sales challenges: inefficient manual processes that slow deal velocity, fragmented customer information creating incomplete context, and complex software requiring extensive training and ongoing administration. Built on the HubSpot Smart CRM, Sales Hub connects customer data and sales tools in a single unified system. Key Capabilities Sales Engagement Tools: Sales Hub provides email tracking, meeting scheduling, document sharing, and communication templates that streamline prospect interactions and eliminate administrative friction in the sales process. AI-Powered Productivity: The platform includes AI features that automate repetitive tasks, suggest next actions based on deal context, and surface relevant customer insights, helping representatives focus on selling rather than administrative work. Unified Customer View: Because all customer data, communication history, and deal information exists within the Smart CRM, sales representatives see complete context without toggling between systems. This includes visibility into marketing interactions, service tickets, and prior sales conversations. Workflow Automation: Sales Hub automates routine sales processes, ensuring consistent execution without manual coordination. Sales Hub vs. Alternatives: Unlike legacy CRM systems functioning primarily as databases requiring extensive customization, Sales Hub includes engagement tools, automation, and AI capabilities as native features rather than add-ons requiring integration. This eliminates the complexity of purchasing separate tools for email tracking, meeting scheduling, document management, and sales analytics. Sales Hub's intuitive interface reduces training time for new team members compared to traditional sales platforms requiring extensive technical knowledge. Teams benefit from fast onboarding, seamless alignment through shared data visibility, and flexible scaling. Who Should Use Sales Hub Sales Hub serves growing sales teams needing to increase productivity without adding headcount, sales representatives requiring complete customer context during buyer conversations, and sales leaders seeking pipeline visibility through unified reporting. The platform scales from small sales teams to enterprise organizations. Outcome Sales Hub helps teams sell smarter, not harder, enabling reps to get richer context and better insights at every step of the buyer journey. **Average Rating:** 4.4/5.0 **Total Reviews:** 13,246 **How Do G2 Users Rate HubSpot Sales Hub?** - **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.3/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.7/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.6/10 (Category avg: 8.6/10) **Who Is the Company Behind HubSpot Sales Hub?** - **Seller:** [HubSpot](https://www.g2.com/sellers/hubspot) - **Company Website:** https://hubspot.com - **Year Founded:** 2006 - **HQ Location:** Cambridge, Massachusetts, United States - **Twitter:** @HubSpot (784,270 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/68529/ (12,158 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Sales Development Representative - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 60% Small-Business, 35% Mid-Market #### What Are HubSpot Sales Hub's Pros and Cons? **Pros:** - Ease of Use (1430 reviews) - Helpful (760 reviews) - Features (702 reviews) - Lead Management (671 reviews) - Intuitive (617 reviews) **Cons:** - Missing Features (500 reviews) - Limited Features (472 reviews) - Learning Curve (447 reviews) - Expensive (344 reviews) - Limited Customization (319 reviews) ### What Do G2 Reviewers Say About HubSpot Sales Hub? *AI-generated summary from verified user reviews* **Pros:** - Users find HubSpot Sales Hub to be **very easy to use** , making it ideal for both beginners and experienced salespeople. - Users appreciate the **excellent email metrics and support** from HubSpot Sales Hub, enhancing their campaign effectiveness. - Users appreciate the **customizability and user-friendly interface** of HubSpot Sales Hub, enhancing their sales processes significantly. - Users value the **intuitive lead management** of HubSpot Sales Hub, which simplifies tracking and automates workflows effectively. - Users appreciate the **intuitive design** of HubSpot Sales Hub, making it easy to navigate and manage sales information. **Cons:** - Users feel the **missing features** in HubSpot Sales Hub hinder its effectiveness and require more development for better functionality. - Users find the **limited features** of HubSpot Sales Hub basic, leading to complications and requiring upgrades for better functionality. - Users find the **learning curve steep** in HubSpot Sales Hub, particularly with advanced features and data importing challenges. - Users find HubSpot Sales Hub to be **expensive** , particularly as their company expands or needs advanced features. - Users find the **limited customization** options in HubSpot Sales Hub restrictive for their needs and budget constraints. #### What Are Recent G2 Reviews of HubSpot Sales Hub? **"[Automates Follow-Ups and Reminders, So No Lead Slips Through](https://www.g2.com/survey_responses/hubspot-sales-hub-review-12952644)"** **Rating:** 4.5/5.0 stars *— Prabhat C.* [Read full review](https://www.g2.com/survey_responses/hubspot-sales-hub-review-12952644) --- **"[Comprehensive and User-Friendly CRM for Streamlined Sales Processes](https://www.g2.com/survey_responses/hubspot-sales-hub-review-9655871)"** **Rating:** 4.5/5.0 stars *— Raj K.* [Read full review](https://www.g2.com/survey_responses/hubspot-sales-hub-review-9655871) --- #### What Are G2 Users Discussing About HubSpot Sales Hub? - [How has HubSpot Sales Hub impacted the sales pipeline management in small to mid-sized businesses?](https://www.g2.com/discussions/how-has-hubspot-sales-hub-impacted-the-sales-pipeline-management-in-small-to-mid-sized-businesses) - 4 comments - [What is HubSpot Sales Hub used for?](https://www.g2.com/discussions/what-is-hubspot-sales-hub-used-for) - 5 comments - [What is HubSpot good for?](https://www.g2.com/discussions/what-is-hubspot-good-for) - 2 comments - [How do I use HubSpot for sales?](https://www.g2.com/discussions/how-do-i-use-hubspot-for-sales) - 3 comments - [What can you do with free HubSpot?](https://www.g2.com/discussions/what-can-you-do-with-free-hubspot) - 2 comments ### 3. [Pipedrive](https://www.g2.com/products/pipedrive/reviews) Pipedrive is an easy-to-use sales CRM (customer relationship management) tool that empowers teams of all sizes to close more deals. With its customizable sales pipelines, real-time insights and powerful AI features, it’s no wonder 100,000 companies worldwide use Pipedrive for smarter, faster sales. **Average Rating:** 4.3/5.0 **Total Reviews:** 3,028 **How Do G2 Users Rate Pipedrive?** - **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.3/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.5/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.9/10 (Category avg: 8.6/10) **Who Is the Company Behind Pipedrive?** - **Seller:** [Pipedrive](https://www.g2.com/sellers/pipedrive) - **Company Website:** https://www.pipedrive.com - **Year Founded:** 2010 - **HQ Location:** New York - **Twitter:** @pipedrive (14,355 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1876917/ (1,045 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO, Sales Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 71% Small-Business, 23% Mid-Market #### What Are Pipedrive's Pros and Cons? **Pros:** - Ease of Use (527 reviews) - Intuitive (255 reviews) - Simple (222 reviews) - Helpful (218 reviews) - Integrations (194 reviews) **Cons:** - Missing Features (215 reviews) - Limited Features (133 reviews) - Learning Curve (108 reviews) - Expensive (97 reviews) - Integration Issues (97 reviews) ### What Do G2 Reviewers Say About Pipedrive? *AI-generated summary from verified user reviews* **Pros:** - Users highlight the **ease of use** of Pipedrive, making navigation and customization effortless for effective deal management. - Users appreciate the **intuitive interface** of Pipedrive, making customization and usage straightforward for everyone. - Users appreciate the **simplicity and ease of use** of Pipedrive, enhancing efficiency in daily tasks and navigation. - Users find Pipedrive to be **highly customizable** , allowing for easy adjustments and integrations without requiring a tech background. - Users appreciate the **seamless integrations** of Pipedrive, enhancing campaign coordination and simplifying lead management. **Cons:** - Users find the **missing features** in Pipedrive limiting, particularly regarding automation, tracking, and customization options. - Users find Pipedrive's **limited features** frustrating, leading to challenges with automations and overall user experience. - Users find the **learning curve steep** with Pipedrive, requiring significant time and training to fully utilize its features. - Users find the **subscription costs** of Pipedrive to be prohibitively expensive, limiting accessibility for small businesses. - Users experience **integration issues** with Pipedrive, especially with calendar syncing and missing meeting details. #### What Are Recent G2 Reviews of Pipedrive? **"[Intuitive and Customizable, Perfect for Business Use (SMBs)](https://www.g2.com/survey_responses/pipedrive-review-12938416)"** **Rating:** 5.0/5.0 stars *— Guido M.* [Read full review](https://www.g2.com/survey_responses/pipedrive-review-12938416) --- **"[Fast, Intuitive Pipelines with Reliable Automations and Integrations](https://www.g2.com/survey_responses/pipedrive-review-12930901)"** **Rating:** 4.0/5.0 stars *— Jonathan H.* [Read full review](https://www.g2.com/survey_responses/pipedrive-review-12930901) --- #### What Are G2 Users Discussing About Pipedrive? - [What features of Pipedrive are most beneficial for new sales professionals to track and optimize their sales pipeline?](https://www.g2.com/discussions/what-features-of-pipedrive-are-most-beneficial-for-new-sales-professionals-to-track-and-optimize-their-sales-pipeline) - 2 comments - [What is Pipedrive used for?](https://www.g2.com/discussions/pipedrive-what-is-pipedrive-used-for) - 2 comments - [Is Pipedrive free?](https://www.g2.com/discussions/is-pipedrive-free) - 2 comments - [What is Pipedrive software?](https://www.g2.com/discussions/what-is-pipedrive-software) - 2 comments - [What is Pipedrive used for?](https://www.g2.com/discussions/what-is-pipedrive-used-for) - 1 comment ### 4. [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) Zoho CRM is a cloud-based 360° customer relationship management tool that caters to business needs of mid-scale businesses to large-scale enterprises. Key features include contact management, sales funnels, pipeline management, workflow automation, AI-powered conversational assistant, task management, managing marketing campaigns, sales forecasting, customer support & service, inventory management, reporting & analytics, and seamlessly integrating with 500+ popular business apps in a single business system. **Average Rating:** 4.1/5.0 **Total Reviews:** 2,826 **How Do G2 Users Rate Zoho CRM?** - **Has the product been a good partner in doing business?:** 8.0/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.2/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.5/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.2/10 (Category avg: 8.6/10) **Who Is the Company Behind Zoho CRM?** - **Seller:** [Zoho](https://www.g2.com/sellers/zoho-b00ca9d5-bca8-41b5-a8ad-275480841704) - **Year Founded:** 1996 - **HQ Location:** Austin, TX - **Twitter:** @Zoho (137,880 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/38373/ (30,766 employees on LinkedIn®) - **Phone:** +1 (888) 900-9646 **Who Uses This Product?** - **Who Uses This:** Owner, CEO - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 62% Small-Business, 33% Mid-Market #### What Are Zoho CRM's Pros and Cons? **Pros:** - Ease of Use (261 reviews) - Features (169 reviews) - Integrations (137 reviews) - Easy Integrations (113 reviews) - Lead Management (113 reviews) **Cons:** - Learning Curve (112 reviews) - Integration Issues (71 reviews) - Limited Features (71 reviews) - Complexity (68 reviews) - Poor Customer Support (64 reviews) ### What Do G2 Reviewers Say About Zoho CRM? *AI-generated summary from verified user reviews* **Pros:** - Users laud the **ease of use** of Zoho CRM, appreciating its intuitive interface and smooth workflow management. - Users value the **powerful AI features** of Zoho CRM, enhancing sales, marketing, and customer support efficiency. - Users value the **seamless integration** of Zoho CRM, enhancing workflow across marketing and sales processes. - Users value the **easy integrations** with Zoho CRM, enhancing workflow efficiency and simplifying overall management. - Users highlight the **seamless lead management** in Zoho CRM, enhancing workflows and integrations for better efficiency. **Cons:** - Users experience a **steep learning curve** with Zoho CRM, struggling to master its more advanced features initially. - Users find the **integration issues** with Zoho CRM frustrating, limiting automation and usability across systems. - Users find the **limited features** of Zoho CRM restrict their ability to fully utilize the system's potential. - Users find the **complexity** of Zoho CRM challenging, especially for first-time users without prior CRM experience. - Users experience **poor customer support** with Zoho CRM, often facing slow responses and frustration during integration issues. #### What Are Recent G2 Reviews of Zoho CRM? **"[User-Friendly, Feature-Rich CRM That Streamlines Work and Boosts Productivity](https://www.g2.com/survey_responses/zoho-crm-review-12762599)"** **Rating:** 5.0/5.0 stars *— Suraj B.* [Read full review](https://www.g2.com/survey_responses/zoho-crm-review-12762599) --- **"[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) --- #### What Are G2 Users Discussing About Zoho CRM? - [What are the key strengths of Zoho CRM in managing customer relationships compared to other CRM platforms?](https://www.g2.com/discussions/zoho-crm-what-are-the-key-strengths-of-zoho-crm-in-managing-customer-relationships-compared-to-other-crm-platf) - 3 comments, 1 upvote - [What are the key strengths of Zoho CRM in managing customer relationships compared to other CRM platforms?](https://www.g2.com/discussions/what-are-the-key-strengths-of-zoho-crm-in-managing-customer-relationships-compared-to-other-crm-platforms) - 3 comments - [What is Zoho CRM used for?](https://www.g2.com/discussions/zoho-crm-what-is-zoho-crm-used-for) - 2 comments, 2 upvotes - [Is Zoho CRM really free?](https://www.g2.com/discussions/is-zoho-crm-really-free) - 4 comments, 5 upvotes - [What are the features of CRM software?](https://www.g2.com/discussions/zoho-crm-what-are-the-features-of-crm-software) - 2 comments, 1 upvote ### 5. [Close](https://www.g2.com/products/close/reviews) Close is a sales CRM with built-in calling, SMS, email, automation, and AI, designed for founders, startups, agencies, and growing sales teams. The platform helps businesses manage leads, communicate with prospects, track opportunities, and automate follow-up from a single system. Close is commonly used by teams that want their CRM to support sales execution, not just store customer data. Users can call, email, text, manage pipelines, assign tasks, create workflows, run outreach sequences, and track sales activity directly inside the platform. Close is built for founder-led businesses, startups, small businesses, agencies, recruiting firms, coaching companies, financial services teams, SaaS companies, and inside sales teams. It supports teams ranging from individual founders to sales organizations with more than 100 representatives. Key capabilities include: • CRM and pipeline management for tracking leads, contacts, opportunities, activities, and customer relationships • Built-in calling, SMS, and email, with communication history connected to customer records • Sales automation for workflows, sequences, lead routing, task management, and follow-up • Power Dialer and Predictive Dialer for teams managing high-volume outbound sales or recruiting workflows • Reporting and analytics for pipeline visibility, activity tracking, forecasting, and sales performance • Chloe, the AI agent built directly into Close, which can help qualify leads, book meetings, follow up with prospects, research accounts, enrich records, summarize conversations, and update CRM data Chloe operates inside Close, where customer records, conversations, activities, opportunities, and workflows already live. This allows Chloe to take action using CRM context, rather than working as a standalone AI tool connected through separate integrations. Teams can use Chloe to engage new leads, re-engage dormant opportunities, capture qualification data, schedule meetings, and hand qualified conversations to human sales representatives when appropriate. By combining CRM, communication, automation, reporting, and AI-assisted sales workflows in one platform, Close helps teams reduce manual work, improve speed-to-lead, maintain follow-up consistency, and manage more sales activity without adding unnecessary operational complexity. **Average Rating:** 4.7/5.0 **Total Reviews:** 2,029 **How Do G2 Users Rate Close?** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.8/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.0/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.0/10 (Category avg: 8.6/10) **Who Is the Company Behind Close?** - **Seller:** [Close](https://www.g2.com/sellers/close) - **Company Website:** https://close.com - **Year Founded:** 2013 - **HQ Location:** 111 Congress Avenue, Suite 500 Austin, Texas 78701 United States - **Twitter:** @Close (6,592 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2597204/ (213 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO, Founder - **Top Industries:** Marketing and Advertising, Computer Software - **Company Size:** 76% Small-Business, 20% Mid-Market #### What Are Close's Pros and Cons? **Pros:** - Ease of Use (753 reviews) - Helpful (441 reviews) - Features (394 reviews) - Simple (387 reviews) - Intuitive (358 reviews) **Cons:** - Missing Features (244 reviews) - Call Issues (181 reviews) - Limited Features (130 reviews) - Limited Customization (95 reviews) - Learning Curve (92 reviews) ### What Do G2 Reviewers Say About Close? *AI-generated summary from verified user reviews* **Pros:** - Users find Close to be incredibly **easy to use** , ensuring seamless operations for both sales teams and reporting. - Users appreciate the **ease of use** in Close, highlighting its user-friendly interface and efficient sales workflows. - Users love the **valuable communication features** of Close, enhancing efficiency in managing client interactions seamlessly. - Users appreciate the **intuitive interface** of Close, making lead management and follow-ups incredibly smooth and efficient. - Users love the **intuitive dashboard design** of Close, making navigation seamless and straightforward without unnecessary complexities. **Cons:** - Users find **missing features** like mobile functionality and customization options to limit their overall experience with Close. - Users report **call issues** such as disconnections and the need for occasional restarts, affecting overall experience. - Users find the **limited features** of Close restrictive, especially when compared to more comprehensive solutions available. - Users find the **limited customization** options restrictive, hindering tailored reporting and advanced dashboard capabilities. - Users find the **learning curve challenging** due to merging issues and limited customization in reporting features. #### What Are Recent G2 Reviews of Close? **"[Lightweight CRM with Strong Lead Gen, Needs Reporting Enhancement](https://www.g2.com/survey_responses/close-review-9339114)"** **Rating:** 4.5/5.0 stars *— Gaël L.* [Read full review](https://www.g2.com/survey_responses/close-review-9339114) --- **"[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) --- #### What Are G2 Users Discussing About Close? - [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 ### 6. [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) Bigin by Zoho CRM is a simplified, AI-ready customer relationship management (CRM) software designed specifically for small businesses, startups, and customer-facing teams. Trusted by 50,000+ businesses across 150+ countries, Bigin helps small businesses unify all customer-facing operations — marketing, sales, onboarding, delivery, and support and helps manage customer relationships effectively. **Average Rating:** 4.6/5.0 **Total Reviews:** 831 **How Do G2 Users Rate Bigin by Zoho CRM?** - **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.4/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.8/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.9/10 (Category avg: 8.6/10) **Who Is the Company Behind Bigin by Zoho CRM?** - **Seller:** [Zoho](https://www.g2.com/sellers/zoho-b00ca9d5-bca8-41b5-a8ad-275480841704) - **Year Founded:** 1996 - **HQ Location:** Austin, TX - **Twitter:** @Zoho (137,880 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/38373/ (30,766 employees on LinkedIn®) - **Phone:** +1 (888) 900-9646 **Who Uses This Product?** - **Who Uses This:** CEO, Founder - **Top Industries:** Information Technology and Services, Marketing and Advertising - **Company Size:** 90% Small-Business, 9% Mid-Market #### What Are Bigin by Zoho CRM's Pros and Cons? **Pros:** - Ease of Use (237 reviews) - Simple (125 reviews) - Intuitive (107 reviews) - Simplicity (103 reviews) - Features (83 reviews) **Cons:** - Missing Features (81 reviews) - Limited Features (66 reviews) - Integration Issues (63 reviews) - Limited Customization (63 reviews) - Limited Integrations (43 reviews) ### What Do G2 Reviewers Say About Bigin by Zoho CRM? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** of Bigin by Zoho CRM, finding it simple and perfect for small businesses. - Users love the **simplicity** of Bigin by Zoho CRM, finding it easy to set up and manage efficiently. - Users value the **intuitive design** of Bigin by Zoho CRM, making it easy to navigate and use effectively. - Users value the **simplicity** of Bigin by Zoho CRM, making it easy to set up and use effectively. - Users praise the **ease of use and management** of Bigin by Zoho CRM for its intuitive interface and efficient features. **Cons:** - Users note the **missing features** in Bigin by Zoho CRM, limiting customization and integration with other tools. - Users find the **limited features** of Bigin by Zoho CRM restrict their ability to expand integrations and automations. - Users face **integration issues** , particularly with field mapping and limited flexibility in reporting and customization. - Users note the **limited customization** in Bigin, with fewer fields and basic reporting capabilities affecting their experience. - Users express concerns about **limited integrations** , affecting connectivity with other apps and overall usability. #### What Are Recent G2 Reviews of Bigin by Zoho CRM? **"[Bigin simplifies CRM with a clean and focused interface](https://www.g2.com/survey_responses/bigin-by-zoho-crm-review-12886414)"** **Rating:** 4.5/5.0 stars *— Jorge A.* [Read full review](https://www.g2.com/survey_responses/bigin-by-zoho-crm-review-12886414) --- **"[Affordable CRM for Small Teams with a Strong Integration Ecosystem](https://www.g2.com/survey_responses/bigin-by-zoho-crm-review-12912304)"** **Rating:** 4.5/5.0 stars *— Ajay b.* [Read full review](https://www.g2.com/survey_responses/bigin-by-zoho-crm-review-12912304) --- #### What Are G2 Users Discussing About Bigin by Zoho CRM? - [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 - [What is Bigin used for?](https://www.g2.com/discussions/what-is-bigin-used-for) - 1 comment ### 7. [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) ActiveCampaign is the autonomous marketing platform built to transform how marketers, agencies, and business owners work. Use Active Intelligence to power goal-aware automations and orchestrate personalized experiences across email, SMS, and WhatsApp. Effortlessly integrate with 1000+ apps, uncover deep performance insights, and optimize your workflows so you win every day. - Autonomous marketing Built on the foundation of marketing automation, fuel your marketing strategy and customer journeys with AI-driven execution, optimization, and insight at every step. - AI agents Run entire marketing campaigns through simple prompts, backed by Active Intelligence. - Cross-channel marketing Reach prospects and customers wherever they are, with email, SMS, WhatsApp, and more. - On-brand, personalized content Creative tools that deliver professional, conversion-ready designs for email and landing pages. - CRM Track, manage, and automate your sales process. - 1000+ apps & integrations Connect ActiveCampaign to your favorite tools. **Average Rating:** 4.4/5.0 **Total Reviews:** 14,166 **How Do G2 Users Rate ActiveCampaign?** - **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.0/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.2/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 7.9/10 (Category avg: 8.6/10) **Who Is the Company Behind ActiveCampaign?** - **Seller:** [ActiveCampaign](https://www.g2.com/sellers/activecampaign) - **Company Website:** https://www.activecampaign.com - **Year Founded:** 2003 - **HQ Location:** Chicago, IL - **Twitter:** @ActiveCampaign (13,203 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/221390/ (848 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, CEO - **Top Industries:** Marketing and Advertising, Health, Wellness and Fitness - **Company Size:** 92% Small-Business, 7% Mid-Market #### What Are ActiveCampaign's Pros and Cons? **Pros:** - Ease of Use (1270 reviews) - Automation (1254 reviews) - Automations (987 reviews) - Automation Features (944 reviews) - Features (823 reviews) **Cons:** - Learning Curve (601 reviews) - Missing Features (535 reviews) - Expensive (506 reviews) - Limited Features (400 reviews) - Not Intuitive (376 reviews) ### What Do G2 Reviewers Say About ActiveCampaign? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of ActiveCampaign, enjoying seamless automation and effective contact management. - Users love the **easy automation programming** in ActiveCampaign, which simplifies contact management and enhances email segmentation. - Users love the **powerful and easy-to-set-up automations** in ActiveCampaign, significantly enhancing their business efficiency. - Users love the **phenomenal automation features** of ActiveCampaign, which enhance email campaigns and improve engagement. - Users value the **all-in-one capability** of ActiveCampaign, effectively managing contacts and enabling personalized email marketing. **Cons:** - Users find the **learning curve challenging** , often requiring assistance to fully utilize ActiveCampaign's features. - Users find the **missing features** in ActiveCampaign, such as form building options, to be frustrating and limiting. - Users find ActiveCampaign's pricing to be **steep** , especially for newer plans, making it less accessible. - Users feel that ActiveCampaign has **limited features** , making customization and testing automations more challenging than expected. - Users find ActiveCampaign's interface **not intuitive** , making setup and email creation more complicated than necessary. #### What Are Recent G2 Reviews of ActiveCampaign? **"[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) --- **"[Strong Automation Features With Some Scaling Challenges](https://www.g2.com/survey_responses/activecampaign-review-12798717)"** **Rating:** 4.5/5.0 stars *— alka m.* [Read full review](https://www.g2.com/survey_responses/activecampaign-review-12798717) --- #### What Are G2 Users Discussing About ActiveCampaign? - [What are some creative ways businesses are using ActiveCampaign to automate their marketing efforts?](https://www.g2.com/discussions/what-are-some-creative-ways-businesses-are-using-activecampaign-to-automate-their-marketing-efforts) - 1 comment - [How much does ActiveCampaign cost?](https://www.g2.com/discussions/how-much-does-activecampaign-cost) - 1 comment - [What is ActiveCampaign CRM?](https://www.g2.com/discussions/what-is-activecampaign-crm) - 1 comment - [Does ActiveCampaign have a CRM?](https://www.g2.com/discussions/does-activecampaign-have-a-crm) - 7 comments - [What is ActiveCampaign used for?](https://www.g2.com/discussions/what-is-activecampaign-used-for) - 20 comments ### 8. [monday CRM](https://www.g2.com/products/monday-crm/reviews) 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 **Average Rating:** 4.6/5.0 **Total Reviews:** 1,161 **How Do G2 Users Rate monday CRM?** - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.7/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.6/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.6/10 (Category avg: 8.6/10) **Who Is the Company Behind monday CRM?** - **Seller:** [monday.com](https://www.g2.com/sellers/monday-com-d88207e4-9e92-412d-903b-61cd13ca592b) - **Company Website:** https://monday.com/ - **Year Founded:** 2012 - **HQ Location:** Tel Aviv - **Twitter:** @mondaydotcom (40,761 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/mondaydotcom (3,837 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO, Project Manager - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 78% Small-Business, 18% Mid-Market #### What Are monday CRM's Pros and Cons? **Pros:** - Ease of Use (205 reviews) - Integrations (117 reviews) - Customizability (109 reviews) - Automation (103 reviews) - Intuitive (88 reviews) **Cons:** - Learning Curve (82 reviews) - Missing Features (78 reviews) - Limited Features (66 reviews) - Limited Customization (54 reviews) - Integration Issues (49 reviews) ### What Do G2 Reviewers Say About monday CRM? *AI-generated summary from verified user reviews* **Pros:** - Users find monday CRM **extremely user-friendly** , with a clear workflow that simplifies team collaboration and management. - Users appreciate the **easy integrations** in monday CRM, enhancing workflows and streamlining their daily processes. - Users appreciate the **incredible customizability** of monday CRM, allowing tailored solutions for their unique business needs. - Users love the **automation features** of monday CRM, fostering efficient workflows and reducing manual tasks significantly. - Users find the **intuitive design** of monday CRM incredibly easy to use, streamlining their workflow and collaboration. **Cons:** - Users note a **learning curve** in using monday CRM, requiring practice to effectively navigate its features. - Users find the **limited features** in monday CRM hindered by lack of automation and restricted column functionalities. - Users find **limited features** in monday CRM challenging, affecting their workflow and overall data management. - Users find the **limited customization** options in monday CRM restrict their ability to tailor workflows effectively. - Users find **integration issues** frustrating, facing manual setups and dependence on external tools that complicate usage. #### What Are Recent G2 Reviews of monday CRM? **"[Essential Task Scheduler with Room for Feature Growth](https://www.g2.com/survey_responses/monday-crm-review-12737591)"** **Rating:** 4.0/5.0 stars *— Tajai T.* [Read full review](https://www.g2.com/survey_responses/monday-crm-review-12737591) --- **"[AI-Powered, Flexible CRM That Streamlines Workflows and Team Collaboration](https://www.g2.com/survey_responses/monday-crm-review-12836679)"** **Rating:** 4.5/5.0 stars *— Tamara R.* [Read full review](https://www.g2.com/survey_responses/monday-crm-review-12836679) --- #### What Are G2 Users Discussing About monday CRM? - [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) 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! **Average Rating:** 4.6/5.0 **Total Reviews:** 628 **How Do G2 Users Rate HighLevel?** - **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.0/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.9/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.1/10 (Category avg: 8.6/10) **Who Is the Company Behind HighLevel?** - **Seller:** [HighLevel](https://www.g2.com/sellers/highlevel) - **Company Website:** https://gohighlevel.com - **Year Founded:** 2018 - **HQ Location:** Dallas, Texas - **Twitter:** @gohighlevel (8,862 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/highlevel/ (2,407 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, CEO - **Top Industries:** Marketing and Advertising, Consulting - **Company Size:** 64% Small-Business, 3% Mid-Market #### What Are HighLevel's Pros and Cons? **Pros:** - Features (155 reviews) - Helpful (138 reviews) - Customer Support (135 reviews) - Feature Richness (125 reviews) - Automation (122 reviews) **Cons:** - Learning Curve (140 reviews) - Missing Features (91 reviews) - Steep Learning Curve (89 reviews) - Not Intuitive (56 reviews) - Poor Customer Support (52 reviews) ### What Do G2 Reviewers Say About HighLevel? *AI-generated summary from verified user reviews* **Pros:** - Users value the **flexibility and ease of use** of HighLevel, enabling efficient data management and streamlined processes. - Users appreciate the **efficiency and customer service** of HighLevel, benefiting from innovation and no extra charges. - Users value the **exceptional customer support** of HighLevel, ensuring a seamless and responsive experience when needed. - Users value the **extensive feature set** of HighLevel, appreciating the integration of multiple marketing tools in one platform. - Users love the **intuitive automation features** of HighLevel, enhancing efficiency with seamless integrations and workflows. **Cons:** - Users find the **steep learning curve** of HighLevel challenging, making it difficult to fully utilize the software. - Users feel the **missing features** in HighLevel hinder their email marketing and live streaming capabilities. - Users report a **steep learning curve** with HighLevel, making it challenging for those new to the platform. - Users find HighLevel to be **not intuitive** , noting its complexity and learning curve despite its business potential. - Users express frustration with **poor customer support** , often finding responses lacking and unhelpful when issues arise. #### What Are Recent G2 Reviews of HighLevel? **"[Outstanding C ***** 5 stars for Mari Aguilar. she needs a raise I will be sending her boss an email](https://www.g2.com/survey_responses/highlevel-review-12853292)"** **Rating:** 5.0/5.0 stars *— Joe G.* [Read full review](https://www.g2.com/survey_responses/highlevel-review-12853292) --- **"[HighLevel centralizes CRM and automations with great flexibility](https://www.g2.com/survey_responses/highlevel-review-12432105)"** **Rating:** 4.0/5.0 stars *— Francisco P.* [Read full review](https://www.g2.com/survey_responses/highlevel-review-12432105) --- #### What Are G2 Users Discussing About HighLevel? - [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) - 3 comments, 1 upvote - [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, 1 upvote - [How are you handling HighLevel’s steep learning curve without losing days of billable time?](https://www.g2.com/discussions/how-are-you-handling-highlevel-s-steep-learning-curve-without-losing-days-of-billable-time) - 1 comment - [Unstable workflows and random glitches slow down client work and force me to recheck everything](https://www.g2.com/discussions/unstable-workflows-and-random-glitches-slow-down-client-work-and-force-me-to-recheck-everything) - 1 comment, 1 upvote ### 10. [SAP Sales Cloud](https://www.g2.com/products/sap-sap-sales-cloud/reviews) 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 **Average Rating:** 4.2/5.0 **Total Reviews:** 889 **How Do G2 Users Rate SAP Sales Cloud?** - **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.3/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.3/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.3/10 (Category avg: 8.6/10) **Who Is the Company Behind SAP Sales Cloud?** - **Seller:** [SAP](https://www.g2.com/sellers/sap) - **Company Website:** https://www.sap.com/ - **Year Founded:** 1972 - **HQ Location:** Walldorf - **Twitter:** @SAP (297,052 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/sap/ (141,955 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Consultant, Associate Consultant - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 45% Enterprise, 36% Mid-Market #### What Are SAP Sales Cloud's Pros and Cons? **Pros:** - Ease of Use (92 reviews) - Integrations (62 reviews) - Integration (57 reviews) - Lead Management (54 reviews) - Analytics (47 reviews) **Cons:** - Learning Curve (75 reviews) - Limited Customization (47 reviews) - Complexity (35 reviews) - Not Intuitive (34 reviews) - Expensive (33 reviews) ### What Do G2 Reviewers Say About SAP Sales Cloud? *AI-generated summary from verified user reviews* **Pros:** - Users find SAP Sales Cloud to be **easy to use** , enhancing performance and facilitating smooth integration with business strategies. - Users value the **seamless integration capabilities** of SAP Sales Cloud, enhancing collaboration with other SAP products. - Users appreciate the **seamless integration** with other SAP products, enhancing user efficiency and sales team management. - Users value the **effective lead management** in SAP Sales Cloud, enhancing sales productivity through intuitive tools and insights. - Users value the **detailed analytics** of SAP Sales Cloud, enhancing decision-making and customer engagement in sales processes. **Cons:** - Users experience a **steep learning curve** with SAP Sales Cloud, finding the setup and navigation confusing and cumbersome. - Users feel that the **limited customization** of SAP Sales Cloud hinders efficiency and complicates daily sales tasks. - Users report that the **complexity** of SAP Sales Cloud hampers usability, leading to challenges in training and user adoption. - Users find SAP Sales Cloud **not intuitive** , facing a steep learning curve and occasional lag in performance. - Users find the **cost of SAP Sales Cloud** to be significantly higher than many competing solutions. #### What Are Recent G2 Reviews of SAP Sales Cloud? **"[High volume task handler](https://www.g2.com/survey_responses/sap-sales-cloud-review-11157624)"** **Rating:** 4.5/5.0 stars *— Carlos Q.* [Read full review](https://www.g2.com/survey_responses/sap-sales-cloud-review-11157624) --- **"[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) --- #### What Are G2 Users Discussing About SAP Sales Cloud? - [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 - [Is SAP CRM cloud based?](https://www.g2.com/discussions/is-sap-crm-cloud-based) - 1 comment - [What is CRM system in SAP?](https://www.g2.com/discussions/what-is-crm-system-in-sap) - 1 comment ### 11. [Attio](https://www.g2.com/products/attio/reviews) 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 **Average Rating:** 4.3/5.0 **Total Reviews:** 504 **How Do G2 Users Rate Attio?** - **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.5/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.4/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.2/10 (Category avg: 8.6/10) **Who Is the Company Behind Attio?** - **Seller:** [Attio](https://www.g2.com/sellers/attio) - **Company Website:** https://attio.com/ - **Year Founded:** 2019 - **HQ Location:** London, GB - **Twitter:** @attio (12,873 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/attio/ (174 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO, Founder - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 81% Small-Business, 14% Mid-Market #### What Are Attio's Pros and Cons? **Pros:** - Ease of Use (75 reviews) - Easy Setup (43 reviews) - Easy Customization (41 reviews) - Integration (25 reviews) - Feature Richness (23 reviews) **Cons:** - Integration Issues (25 reviews) - Missing Features (23 reviews) - Learning Curve (21 reviews) - Feature Issues (19 reviews) - Incomplete Information (13 reviews) ### What Do G2 Reviewers Say About Attio? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Attio, enjoying a smooth setup and intuitive customizations for their needs. - Users appreciate the **easy setup** of Attio, finding it user-friendly and accessible for quick collaboration. - Users love the **fantastic customizability** of Attio, allowing tailored solutions that enhance lead tracking and management. - Users appreciate the **seamless integration** of Attio with various tools, streamlining workflows and enhancing overall efficiency. - Users value Attio's **feature richness** , particularly its intuitive analytics and robust integrations for modern workflows. **Cons:** - Users highlight the **integration issues** with Attio, particularly the need for more native and efficient tool connections. - Users feel frustrated with the **missing features** in Attio, hoping for essential improvements and better automation. - Users experience a **steep learning curve** initially, making setup and customization feel overwhelming and complex. - Users find the **email sharing features lacking** , making collaboration cumbersome and reporting functionality inadequate. - Users find the **incomplete information** in Attio limits data accuracy and reporting capabilities, hindering effective use. #### What Are Recent G2 Reviews of Attio? **"[Fantastic All-in-One CRM with Intuitive Workflows and Powerful AI Agents](https://www.g2.com/survey_responses/attio-review-12997836)"** **Rating:** 5.0/5.0 stars *— Sohail M.* [Read full review](https://www.g2.com/survey_responses/attio-review-12997836) --- **"[Great features for lead tracking and sales call integration](https://www.g2.com/survey_responses/attio-review-12940333)"** **Rating:** 5.0/5.0 stars *— Sammi C.* [Read full review](https://www.g2.com/survey_responses/attio-review-12940333) --- ### 12. [CRMOne](https://www.g2.com/products/crmone/reviews) 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. **Average Rating:** 4.8/5.0 **Total Reviews:** 1,044 **How Do G2 Users Rate CRMOne?** - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.4/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.8/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.5/10 (Category avg: 8.6/10) **Who Is the Company Behind CRMOne?** - **Seller:** [CrmOne](https://www.g2.com/sellers/crmone) - **Year Founded:** 2022 - **HQ Location:** Menlo Park, US - **Twitter:** @crmone_global (10 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/crmone-global/ (22 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Marketing and Advertising, Financial Services - **Company Size:** 32% Small-Business, 24% Enterprise #### What Are CRMOne's Pros and Cons? **Pros:** - Lead Management (135 reviews) - Customer Management (121 reviews) - Ease of Use (104 reviews) - Customer Support (101 reviews) - Task Management (88 reviews) **Cons:** - Limited Customization (84 reviews) - Learning Curve (79 reviews) - Steep Learning Curve (49 reviews) - Limited Features (40 reviews) - Missing Features (35 reviews) ### What Do G2 Reviewers Say About CRMOne? *AI-generated summary from verified user reviews* **Pros:** - Users value the **automation of follow-ups** in CRMOne, ensuring that no lead is overlooked during the sales process. - Users value the **shared customer database** and effective AI Chatbot for enhancing engagement and satisfaction. - Users appreciate the **ease of use** of CRMOne, allowing for quick adoption and efficient navigation across devices. - Users value the **efficient customer support** provided by CRMOne, enhancing issue resolution and engagement through intelligent solutions. - Users value the **automatic reminders** and seamless task management, enhancing their productivity and response speed. **Cons:** - Users find **limited customization** options in CRMOne, making it difficult to fully align with their branding needs. - Users find the **steep learning curve** of CRMOne challenging, particularly during initial setup and usage across devices. - Users face a **steep learning curve** with CRMOne, needing time to master its complex functionalities and interface. - Users find CRMOne has **limited features** for complex needs, often requiring additional support for advanced tasks. - Users feel that CRMOne has **missing advanced features** for productivity tracking and complex automation tasks. #### What Are Recent G2 Reviews of CRMOne? **"[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) --- ### 13. [EngageBay](https://www.g2.com/products/engagebay/reviews) EngageBay is an all-in-one customer engagement platform designed for small and mid-sized businesses that want to manage marketing, sales, and support from a unified system. Positioned as a cost-conscious alternative to platforms like HubSpot and ActiveCampaign, it focuses on delivering essential CRM and automation capabilities without the overhead typically associated with enterprise software. The platform combines contact and deal management, marketing automation, email marketing, landing pages, forms, live chat, and help desk functionality within a single interface. By consolidating these functions, EngageBay provides teams with a centralized view of customer interactions across the lifecycle and reduces the need for multiple disconnected tools. EngageBay also incorporates AI-assisted features to streamline common tasks and improve productivity. These capabilities include AI-powered email and content generation, subject line suggestions, and workflow assistance that help teams create campaigns and communications more efficiently. The AI tools are designed to support everyday execution rather than replace core strategy, making them accessible to smaller teams that may not have dedicated automation specialists. On the marketing side, users can build email campaigns, design automation workflows, capture leads through forms and landing pages, and run A/B tests. The CRM module supports pipeline tracking, contact management, task automation, and appointment scheduling to help sales teams manage opportunities in a structured way. For post-purchase engagement, the service suite includes ticketing, knowledge base tools, and live chat to manage customer support conversations from one place. A key design principle of EngageBay is accessibility for growing businesses. The platform offers a free tier with core functionality and scales through bundled paid plans rather than numerous add-ons, helping teams adopt automation without significant upfront investment. EngageBay integrates with a range of third-party tools and provides reporting dashboards to monitor campaign performance, deal progress, and support activity. While it is not positioned as a deep enterprise platform, it is built to meet the day-to-day operational needs of SMB revenue teams looking for an integrated, AI-assisted, and budget-aware solution. The platform is built with a focus on simplicity and performance, integrating advanced marketing automation, sales CRM, and customer support software into one cohesive system. EngageBay leverages cutting-edge AI intelligence to enhance productivity and decision-making across various teams. This integration allows businesses to streamline their operations and improve customer interactions, making it an ideal choice for organizations that require a robust yet user-friendly solution. EngageBay's AI capabilities are particularly noteworthy, providing users with tools that help create content quickly, predict outcomes intelligently, and deliver personalized experiences at scale. The AI Email & Content Generator allows users to craft engaging emails and campaigns in seconds, while the AI Lead & Deal Scoring feature helps identify and prioritize leads most likely to convert. Additionally, AI Insights & Recommendations offer actionable suggestions to enhance engagement and productivity, making it easier for businesses to navigate their customer journeys effectively. The platform also boasts a suite of key features that add significant value to its users. EngageBay's marketing automation capabilities include email marketing workflows, landing page and form builders, and social media integration, which collectively enhance outreach efforts. The sales CRM component provides tools for contact and deal management, visual sales pipelines, and team collaboration, ensuring that sales processes are efficient and transparent. Furthermore, the customer support features, such as a helpdesk and ticketing system, live chat, and a unified customer view, facilitate seamless communication and service delivery. EngageBay is particularly well-suited for small to mid-sized businesses, startups, and growing teams that seek an affordable yet powerful alternative to fragmented tools. It is designed for organizations aiming to automate customer interactions, align marketing and sales efforts, and improve support efficiency through the use of AI. This comprehensive approach not only enhances operational efficiency but also positions businesses to compete effectively in their respective markets. What is this product? EngageBay is an all-in-one CRM software platform built for small and mid-sized businesses to manage marketing automation, sales pipelines, and customer support in a single system. It combines email marketing, marketing automation, landing pages, contact management, deal tracking, helpdesk, and live chat—eliminating the need for multiple disconnected tools. Designed as an affordable alternative to HubSpot and ActiveCampaign, EngageBay helps growing businesses attract leads, convert deals, and support customers without enterprise-level costs or complexity. It centralizes customer data, automates workflows, and improves visibility across the entire customer lifecycle. **Average Rating:** 4.6/5.0 **Total Reviews:** 663 **How Do G2 Users Rate EngageBay?** - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.9/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.3/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.9/10 (Category avg: 8.6/10) **Who Is the Company Behind EngageBay?** - **Seller:** [EngageBay Inc](https://www.g2.com/sellers/engagebay-inc) - **Company Website:** https://www.engagebay.com/ - **Year Founded:** 2018 - **HQ Location:** Wilmington, Delaware - **Twitter:** @engagebay (16,866 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/13655085/ (54 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Marketing Manager, Business Development Manager - **Top Industries:** Information Technology and Services, Staffing and Recruiting - **Company Size:** 70% Small-Business, 32% Mid-Market #### What Are EngageBay's Pros and Cons? **Pros:** - Ease of Use (244 reviews) - Automation (170 reviews) - Customer Support (167 reviews) - Features (167 reviews) - Automations (141 reviews) **Cons:** - Missing Features (108 reviews) - Limited Features (85 reviews) - Reporting Issues (74 reviews) - Limited Customization (69 reviews) - Poor Reporting (64 reviews) ### What Do G2 Reviewers Say About EngageBay? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **ease of use** in EngageBay, with its unified dashboard streamlining daily tasks and boosting efficiency. - Users love how EngageBay's **automation feature** streamlines workflows, saving time and improving organization with integrated tools. - Users commend the **excellent customer support** of EngageBay, highlighting prompt and helpful responses from the support team. - Users value the **seamless integration** of CRM, email, and automation in EngageBay, enhancing their productivity and workflow. - Users value the **time-saving automation** in EngageBay, enhancing organization and streamlining daily work processes effectively. **Cons:** - Users find the **missing features** frustrating, particularly the lack of advanced analysis and email threading options. - Users find some **limited features** frustrating, such as the inability to thread emails or enhance mobile functionality. - Users find the **reporting issues** in EngageBay somewhat limited and lacking detail for specific needs. - Users express frustration over **limited customization options** for features like landing pages and workflows in EngageBay. - Users find the **reporting options inflexible** , limiting deeper analysis and advanced customization for complex needs. #### What Are Recent G2 Reviews of EngageBay? **"[Quick, Clear Deal Pipeline with a Handy 360-Degree Contact View](https://www.g2.com/survey_responses/engagebay-review-13024695)"** **Rating:** 5.0/5.0 stars *— Nancy K.* [Read full review](https://www.g2.com/survey_responses/engagebay-review-13024695) --- **"[Simple CRM and Marketing Automation Platform for a Growing Sales Team](https://www.g2.com/survey_responses/engagebay-review-13029744)"** **Rating:** 5.0/5.0 stars *— Krupali P.* [Read full review](https://www.g2.com/survey_responses/engagebay-review-13029744) --- #### What Are G2 Users Discussing About EngageBay? - [What is EngageBay All-in-One Suite used for?](https://www.g2.com/discussions/what-is-engagebay-all-in-one-suite-used-for) ### 14. [Nutshell](https://www.g2.com/products/nutshell/reviews) Founded in 2010, Nutshell is an all-in-one sales, marketing and engagement platform that helps B2B organizations work together to win more deals. Simple enough for any user and sophisticated enough for any business, Nutshell is built for teams who are tired of juggling separate sales and marketing tools and don’t want to pay a full-time admin to manage their software. If you're aiming to boost revenue, streamline your sales process, or craft engaging marketing messages, Nutshell could be the solution. Every Nutshell subscription includes unlimited CRM contacts and data storage, fully customizable reporting tools, free data migration assistance, and world-class live support, all at an extremely affordable price. In 2024, Nutshell introduced Nutshell Marketing and Nutshell Engagement. Nutshell Marketing helps businesses create compelling email campaigns and landing pages to drive audience engagement, while Nutshell Engagement connects you with leads and customers throughout the sales journey via web chat and text messaging. Nutshell also integrates with popular tools like Google Workspace/Gmail, Microsoft Office/Outlook, QuickBooks Online, Intercom, and Slack. Nutshell also offers a mobile version, allowing sales reps to create, search, and edit contact information while in the field. Nutshell serves thousands of businesses around the world and has been named a top CRM for both user-friendliness and affordability. Nutshell has been honored as a "Leader" in G2's Grid® Report for CRM every quarter since Fall 2020. **Average Rating:** 4.3/5.0 **Total Reviews:** 1,410 **How Do G2 Users Rate Nutshell?** - **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 8.9/10) - **Workflow Capability:** 7.9/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.5/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.3/10 (Category avg: 8.6/10) **Who Is the Company Behind Nutshell?** - **Seller:** [Nutshell](https://www.g2.com/sellers/nutshell) - **Company Website:** https://www.nutshell.com - **Year Founded:** 2009 - **HQ Location:** Ann Arbor, Michigan - **Twitter:** @nutshell (2,794 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/webfxinc/ (1,238 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO, Owner - **Top Industries:** Marketing and Advertising, Computer Software - **Company Size:** 74% Small-Business, 18% Mid-Market #### What Are Nutshell's Pros and Cons? **Pros:** - Ease of Use (358 reviews) - Helpful (201 reviews) - Customer Support (171 reviews) - Features (170 reviews) - Intuitive (156 reviews) **Cons:** - Missing Features (168 reviews) - Limited Features (110 reviews) - Limited Customization (79 reviews) - Learning Curve (77 reviews) - Email Management (70 reviews) ### What Do G2 Reviewers Say About Nutshell? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** of Nutshell, streamlining tasks and enhancing organization effortlessly. - Users commend \*\*Nutshell\*\* for its **intuitive interface** and effective tools, streamlining the admissions and marketing processes seamlessly. - Users praise the **responsive customer support** of Nutshell, noting their prompt and proactive assistance with issues. - Users appreciate the **clean and intuitive interface** of Nutshell, making onboarding and organization a breeze. - Users find Nutshell **intuitive and user-friendly** , making it easy to learn and integrate with other tools. **Cons:** - Users find the **missing features** in Nutshell frustrating, particularly regarding task differentiation and report generation options. - Users find Nutshell's **limited features** restrict customization and integrations, impacting its overall effectiveness for specific needs. - Users note the **limited customization** options in Nutshell, which restrict personalized outreach and advanced automation features. - Users find the **learning curve challenging** due to frequent updates and complicated layout affecting lead tracking. - Users face occasional **email integration issues** with Nutshell, requiring manual cleanup and impacting overall workflow. #### What Are Recent G2 Reviews of Nutshell? **"[Reliable, User-Friendly CRM with Strong Automation and Support](https://www.g2.com/survey_responses/nutshell-review-12833911)"** **Rating:** 4.5/5.0 stars *— Konjengbam M.* [Read full review](https://www.g2.com/survey_responses/nutshell-review-12833911) --- **"[It Keeps My Workflow Organized with Easy Contact and Follow Up Management](https://www.g2.com/survey_responses/nutshell-review-12825860)"** **Rating:** 5.0/5.0 stars *— Ishan S.* [Read full review](https://www.g2.com/survey_responses/nutshell-review-12825860) --- ### 15. [Capsule CRM](https://www.g2.com/products/capsule-crm/reviews) Capsule CRM is a growth-oriented customer relationship management (CRM) tool that empowers salespeople, marketers, and business owners to win more business, retain more clients, and deliver exceptional work. With a focus on simplicity and efficiency, our 10,000+ global customers are attracted by our excellent value and incredible support. **Average Rating:** 4.7/5.0 **Total Reviews:** 492 **How Do G2 Users Rate Capsule CRM?** - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.4/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.1/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.9/10 (Category avg: 8.6/10) **Who Is the Company Behind Capsule CRM?** - **Seller:** [Capsule](https://www.g2.com/sellers/capsule-e141d0ba-26b3-4a7a-ae6c-2531a3dc3de4) - **Company Website:** https://capsulecrm.com/ - **Year Founded:** 2007 - **HQ Location:** Manchester, GB - **Twitter:** @CapsuleCRM (5,249 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/200221/ (53 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Director, Owner - **Top Industries:** Consulting, Marketing and Advertising - **Company Size:** 92% Small-Business, 7% Mid-Market #### What Are Capsule CRM's Pros and Cons? **Pros:** - Ease of Use (72 reviews) - Customer Support (38 reviews) - User-Friendly (33 reviews) - Simplicity (27 reviews) - Task Management (27 reviews) **Cons:** - Missing Features (14 reviews) - Limited Customization (11 reviews) - Integration Issues (9 reviews) - Learning Curve (7 reviews) - Limited Features (7 reviews) ### What Do G2 Reviewers Say About Capsule CRM? *AI-generated summary from verified user reviews* **Pros:** - Users find Capsule CRM to be **very easy to use** , making it ideal for beginners and small businesses alike. - Users highlight the **exceptional customer support** of Capsule CRM, noting prompt responses and effective issue resolution. - Users appreciate Capsule CRM for its **user-friendly interface** , making it easy to manage contacts and track projects efficiently. - Users praise the **simplicity** of Capsule CRM, valuing its straightforward setup and user-friendly interface. - Users appreciate the **efficient task management** in Capsule CRM, enabling them to prioritize effectively even during busy times. **Cons:** - Users desire more **available templates** and enhancements for customer details, indicating room for improvement in Capsule CRM. - Users find **limited customization options** in Capsule CRM, impacting their ability to fully leverage its features. - Users experience **integration issues** with Capsule CRM, limiting collaboration and requiring reliance on third-party tools. - Users find the **steep learning curve** of Capsule CRM challenging, requiring time to master its extensive functionalities. - Users find Capsule CRM has **limited features** , particularly in the mobile app, which hinders productivity and usability. #### What Are Recent G2 Reviews of Capsule CRM? **"[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) --- **"[Straightforward CRM with an Easy UI, Solid Integrations, and Reliable Performance](https://www.g2.com/survey_responses/capsule-crm-review-12980152)"** **Rating:** 5.0/5.0 stars *— Gustavo R.* [Read full review](https://www.g2.com/survey_responses/capsule-crm-review-12980152) --- #### What Are G2 Users Discussing About Capsule CRM? - [What is Capsule CRM used for?](https://www.g2.com/discussions/what-is-capsule-crm-used-for) - 1 comment - [What are the top 5 CRM systems?](https://www.g2.com/discussions/capsule-crm-what-are-the-top-5-crm-systems) - 1 comment - [What is CRM database software?](https://www.g2.com/discussions/what-is-crm-database-software) - 1 comment - [What is a case in Capsule CRM?](https://www.g2.com/discussions/what-is-a-case-in-capsule-crm) - 1 comment - [What are the features of CRM software?](https://www.g2.com/discussions/capsule-crm-what-are-the-features-of-crm-software) - 1 comment ### 16. [Brevo Marketing Platform](https://www.g2.com/products/brevo-marketing-platform/reviews) 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/ **Average Rating:** 4.5/5.0 **Total Reviews:** 2,443 **How Do G2 Users Rate Brevo Marketing Platform?** - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.5/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.6/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.4/10 (Category avg: 8.6/10) **Who Is the Company Behind Brevo Marketing Platform?** - **Seller:** [Brevo](https://www.g2.com/sellers/brevo) - **Company Website:** https://www.brevo.com/ - **Year Founded:** 2012 - **HQ Location:** Paris - **Twitter:** @brevo_official (16,032 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/brevo/ (898 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO, Founder - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 84% Small-Business, 13% Mid-Market #### What Are Brevo Marketing Platform's Pros and Cons? **Pros:** - Ease of Use (271 reviews) - Features (167 reviews) - Easy Setup (150 reviews) - Email Marketing (146 reviews) - Simple (136 reviews) **Cons:** - Missing Features (94 reviews) - Limited Features (72 reviews) - Limited Customization (63 reviews) - Learning Curve (58 reviews) - Expensive (49 reviews) ### What Do G2 Reviewers Say About Brevo Marketing Platform? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Brevo Marketing Platform, making it simple to manage and schedule emails. - Users love the **campaign scheduling and automation features** of Brevo, enhancing their email marketing efficiency. - Users find the **easy setup** of Brevo Marketing Platform to be highly beneficial for their email campaigns and automation. - Users highlight the **effective email automation** of Brevo, making campaign management seamless and convenient for their needs. - Users appreciate the **ease of use** of Brevo Marketing Platform, enabling effective and personalized marketing campaigns effortlessly. **Cons:** - Users find **missing features** in Brevo, such as limited email design flexibility and lack of sophisticated automation. - Users feel the **limited design flexibility** and automation capabilities of Brevo restrict their marketing effectiveness and efficiency. - Users find the **limited customization options** of Brevo Marketing Platform restrict creative email designs and organization. - Users find the **learning curve steep** , with challenges in understanding advanced features and back-end authentication. - Users feel the pricing of Brevo Marketing Platform is **too high** and suggest a need for more affordable options. #### What Are Recent G2 Reviews of Brevo Marketing Platform? **"[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) --- **"[Brevo: Easy Email Campaigns with Solid Features at a Lower Price](https://www.g2.com/survey_responses/brevo-marketing-platform-review-12676684)"** **Rating:** 5.0/5.0 stars *— Bhavya D.* [Read full review](https://www.g2.com/survey_responses/brevo-marketing-platform-review-12676684) --- #### What Are G2 Users Discussing About Brevo Marketing Platform? - [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 - [What is Sendinblue?](https://www.g2.com/discussions/what-is-sendinblue) - 1 comment ### 17. [Instantly](https://www.g2.com/products/instantly/reviews) 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. **Average Rating:** 4.8/5.0 **Total Reviews:** 4,116 **How Do G2 Users Rate Instantly?** - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.9/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.0/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.9/10 (Category avg: 8.6/10) **Who Is the Company Behind Instantly?** - **Seller:** [Instantly](https://www.g2.com/sellers/instantly) - **Company Website:** https://instantly.ai - **Year Founded:** 2001 - **HQ Location:** Sheridan, US - **LinkedIn® Page:** https://www.linkedin.com/company/instantlyapp/ (275 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Founder, CEO - **Top Industries:** Marketing and Advertising, Computer Software - **Company Size:** 93% Small-Business, 5% Mid-Market #### What Are Instantly's Pros and Cons? **Pros:** - Ease of Use (686 reviews) - Helpful (497 reviews) - Customer Support (491 reviews) - Features (367 reviews) - Time-saving (354 reviews) **Cons:** - Expensive (198 reviews) - Missing Features (190 reviews) - Email Management (126 reviews) - Learning Curve (105 reviews) - Email Issues (104 reviews) ### What Do G2 Reviewers Say About Instantly? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **ease of use** of Instantly, appreciating its intuitive interface and quick customer support. - Users praise Instantly for its **excellent customer support** , quick responses, and ease of integration with their email program. - Users commend Instantly's **incredible customer support** , noting their quick and precise assistance for every inquiry. - Users love the **simplicity and efficiency** of Instantly, making cold emailing and campaign management effortless and organized. - Users value the **time-saving features** of Instantly, making cold emailing effortless and optimizing their outreach campaigns. **Cons:** - Users note the **high pricing** structure limits access to essential features, especially for beginners on a basic plan. - Users express frustration over **missing features** like auto DM tools and limited integration options, hindering their experience. - Users report significant issues with **email management** , including failed campaigns, poor formatting options, and integration challenges. - Users face a **challenging learning curve** with setup and navigation, complicating the overall experience with Instantly. - Users often face **email issues** due to limited formatting, complicated setup, and poor lead management on Instantly. #### What Are Recent G2 Reviews of Instantly? **"[Perfect Balance: Easy Beginner-Friendly Setup, and Warmup That Allows Campaigns To Go Live Fast](https://www.g2.com/survey_responses/instantly-review-12964227)"** **Rating:** 5.0/5.0 stars *— Rahul K.* [Read full review](https://www.g2.com/survey_responses/instantly-review-12964227) --- **"[Migration Support and Warmup Make Managing Dozens of Mailboxes Effortless](https://www.g2.com/survey_responses/instantly-review-12850941)"** **Rating:** 5.0/5.0 stars *— Brian Y.* [Read full review](https://www.g2.com/survey_responses/instantly-review-12850941) --- #### What Are G2 Users Discussing About Instantly? - [What is Instantly used for?](https://www.g2.com/discussions/what-is-instantly-used-for) - 9 comments, 2 upvotes ### 18. [Oracle Sales Cloud](https://www.g2.com/products/oracle-sales-cloud/reviews) Oracle Sales Cloud offers an array of capabilities built to meet the essential needs of sales organizations. Easy-to-use productivity tools empowers sales with the information and guidance they need to close more deals quickly; “always-on” access even when on the go increases sales teams’ effectiveness and “right-time” insights engenders sales performance. The key elements of Oracle Sales Cloud's SFA solution are vast. They include: • Core foundational sales force automation tools such as account, opportunity and lead management and productivity tools • A comprehensive partner relationship management offering to manage channel sales and partner management • Extensive sales performance management encompassing the science of managing territories, quota management and sales incentive compensation • Advanced analytics consisting of pre-built analytic reports, data visualization and adaptive intelligence • A customer data management system to ensure clean, consolidated and complete customer information. With rich functional capabilities and a comprehensive feature set, Oracles Sales Cloud provides a more modern approach to sales execution. **Average Rating:** 3.9/5.0 **Total Reviews:** 140 **How Do G2 Users Rate Oracle Sales Cloud?** - **Has the product been a good partner in doing business?:** 7.1/10 (Category avg: 8.9/10) - **Workflow Capability:** 7.2/10 (Category avg: 8.5/10) - **Contact & Account Management:** 7.8/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 7.6/10 (Category avg: 8.6/10) **Who Is the Company Behind Oracle Sales Cloud?** - **Seller:** [Oracle](https://www.g2.com/sellers/oracle) - **Year Founded:** 1977 - **HQ Location:** Austin, TX - **Twitter:** @Oracle (827,997 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1028/ (208,078 employees on LinkedIn®) - **Ownership:** NYSE:ORCL **Who Uses This Product?** - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 49% Enterprise, 39% Mid-Market #### What Are Oracle Sales Cloud's Pros and Cons? **Pros:** - Integration (4 reviews) - Feature Richness (3 reviews) - User-Friendly (3 reviews) - Customer Support (2 reviews) - Ease of Use (2 reviews) **Cons:** - Learning Curve (5 reviews) - High Complexity (3 reviews) - Not User-Friendly (2 reviews) - Slow Performance (2 reviews) - Bugs (1 reviews) ### What Do G2 Reviewers Say About Oracle Sales Cloud? *AI-generated summary from verified user reviews* **Pros:** - Users value the **seamless integration** of Oracle Sales Cloud with other Oracle systems, enhancing efficiency and visibility. - Users value the **feature richness** of Oracle Sales Cloud, enhancing sales processes and streamlining operations effectively. - Users find Oracle Sales Cloud very **user-friendly** , appreciating its simplicity and excellent support for various features. - Users value the **responsive customer support** of Oracle Sales Cloud, ensuring smooth operations and quick assistance. - Users find Oracle Sales Cloud extremely **easy to use** , benefiting from its simple interface and mobile accessibility. **Cons:** - Users find a **steep learning curve** for new users, impacting adoption and the overall user experience. - Users find the **high complexity** of Oracle Sales Cloud overwhelming, particularly during initial implementation and learning phases. - Users find the **interface not user-friendly** , leading to a steep learning curve and complicating overall experience. - Users experience **slow performance** when handling large datasets, particularly during complex reporting tasks and initial implementation. - Users often face **bugs with limited data availability** and unpredictable behavior during JPEG file uploads in Oracle Sales Cloud. #### What Are Recent G2 Reviews of Oracle Sales Cloud? **"[Centralized Sales Visibility and Automation with Strong Analytics in Oracle Sales Cloud](https://www.g2.com/survey_responses/oracle-sales-cloud-review-12830276)"** **Rating:** 4.5/5.0 stars *— Natalie H.* [Read full review](https://www.g2.com/survey_responses/oracle-sales-cloud-review-12830276) --- **"[Excellent Pipeline Visibility Helps Easily Track Customer Interactions to Improve Conversion Rates](https://www.g2.com/survey_responses/oracle-sales-cloud-review-12944962)"** **Rating:** 5.0/5.0 stars *— Kayla E.* [Read full review](https://www.g2.com/survey_responses/oracle-sales-cloud-review-12944962) --- #### What Are G2 Users Discussing About Oracle Sales Cloud? - [Is Salesforce an Oracle product?](https://www.g2.com/discussions/is-salesforce-an-oracle-product) - 2 comments - [Is Oracle CRM cloud based?](https://www.g2.com/discussions/is-oracle-crm-cloud-based) - [What is Oracle Sales Cloud?](https://www.g2.com/discussions/what-is-oracle-sales-cloud) - 1 comment - [What is Oracle engagement cloud?](https://www.g2.com/discussions/what-is-oracle-engagement-cloud) - 1 comment ### 19. [Mekari Qontak](https://www.g2.com/products/mekari-qontak/reviews) 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. **Average Rating:** 4.7/5.0 **Total Reviews:** 31 **How Do G2 Users Rate Mekari Qontak?** - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.3/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.3/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.7/10 (Category avg: 8.6/10) **Who Is the Company Behind Mekari Qontak?** - **Seller:** [Mekari](https://www.g2.com/sellers/mekari) - **Year Founded:** 2015 - **HQ Location:** Jakarta Pusat, ID - **Twitter:** @mekaricom (168 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/mekari/ (1,688 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Information Technology and Services - **Company Size:** 55% Mid-Market, 35% Small-Business #### What Are Mekari Qontak's Pros and Cons? **Pros:** - Ease of Use (7 reviews) - Integration (4 reviews) - User Interface (4 reviews) - Customer Support (3 reviews) - Intuitive (3 reviews) **Cons:** - Complex Setup (1 reviews) - Connectivity Issues (1 reviews) - Expertise Required (1 reviews) - Incomplete Information (1 reviews) - Integration Issues (1 reviews) ### What Do G2 Reviewers Say About Mekari Qontak? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** of Mekari Qontak, thanks to its intuitive UI/UX for seamless management. - Users value the **seamless integration** with WhatsApp Business API, enhancing customer communication through an intuitive dashboard. - Users appreciate the **user-friendly interface** of Mekari Qontak, facilitating smooth management of customer interactions. - Users commend the **responsive and dependable customer support** of Mekari Qontak, ensuring smooth operations and quick problem resolution. - Users appreciate the **intuitive UI** of Mekari Qontak, which enhances usability and simplifies their workflow effectively. **Cons:** - Users find the **complex setup** for advanced custom reports in Mekari Qontak challenging despite the actionable insights. - Users experience **connectivity issues** with Mekari Qontak, leading to delays in agent account activation across devices. - Users find that the **expertise required** for advanced custom reports can be time-consuming, yet highly valuable once completed. - Users find that the **incomplete information** in reports limits their ability to measure campaign performance effectively. - Users face **integration issues** with WhatsApp Business, limiting usage solely to Qontak platforms. #### What Are Recent G2 Reviews of Mekari Qontak? **"[Mekari Qontak Centralizes Channels for Faster, Clearer Customer Communication](https://www.g2.com/survey_responses/mekari-qontak-review-12750544)"** **Rating:** 5.0/5.0 stars *— chatelia n.* [Read full review](https://www.g2.com/survey_responses/mekari-qontak-review-12750544) --- **"[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) --- #### What Are G2 Users Discussing About Mekari Qontak? - [What is Qontak by Mekari used for?](https://www.g2.com/discussions/what-is-qontak-by-mekari-used-for) - 1 comment ### 20. [Oracle CRM On Demand](https://www.g2.com/products/oracle-crm-on-demand/reviews) Oracle's Complete CRM solutions offer the broadest and deepest capabilities that help organizations drive sales, marketing, loyalty, and service effectiveness. **Average Rating:** 3.8/5.0 **Total Reviews:** 98 **How Do G2 Users Rate Oracle CRM On Demand?** - **Has the product been a good partner in doing business?:** 6.7/10 (Category avg: 8.9/10) - **Workflow Capability:** 7.6/10 (Category avg: 8.5/10) - **Contact & Account Management:** 7.8/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 7.7/10 (Category avg: 8.6/10) **Who Is the Company Behind Oracle CRM On Demand?** - **Seller:** [Oracle](https://www.g2.com/sellers/oracle) - **Year Founded:** 1977 - **HQ Location:** Austin, TX - **Twitter:** @Oracle (827,997 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1028/ (208,078 employees on LinkedIn®) - **Ownership:** NYSE:ORCL **Who Uses This Product?** - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 52% Enterprise, 47% Mid-Market #### What Are Oracle CRM On Demand's Pros and Cons? **Pros:** - Ease of Use (2 reviews) - Easy Integration (2 reviews) - Customer Support (1 reviews) - Easy Access (1 reviews) - Easy Implementation (1 reviews) **Cons:** - Limited Customization (2 reviews) - Not Intuitive (2 reviews) - Integration Issues (1 reviews) - Not User-Friendly (1 reviews) - Slow Performance (1 reviews) ### What Do G2 Reviewers Say About Oracle CRM On Demand? *AI-generated summary from verified user reviews* **Pros:** - Users find Oracle CRM On Demand to be **extremely easy to use and learn** , enhancing their overall experience. - Users appreciate the **easy integration** of Oracle CRM On Demand, enabling quick implementation and accessibility from anywhere. - Users praise the **responsive customer support** of Oracle CRM On Demand, making it easy to resolve issues quickly. - Users value the **easy access** of Oracle CRM On Demand, benefiting from its convenient cloud-based functionality. - Users value the **easy implementation** of Oracle CRM On Demand, praising its user-friendly features and support. **Cons:** - Users find Oracle CRM On Demand has **limited customization** options, restricting their ability to tailor the system effectively. - Users find Oracle CRM On Demand to be **not intuitive** , impacting ease of use and overall efficiency. - Users experience **integration issues** with Oracle CRM On Demand, particularly in customization and search functionalities. - Users find Oracle CRM On Demand to be **not user-friendly** , often experiencing delays in completing necessary tasks. - Users report experiencing **slow performance** , which hampers efficiency and makes the system less user-friendly. #### What Are Recent G2 Reviews of Oracle CRM On Demand? **"["A Heavyweight Enterprise CRM Built for Deep Analytics"](https://www.g2.com/survey_responses/oracle-crm-on-demand-review-12877400)"** **Rating:** 5.0/5.0 stars *— kaushal p.* [Read full review](https://www.g2.com/survey_responses/oracle-crm-on-demand-review-12877400) --- **"[Oracle CRM: Rock-Solid Hierarchies, RBAC, and Workflow Automation](https://www.g2.com/survey_responses/oracle-crm-on-demand-review-12933372)"** **Rating:** 5.0/5.0 stars *— Anup A.* [Read full review](https://www.g2.com/survey_responses/oracle-crm-on-demand-review-12933372) --- #### What Are G2 Users Discussing About Oracle CRM On Demand? - [What do you like most about Oracle CRM On Demand, and how does it compare to other CRM solutions?](https://www.g2.com/discussions/what-do-you-like-most-about-oracle-crm-on-demand-and-how-does-it-compare-to-other-crm-solutions) - [What is Oracle CRM On Demand used for?](https://www.g2.com/discussions/what-is-oracle-crm-on-demand-used-for) - [Is Salesforce better than Oracle?](https://www.g2.com/discussions/is-salesforce-better-than-oracle) - [What CRM does Oracle use?](https://www.g2.com/discussions/what-crm-does-oracle-use) - [Does Oracle have a CRM?](https://www.g2.com/discussions/oracle-crm-on-demand-does-oracle-have-a-crm) ### 21. [Less Annoying CRM](https://www.g2.com/products/less-annoying-crm/reviews) 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. **Average Rating:** 4.9/5.0 **Total Reviews:** 655 **How Do G2 Users Rate Less Annoying CRM?** - **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.0/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.6/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.1/10 (Category avg: 8.6/10) **Who Is the Company Behind Less Annoying CRM?** - **Seller:** [Less Annoying Software](https://www.g2.com/sellers/less-annoying-software) - **Company Website:** https://www.lessannoyingcrm.com/ - **Year Founded:** 2009 - **HQ Location:** St. Louis, MO - **Twitter:** @LessAnnoyingCRM (1,125 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2444991/ (27 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, President - **Top Industries:** Insurance, Financial Services - **Company Size:** 88% Small-Business, 8% Mid-Market #### What Are Less Annoying CRM's Pros and Cons? **Pros:** - Ease of Use (28 reviews) - Customer Support (18 reviews) - Simplicity (18 reviews) - User-Friendly (15 reviews) - Affordable (12 reviews) **Cons:** - Missing Features (12 reviews) - Integration Issues (6 reviews) - Limited Features (5 reviews) - Feature Issues (3 reviews) - Limited Customization (3 reviews) ### What Do G2 Reviewers Say About Less Annoying CRM? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **ease of use** of Less Annoying CRM, highlighting its simplicity and intuitive interface for daily tasks. - Users appreciate the **fantastic customer support** , highlighting the team's responsiveness and helpfulness with inquiries. - Users value the **simplicity and ease of use** of Less Annoying CRM, enabling efficient management of contacts and tasks. - Users find Less Annoying CRM to be **user-friendly** , with a clean interface and easy-to-learn features for daily use. - Users find Less Annoying CRM to be an **affordable solution** offering essential features for small businesses effectively. **Cons:** - Users feel the **missing inventory and advanced features** limit its potential for growing businesses. - Users find **integration issues** with Less Annoying CRM, wishing for more seamless connections with other platforms. - Users note the **limited features** of Less Annoying CRM, lacking advanced options and robust reporting capabilities. - Users find the **feature issues** in Less Annoying CRM limit advanced reporting and automation capabilities. - Users find the **limited customization options** of Less Annoying CRM restrict their ability to tailor the experience. #### What Are Recent G2 Reviews of Less Annoying CRM? **"[Straightforward and Easy to Integrate Into My Routine](https://www.g2.com/survey_responses/less-annoying-crm-review-12875409)"** **Rating:** 4.0/5.0 stars *— Carolyn D.* [Read full review](https://www.g2.com/survey_responses/less-annoying-crm-review-12875409) --- **"[Managing Nutrition Follow-ups and Daily Tasks More Professionally](https://www.g2.com/survey_responses/less-annoying-crm-review-12865757)"** **Rating:** 5.0/5.0 stars *— Ishan S.* [Read full review](https://www.g2.com/survey_responses/less-annoying-crm-review-12865757) --- #### What Are G2 Users Discussing About Less Annoying CRM? - [What is Less Annoying CRM used for?](https://www.g2.com/discussions/what-is-less-annoying-crm-used-for) - 1 comment ### 22. [Zoho CRM Plus](https://www.g2.com/products/zoho-crm-plus-2018-12-06/reviews) Zoho CRM Plus is a unified customer experience platform that helps you bridge the gap between your sales, marketing, and customer service teams and deliver an exceptional customer experience. It combines sales automation, visitor tracking, intelligent chat bots, customer service, project management, email marketing, social media, customer surveys, built-in AI, and unified analytics—all on one platform. **Average Rating:** 4.4/5.0 **Total Reviews:** 126 **How Do G2 Users Rate Zoho CRM Plus?** - **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.7/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.8/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.4/10 (Category avg: 8.6/10) **Who Is the Company Behind Zoho CRM Plus?** - **Seller:** [Zoho](https://www.g2.com/sellers/zoho-b00ca9d5-bca8-41b5-a8ad-275480841704) - **Year Founded:** 1996 - **HQ Location:** Austin, TX - **Twitter:** @Zoho (137,880 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/38373/ (30,766 employees on LinkedIn®) - **Phone:** +1 (888) 900-9646 **Who Uses This Product?** - **Who Uses This:** Data Analyst - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 53% Small-Business, 37% Mid-Market #### What Are Zoho CRM Plus's Pros and Cons? **Pros:** - Ease of Use (28 reviews) - Efficiency (18 reviews) - Integrations (16 reviews) - Automation (15 reviews) - Integration (15 reviews) **Cons:** - Learning Curve (23 reviews) - Not Intuitive (9 reviews) - Overwhelming Experience (9 reviews) - Limited Customization (7 reviews) - Overwhelming (7 reviews) ### What Do G2 Reviewers Say About Zoho CRM Plus? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Zoho CRM Plus, enabling quick onboarding and productive workflow for teams. - Users appreciate the **unified platform** of Zoho CRM Plus, enhancing collaboration and efficiency across sales, marketing, and support. - Users value the **seamless integrations** of Zoho CRM Plus, enhancing efficiency and connectivity across various tools. - Users value the **automation features** of Zoho CRM Plus, as they enhance organization and streamline business management. - Users value the **integration capabilities** of Zoho CRM Plus, streamlining their sales, marketing, and support efforts effectively. **Cons:** - Users find the **learning curve steep** with Zoho CRM Plus, feeling overwhelmed by its complexity and extensive features. - Users find the **interface not intuitive** , often struggling with the complexity and overwhelming number of features. - Users find Zoho CRM Plus to be **overwhelming at first** due to its extensive features and steep learning curve. - Users express frustration over the **limited customization** options in Zoho CRM Plus, especially for advanced needs. - Users find Zoho CRM Plus to be **overwhelming** initially due to its vast features and steep learning curve. #### What Are Recent G2 Reviews of Zoho CRM Plus? **"[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) --- **"[Comprehensive CRM with Intuitive UI and Effective Automation](https://www.g2.com/survey_responses/zoho-crm-plus-review-12877057)"** **Rating:** 4.5/5.0 stars *— Jeni J.* [Read full review](https://www.g2.com/survey_responses/zoho-crm-plus-review-12877057) --- #### What Are G2 Users Discussing About Zoho CRM Plus? - [What are key features of a CRM system?](https://www.g2.com/discussions/zoho-crm-plus-what-are-key-features-of-a-crm-system) - 1 comment - [What features Zoho?](https://www.g2.com/discussions/zoho-crm-plus-what-features-zoho) - [What apps come with Zoho CRM Plus?](https://www.g2.com/discussions/what-apps-come-with-zoho-crm-plus) - 2 comments - [What is included with Zoho plus?](https://www.g2.com/discussions/what-is-included-with-zoho-plus) ### 23. [LocaliQ](https://www.g2.com/products/localiq/reviews) 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. **Average Rating:** 4.5/5.0 **Total Reviews:** 1,048 **How Do G2 Users Rate LocaliQ?** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.3/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.0/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.8/10 (Category avg: 8.6/10) **Who Is the Company Behind LocaliQ?** - **Seller:** [USA TODAY Co.](https://www.g2.com/sellers/usa-today-co) - **Company Website:** https://www.gannett.com/ - **Year Founded:** 1906 - **HQ Location:** Gannett Co., Inc. 1675 Broadway, 23rd Floor New York, NY 10019 - **LinkedIn® Page:** https://www.linkedin.com/company/gannett/ (5,784 employees on LinkedIn®) - **Ownership:** NYSE: GCI **Who Uses This Product?** - **Who Uses This:** Owner, Marketing Manager - **Top Industries:** Marketing and Advertising, Computer Software - **Company Size:** 71% Small-Business, 25% Mid-Market #### What Are LocaliQ's Pros and Cons? **Pros:** - Customer Support (26 reviews) - Helpful (26 reviews) - Team Helpfulness (17 reviews) - Business Growth (15 reviews) - Ease of Use (15 reviews) **Cons:** - Expensive (7 reviews) - High Costs (6 reviews) - Limited Features (6 reviews) - Poor Customer Support (6 reviews) - Sales (6 reviews) ### What Do G2 Reviewers Say About LocaliQ? *AI-generated summary from verified user reviews* **Pros:** - Users value the **friendly and responsive customer support** of LocaliQ, enhancing collaboration and driving successful strategies. - Users value the **helpful support** from the LocaliQ team, enhancing their marketing experience and decision-making process. - Users value the **helpfulness of the team** at LocaliQ, highlighting their proactive support and genuine care for success. - Users value the **business growth support** from LocaliQ, significantly increasing leads and enhancing marketing strategies. - Users appreciate the **ease of use** of LocaliQ, seamlessly optimizing marketing efforts with minimal effort required. **Cons:** - Users find LocaliQ **too expensive** for small businesses, impacting lead generation costs significantly. - Users find the **high costs** of LocaliQ challenging, especially for small businesses with limited budgets. - Users note the **limited features** of LocaliQ, highlighting issues with metrics, regional support, and lead quality. - Users experience **poor customer support** , resulting in a steep learning curve and ineffective communication. - Users express frustration with **sales tactics and unfulfilled promises** , leading to dissatisfaction and financial strain. #### What Are Recent G2 Reviews of LocaliQ? **"[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) --- **"[Dependable Marketing Partner with Excellent Communication](https://www.g2.com/survey_responses/localiq-review-12899666)"** **Rating:** 5.0/5.0 stars *— Renferd K.* [Read full review](https://www.g2.com/survey_responses/localiq-review-12899666) --- #### What Are G2 Users Discussing About LocaliQ? - [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 - [What happened to ThriveHive?](https://www.g2.com/discussions/what-happened-to-thrivehive) - 1 comment - [What does ThriveHive do?](https://www.g2.com/discussions/what-does-thrivehive-do) - 1 comment ### 24. [NetSuite](https://www.g2.com/products/oracle-netsuite/reviews) 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. **Average Rating:** 4.1/5.0 **Total Reviews:** 4,688 **How Do G2 Users Rate NetSuite?** - **Has the product been a good partner in doing business?:** 7.4/10 (Category avg: 8.9/10) - **Workflow Capability:** 7.7/10 (Category avg: 8.5/10) - **Contact & Account Management:** 7.6/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 7.1/10 (Category avg: 8.6/10) **Who Is the Company Behind NetSuite?** - **Seller:** [Oracle](https://www.g2.com/sellers/oracle) - **Company Website:** https://www.oracle.com/middleware/technologies/api-manager.html - **Year Founded:** 1977 - **HQ Location:** Austin, TX - **Twitter:** @Oracle (827,997 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1028/ (208,078 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Controller, Accounting Manager - **Top Industries:** Computer Software, Accounting - **Company Size:** 57% Mid-Market, 31% Small-Business #### What Are NetSuite's Pros and Cons? **Pros:** - Ease of Use (521 reviews) - Customizability (342 reviews) - Functionality (318 reviews) - Customization Options (304 reviews) - Customization (278 reviews) **Cons:** - Learning Curve (354 reviews) - Improvement Needed (306 reviews) - Missing Features (265 reviews) - Limited Customization (229 reviews) - Not User-Friendly (227 reviews) ### What Do G2 Reviewers Say About NetSuite? *AI-generated summary from verified user reviews* **Pros:** - Users find NetSuite's interface to offer **ease of use** , making functionalities straightforward and customizable for their needs. - Users value the **customizability** of NetSuite, enhancing reporting, inventory management, and integration across their operations. - Users appreciate the **robust functionality** of NetSuite, facilitating seamless integration, customization, and effective reporting capabilities. - Users value the **extensive customization options** of NetSuite, significantly enhancing their business management capabilities. - Users love the **customization capabilities** of NetSuite, allowing impactful changes tailored to their business needs. **Cons:** - Users find the **steep learning curve** of NetSuite frustrating, making initial navigation and setup time-consuming. - Users find the **complex reports** and interface of NetSuite need significant improvements for better usability. - Users find **missing features** in areas like project tasks and cash-flow management, leading to limitations and frustrations. - Users are frustrated by the **limited customization** options in NetSuite, affecting both aesthetics and functionality. - Users find the **interface not user-friendly** , often struggling with reports and requiring technical expertise for configurations. #### What Are Recent G2 Reviews of NetSuite? **"[Real-Time Visibility Across Finance, Inventory, Purchasing, and Sales](https://www.g2.com/survey_responses/netsuite-review-12905951)"** **Rating:** 5.0/5.0 stars *— David K.* [Read full review](https://www.g2.com/survey_responses/netsuite-review-12905951) --- **"[NetSuite Unifies Core Processes with Powerful Visibility and Reporting](https://www.g2.com/survey_responses/netsuite-review-12967208)"** **Rating:** 4.5/5.0 stars *— Abhishek G.* [Read full review](https://www.g2.com/survey_responses/netsuite-review-12967208) --- #### What Are G2 Users Discussing About NetSuite? - [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 - [What is a NetSuite software?](https://www.g2.com/discussions/what-is-a-netsuite-software) - 3 comments ### 25. [RSoft CRM](https://www.g2.com/products/rsoft-crm/reviews) 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 **Average Rating:** 5.0/5.0 **Total Reviews:** 15 **How Do G2 Users Rate RSoft CRM?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.9/10) - **Workflow Capability:** 10.0/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.9/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.9/10 (Category avg: 8.6/10) **Who Is the Company Behind RSoft CRM?** - **Seller:** [RSoft](https://www.g2.com/sellers/rsoft) - **Year Founded:** 2014 - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/rsoftai/ (113 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Real Estate - **Company Size:** 67% Small-Business, 40% Mid-Market #### What Are RSoft CRM's Pros and Cons? **Pros:** - Customer Support (5 reviews) - User-Friendly (5 reviews) - Automation Features (4 reviews) - Lead Management (4 reviews) - Easy Access (2 reviews) **Cons:** - Email Issues (2 reviews) - Connectivity Issues (1 reviews) - Not User-Friendly (1 reviews) ### What Do G2 Reviewers Say About RSoft CRM? *AI-generated summary from verified user reviews* **Pros:** - Users praise RSoft CRM for its **excellent customer support** , noting quick responses and effective issue resolution. - Users find RSoft CRM's **user-friendly interface** and customization options enhance their overall experience and efficiency. - Users value the **automation features** of RSoft CRM, enhancing workflow efficiency and lead management with ease. - Users value the **efficient lead management** in RSoft CRM, enhancing follow-ups and automating sales conversions effortlessly. - Users find RSoft CRM to be **easy to access** , enabling quick actions and timely client follow-ups efficiently. **Cons:** - Users experience **email issues** requiring assistance for problem resolution, impacting the overall user experience initially. - Users face **connectivity issues** , often needing to resolve problems via email, causing frustration in access. - Users found RSoft CRM to initially have **user-unfriendly issues** , but recent improvements have made it more accessible. #### What Are Recent G2 Reviews of RSoft CRM? **"[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) --- ## What Is CRM Software? [Sales Tools](https://www.g2.com/categories/sales-tools) ## What Software Categories Are Similar to CRM Software? - [Marketing Automation Software](https://www.g2.com/categories/marketing-automation) - [Email Tracking Software](https://www.g2.com/categories/email-tracking) - [Sales Analytics Software](https://www.g2.com/categories/sales-analytics) --- ## How Do You Choose the Right CRM Software? ### Everything About CRMs ### CRM software buying insights at a glance [Customer relationship management (CRM) software](https://www.g2.com/categories/crm) strategically manages customer interactions across marketing, sales, service, and analytics functions, using capabilities such as customer data aggregation, workflow automation, and analytics-driven insights. Organizations primarily use CRM software to manage leads, track customer interactions, automate sales pipelines, and centralize customer data. CRM systems range from sales automation tools to specialized solutions tailored for industries such as real estate, finance, or nonprofits. Most CRM solutions are priced per user monthly or annually, averaging approximately $35 per user/month, with free plans for small businesses and premium enterprise solutions reaching up to $3,960 per user/year. If you’re evaluating CRM software, consider your organization's size, desired integrations, pricing transparency, ease of use, feature availability, vendor support quality, and AI capabilities. Essential questions include: - How transparent and scalable is the pricing structure? - What training and onboarding resources are provided? - What integrations are supported, and how user-friendly are they? - How responsive is the vendor to customer support issues? - Does the CRM utilize AI to automate interactions or insights? G2's top-rated CRM systems currently include Salesforce Sales Cloud, HubSpot Sales Hub, ActiveCampaign, ClickUp, and Close. ### What is CRM software? G2 defines [CRM software](https://www.g2.com/categories/crm) as platforms and applications designed to strategically manage and optimize customer interactions across marketing, sales, service, and analytics functions. Effective CRM systems aggregate multiple data sources, automate customer-facing workflows, and offer insights to accelerate sales conversions. Organizations typically source first-party customer data through call center interactions, web-based lead forms, social media engagements, and targeted marketing campaigns. CRM modules then organize this information systematically by demographic attributes, customer interactions, purchasing signals, and conversion potential. CRM tools further simplify sales processes by automating lead nurturing, prospect outreach, and campaign management. These applications provide a centralized system to track deal progression, customer interactions, financial transactions, and post-sale support, delivering a unified, real-time view of the entire customer journey. The CRM market is projected to reach $96.39 billion by 2026, growing at a compound annual growth rate (CAGR) of 10.6% between 2021 and 2026. ([_Source 1_](https://www.g2.com/articles/sales-statistics)) G2 currently covers 785 CRM products, with 9963 reviews published in the last 12 months, making it one of the most reviewed and comprehensive software categories on our platform. ([_Source 2_](https://documentation.g2.com/docs/research-scoring-methodologies)) ### What are the top reviewed CRM systems on G2? G2 scores the top-rated CRM systems based on a [proprietary algorithm](https://documentation.g2.com/docs/research-scoring-methodologies) that factors in real-user satisfaction ratings and popularity from review data. Here are the five highest-rated CRM products G2 for this category: #### 1. [Salesforce Sales Cloud](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews) - Number of Reviews: 20,244 - Satisfaction: 99 - Market Presence: 99 - G2 Score: 99 #### 2. [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - Number of Reviews: 9,685 - Satisfaction: 99 - Market Presence: 87 - G2 Score: 93 #### 3. [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - Number of Reviews: 3,503 - Satisfaction: 94 - Market Presence: 70 - G2 Score: 82 #### 4. [ClickUp](https://www.g2.com/products/clickup/reviews) - Number of Reviews: 1,507 - Satisfaction: 93 - Market Presence: 70 - G2 Score: 81 #### 5. [Close](https://www.g2.com/products/close/reviews) - Number of Reviews: 1,346 - Satisfaction: 98 - Market Presence: 63 - G2 Score: 81 These rankings are determined by combining verified user ratings and publicly available web search popularity data: - The **Satisfaction Score** measures user satisfaction with software products based on user feedback, review quality, quantity, and recency. It helps buyers easily understand how well a product meets user expectations.([_Source 2_](https://documentation.g2.com/docs/research-scoring-methodologies)) - The **Market Presence Score** measures a product's prominence in its market. It combines data from G2 user reviews and external sources, focusing primarily on product-specific factors to reflect real-world popularity and vendor influence.([_Source 2_](https://documentation.g2.com/docs/research-scoring-methodologies)) - G2 ranks products using a unique scoring system called the **G2 Score** , calculated from real user reviews, online data, and social signals. This score makes it easy to compare and evaluate different software products within each G2 category.([_Source 2_](https://documentation.g2.com/docs/research-scoring-methodologies)) ### CRM software pricing and cost considerations CRM software pricing varies significantly depending on the vendor, scale, complexity, and deployment model. Pricing categories typically include: - Free tier: Basic functionality suitable for startups or small businesses requiring minimal CRM capabilities. - Entry-level and mid-market Tiers: Moderate feature sets with per-user subscription pricing targeted at mid-sized businesses. - Enterprise-level tiers: Comprehensive, highly customizable solutions with extensive support, integrations, advanced analytics, and strategic implementation support. Most CRM software solutions on the market are priced per–user per month, but they can also be offered at annual rates. According to G2 data covering 86 CRM products (245 editions), the average annual license cost is about $415.95, roughly $35 per user per month when paid yearly. Some products offer [free versions](https://www.g2.com/categories/crm/free), while high-end, enterprise-level solutions can cost up to $3,960 per user per year. Organizations should carefully evaluate Total Cost of Ownership (TCO), including hidden costs such as onboarding, integrations, training, and ongoing technical support. For on-premises solutions, factor in hardware, IT resources, and ongoing maintenance. ### Types of CRM software on G2 CRM software solutions typically fall into the following categories, each with distinctive functionalities suited to specific organizational needs: - Sales Automation CRM: Focuses primarily on automating sales processes, enhancing productivity, and streamlining pipeline management. - Analytical CRM: Provides deep data-driven insights, predictive analytics, and customer segmentation through advanced AI-driven reporting. - Industry-Specific CRM: This type of CRM offers specialized features tailored to industry-specific operational requirements. This includes [real estate CRM software](https://www.g2.com/categories/real-estate-crm), [construction CRM software](https://www.g2.com/categories/construction-crm), [financial services CRM software](https://www.g2.com/categories/financial-services-crm), [mortgage CRM software](https://www.g2.com/categories/mortgage-crm), [legal CRM software](https://www.g2.com/categories/legal-crm), [PR CRM software](https://www.g2.com/categories/pr-crm), and [nonprofit CRM software](https://www.g2.com/categories/nonprofit-crm). - [Social CRM](https://www.g2.com/categories/crm/f/social-network-integration): Captures and manages customer interactions from social media channels, facilitating seamless cross-platform engagement. - [Mobile CRM](https://learn.g2.com/mobile-crm): Enables sales and marketing teams to access CRM capabilities via mobile apps, supporting productivity on the go. - [All-in-One CRM](https://www.g2.com/categories/crm/f/all-in-one): Combines multiple CRM functions into a unified platform, eliminating the need for disparate applications. This software supplants the need for broken software chains like standalone [ERPs](https://www.g2.com/categories/erp-systems) or [human capital management systems (HCMs)](https://www.g2.com/categories/hcm-software). - [Standalone CRM](https://www.g2.com/categories/crm/f/standalone): Operates independently without requiring extensive integration into an existing tech ecosystem. Often found in small or mid-sized businesses that prefer simpler setups. - Cloud-based CRM: Delivers scalable and secure solutions through cloud infrastructure, reducing IT complexity and promoting agile growth. - [Small Business CRM](https://www.g2.com/categories/crm/small-business): This type of CRM provides accessible, intuitive CRM tools specifically designed for smaller organizations with straightforward deployment and lower costs. ### Top CRM software features rated by G2 reviewers There is no [best CRM software](https://learn.g2.com/best-customer-relationship-management-software-tools) for everyone. Different CRM features within CRM software can help users in a few ways: - Contact & account management: Store customer data and manage interactions centrally. - Opportunity & pipeline management: Track sales deals through each stage from lead to close. - Task & activity management: Schedule tasks, assign deadlines, and track activities. - Lead management: Capture, qualify, and manage leads throughout the sales process - Email marketing & campaign management: Create, launch, and measure email and multi-channel campaigns. - Reporting & dashboards: Visualize performance and trends through intuitive dashboards and customizable reports. - Mobile & social integration: Access CRM on mobile devices; engage customers through social media channels. - Workflow automation: Automate repetitive tasks and streamline business processes. - Customer support & case management: Track and resolve customer inquiries and issues effectively. - Integration capabilities: Seamlessly integrate CRM with other essential software and business systems. - AI capabilities: Use generative AI to automate text creation and enhance customer interactions. ### Top CRM software benefits identified by G2 reviewers Effective CRM implementation can yield multiple strategic business benefits, including: **Enhanced customer insights:** CRM systems consolidate interaction data for deeper customer understanding, enabling personalized engagements and proactive sales efforts. _“It consolidates all customer data onto a single platform, tracking the entire customer journey within our system through a single interface. This includes all interactions from the initial point of contact, whether inbound or outbound, through marketing or direct sales, to the final outcome of either a closed win or closed loss.”_ - [Akshay S., Sales Development Manager](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews/salesforce-sales-cloud-review-10680560). **Improved revenue growth:** CRM tools support targeted marketing campaigns, streamline lead management, and accelerate sales processes that drive increased revenue. _“The tool helps me keep track of leads, follow-ups, and client interactions without things slipping through the cracks.”_ - [Chelsea D., CEO](https://www.g2.com/products/hubspot-sales-hub/reviews/hubspot-sales-hub-review-10856634). **Optimized productivity and efficiency:** CRM software automates repetitive tasks, minimizing manual intervention and freeing staff to focus on high-value strategic activities. “_The automation features save us a ton of time by cutting out manual data entry and follow-ups. This means we can focus more on growing the business and less on chasing details, which has definitely helped our team stay more productive and organized._” - [Byron S., VP, SFDC & Data Administration](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews/salesforce-sales-cloud-review-10275142). **Improved collaboration and transparency:** CRM solutions offer centralized visibility into customer journeys, facilitating cross-functional collaboration and aligning sales and marketing efforts. _“The tool allows us to have transparency and a centralized location for all of our staff to store the information we need to help the customers.”_ - [Ryan L](https://www.g2.com/products/close/reviews/close-review-8802552). ### Top CRM systems challenges identified by G2 reviewers Implementing CRM software often presents specific challenges that can impact overall success. Analyzing G2 user reviews reveals frequent issues, including pricing concerns, complexity of user experience, limited or underdeveloped features, inadequate customer support, and integration limitations. Here are the most common hurdles users face, along with practical advice to address them: **1. Cost concerns:** Reviewers frequently identify high or unclear pricing as a barrier, particularly with enterprise-level CRM systems, making affordability an ongoing concern, especially for small or mid-sized businesses. - **Essential questions to ask your CRM vendor:** How is your pricing structured, and what exactly is included in each tier? Are there additional costs for adding users, premium features, or customer support? - **How to overcome the challenge:** Seek transparency from vendors upfront and consider scalable solutions or tiered pricing options that align costs with your business growth. **2. Steep learning curve:** CRM software often introduces unfamiliar workflows, resulting in slow adoption or even resistance within teams accustomed to different processes. - **Essential questions to ask your CRM vendor:** What training programs or onboarding resources do you provide? How do you help teams transition smoothly from their existing processes? - **How to overcome the challenge:** To facilitate an easier transition, opt for CRM solutions that offer comprehensive onboarding materials, continuous training, and strong vendor support. **3. Limited or underdeveloped features:** Many CRM users express disappointment regarding missing or insufficiently developed functionality, limiting effectiveness in critical business scenarios. - **Essential questions to ask your CRM vendor:** Can you outline your current features and upcoming development roadmap? How responsive are you to customer feedback when prioritizing new features? - **How to overcome the challenge:** Prioritize CRM providers who are transparent about feature availability and future development, ensuring alignment with your essential business needs. **4. Support and reliability issues:** Users commonly cite inadequate customer support, slow response times, or unreliable systems as major pain points negatively affecting daily operations. - **Essential questions to ask your CRM vendor:** What support channels are available, and what are your average response and resolution times? Do you provide clearly defined Service Level Agreements (SLAs)? - **How to overcome the challenge:** Evaluate vendors based on proven reliability and responsive customer support. Clarify expectations with detailed SLAs. **5. Integration limitations:** CRM solutions can become less effective when integration with existing tools is difficult, limited, or complex, reducing overall productivity. - **Essential questions to ask your CRM vendor:** What integrations do you currently support, and how complex is the setup process? Do you assist customers with integrations and troubleshooting? - **How to overcome the challenge:** Choose CRM software with robust, user-friendly integrations. Confirm compatibility with essential tools early in the evaluation process. ### What is CRM software used for? Analysis of CRM software reviews reveals the following common scenarios: - **Lead management & tracking:** Businesses use CRM tools to capture, qualify, assign, and monitor leads throughout the sales funnel, ensuring leads never slip through the cracks. - **Centralized customer & contact data:** Reviewers say CRM solutions help store all customer interactions and communications in one centralized system, ensuring multiple departments access accurate, up-to-date records without duplication. - **Pipeline & deal management:** CRM applications organize sales opportunities clearly by stage, value, and timeline, allowing sales teams to prioritize deals and forecast revenue effectively - **Collaborative account & case management:** Reviewers say CRM platforms simplify customer support by enabling multiple stakeholders to collaborate on customer inquiries, case management, and issue resolution, keeping all communication records linked and up-to-date. ### Who uses CRM systems? CRM software users span various roles, from senior executives to frontline sales and marketing professionals. Based on G2 reviewer demographics, typical users include CEOs, owners, founders, account executives, directors, and managers. Common industries include computer software, marketing and advertising, information technology, financial services, and real estate. ### Common CRM software integrations We analyzed extensive user-review data to identify common software categories users frequently integrate with CRM: - **Marketing automation software:** Integrating CRM software with [marketing automation tools](https://www.g2.com/categories/marketing-automation) allows businesses to automate email campaigns, streamline lead nurturing, and enhance lead scoring capabilities. - **Email & calendar tools:** CRM integrations with [popular email](https://www.g2.com/categories/email) and [calendar platforms](https://www.g2.com/categories/calendar-software) help centralize communication, appointments, and contact management, providing a unified view of customer interactions. - **Workflow and custom integration tools:** Flexible integrations using APIs and [workflow automation tools](https://www.g2.com/categories/workflow-management) enable businesses to synchronize CRM data seamlessly across multiple applications, enhancing operational efficiency. - **Collaboration & communication platforms:** Connecting CRM tools with [internal collaboration and messaging platforms](https://www.g2.com/categories/internal-communications) facilitates instant communication, simplifies meeting scheduling, and enhances internal team coordination. - **Website and lead capture software:** Integrating CRM apps with website and [form-building software](https://www.g2.com/categories/online-form-builder) allows real-time lead capture, automated follow-ups, and personalized customer engagement directly from web-based interactions. ### What's the best CRM app for small business owners? For [small business owners](https://www.g2.com/categories/crm/small-business), I recommend exploring CRM apps specifically designed for small and medium-sized businesses (SMBs) as they focus on ease of use and cost-effectiveness, such as:  1. [Microsoft Dynamics CRM](https://www.g2.com/products/dynamics-365-sales/reviews) offers a robust solution to boost sales productivity and marketing effectiveness with social insights, business intelligence, and campaign management. It provides both on-premises and cloud solutions, with mobile CRM apps for on-the-go management. 2. [Vtiger All-In-One CRM](https://www.g2.com/products/vtiger-all-in-one-crm/reviews) is tailored for small to medium-sized businesses, providing a 360-degree customer view. It optimizes sales, support, and marketing touch-points with AI-powered tools and robust automation to enhance customer experiences across various channels. 3. [BSI Software](https://www.g2.com/products/bsi-software/reviews) delivers a comprehensive platform for the digitalization of customer relationships, with a strong CRM system supporting industries like banking, insurance, and energy. It emphasizes a 360° customer view and uses AI to improve processes and customer interactions. ### What CRM is the best for e-commerce platforms? The best CRM software for eCommerce platforms depends on your business size, sale volume, and integration needs. With that in mind, here are some top choices to support your business based on G2 reviews: 1. [HighLevel](https://www.g2.com/products/highlevel/reviews): An all-in-one Sales & Marketing CRM with CRM, Email, 2-way SMS, consolidated messaging, outbound calling, and more. 2. [Close](https://www.g2.com/products/close/reviews): A CRM designed to help small, scaling businesses close deals fast with built-in communication, automation, and reporting tools. 3. [Agile CRM](https://www.g2.com/products/agile-crm/reviews): A fully integrated CRM with sales tracking, contact management, marketing automation, and telephony. ### Future of CRM software - **AI-driven insights and predictive analytics:** CRM platforms increasingly leverage AI and machine learning to process vast customer data, predict behaviors, and recommend the next best actions. ([_Source 3_](https://www.sap.com/india/products/crm/what-is-crm/crm-technology-trends.html)) This helps teams identify high-value leads, reduce churn, and personalize communications. Predictive analytics accelerate sales cycles and improve marketing campaign targeting. AI-powered insights also automate manual tasks, allowing teams to focus on strategic interactions rather than data entry. - **Omnichannel engagement and conversational interfaces:** Businesses are meeting customers on their terms, whether via chat, social media, or voice assistants. CRMs of the future will integrate new channels effortlessly and use conversational AI to streamline interactions. ([_Source 4_](https://solutionsmetrix.com/article/top-crm-trends-2024/)) - **Deeper IoT integration for real-time engagement:** With the rise of IoT (smart devices, wearables, sensors), next-generation CRMs will sync with real-time data streams. ([_Source 3_](https://www.sap.com/india/products/crm/what-is-crm/crm-technology-trends.html)) This will enable proactive customer service, automated triggers for maintenance or support, and personalized product recommendations based on real-world usage. ### CRM Software FAQs ### Most Popular FAQs #### **Which CRM Software has the best reviews?** Based on verified user ratings across thousands of reviews, these CRM platforms consistently earn top marks for overall satisfaction: - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — A widely adopted CRM known for its clean interface, cross-team collaboration tools, and strong alignment between sales and marketing workflows. - [HighLevel](https://www.g2.com/products/highlevel/reviews) — An all-in-one platform built for agencies and small businesses, praised for its automation capabilities, multi-channel communication tools, and competitive pricing. - [Close](https://www.g2.com/products/close/reviews) — A sales-focused CRM built for speed and simplicity, highly rated by outbound teams for its integrated calling, SMS, email, and intuitive lead management. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — A pipeline-centric CRM recognized for its visual deal management, ease of use, and robust integration ecosystem. #### **What is CRM software used for?** CRM (Customer Relationship Management) software is a tool that helps businesses organize, track, and manage their interactions with leads, prospects, and customers in one centralized platform. At its core, CRM software solves the problem of scattered customer data by consolidating contact records, communication history, sales pipeline stages, and task management into a single system. Users across industries rely on CRM software to automate follow-up sequences, reduce manual data entry, manage deal pipelines, generate performance reports, and improve response times. Beyond basic contact management, modern CRM platforms increasingly incorporate email and SMS marketing, AI-powered assistants, chatbots, and workflow automation — making them the operational backbone of sales, marketing, and customer support teams alike. #### **What is the best cloud-based CRM for the service industry?** Cloud-based CRM tools built for service-oriented businesses prioritize scheduling, client communication, and workflow visibility. The following options earn strong marks from service industry users: - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — A cloud-native CRM that centralizes client outreach, deal tracking, and email sequences, making it a practical choice for service teams managing ongoing client relationships. - [HighLevel](https://www.g2.com/products/highlevel/reviews) — A cloud-based platform popular with service-based agencies that need integrated appointment booking, reputation management, and automated client follow-up under one subscription. - [OctopusPro](https://www.g2.com/products/octopuspro/reviews) — A field service management and CRM platform designed for mobile and on-site service businesses, offering ticketing, scheduling, and customizable workflow tracking. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — A hosted CRM with strong pipeline visualization tools, activity reminders, and integration capabilities suited for service businesses managing multiple client engagements. #### **What is the best CRM solution with marketing automation features?** The strongest CRM platforms with embedded marketing automation go beyond basic contact management to support full campaign execution, lead nurturing, and cross-channel outreach. Top options include: - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Offers tightly integrated sales and marketing tools including email sequences, deal tracking, and web visit tracking, with an interface designed for non-technical users. - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — A CRM and marketing automation platform built around flexible workflow builders, enabling businesses to automate complex multi-step email and SMS campaigns with conditional logic. - [HighLevel](https://www.g2.com/products/highlevel/reviews) — An all-in-one platform that combines CRM, email, SMS, social media automation, funnel building, and AI voice agents, purpose-built for marketing agencies managing multiple clients. - [EngageBay All-in-One Suite](https://www.g2.com/products/engagebay-all-in-one-suite/reviews) — An affordable CRM suite that consolidates email marketing, contact management, landing page creation, and support ticketing in a single interface. #### **What is the best CRM for beginners?** New CRM users consistently prioritize ease of setup, guided onboarding, and an interface that doesn't require technical expertise. The following platforms earn high marks for accessibility among first-time CRM users: - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Frequently cited by new users for its intuitive visual pipeline, clean drag-and-drop interface, and short onboarding curve — users routinely describe going live within a day. - [CRMOne](https://www.g2.com/products/crmone/reviews) — A straightforward CRM praised for quick setup and a responsive support team that helps new teams get organized with minimal friction. - [Nutshell](https://www.g2.com/products/nutshell/reviews) — Known for its simple, navigable interface, extensive learning resources, and live webinars that help users new to CRM get up to speed quickly. - [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) — A lightweight CRM designed as an entry point into the Zoho ecosystem, offering pipeline management and contact organization with minimal setup complexity. ### Small Business FAQs #### **What is the most affordable CRM software for SMBs?** For small and medium-sized businesses, the best CRM at an affordable price point balances essential functionality with low total cost of ownership. These platforms consistently earn recognition from SMB users on a budget: - [EngageBay All-in-One Suite](https://www.g2.com/products/engagebay-all-in-one-suite/reviews) — One of the most cost-effective all-in-one platforms for small businesses, offering CRM, email marketing, and support features at a price point that rivals far more limited tools. - [CRMOne](https://www.g2.com/products/crmone/reviews) — Frequently highlighted by SMB users for delivering core CRM and automation features at a price that competes favorably with enterprise-tier alternatives. - [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) — A purposefully lean and affordable CRM built for small teams, offering pipeline management, contact tracking, and the ability to scale into the broader Zoho ecosystem as needs grow. - [Nutshell](https://www.g2.com/products/nutshell/reviews) — A moderately priced CRM that small businesses frequently choose for its clean UI, fast implementation, and value relative to more expensive mid-market platforms. #### **What is the best CRM software for startups?** Startups need a CRM that can be implemented quickly, scales with growth, and doesn't require a dedicated admin to maintain. These platforms are well-suited for early-stage teams, and you can explore the full [SMB CRM software](https://www.g2.com/categories/crm?segment=small-business) category on G2 for a complete view of top-rated options: - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — A popular choice among startups for its free tier, ease of use, and the ability to grow into more advanced sales and marketing automation as the team scales. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Startup founders and small sales teams frequently cite Pipedrive's visual pipeline and quick setup as a practical way to get deal tracking in place immediately. - [Close](https://www.g2.com/products/close/reviews) — Built specifically for sales-first startups, Close consolidates calling, emailing, and SMS in one interface with a fast onboarding experience and no-bloat feature set. - [EngageBay All-in-One Suite](https://www.g2.com/products/engagebay-all-in-one-suite/reviews) — Startup users appreciate its low cost and all-in-one approach to managing contacts, automating outreach, and handling support tickets without adding additional tools. #### **Which CRM software is the most user-friendly for startups?** Ease of use is critical for lean startup teams where no one has the bandwidth for weeks of onboarding. Among the CRM platforms reviewed, these earn the highest usability marks from small-team users: - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Consistently cited for its visual, drag-and-drop pipeline and minimal learning curve, making it one of the most accessible CRMs for teams adopting their first dedicated sales tool. - [CRMOne](https://www.g2.com/products/crmone/reviews) — Startup users highlight how quickly their teams got comfortable with the interface, with most reporting same-day or next-day adoption without formal training. - [Nutshell](https://www.g2.com/products/nutshell/reviews) — Praised for a clean, distraction-free interface and a responsive support team that guides new users through setup and configuration challenges. - [folk](https://www.g2.com/products/folk-folk/reviews) — A CRM built around a modern, Notion-inspired interface that resonates strongly with startup founders and small teams who find traditional CRMs overly complex. #### **What is the best CRM for small teams in financial services?** Financial services firms at the small business level need a CRM that can reliably track client accounts, log correspondence, and support compliance-adjacent record-keeping. You can browse the full [small business CRM software](https://www.g2.com/categories/crm?segment=small-business) landscape on G2 to compare options by industry: - [Maximizer](https://www.g2.com/products/maximizer/reviews) — A CRM used by financial advisors and insurance professionals, valued for its robust contact-to-account lifecycle tracking, task scheduling for renewals, and detailed client record storage. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Widely used in financial services SMBs for managing client outreach, tracking deal pipelines, and aligning sales and marketing communication in a single platform. - [Close](https://www.g2.com/products/close/reviews) — Used by small financial services sales teams for its speed of entry, multi-channel outreach, and streamlined lead management without unnecessary complexity. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Adopted by small financial services teams for its intuitive pipeline management and integration flexibility with quoting and productivity tools. #### **What CRM tools are best suited for solo business owners and freelancers?** Solo operators and freelancers need a CRM that's fast to set up, low-maintenance, and handles the essential tasks of contact management and follow-up without requiring a team to administer it. The following platforms see strong adoption among single-person operations, and you can explore the full [small business CRM](https://www.g2.com/categories/crm?segment=small-business) category for additional options: - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — A top pick among freelancers and solo sales professionals for keeping deal pipelines organized without requiring daily admin overhead. - [Less Annoying CRM](https://www.g2.com/products/less-annoying-crm/reviews) — Built explicitly for solopreneurs and micro-businesses, prioritizing simplicity and a flat-rate pricing model that avoids the per-feature upgrade cycle common in larger platforms. - [folk](https://www.g2.com/products/folk-folk/reviews) — A modern, lightweight CRM designed around relationship management that resonates strongly with founders and freelancers who rely heavily on LinkedIn and email for outreach. - [Nutshell](https://www.g2.com/products/nutshell/reviews) — Solo users highlight Nutshell's ease of implementation and task-based reminders as core value drivers for staying organized without dedicated CRM support. ### Enterprise FAQs #### **What is the best-rated CRM software for tech enterprises?** Technology enterprises require a CRM with deep customization, scalable architecture, and strong developer ecosystems. These platforms earn the highest marks from enterprise tech buyers, and you can explore the full [enterprise CRM software](https://www.g2.com/categories/crm?segment=enterprise) category on G2: - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — The market's most recognized enterprise CRM, built for large tech organizations that require custom objects, complex automation, AI-driven sales assistance, and broad ecosystem integrations. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Increasingly adopted by mid-to-large tech companies for its accessible interface, cross-functional deal visibility, and tight alignment between marketing and sales data. - [Creatio](https://www.g2.com/products/creatio/reviews) — A no-code-first CRM platform valued by enterprise tech teams for its powerful marketing suite, flexible workflow automation, and deep customization without requiring developer resources. - [NetSuite](https://www.g2.com/products/netsuite/reviews) — An enterprise-grade platform that combines CRM capabilities with ERP, finance, and inventory management, making it a strong fit for tech companies that need unified business operations. #### **What is the most reliable CRM software tool for enterprises?** Enterprise buyers prioritize uptime, data integrity, and consistent performance at scale. Among platforms with significant enterprise user bases in this review dataset, the following earn recognition for reliability: - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Long the enterprise reliability benchmark, Salesforce is recognized for centralized data management, extensive uptime infrastructure, and a mature ecosystem of support and implementation partners. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Enterprise teams frequently cite HubSpot's consistent platform availability, predictable performance, and strong user permissions and admin controls. - [Creatio](https://www.g2.com/products/creatio/reviews) — Enterprise users highlight Creatio's stability across large user deployments, noting its hosted and on-premise options and continuous platform enhancements as drivers of long-term confidence. - [NetSuite](https://www.g2.com/products/netsuite/reviews) — Trusted by enterprises for housing critical business data across CRM, financials, and operations in a single auditable system, with robust case-based support infrastructure. #### **What is the best-reviewed CRM software for enterprise app integration?** Integration depth is a top evaluation criterion for enterprise CRM buyers managing complex tech stacks. These platforms stand out for their integration ecosystems, and you can explore the [enterprise CRM software](https://www.g2.com/categories/crm?segment=enterprise) category on G2 for in-depth comparison: - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Salesforce's AppExchange and native API infrastructure make it a top choice for enterprises requiring integration with ERP, marketing, service, and analytics platforms at scale. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Enterprise users praise HubSpot's native integrations and marketplace ecosystem for connecting sales data across business intelligence, email, and communication tools. - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — Recognized for strong third-party integrations including Salesforce and Zapier, making it a practical choice for enterprises embedding CRM and marketing automation into broader workflows. - [Creatio](https://www.g2.com/products/creatio/reviews) — Enterprise reviewers highlight Creatio's flexible integration framework and no-code tooling as differentiators for connecting CRM processes with legacy and third-party systems. #### **What is the best enterprise CRM for customer success teams?** Customer success functions within enterprise organizations require a CRM layer that goes beyond pipeline management — one that tracks client health, onboarding progress, and renewal timelines. You can browse the full [enterprise CRM software](https://www.g2.com/categories/crm?segment=enterprise) category on G2 for a complete list of top-rated options: - [Planhat](https://www.g2.com/products/planhat/reviews) — Purpose-built for enterprise customer success teams, Planhat manages the full post-sale lifecycle from onboarding through renewal with health scoring, timeline management, and proactive account planning tools. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Enterprise customer success teams use HubSpot for cross-department deal visibility and contact management, particularly in environments where CS and sales operate from shared data. - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Used by enterprise CS teams that need deep customization and integration to map complex customer journeys, connect service records, and track success metrics across accounts. - [SuperOffice CRM](https://www.g2.com/products/superoffice-crm/reviews) — An enterprise CRM that centralizes account information, customer contracts, and support requests, earning high marks from administrators for its configurability and clean information architecture. #### **What is the best enterprise CRM with AI capabilities?** AI functionality in enterprise CRM has moved from differentiator to expectation, spanning predictive analytics, automated outreach, intelligent forecasting, and virtual sales assistants. The following platforms lead on AI maturity within the enterprise segment reviewed here, and you can explore the [enterprise CRM](https://www.g2.com/categories/crm?segment=enterprise) category on G2 for the latest AI feature comparisons: - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Salesforce's native AI layer, Einstein, delivers predictive lead scoring, automated data capture, and conversational AI for enterprise sales teams operating at scale. - [Creatio](https://www.g2.com/products/creatio/reviews) — Enterprise users highlight Creatio's rapidly expanding AI capabilities integrated within its no-code workflow environment, enabling smarter automation without developer dependency. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — HubSpot has embedded AI across email tracking, deal predictions, and content assistance — features enterprise teams are actively incorporating into daily sales workflows. - [HighLevel](https://www.g2.com/products/highlevel/reviews) — Reviewers in tech-oriented agencies highlight HighLevel's AI voice employee and AI-driven workflow features as a meaningful competitive advantage, particularly for teams managing high volumes of inbound and outbound communication. ### Sources 1. [73+ Sales Statistics To Achieve Business Targets in 2024](https://www.g2.com/articles/sales-statistics), G2 2. G2 reviews data: G2 reviews are sourced from verified software users and factor in satisfaction ratings, market presence, and real-time popularity data. Rankings in this guide are based on an analysis of G2 user reviews published within the last 12 months. For more details, read [G2’s full scoring methodology](https://documentation.g2.com/docs/research-scoring-methodologies). 3. [CRM technology trends](https://www.sap.com/india/products/crm/what-is-crm/crm-technology-trends.html), SAP 4. [Keeping Up to Date with CRM Trends in 2025: Here’s What to Expect](https://solutionsmetrix.com/article/top-crm-trends-2024/)​, Solutions Metrix Last Updated on 04/20/2026 _Written and researched by _[_Blue Bowen_](https://research.g2.com/insights/author/blue-bowen) _Reviewed and edited by _[_Sinchana Mistry_](https://www.linkedin.com/in/sinchana-mistry95/) --- ## What Are the Most Common Questions About CRM Software? *AI-generated · Last updated: June 3, 2026* ### What's the best CRM app for small business owners Based on G2 reviews, these CRM products are frequently mentioned by recent reviewers for helping small teams stay organized, manage pipelines, and reduce manual follow-up work. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub) — easy navigation and pipeline reviews. - [Pipedrive](https://www.g2.com/products/pipedrive) — visual pipeline and follow-up reminders. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub) — simple setup and contact management. - [Pipedrive](https://www.g2.com/products/pipedrive) — straightforward CRM for growing teams. ### Best CRM solution with marketing automation features Based on G2 reviews, these CRM products are often highlighted by recent users for combining contact management with email automation, campaign workflows, and follow-up support. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub) — sales workflows with marketing alignment. - [ActiveCampaign](https://www.g2.com/products/activecampaign) — automated journeys and contact segmentation. - [Zoho CRM](https://www.g2.com/products/zoho-crm) — lead tracking and workflow automation. - [ActiveCampaign](https://www.g2.com/products/activecampaign) — CRM plus email automation workflows. ### What CRM is the best for e-commerce platforms Based on G2 reviews, these CRM products are commonly cited by recent users for organizing customer data, syncing communications, and supporting sales workflows tied to online channels. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub) — centralized deals and outreach tracking. - [ActiveCampaign](https://www.g2.com/products/activecampaign) — customer journeys and campaign automation. - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud) — integrations and pipeline visibility. - [Zoho CRM](https://www.g2.com/products/zoho-crm) — organized leads and follow-up workflows. ### What should buyers look for in crm software According to verified users, the most consistent buying themes in recent CRM reviews are ease of use, clear pipeline visibility, centralized customer records, and reminders that keep follow-ups from being missed. Buyers also repeatedly mention reporting dashboards, task management, and workflow automation as practical time-savers. Integrations matter too, especially for email, calendars, and other business tools teams already use. Reviewers also flag common tradeoffs to evaluate during selection, including learning curve, mobile experience, reporting depth, and how well the system handles customization as processes become more complex. In short, buyers tend to value software that keeps sales activity organized without making daily work harder. ### How do teams use CRM for follow-ups According to verified users, teams mainly use CRM to keep follow-ups consistent and visible across the whole sales process. Recent reviews repeatedly mention reminders, task tracking, activity history, and pipeline stages as the tools that prevent outreach from slipping through the cracks. Users describe using CRM to log calls, emails, notes, and next steps in one place so any teammate can quickly understand account context. Automation is another recurring theme, with teams using it to trigger reminders, route leads, and reduce repetitive admin work. The practical outcome reviewers highlight most often is better organization: less time spent chasing updates manually and more confidence that important prospects and customers are being contacted on time.