--- title: ShareCRM Reviews meta_title: 'ShareCRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how ShareCRM works for a business like yours. aggregate_rating: rating_value: 4.0 review_count: 2 scale: '5' date_modified: '2026-09-28' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # ShareCRM Reviews **Vendor:** ShareCRM **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.0/5.0 **Total Reviews:** 2 ## About ShareCRM ShareCRM is an AI-powered, unified CRM platform built for B2B companies that want to connect sales, service, operations, and partner management on a single system. Trusted by over 6,000 enterprises worldwide, ShareCRM brings together Sales Force Automation, CPQ, Inventory and Order Management, Project Management, Customer Service, Field Operations, and Partner Management in one seamless platform. With a one-cloud architecture, teams can replace multiple disconnected tools with a fully integrated workflow that supports the entire customer lifecycle—from lead generation and quoting to delivery, service, and renewals. ShareCRM’s AI capabilities are embedded across the platform through multiple AI Agents that help automate follow-ups, summarize meetings, generate service records, provide real-time knowledge assistance, and improve decision-making. Sales teams get real-time insights and automated engagement support; service teams benefit from fast ticket resolution and field task automation; and operations teams gain visibility across inventory, orders, projects, and partners—all through a mobile-first experience. ## ShareCRM Reviews ### 1. Unifies B2B and E-Commerce Workflows Brilliantly **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Textiles | Mid-Market (51-1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** This review contains authentic analysis and has been reviewed by our team **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** August 25, 2026 **What do you like best about ShareCRM?** As Head of E‑Commerce & Digital Operations at TextilWerk Modern GmbH, ShareCRM is our central hub to tie together B2B wholesale dealers, large corporate textile manufacturers and our direct online‑shop buyers. Before we moved over from Insightly CRM, our customer data was completely scattered: wholesale dealer contacts sat inside the old CRM, corporate custom‑fabric project notes lived in spreadsheets, and e‑commerce customer data stayed locked inside our webshop backend. Team members would waste hours cross‑referencing multiple sources just to understand a single customer’s full history. I get huge value out of its unified partner contact records. Every wholesale retailer and apparel factory gets a dedicated profile where I log everything from negotiated fabric minimum‑order sizes, custom dye requests to special volume discount terms. Last month, a long‑standing wholesale partner based in Leipzig reached out with two separate asks: restocking large volumes of linen home textiles and requesting samples of our new recycled‑cotton fabric. Previously, sales would log these two requests in separate files and risk forgetting one. Now both requests live on the same profile, so our sales and sample‑coordination teams immediately have the full context, no extra sync meetings required. Its task‑workflow tools make cross‑regional sales hand‑offs far less painful. When a big fabric inquiry comes in from southern Germany, I assign follow‑up tasks directly to our local sales rep inside the platform, attaching fabric specs and client requirements. My digital‑operations team can monitor task status live instead of sending endless follow‑up emails. I also heavily use the custom contact segmentation, tagging accounts with textile‑specific metadata such as fabric preferences, sample history and discount tiers. When we needed to distribute our new fabric sample kits, I filtered the database in minutes to target high‑priority wholesale clients, a job that once took half a day sorting spreadsheets. The AI‑driven opportunity scanning alerts us when a client shows strong buying signals, for example multiple sample requests in a short window, pushing our team to reach out proactively. The full chronological customer‑activity timeline is another lifesaver. When clients circle back months later, I can quickly pull up past quotes, sample shipments and negotiation history without digging through old email threads. Even with integration gaps, these features drastically cut our team’s redundant manual work. **What do you dislike about ShareCRM?** For our German textile company operating mixed wholesale, corporate and e‑commerce sales, ShareCRM has several real‑world flaws that create regular extra work for my digital‑operations team. The biggest pain point is its poor multi‑channel customer‑deduplication logic. When one business buys small consumer‑grade goods from our webshop and also submits large‑volume wholesale inquiries, ShareCRM will create two separate independent profiles instead of consolidating them. We ran into a concrete issue earlier this year with a home‑textile retailer in Hamburg. They placed small retail orders online and sent bulk wholesale inquiries to our sales department. The system generated two separate records. Our sales rep sent two different discount offers to the exact same company, confusing the client. We only caught this mistake before the contract was finalized. Now we have to run manual weekly checks to hunt for duplicate accounts, which eats into our team’s productive time. Document management is another major frustration. We work constantly with large textile assets: fabric lab‑test certificates, wholesale contracts, material swatch reports. The file upload size limits are tight, and there is no batch tagging or global document search. If I need to find a specific fabric‑certificate for an old client, I have to open that customer’s profile and scroll through every single attachment one‑by‑one; there is no way to search by material or certificate reference number. There are no native connections to our local textile ERP. All order values, sample shipment updates and stock availability have to be manually copied into ShareCRM by our admin staff. Not long ago, a manual entry error led our sales team to tell a wholesale client a fabric was in stock when it was completely sold out, damaging our client trust temporarily. **What problems is ShareCRM solving and how is that benefiting you?** Before implementing ShareCRM, our whole sales and digital‑operation workflow suffered badly from serious customer‑data silos. Back when we used Insightly CRM, wholesale dealer contacts, corporate textile project information and e‑commerce shopper data existed in entirely disconnected systems. Important client requests would get trapped inside spreadsheets or email threads and slip past our team unnoticed. I still remember a costly work incident last year. A large apparel manufacturer sent us an inquiry for custom‑colored upholstery fabric samples. Sales logged their basic contact in Insightly, but stuffed all the sample requirement details inside a standalone spreadsheet. That spreadsheet was rarely checked, and the sample request sat untouched for weeks. The client grew frustrated and almost canceled their planned bulk‑fabric order, and we only discovered the oversight during our monthly account audit. ShareCRM solves this core problem by consolidating all customer touch‑points onto unified profiles. Every wholesale dealer, corporate factory and web‑shop buyer’s inquiries, sample requests, negotiated terms and order feedback are stored centrally. We no longer waste hours merging exported CSV files or cross‑checking disjoint spreadsheets. Its built‑in task and workflow functionality greatly improves cross‑regional sales hand‑offs. When we receive a large fabric lead from another region, I assign tasks directly inside the customer record, attach fabric specifications and client requirements, and hand the work to the responsible sales rep. My team can track progress directly inside the platform, cutting down on long status‑update meetings and repetitive email follow‑ups. The chronological activity timeline also gives every team member complete customer context at a glance. Our sales reps walk into client calls fully prepared, without scrambling to piece together information from multiple sources. To be fair, ShareCRM still has notable weaknesses around deduplication, document storage and ERP integrations that create manual work. Even so, it has closed many dangerous data‑silo blind spots and standardized our mixed B2B‑B2C sales workflow, making our textile‑industry digital operations far more reliable and efficient overall. ### 2. A concise interface enhances sales management efficiency. **Rating:** 4.0/5.0 stars **Reviewed by:** jasmine z. | Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** This review contains authentic analysis and has been reviewed by our team **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **AI Translated:** This review has been translated from Chinese using AI. **Reviewed Date:** June 18, 2026 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about ShareCRM?** I like that the interface of ShareCRM is very simple and easy to use, making the entry of complex sales information very simple. Additionally, its AI feature configured with AGINT has significantly improved my work efficiency. **What do you dislike about ShareCRM?** I think the SCL0S configured inside it can be enhanced with more customizable aspects. **What problems is ShareCRM solving and how is that benefiting you?** I use ShareCRM to manage and fill in sales records. It simplifies the entry of complex sales information and is very easy to use, especially the AI features which have improved my work efficiency. - [View ShareCRM pricing details and edition comparison](https://www.g2.com/products/sharecrm/reviews?section=pricing&secure%5Bexpires_at%5D=2026-09-30+00%3A17%3A25+-0500&secure%5Bsession_id%5D=d27e7e22-30df-4390-b34d-ca3028ebc590&secure%5Btoken%5D=9804f80a2ed2a9217d7b92547e257180defef2c44719a9458c4adc1280288757&format=llm_user) ## ShareCRM Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management - Contract/License Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation ## Top ShareCRM Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (26,132 reviews) - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - 4.4/5.0 (14,263 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,706 reviews)