---
title: theCRM Reviews
meta_title: 'theCRM Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 10 reviews by the users' company size, role or industry to
  find out how theCRM works for a business like yours.
aggregate_rating:
  rating_value: 5.0
  review_count: 10
  scale: '5'
date_modified: '2026-08-04'
parent_category:
  name: Sales Tools
  url: https://www.g2.com/categories/sales-tools
---

# theCRM Reviews
**Vendor:** CRM-UK  
**Category:** [CRM Software](https://www.g2.com/categories/crm)  
**Average Rating:** 5.0/5.0  
**Total Reviews:** 10
## About theCRM
theCRM is modern CRM software designed to improve the management of sales, customers or any business process you would like to digitally transform. Helping you to deliver more growth and deliver more efficiency. We can help you improve the management, tracking, automation and reporting of all your processes.  Increase the efficiency of marketing, sales, product management, service delivery and much more. theCRM can be quickly integrated with your existing systems. Make your business more efficient by reducing the manual duplication of data and improving data quality.  Orchestrate one seamless customer journey. Integrate everything from the main business applications through such as ERP to niche custom products. Enterprise CRM capability at a sensible price, delivering more results for less.






- [View theCRM pricing details and edition comparison](https://www.g2.com/products/thecrm/reviews?page=2&section=pricing&secure%5Bexpires_at%5D=2026-08-05+11%3A35%3A51+-0500&secure%5Bsession_id%5D=5d7b82be-9a43-4546-a222-7e26252684cc&secure%5Btoken%5D=c045c8940c06c3f6fddeb92ec6a488d46563c872df6be4fc108d660fdd59f16b&format=llm_user)

## theCRM 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

****
- 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

## Top theCRM Alternatives
  - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,680 reviews)
  - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,293 reviews)
  - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - 4.4/5.0 (14,241 reviews)