# Best Sales Analytics Software *By [Julie Jung](https://research.g2.com/insights/author/julie-jung)* Sales analytics software reports on CRM data to reveal sales insights and forecast future performance, giving sales teams and managers visibility into activities, identifying high or under-performing salespeople, products, and communications, and enabling more predictable, data-driven sales strategies. ### Core Capabilities of Sales Analytics Software To qualify for inclusion in the Sales Analytics category, a product must: - Automate and visualize sales pipelines with customizable stages, risk factors, and scoring methods - Report on the performance of salespeople, products, methods, and other available data - Forecast sales numbers based on pipeline factors ### Common Use Cases for Sales Analytics Software Sales managers and revenue operations teams use sales analytics software to make informed decisions and optimize sales performance. Common use cases include: - Tracking pipeline health and identifying deals at risk of stalling or churning - Measuring rep and team performance against quotas and historical benchmarks - Forecasting revenue based on pipeline stage, deal velocity, and win rates ### How Sales Analytics Software Differs from Other Tools Sales analytics products access data solely from sales tools, with core functionality focused on analyzing sales information specifically. Organizations seeking insights across a wider range of business data may opt for [business intelligence software](https://www.g2.com/categories/business-intelligence), which provides cross-functional analytics beyond the sales domain. Sales analytics systems are typically implemented on top of sales force automation and CRM systems and use existing data to surface insights, though some serve as both the CRM system of record and the analytics tool. ### Insights from G2 on Sales Analytics Software Based on category trends on G2, pipeline visualization and sales forecasting accuracy stand out as the most valued capabilities. Improved forecast confidence and better visibility into rep performance stand out as primary drivers of adoption. ## Top Sales Analytics 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 (24,668 reviews) | AI-native pipeline analytics inside Salesforce | "[Powerful, Customizable Sales Platform—But Needs Onboarding to Tame Complexity](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12936463)" | | 2 | [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) | 4.4/5.0 (13,265 reviews) | CRM-native pipeline analytics with marketing-handoff visibility | "[Solid CRM for managing the entire sales process](https://www.g2.com/survey_responses/hubspot-sales-hub-review-13087547)" | | 3 | [Gong](https://www.g2.com/products/gong/reviews) | 4.7/5.0 (6,504 reviews) | Conversation intelligence with AI-driven deal coaching | "[Actionable Conversation Insights That Keep Teams Aligned.](https://www.g2.com/survey_responses/gong-review-12837945)" | | 4 | [Pipedrive](https://www.g2.com/products/pipedrive/reviews) | 4.3/5.0 (3,042 reviews) | Visual pipeline analytics with deal-stage conversion tracking | "[Simple, Cost-Effective CRM with an Easy-to-Use Visual Pipeline](https://www.g2.com/survey_responses/pipedrive-review-13043351)" | | 5 | [Clari](https://www.g2.com/products/clari/reviews) | 4.6/5.0 (5,502 reviews) | Salesforce-native forecast inspection and pipeline analytics | "[Clari Platform Review from a RevOps Perspective](https://www.g2.com/survey_responses/clari-review-12400239)" | | 6 | [Substrata](https://www.g2.com/products/substrata-substrata/reviews) | 4.9/5.0 (1,093 reviews) | Conversation intelligence for buyer intent signals | "[Real Insights for Real Global Sales Challenges](https://www.g2.com/survey_responses/substrata-review-12617983)" | | 7 | [SAP Sales Cloud](https://www.g2.com/products/sap-sap-sales-cloud/reviews) | 4.2/5.0 (890 reviews) | SAP-native lead-to-cash pipeline analytics | "[High volume task handler](https://www.g2.com/survey_responses/sap-sales-cloud-review-11157624)" | | 8 | [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) | 4.1/5.0 (2,835 reviews) | Zoho-native pipeline analytics with Blueprint-enforced data | "[Zoho CRM: Powerful, Easy-to-Use Platform with Great Automation and Integrations](https://www.g2.com/survey_responses/zoho-crm-review-13076752)" | | 9 | [Close](https://www.g2.com/products/close/reviews) | 4.7/5.0 (2,029 reviews) | Outbound sales activity tracking with unified communications | "[Streamlined Sales Tracking with Close](https://www.g2.com/survey_responses/close-review-9087574)" | | 10 | [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) | 4.6/5.0 (842 reviews) | Visual deal-stage analytics replacing spreadsheet pipelines | "[Simple and easy to use for our Franchising and consulting business](https://www.g2.com/survey_responses/bigin-by-zoho-crm-review-13093501)" | ## G2 Grid® for Sales Analytics Software ![G2 Grid® for Sales Analytics Software plotting products by satisfaction and market presence](https://www.g2.com/categories/sales-analytics/grids.png?focus%5B%5D=506&focus%5B%5D=6227&focus%5B%5D=24724&focus%5B%5D=1619&focus%5B%5D=7788&focus%5B%5D=1333617&focus%5B%5D=509&focus%5B%5D=576) Highlighted products: Agentforce Sales (formerly Salesforce Sales Cloud), HubSpot Sales Hub, Gong, Pipedrive, Clari, Substrata, SAP Sales Cloud, and Zoho CRM. Underlying data: [Grid® JSON](https://www.g2.com/categories/sales-analytics/grids.json?focus%5B%5D=agentforce-sales-formerly-salesforce-sales-cloud&focus%5B%5D=hubspot-sales-hub&focus%5B%5D=gong&focus%5B%5D=pipedrive&focus%5B%5D=clari&focus%5B%5D=substrata-substrata&focus%5B%5D=sap-sap-sales-cloud&focus%5B%5D=zoho-crm) ## How Many Sales Analytics Software Products Does G2 Track? **Total Products under this Category:** 203 ### Category Stats (Jul 2026) - **Average Rating**: 4.48/5 The average rating of products in this category, based on all submitted ratings - **Top Trending Product**: Akoonu RevWorks (+5.56%) - Among all products in this category, Akoonu RevWorks recorded the largest rating increase compared to last month *Last updated: July 14, 2026* ## How Does G2 Rank Sales Analytics Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 120,500+ Authentic Reviews - 203+ 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 Sales Analytics 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:** [Substrata](https://www.g2.com/products/substrata-substrata/reviews) - **Easiest to Use:** [Substrata](https://www.g2.com/products/substrata-substrata/reviews) - **Top Trending:** [Gong](https://www.g2.com/products/gong/reviews) - **Best Free Software:** [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) --- **Sponsored** ### Zoho Analytics Zoho Analytics is a GenAI-powered self-service BI and analytics platform that helps businesses collect, prepare, analyze, and present insights from their data, all within minutes. Integrate with 500+ native data sources, like files, feeds, local and cloud databases, cloud storage, and popular business apps. Clean, transform, enrich, and catalog data with our agentic AI-powered, self-service data preparation and management capabilities. Create and manage complex ETL data pipelines using our visual pipeline builder, process stream data for real-time analytics, and set up a strong metrics layer for quality analysis and management. Zoho Analytics comes with 100+ domain-specific prebuilt reports and dashboards, pre-trained NLQ models, intelligently modeled and blended data across business applications, and lots more. Use our intuitive drag-and-drop visualization builder to build insightful and interactive reports and dashboards using a wide variety of visual components, like charts, widgets, pivot tables, tabular views and more. Generate customized reports and dashboards using simple, natural language with our AI-powered conversational agent, Zia. Ask Zia goes beyond basic reporting; it enables users to perform diagnostic analytics, forecast key metrics, and receive intelligent insights and recommendations. Users can assign tasks and trigger actions just by conversing with our agentic AI, Zia, streamlining their workflows and empowering data-driven decisions. Seamlessly embed Ask Zia into your custom or business applications to deliver contextual insights and actions. Enrich your analysis with automated insights by using our NLG-powered narration engine, Zia Insights. With diagnostic analytics for smarter decision-making, Zia Insights takes automated insights to the next level by bubbling up key drivers for particular business tasks. Enumerate complex business scenarios with what-if analyses, forecast KPIs, uncover trends and patterns with advanced analytical capabilities. Leverage cognitive analysis for keyword extraction and sentiment analysis, and more. Evaluate the best ML models with no-code assistance or develop custom models and functions using Python Code Studio. Zoho Analytics comes with pre-packed ML models (AutoML) that allow you to evaluate and pick the best model for your use case. Alternatively custom models and functions using Python Code Studio Embed our full-fledged analytics platform into other software applications. Craft and present immersive data stories through slideshows or purpose-built analytics portals. Collaborate securely through contextual comment threads and real-time messaging. Zoho Analytics has a robust set of APIs that enables elaborate customization and highly extensible low-code and no-code integration with any technology stack. It also offers a high degree of deployment flexibility (private, public, multi-cloud, and on-premises) and platform extensibility (professional services, partner support, and marketplace). Zoho Analytics is modern and scalable, and it can readily match growing data volumes and usage. Its time-tested and accredited enterprise-grade security features and governance framework ensure continuous data management and stewardship. On top of everything else, the TCO for Zoho Analytics—including licensing, implementation, customization, training, and support—is the lowest in our market. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=626&secure%5Bchosen_at%5D=2026-07-14T19%3A55%3A26Z&secure%5Bdisplayable_resource_id%5D=626&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=626&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=3431&secure%5Bresource_id%5D=626&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fsales-analytics&secure%5Btoken%5D=12990d95365b54ada6ca100afd2e593c6a89aa32bdf075769062f3d9f48c4429&secure%5Burl%5D=https%3A%2F%2Fwww.zoho.com%2Fanalytics%2Fsales-analytics.html%3Futm_source%3DG2%26utm_medium%3Dcpc%26utm_campaign%3DSales_Analytics&secure%5Burl_type%5D=custom_url) --- ## What Are the Top-Rated Sales Analytics Software Products in 2026? ### 1. [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) Agentforce Sales (formerly Salesforce Sales Cloud) is a software designed to accelerate revenue growth by unifying human sellers and AI agents at every step of the sales cycle. The software provides pipeline development, buyer engagement, and revenue intelligence by leveraging AI agents, automation, and an integrated growth platform. It automates sales workflows and reduces manual effort across data management, analytics, and team productivity tasks. Agentforce Sales addresses fragmented sales execution by connecting revenue lifecycle management, CPQ, sales performance management, and partner relationship management in one platform. The software supports use cases including AI-powered sales engagement, forecast accuracy, and partner channel management across mid-market and enterprise organizations. **Average Rating:** 4.4/5.0 **Total Reviews:** 24,668 **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: 9.1/10) - **Data Segmentation:** 8.6/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 8.6/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 8.7/10 (Category avg: 8.7/10) **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 love the **ease of use** of Agentforce Sales, streamlining workflows and enhancing productivity effortlessly. - Users appreciate the **straightforward flow of leads to accounts** in Agentforce Sales, enhancing team productivity and visibility. - Users value the **360-degree view and seamless integration** of Agentforce Sales, enhancing productivity and lead management. - Users value the **centralized customer data** from Salesforce Sales Cloud, enhancing efficiency in managing leads and relationships. - Users appreciate the **seamless integration capabilities** of Salesforce Sales Cloud, enhancing workflows and internal system connections significantly. **Cons:** - Users find the **learning curve steep** , struggling with complex setups and poor mobile user experience. - Users express frustration over **limited package options** and difficulties navigating security layers post-Hyperforce migration. - Users find the **complexity of configurations** overwhelming, especially with excessive options complicating the sales process. - Users find the product **expensive** compared to alternatives, making it less appealing for smaller businesses. - Users find the **limited features** of Agentforce Sales restrictive, feeling the need for more comprehensive options in packages. #### What Are Recent G2 Reviews of Agentforce Sales (formerly Salesforce Sales Cloud)? **"[Make Sales Management Simple and Efficient](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-13046068)"** **Rating:** 4.5/5.0 stars *— DEVIL K.* [Read full review](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-13046068) --- **"[Powerful, Customizable Sales Platform—But Needs Onboarding to Tame Complexity](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12936463)"** **Rating:** 4.0/5.0 stars *— Samiksha R.* [Read full review](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12936463) --- #### 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) HubSpot Sales Hub is a software designed to help growing sales teams close deals faster by combining sales engagement tools, AI-powered productivity features, and workflow automation in a unified platform. The software provides email tracking, meeting scheduling, document sharing, and AI-driven next-action suggestions by leveraging the HubSpot Smart CRM as a single source of customer data. It automates routine sales processes and reduces administrative friction caused by manual coordination and fragmented customer information. HubSpot Sales Hub addresses inefficient deal velocity and incomplete buyer context by connecting communication history, marketing interactions, and service data in one shared system. The software supports use cases ranging from small business prospecting to enterprise pipeline management, with fast onboarding, flexible scaling, and unified reporting for sales leaders. **Average Rating:** 4.4/5.0 **Total Reviews:** 13,265 **How Do G2 Users Rate HubSpot Sales Hub?** - **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 9.1/10) - **Data Segmentation:** 8.4/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 8.2/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 8.6/10 (Category avg: 8.7/10) **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 (1216 reviews) - Features (702 reviews) - Helpful (672 reviews) - Lead Management (571 reviews) - Intuitive (538 reviews) **Cons:** - Missing Features (435 reviews) - Limited Features (409 reviews) - Learning Curve (384 reviews) - Expensive (318 reviews) - Limited Customization (288 reviews) ### What Do G2 Reviewers Say About HubSpot Sales Hub? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **intuitive ease of use** of HubSpot Sales Hub, making organization and tracking seamless and efficient. - Users appreciate the **customizability and ease of use** in HubSpot Sales Hub, enhancing their sales processes effectively. - Users appreciate the **comprehensive visibility** in HubSpot Sales Hub, enhancing their sales management and reporting capabilities. - Users appreciate the **integrated lead management** capabilities of HubSpot Sales Hub, significantly enhancing organization and efficiency. - Users appreciate the **intuitive interface** of HubSpot Sales Hub, making navigation and task management effortless. **Cons:** - Users find the **missing features** in HubSpot Sales Hub limit its effectiveness for specific sales processes. - Users feel the **limited features** of HubSpot Sales Hub hinder its full potential and functionality. - Users face a **large learning curve** , particularly with confusing distinctions between contacts and leads without extensive training. - Users express frustration with HubSpot Sales Hub being **expensive** , especially with rising costs and limited capabilities. - Users find **limited customization** in HubSpot Sales Hub frustrating, struggling with rigid features and tedious workarounds. #### What Are Recent G2 Reviews of HubSpot Sales Hub? **"[Solid CRM for managing the entire sales process](https://www.g2.com/survey_responses/hubspot-sales-hub-review-13087547)"** **Rating:** 4.0/5.0 stars *— Pallavi Y.* [Read full review](https://www.g2.com/survey_responses/hubspot-sales-hub-review-13087547) --- **"[A CRM That Helps Me Focus on My Clients](https://www.g2.com/survey_responses/hubspot-sales-hub-review-13051897)"** **Rating:** 4.0/5.0 stars *— AMBER N.* [Read full review](https://www.g2.com/survey_responses/hubspot-sales-hub-review-13051897) --- #### 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. [Gong](https://www.g2.com/products/gong/reviews) Gong is a software designed to transform how revenue teams win by unifying data, insights, and workflows into a single operating system for sales execution. The software provides deep customer and team understanding, automated workflow execution, and deal intelligence by leveraging the Gong Revenue Graph, AI-powered intelligence, and specialized agents. It automates critical sales workflows and reduces manual effort involved in note-taking, lead generation, and deal tracking. Gong addresses fragmented revenue operations by observing, guiding, and acting alongside sales teams within one trusted platform. The software supports use cases including pipeline management, sales coaching, and revenue forecasting for more than 5,000 companies worldwide, including LinkedIn, Shopify, Slack, and Twilio. **Average Rating:** 4.7/5.0 **Total Reviews:** 6,504 **How Do G2 Users Rate Gong?** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.1/10) - **Data Segmentation:** 8.6/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 8.4/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 8.9/10 (Category avg: 8.7/10) **Who Is the Company Behind Gong?** - **Seller:** [Gong](https://www.g2.com/sellers/gong) - **Company Website:** https://www.gong.io - **Year Founded:** 2015 - **HQ Location:** San Francisco, California - **Twitter:** @Gong_io (7,641 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/10454372/ (2,605 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Customer Success Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 69% Mid-Market, 18% Enterprise #### What Are Gong's Pros and Cons? **Pros:** - Helpful (301 reviews) - Ease of Use (240 reviews) - Call Recording (194 reviews) - Accuracy (188 reviews) - AI Summary (186 reviews) **Cons:** - Call Issues (119 reviews) - Recording Issues (77 reviews) - AI Inaccuracy (69 reviews) - AI Limitations (67 reviews) - Missing Features (60 reviews) ### What Do G2 Reviewers Say About Gong? *AI-generated summary from verified user reviews* **Pros:** - Users find Gong's **AI functionality** invaluable for saving time and summarizing communications efficiently. - Users enjoy the **ease of use** of Gong, finding it user-friendly and efficient for accessing important sales insights. - Users value the **efficient call recording** feature of Gong, enhancing productivity and providing actionable insights for improvement. - Users value the **accuracy** of Gong, highlighting its effective call summaries and speech rate management features. - Users appreciate how Gong serves as a **time-saving and intuitive tool** that offers valuable insights for sales management. **Cons:** - Users experience **call tracking issues** with Gong, leading to difficulties in accessing and locating past calls. - Users struggle with **recording issues** , including random failures and difficulty locating past calls, impacting usability. - Users experience **AI inaccuracy** , noting issues with real-time analysis and unsatisfactory search functionality. - Users note the **limitations of AI analysis and coaching** , affecting integration and accuracy in their workflows. - Users note the **missing features** in Gong, particularly in analytics, filters, and real-time AI capabilities. #### What Are Recent G2 Reviews of Gong? **"[Actionable Conversation Insights That Keep Teams Aligned.](https://www.g2.com/survey_responses/gong-review-12837945)"** **Rating:** 5.0/5.0 stars *— Connor H.* [Read full review](https://www.g2.com/survey_responses/gong-review-12837945) --- **"[Brilliant AI, Extremely Intuitive Platform](https://www.g2.com/survey_responses/gong-review-12892641)"** **Rating:** 5.0/5.0 stars *— Lilian S.* [Read full review](https://www.g2.com/survey_responses/gong-review-12892641) --- #### What Are G2 Users Discussing About Gong? - [How is Gong revolutionizing sales strategies with its AI-driven insights?](https://www.g2.com/discussions/gong-how-is-gong-revolutionizing-sales-strategies-with-its-ai-driven-insights) - 2 comments - [How is Gong revolutionizing sales strategies with its AI-driven insights?](https://www.g2.com/discussions/how-is-gong-revolutionizing-sales-strategies-with-its-ai-driven-insights) - [What is Gong used for?](https://www.g2.com/discussions/what-is-gong-used-for) - [Is Gong a public?](https://www.g2.com/discussions/is-gong-a-public) - 1 comment - [How Much Does Gong IO cost?](https://www.g2.com/discussions/how-much-does-gong-io-cost) - 1 comment ### 4. [Pipedrive](https://www.g2.com/products/pipedrive/reviews) Pipedrive is a software designed to help sales teams of all sizes close more deals through an easy-to-use customer relationship management platform. The software provides customizable sales pipelines, real-time performance insights, and AI-powered selling features by leveraging an intuitive pipeline-focused interface. It automates deal tracking and follow-up workflows and reduces the manual effort of managing leads and opportunities across the sales cycle. Pipedrive addresses the challenge of slow, disorganized sales processes by giving teams clear visual pipeline management and actionable data. The software supports use cases including lead management, activity scheduling, and sales reporting for more than 100,000 companies worldwide. **Average Rating:** 4.3/5.0 **Total Reviews:** 3,042 **How Do G2 Users Rate Pipedrive?** - **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 9.1/10) - **Data Segmentation:** 8.0/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 7.8/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 8.4/10 (Category avg: 8.7/10) **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/ (1,051 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO, Sales Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 70% 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 appreciate the **ease of use** of Pipedrive, highlighting its intuitive interface and customization options. - Users appreciate the **intuitive interface** of Pipedrive, making customization effortless and user-friendly for all skill levels. - Users appreciate Pipedrive for its **user-friendly and straightforward interface** , making navigation and task management effortless. - Users appreciate the **helpful customization options** of Pipedrive, enabling personalized CRM experiences without technical expertise. - Users value the **seamless integration** features of Pipedrive, enhancing lead management and campaign attribution effortlessly. **Cons:** - Users note the **missing features** in Pipedrive, highlighting the need for better automation, customization, and reporting tools. - Users express disappointment over **limited features** in Pipedrive, impacting usability and customization options. - Users find the **learning curve steep** , often needing extensive training to navigate Pipedrive's features and setup. - Users find Pipedrive's **subscription costs and add-on pricing** prohibitively expensive for solo practice businesses. - Users face **integration issues** with Pipedrive, particularly with calendar syncing lacking essential meeting details and locations. #### What Are Recent G2 Reviews of Pipedrive? **"[Simple, Cost-Effective CRM with an Easy-to-Use Visual Pipeline](https://www.g2.com/survey_responses/pipedrive-review-13043351)"** **Rating:** 5.0/5.0 stars *— Mark (Max) D.* [Read full review](https://www.g2.com/survey_responses/pipedrive-review-13043351) --- **"[A great visual and customizable CRM with Room for Label Improvements](https://www.g2.com/survey_responses/pipedrive-review-13019176)"** **Rating:** 4.0/5.0 stars *— Pasi R.* [Read full review](https://www.g2.com/survey_responses/pipedrive-review-13019176) --- #### 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) - 2 comments ### 5. [Clari](https://www.g2.com/products/clari/reviews) Clari is a software designed to help organizations achieve predictable, scalable revenue growth by moving beyond fragmented sales applications and systems of record. The software provides pipeline risk detection, forecast accuracy, and aligned execution by leveraging tailor-built AI and continuous deal data signal capture. It automates proactive sales workflows and reduces the hours lost to disconnected insights and siloed decision-making. Clari addresses unreliable forecasting and misaligned revenue execution by unifying context and driving action across sales teams within a single Predictive Revenue System. The software supports use cases including revenue forecasting, pipeline management, and enterprise-scale go-to-market execution for customers such as Adobe, 3M, IBM, and Zoom. **Average Rating:** 4.6/5.0 **Total Reviews:** 5,502 **How Do G2 Users Rate Clari?** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.1/10) - **Data Segmentation:** 8.4/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 8.3/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 8.7/10 (Category avg: 8.7/10) **Who Is the Company Behind Clari?** - **Seller:** [Salesloft](https://www.g2.com/sellers/salesloft) - **Company Website:** https://salesloft.com - **Year Founded:** 2011 - **HQ Location:** Atlanta, GA - **Twitter:** @Salesloft (18,437 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2296178/ (1,097 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Account Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 47% Mid-Market, 41% Enterprise #### What Are Clari's Pros and Cons? **Pros:** - Forecasting (486 reviews) - Features (365 reviews) - Helpful (287 reviews) - Forecasting Ease (280 reviews) - Intuitive (246 reviews) **Cons:** - Limitations (186 reviews) - Limited Customization (150 reviews) - Learning Curve (147 reviews) - Missing Features (147 reviews) - Salesforce Integration (131 reviews) ### What Do G2 Reviewers Say About Clari? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** in Clari's Forecasting, facilitating quick updates and tracking against quotas seamlessly. - Users value Clari's **real-time updates and seamless Salesforce integration** , greatly enhancing their sales workflow and opportunity management. - Users find Clari **extremely helpful** for managing forecasts and dashboards, simplifying the administration process significantly. - Users value the **forecasting ease** of Clari, enabling efficient sales meetings and quick updates without distraction. - Users appreciate the **intuitive design** of Clari, fostering seamless navigation and efficient updates for better decision-making. **Cons:** - Users find **customization limitations** in Clari, facing challenges in tailoring it to unique business needs. - Users experience **limited customization** with Clari, hindering their ability to meet unique business needs effectively. - Users note a **steep learning curve** with Clari, primarily due to initial configuration and confusing UI navigation. - Users find that Clari lacks **essential features** , such as effective filtering and customization options for better usability. - Users experience **data reflection delays** between Salesforce and Clari, complicating their reporting and navigation efforts. #### What Are Recent G2 Reviews of Clari? **"[Clari has met and exceed our expectations for our GTM Oganization](https://www.g2.com/survey_responses/clari-review-10775002)"** **Rating:** 4.0/5.0 stars *— Eric M.* [Read full review](https://www.g2.com/survey_responses/clari-review-10775002) --- **"[Clari Platform Review from a RevOps Perspective](https://www.g2.com/survey_responses/clari-review-12400239)"** **Rating:** 5.0/5.0 stars *— Matt D.* [Read full review](https://www.g2.com/survey_responses/clari-review-12400239) --- #### What Are G2 Users Discussing About Clari? - [How does Groove's integration with Clari enhance sales and revenue operations?](https://www.g2.com/discussions/how-does-groove-s-integration-with-clari-enhance-sales-and-revenue-operations) - 1 comment - [How is Groove, a Clari Company being used to enhance operational efficiency and user experience in its specific field?](https://www.g2.com/discussions/how-is-groove-a-clari-company-being-used-to-enhance-operational-efficiency-and-user-experience-in-its-specific-field) - [How do I add groove to Gmail?](https://www.g2.com/discussions/how-do-i-add-groove-to-gmail) - 1 comment - [How much does groove cost?](https://www.g2.com/discussions/how-much-does-groove-cost) - 1 comment, 1 upvote - [What groove means in music?](https://www.g2.com/discussions/what-groove-means-in-music) - 7 comments ### 6. [Substrata](https://www.g2.com/products/substrata-substrata/reviews) Substrata is a software designed to help dealmakers sell smarter and close more deals by uncovering the behavioral dynamics within sales conversations. The software provides analysis of attitudes, emotions, intentions, and power dynamics by leveraging AI-driven behavioral data analysis. It automates the interpretation of client interaction signals and reduces blind spots in understanding buyer intent and social context. Substrata addresses the challenge of hidden deal risk and misread buyer sentiment by surfacing real-time behavioral intelligence for sales professionals. The software supports use cases including opportunity qualification, client conversation analysis, and AI-assisted sales strategy for small and mid-market businesses. **Average Rating:** 4.9/5.0 **Total Reviews:** 1,093 **How Do G2 Users Rate Substrata?** - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.1/10) - **Data Segmentation:** 9.4/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 9.4/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 9.4/10 (Category avg: 8.7/10) **Who Is the Company Behind Substrata?** - **Seller:** [Substrata](https://www.g2.com/sellers/substrata-221a11cc-8331-453c-b030-2fd1cd2f19ea) - **Company Website:** https://www.substrata.me/ - **Year Founded:** 2020 - **HQ Location:** Tel Aviv, Israel - **Twitter:** @SubstrataHQ (517 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/substrata-company/ (33 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Sales Development Representative, Project Manager - **Top Industries:** Information Technology and Services, Marketing and Advertising - **Company Size:** 46% Small-Business, 41% Mid-Market #### What Are Substrata's Pros and Cons? **Pros:** - Accuracy (550 reviews) - Helpful (468 reviews) - Conversation Analysis (401 reviews) - Insights (349 reviews) - Time-saving (283 reviews) **Cons:** - Learning Curve (316 reviews) - Limited Customization (148 reviews) - Complexity (118 reviews) - Time-Consuming (103 reviews) - Dashboard Issues (100 reviews) ### What Do G2 Reviewers Say About Substrata? *AI-generated summary from verified user reviews* **Pros:** - Users commend the **exceptional accuracy** of Substrata, enhancing their ability to forecast and engage clients effectively. - Users appreciate the **insightful emotional analysis** of Substrata, enhancing communication and understanding in high-stakes discussions. - Users appreciate the **subtle insights** from Substrata, enhancing their understanding of tone and intent in conversations. - Users value the **actionable insights** from Substrata, enhancing communication effectiveness and boosting sales confidence. - Users appreciate the **time-saving features** of Substrata, enhancing decision-making and follow-up efficiency in conversations. **Cons:** - Users face a **steep learning curve** with Substrata, requiring time to fully grasp and customize its features. - Users find **limited customization** in Substrata's dashboard and reporting, affecting adaptability for advanced users. - Users find the initial **setup complexity** and disorganized interface hinder their workflow and overall experience. - Users find the **time-consuming setup** process and lengthy analysis to be frustrating and cumbersome for efficiency. - Users find the **dashboard overwhelming** at first, needing time to grasp customization and insights effectively. #### What Are Recent G2 Reviews of Substrata? **"[Real Insights for Real Global Sales Challenges](https://www.g2.com/survey_responses/substrata-review-12617983)"** **Rating:** 4.5/5.0 stars *— Blake M.* [Read full review](https://www.g2.com/survey_responses/substrata-review-12617983) --- **"[Intuitive Content Library with Effortless Drag-and-Drop Organization](https://www.g2.com/survey_responses/substrata-review-12619141)"** **Rating:** 4.5/5.0 stars *— Melissa L.* [Read full review](https://www.g2.com/survey_responses/substrata-review-12619141) --- ### 7. [SAP Sales Cloud](https://www.g2.com/products/sap-sap-sales-cloud/reviews) SAP Sales Cloud is a software designed to make intelligent selling simple by connecting data, processes, and people within a unified sales automation and CRM platform. The software provides intelligent recommendations, sales engagement optimization, and adaptive process management by leveraging SAP's integrated data and insight capabilities. It automates sales guidance workflows and reduces guesswork by surfacing actionable recommendations that help sellers focus on the right opportunities. SAP Sales Cloud addresses disconnected data and inconsistent sales execution by uniting people, processes, and systems to drive revenue and customer loyalty. The software supports use cases including enterprise sales process optimization, opportunity management, and adapting to shifting market requirements across mid-market and enterprise organizations. **Average Rating:** 4.2/5.0 **Total Reviews:** 890 **How Do G2 Users Rate SAP Sales Cloud?** - **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 9.1/10) - **Data Segmentation:** 8.6/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 8.9/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 9.0/10 (Category avg: 8.7/10) **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 value the **ease of use** of SAP Sales Cloud, enhancing performance and facilitating smooth business operations. - Users appreciate the **easy integration with other SAP software** , enhancing workflow efficiency and data management in sales processes. - Users value the **seamless integration** capabilities of SAP Sales Cloud with other SAP products, enhancing productivity and efficiency. - Users praise the **effective lead management** of SAP Sales Cloud, enhancing productivity and enabling real-time insights. - Users value the **detailed analytics** of SAP Sales Cloud for simplifying decision-making and enhancing customer engagement. **Cons:** - Users find the **learning curve steep** , requiring extensive adjustments and making navigation frustrating and cumbersome. - Users find **limited customization** frustrating, as it hampers efficiency and complicates day-to-day sales execution. - Users find SAP Sales Cloud's **complexity challenging** , leading to difficulties with user adoption and training requirements. - Users find SAP Sales Cloud **not intuitive** , struggling with a steep learning curve and occasional performance lags. - Users find SAP Sales Cloud to be **expensive** , with high implementation costs and premium per-user licensing. #### 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 ### 8. [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) Zoho CRM is a software designed to provide mid-scale businesses and large enterprises with a 360-degree view of their customer relationships and sales operations. The software provides contact management, pipeline management, sales forecasting, marketing campaign management, and customer support by leveraging an AI-powered conversational assistant and cloud-based infrastructure. It automates workflow execution and task management and reduces manual coordination across sales, marketing, and service functions. Zoho CRM addresses the challenge of managing fragmented business operations by consolidating all customer-facing activities into a single system integrated with 500-plus popular business applications. The software supports use cases including inventory management, reporting and analytics, and end-to-end sales cycle management for small, mid-market, and enterprise organizations. **Average Rating:** 4.1/5.0 **Total Reviews:** 2,835 **How Do G2 Users Rate Zoho CRM?** - **Has the product been a good partner in doing business?:** 8.0/10 (Category avg: 9.1/10) - **Data Segmentation:** 8.5/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 8.3/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 8.6/10 (Category avg: 8.7/10) **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 love the **intuitive interface** of Zoho CRM, making navigation and workflow management incredibly effortless. - Users appreciate the **powerful AI features** of Zoho CRM, enhancing sales, marketing, and customer support seamlessly. - Users value the **convenient integration** with Zoho tools, enhancing alignment between Marketing and Sales processes. - Users love the **easy integrations** with Zoho CRM, enhancing workflow efficiency and making data management seamless. - Users value the **seamless lead management** capabilities of Zoho CRM, enhancing workflows and integration with various applications. **Cons:** - Users find the **learning curve challenging** , with initial confusion over advanced features complicating the onboarding experience. - Users struggle with **integration issues** in Zoho CRM, finding it difficult to connect with other systems seamlessly. - Users find the **limited features** of Zoho CRM restrict their functionality and integration with other applications. - Users find Zoho CRM's **complexity** overwhelming, especially for first-time users trying to navigate its features. - Users experience **poor customer support** with Zoho CRM, leading to frustration during integration and troubleshooting challenges. #### What Are Recent G2 Reviews of Zoho CRM? **"[A Cost-Effective, Turnkey CRM Solution](https://www.g2.com/survey_responses/zoho-crm-review-13048297)"** **Rating:** 5.0/5.0 stars *— Rohit B.* [Read full review](https://www.g2.com/survey_responses/zoho-crm-review-13048297) --- **"[Zoho CRM: Powerful, Easy-to-Use Platform with Great Automation and Integrations](https://www.g2.com/survey_responses/zoho-crm-review-13076752)"** **Rating:** 4.5/5.0 stars *— Dharamveer p.* [Read full review](https://www.g2.com/survey_responses/zoho-crm-review-13076752) --- #### 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 ### 9. [Close](https://www.g2.com/products/close/reviews) Close is a software designed to help sales teams act on their CRM data and close more deals through built-in calling, email, SMS, and automation in a single platform. The software provides instant lead outreach, automated follow-up, and AI-driven prospect qualification by leveraging Chloe, a native AI sales teammate that takes real conversational action. It automates lead engagement and re-engagement workflows and reduces dropped leads and stalled deals by ensuring every prospect receives a timely response. Close addresses the inefficiency of stitching together separate communication tools by embedding all outreach channels directly into the CRM. The software supports use cases including inbound lead response, pipeline acceleration, and meeting booking for more than 10,000 small and mid-market sales teams. **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: 9.1/10) - **Data Segmentation:** 8.6/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 8.7/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 8.8/10 (Category avg: 8.7/10) **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 praise the **ease of use** of Close, seamlessly benefiting sales teams with efficient reporting and communication. - Users find Close to be very **user-friendly** , facilitating smooth workflows for their sales teams with clear call recordings. - Users value the **communication management features** of Close, enhancing efficiency and ease in client interactions. - Users love the **super easy-to-use interface** of Close, making lead management and follow-ups smooth and efficient. - Users love the **intuitive design** of Close, making navigation and communication features seamless and user-friendly. **Cons:** - Users find the **missing features** in Close, particularly on mobile, limit its overall usability and flexibility. - Users experience **call issues** like disconnections and the need for restarts, which can disrupt their workflow. - Users find the **limited features** of Close frustrating, especially when needing more options for B2C operations. - Users find the **limited customization** options restrictive, hindering advanced reporting and personalized workflows in Close. - Users find the **learning curve challenging** , especially with lead merging and navigating the interface for custom reports. #### 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 ### 10. [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) Bigin by Zoho CRM is a software designed to help small businesses, startups, and customer-facing teams manage customer relationships and unify all customer-facing operations in one simplified platform. The software provides pipeline management, marketing, sales, onboarding, delivery, and support capabilities by leveraging an affordable, mobile-accessible CRM built for ease of use. It automates customer operation workflows and reduces complexity that often makes traditional CRMs inaccessible to smaller teams. Bigin by Zoho CRM addresses the challenge of fragmented customer management for small businesses by offering a streamlined, collaborative system that requires minimal technical expertise. The software supports use cases including end-to-end customer lifecycle management and team collaboration for more than 20,000 small businesses and SMBs worldwide. **Average Rating:** 4.6/5.0 **Total Reviews:** 842 **How Do G2 Users Rate Bigin by Zoho CRM?** - **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 9.1/10) - **Data Segmentation:** 8.2/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 7.7/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 8.3/10 (Category avg: 8.7/10) **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 (256 reviews) - Simple (133 reviews) - Intuitive (113 reviews) - Simplicity (109 reviews) - Features (87 reviews) **Cons:** - Missing Features (91 reviews) - Limited Features (75 reviews) - Limited Customization (67 reviews) - Integration Issues (65 reviews) - Limited Integrations (45 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 to set up and mobile-friendly. - Users love the **simplicity and intuitive design** of Bigin by Zoho CRM, enhancing their overall experience. - Users appreciate the **intuitive design** of Bigin by Zoho CRM, finding it easy to navigate and utilize. - Users value the **simplicity** of Bigin by Zoho CRM, finding it easy to set up and use effectively. - Users love the **ease of use and excellent reporting** of Bigin by Zoho CRM, enhancing management efficiency. **Cons:** - Users note the **missing features** in Bigin by Zoho CRM, limiting automation and customization options for optimal use. - Users find the **limited features** of Bigin by Zoho CRM restrict their ability to integrate and automate effectively. - Users find the **limited customization** options in Bigin by Zoho CRM restrict their ability to tailor the experience. - Users note **integration issues** due to limited add-ons and third-party connectors, hindering data syncing across systems. - Users find the **limited integrations** with third-party tools to be a drawback in Bigin by Zoho CRM. #### What Are Recent G2 Reviews of Bigin by Zoho CRM? **"[Simple and easy to use for our Franchising and consulting business](https://www.g2.com/survey_responses/bigin-by-zoho-crm-review-13093501)"** **Rating:** 4.0/5.0 stars *— Juan Luis V.* [Read full review](https://www.g2.com/survey_responses/bigin-by-zoho-crm-review-13093501) --- **"[Simple, Intuitive CRM with Great Value and Zoho Ecosystem Integration](https://www.g2.com/survey_responses/bigin-by-zoho-crm-review-13042628)"** **Rating:** 4.5/5.0 stars *— Dharamveer p.* [Read full review](https://www.g2.com/survey_responses/bigin-by-zoho-crm-review-13042628) --- #### 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 ### 11. [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) IBM Planning Analytics is a software designed to automate planning, budgeting, and forecasting processes for finance and business operations leaders across functions including Finance, Supply Chain, HR, Marketing, and Sales. The software provides integrated financial and operational planning, AI-powered forecasting, interactive performance dashboards, and collaborative decision-making by leveraging built-in AI, a generative AI assistant, and a governed single source of truth. It automates data integration and scenario modeling and reduces the errors and inefficiencies associated with manual planning models. IBM Planning Analytics addresses fragmented and error-prone planning processes by connecting financial and operational plans across teams within a single governed platform. The software supports use cases including real-time performance tracking, predictive scenario analysis, and cross-functional planning collaboration for mid-market and enterprise organizations. **Average Rating:** 4.4/5.0 **Total Reviews:** 222 **How Do G2 Users Rate IBM Planning Analytics?** - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.1/10) - **Data Segmentation:** 8.6/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 8.3/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 8.5/10 (Category avg: 8.7/10) **Who Is the Company Behind IBM Planning Analytics?** - **Seller:** [IBM](https://www.g2.com/sellers/ibm) - **Company Website:** https://www.ibm.com - **Year Founded:** 1911 - **HQ Location:** Armonk, New York, United States - **Twitter:** @IBMSecurity (74,660 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1009/ (328,202 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Financial Analyst - **Top Industries:** Information Technology and Services, Financial Services - **Company Size:** 51% Enterprise, 36% Mid-Market #### What Are IBM Planning Analytics's Pros and Cons? **Pros:** - Efficiency (35 reviews) - Planning Efficiency (34 reviews) - Analytics (31 reviews) - Ease of Use (30 reviews) - Forecasting Accuracy (30 reviews) **Cons:** - Learning Curve (29 reviews) - Learning Difficulty (19 reviews) - User Difficulty (19 reviews) - Difficult Learning (16 reviews) - Complexity (15 reviews) ### What Do G2 Reviewers Say About IBM Planning Analytics? *AI-generated summary from verified user reviews* **Pros:** - Users value the **efficiency** of IBM Planning Analytics in financial planning and forecasting with fast data handling and flexibility. - Users commend the **planning efficiency** of IBM Planning Analytics, appreciating its AI integration and robust forecasting capabilities. - Users praise the **real-time data analysis** capabilities of IBM Planning Analytics, which enhances efficiency and decision-making. - Users find IBM Planning Analytics highly **user-friendly and easy to navigate** , enhancing their forecasting and budgeting experience. - Users appreciate the **forecasting accuracy** of IBM Planning Analytics, enhancing efficiency and supporting informed decision-making. **Cons:** - Users face a **steep learning curve** with IBM Planning Analytics, making setup and navigation challenging. - Users note the **steep learning difficulty** with IBM Planning Analytics, making it challenging for newcomers to navigate effectively. - Users struggle with the **steep learning curve and unintuitive interface** , making it difficult to effectively use IBM Planning Analytics. - Users find the **difficult learning curve** of IBM Planning Analytics challenging, requiring extensive training and technical knowledge. - Users find IBM Planning Analytics to have a **complexity issue** , making it challenging for newcomers to navigate and set up. #### What Are Recent G2 Reviews of IBM Planning Analytics? **"[Powerful Planning & Forecasting With Fast Updates and Smooth Excel Integration](https://www.g2.com/survey_responses/ibm-planning-analytics-review-12648783)"** **Rating:** 4.5/5.0 stars *— Himanshu J.* [Read full review](https://www.g2.com/survey_responses/ibm-planning-analytics-review-12648783) --- **"[Robust, Efficient Yet Complex for New Users](https://www.g2.com/survey_responses/ibm-planning-analytics-review-12802559)"** **Rating:** 4.0/5.0 stars *— Jeanpierre L.* [Read full review](https://www.g2.com/survey_responses/ibm-planning-analytics-review-12802559) --- #### What Are G2 Users Discussing About IBM Planning Analytics? - [What is IBM Planning Analytics with Watson used for?](https://www.g2.com/discussions/what-is-ibm-planning-analytics-with-watson-used-for) - [How do you upgrade planning analytics workspace?](https://www.g2.com/discussions/how-do-you-upgrade-planning-analytics-workspace) - [What is planning analytics for Excel?](https://www.g2.com/discussions/what-is-planning-analytics-for-excel) - [What is IBM planning analytics workspace?](https://www.g2.com/discussions/what-is-ibm-planning-analytics-workspace) - [How do I use IBM Planning Analytics?](https://www.g2.com/discussions/how-do-i-use-ibm-planning-analytics) ### 12. [CaptivateIQ](https://www.g2.com/products/captivateiq/reviews) CaptivateIQ is a software designed to bring quota, territory, headcount, and compensation planning into a single AI-powered workspace for modern revenue teams. The software provides incentive compensation management, sales planning, performance tracking, and real-time what-if scenario modeling by leveraging SmartGrid, a proprietary no-code modeling engine with a familiar spreadsheet-like interface. It automates commission calculations, approval workflows, and plan iteration and reduces errors and rework associated with legacy SPM tools and manual spreadsheets. CaptivateIQ addresses the misalignment between sales strategy and incentive execution by connecting planning, measurement, and payout in one shared source of truth for RevOps, Finance, and Sales teams. The software supports use cases including capacity planning, earnings visibility for sales reps, and enterprise-grade reporting for more than 800 companies, including Boston Scientific, Datadog, and 6sense. **Average Rating:** 4.7/5.0 **Total Reviews:** 3,410 **How Do G2 Users Rate CaptivateIQ?** - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.1/10) - **Data Segmentation:** 8.4/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 8.0/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 8.4/10 (Category avg: 8.7/10) **Who Is the Company Behind CaptivateIQ?** - **Seller:** [CaptivateIQ](https://www.g2.com/sellers/captivateiq) - **Company Website:** https://www.captivateiq.com/ - **Year Founded:** 2017 - **HQ Location:** San Francisco, California - **Twitter:** @CaptivateIq (606 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/18516995/ (271 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Account Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 68% Mid-Market, 26% Enterprise #### What Are CaptivateIQ's Pros and Cons? **Pros:** - Ease of Use (519 reviews) - Simple (238 reviews) - Helpful (217 reviews) - Accuracy (188 reviews) - Intuitive (188 reviews) **Cons:** - Learning Curve (80 reviews) - Missing Features (52 reviews) - Reporting Issues (46 reviews) - Difficult Learning (43 reviews) - Slow Loading (43 reviews) ### What Do G2 Reviewers Say About CaptivateIQ? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of CaptivateIQ, finding it intuitive and simple to navigate for commissions. - Users appreciate the **user-friendly interface** of CaptivateIQ, making commission tracking and login effortless. - Users value the **ease of navigation** in CaptivateIQ, enjoying quick access to commission details and performance insights. - Users value the **accuracy and transparency** of CaptivateIQ, enabling easy commission tracking and error resolution. - Users find CaptivateIQ to be **intuitive and user-friendly** , enhancing efficiency with its straightforward layout and smart features. **Cons:** - Users often find the **learning curve steep** , requiring time and support to navigate CaptivateIQ's complex features. - Users feel the product lacks a **user-friendly interface and essential features** like a mobile app and tax calculator. - Users face challenges with **reporting issues** , including tricky setups and occasional missed sales in reports. - Users find the **difficult learning curve** challenging, particularly when creating dashboards and complex commission structures. - Users note the **slow loading** times, which impact their ability to quickly access important reporting data. #### What Are Recent G2 Reviews of CaptivateIQ? **"[Easy to navigate for Sellers and eliminate time usage.](https://www.g2.com/survey_responses/captivateiq-review-11398999)"** **Rating:** 4.5/5.0 stars *— Kauvshika P.* [Read full review](https://www.g2.com/survey_responses/captivateiq-review-11398999) --- **"[Easy, Flexible Dashboarding with Powerful What-If Modeling](https://www.g2.com/survey_responses/captivateiq-review-12708840)"** **Rating:** 4.5/5.0 stars *— Sridhar P.* [Read full review](https://www.g2.com/survey_responses/captivateiq-review-12708840) --- #### What Are G2 Users Discussing About CaptivateIQ? - [How is CaptivateIQ changing the way companies manage and optimize their commission plans?](https://www.g2.com/discussions/how-is-captivateiq-changing-the-way-companies-manage-and-optimize-their-commission-plans) - 1 comment - [What is CaptivateIQ used for?](https://www.g2.com/discussions/what-is-captivateiq-used-for) ### 13. [Salesloft](https://www.g2.com/products/salesloft/reviews) Salesloft is a software designed to help revenue organizations move beyond fragmented sales applications and drive predictable, scalable growth through a unified AI-powered platform. The software provides deal data signal capture, pipeline risk identification, forecast management, and aligned sales execution by leveraging tailor-built AI that creates context and drives action across sales teams. It automates proactive outreach and follow-up workflows and reduces hours lost to siloed insights and disconnected sales processes. Salesloft addresses misaligned revenue execution and unpredictable forecasting by giving sales teams shared understanding and faster decision-making within a single system. The software supports use cases including sales engagement, pipeline management, and enterprise-scale revenue execution for customers such as Adobe, 3M, IBM, and Zoom. **Average Rating:** 4.5/5.0 **Total Reviews:** 4,153 **How Do G2 Users Rate Salesloft?** - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.1/10) - **Data Segmentation:** 8.0/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 8.1/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 8.5/10 (Category avg: 8.7/10) **Who Is the Company Behind Salesloft?** - **Seller:** [Salesloft](https://www.g2.com/sellers/salesloft) - **Company Website:** https://salesloft.com - **Year Founded:** 2011 - **HQ Location:** Atlanta, GA - **Twitter:** @Salesloft (18,437 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2296178/ (1,097 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:** 56% Mid-Market, 23% Small-Business #### What Are Salesloft's Pros and Cons? **Pros:** - Ease of Use (569 reviews) - Features (342 reviews) - Helpful (338 reviews) - Automation (303 reviews) - Time-saving (267 reviews) **Cons:** - Missing Features (239 reviews) - Call Issues (164 reviews) - Integration Issues (134 reviews) - Limitations (123 reviews) - Learning Curve (116 reviews) ### What Do G2 Reviewers Say About Salesloft? *AI-generated summary from verified user reviews* **Pros:** - Users commend the **ease of use** in Salesloft, appreciating efficient setup and seamless integration with Salesforce. - Users love the **advanced automation features** of Salesloft, significantly enhancing productivity and sales engagement. - Users value the **call tracking and cadence creation** features, enhancing their efficiency and integration with existing systems. - Users value the **automation features** of Salesloft, finding call tracking and cadence building intuitive and efficient. - Users find Salesloft to be a **time-saving tool** that streamlines prospecting and enhances outreach efficiency significantly. **Cons:** - Users note a lack of **essential features** , like domain rotation and better formatting options, affecting usability. - Users face **call issues** with Salesloft, including misalignment and lack of inbound call capability during cold calling. - Users report **integration issues** with Salesloft, particularly with HubSpot, affecting overall sales effectiveness and functionality. - Users note the **limited features** of Salesloft compared to competitors and face usability challenges in various areas. - Users find that the **steep learning curve** of Salesloft can be challenging, especially for new users adjusting to features. #### What Are Recent G2 Reviews of Salesloft? **"[Easy-to-Use Cadences and Automation That Boost SDR Efficiency](https://www.g2.com/survey_responses/salesloft-review-12625459)"** **Rating:** 4.5/5.0 stars *— Verified User in Computer Software* [Read full review](https://www.g2.com/survey_responses/salesloft-review-12625459) --- **"[Boosts Sales Execution with Structured Cadences and CRM-Integrated Insights](https://www.g2.com/survey_responses/salesloft-review-12628860)"** **Rating:** 4.0/5.0 stars *— Harrison P.* [Read full review](https://www.g2.com/survey_responses/salesloft-review-12628860) --- #### What Are G2 Users Discussing About Salesloft? - [What innovative strategies are sales teams adopting with Salesloft to enhance customer engagement and sales effectiveness?](https://www.g2.com/discussions/what-innovative-strategies-are-sales-teams-adopting-with-salesloft-to-enhance-customer-engagement-and-sales-effectiveness) - [How is Salesloft being used to enhance operational efficiency and user experience in its specific field?](https://www.g2.com/discussions/how-is-salesloft-being-used-to-enhance-operational-efficiency-and-user-experience-in-its-specific-field) - 1 comment - [What is Salesloft used for?](https://www.g2.com/discussions/salesloft-what-is-salesloft-used-for) - 1 comment - [How much does SalesLoft cost?](https://www.g2.com/discussions/how-much-does-salesloft-cost) - [Is SalesLoft a CRM?](https://www.g2.com/discussions/is-salesloft-a-crm) - 6 comments, 1 upvote ### 14. [Looker](https://www.g2.com/products/looker/reviews) Looker is a software designed to enable organizations to explore, query, and act on their data through a self-service and governed business intelligence platform built on Google Cloud. The software provides custom application development with trusted metrics, governed BI reporting, and flexible data modeling by leveraging Google Cloud infrastructure and Looker's semantic modeling layer. It automates data access and metric governance workflows and reduces the engineering overhead associated with inconsistent or siloed analytics environments. Looker addresses the challenge of fragmented, ungoverned data by providing a single trusted modeling layer that can be brought into existing data environments. The software supports use cases including self-service analytics, embedded BI applications, and data engineering efficiency improvements for mid-market and enterprise data and analytics teams. **Average Rating:** 4.4/5.0 **Total Reviews:** 1,587 **How Do G2 Users Rate Looker?** - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.1/10) - **Data Segmentation:** 8.7/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 8.2/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 8.8/10 (Category avg: 8.7/10) **Who Is the Company Behind Looker?** - **Seller:** [Google](https://www.g2.com/sellers/google) - **Year Founded:** 1998 - **HQ Location:** Mountain View, CA - **Twitter:** @google (31,899,995 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1441/ (341,888 employees on LinkedIn®) - **Ownership:** NASDAQ:GOOG **Who Uses This Product?** - **Who Uses This:** Data Analyst, Data Engineer - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 60% Mid-Market, 20% Enterprise #### What Are Looker's Pros and Cons? **Pros:** - Ease of Use (108 reviews) - Insights (64 reviews) - Easy Integrations (57 reviews) - Integrations (54 reviews) - Analytics (51 reviews) **Cons:** - Learning Curve (52 reviews) - Learning Difficulty (38 reviews) - Slow Loading (29 reviews) - Slow Performance (29 reviews) - Complexity (27 reviews) ### What Do G2 Reviewers Say About Looker? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** of Looker, making it accessible for anyone, regardless of technical skill level. - Users value Looker's **real-time reporting and robust modeling layer** , enhancing data-driven decision-making and flexibility in visualization. - Users value the **easy integrations** with multiple data sources, enhancing their data analysis and dashboard creation experience. - Users value the **seamless integration** with various platforms, enhancing functionality and data insights in Looker. - Users appreciate the **dynamic and real-time reporting** capabilities of Looker, enhancing their digital ads performance analysis. **Cons:** - Users find the **steep learning curve** of Looker challenging, especially for those lacking technical expertise. - Users find **learning Looker challenging** , particularly with LookML, limiting accessibility for those without technical expertise. - Users experience **slow loading times** with Looker, especially when handling large datasets, impacting usability significantly. - Users frequently experience **slow performance** with Looker, particularly during complex data transformations and dashboard loading. - Users find Looker **complex and difficult to learn** , particularly due to its steep learning curve and interface challenges. #### What Are Recent G2 Reviews of Looker? **"[Transforms Data, But Challenging for Beginners](https://www.g2.com/survey_responses/looker-review-12784757)"** **Rating:** 5.0/5.0 stars *— Rahul S.* [Read full review](https://www.g2.com/survey_responses/looker-review-12784757) --- **"[Powerful once it's set up properly, that's once is doing a lot of work in that sentence](https://www.g2.com/survey_responses/looker-review-12863840)"** **Rating:** 4.5/5.0 stars *— Anurag S.* [Read full review](https://www.g2.com/survey_responses/looker-review-12863840) --- #### What Are G2 Users Discussing About Looker? - [What is Looker used for?](https://www.g2.com/discussions/what-is-looker-used-for) - 1 comment - [Why is looker so powerful?](https://www.g2.com/discussions/why-is-looker-so-powerful) - [Is looker an ETL tool?](https://www.g2.com/discussions/is-looker-an-etl-tool) - 4 comments - [What is Looker software?](https://www.g2.com/discussions/what-is-looker-software) ### 15. [GTM Studio - Powered by ZoomInfo](https://www.g2.com/products/gtm-studio-powered-by-zoominfo/reviews) Chorus by ZoomInfo is a software designed to enhance customer engagement and revenue team performance by capturing and analyzing interactions across phone calls, video meetings, and emails. The software provides automatic transcription, talk-to-listen ratio tracking, competitor mention detection, and deal progression analysis by leveraging AI-powered conversation intelligence. It automates the recording and analysis of every customer interaction and reduces the risk of overlooked details during discovery calls, product demonstrations, and negotiations. Chorus by ZoomInfo addresses inconsistent sales execution and missed coaching opportunities by identifying top-performer behaviors and surfacing at-risk deals from real conversation data. The software supports use cases including sales coaching, CRM-synced deal intelligence, and expansion opportunity identification for mid-market and enterprise sales, customer success, and business development teams. **Average Rating:** 4.5/5.0 **Total Reviews:** 3,395 **How Do G2 Users Rate GTM Studio - Powered by ZoomInfo?** - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.1/10) - **Data Segmentation:** 8.5/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 8.3/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 8.7/10 (Category avg: 8.7/10) **Who Is the Company Behind GTM Studio - Powered by ZoomInfo?** - **Seller:** [ZoomInfo](https://www.g2.com/sellers/zoominfo-26a9872a-d61e-4832-ab53-5e972b230706) - **Company Website:** https://www.zoominfo.com/ - **Year Founded:** 2000 - **HQ Location:** Vancouver, WA - **Twitter:** @ZoomInfo (23,515 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/zoominfo/ (4,221 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 63% Mid-Market, 24% Enterprise #### What Are GTM Studio - Powered by ZoomInfo's Pros and Cons? **Pros:** - Features (28 reviews) - Lead Generation (27 reviews) - Ease of Use (25 reviews) - Data Accuracy (21 reviews) - Data Quality (21 reviews) **Cons:** - Expensive (17 reviews) - Data Inaccuracy (13 reviews) - Cost (12 reviews) - Complexity (10 reviews) - Learning Curve (10 reviews) ### What Do G2 Reviewers Say About GTM Studio - Powered by ZoomInfo? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **accurate data and intuitive automations** in GTM Studio, enhancing campaign management and audience targeting. - Users value the **high-quality lead generation** capabilities of GTM Studio, enhancing targeted marketing and prospect engagement. - Users appreciate the **ease of use** of GTM Studio, finding it intuitive and efficient for their marketing needs. - Users value the **accurate data** provided by GTM Studio, enhancing their targeting and campaign effectiveness immensely. - Users value the **accuracy and depth of data** in GTM Studio, enhancing lead targeting and conversion rates effectively. **Cons:** - Users feel that the **expensive pricing** of GTM Studio is a significant drawback, impacting overall satisfaction. - Users experience **data inaccuracy** with GTM Studio, leading to verification delays and wasted outreach efforts. - Users feel the product is **expensive** , suggesting that lower pricing could enhance its overall appeal and accessibility. - Users find the tool's **complexity overwhelming** , especially when managing multiple features and contacts simultaneously. - Users find the **learning curve steep** , making it challenging for new users to master all features effectively. #### What Are Recent G2 Reviews of GTM Studio - Powered by ZoomInfo? **"[Amazing Platform That Helps Marketers Bridge the Gap with your Audience](https://www.g2.com/survey_responses/gtm-studio-powered-by-zoominfo-review-9742370)"** **Rating:** 5.0/5.0 stars *— Verified User in Hospital & Health Care* [Read full review](https://www.g2.com/survey_responses/gtm-studio-powered-by-zoominfo-review-9742370) --- **"[Account Exectuive](https://www.g2.com/survey_responses/gtm-studio-powered-by-zoominfo-review-9414756)"** **Rating:** 5.0/5.0 stars *— Alex P.* [Read full review](https://www.g2.com/survey_responses/gtm-studio-powered-by-zoominfo-review-9414756) --- #### What Are G2 Users Discussing About GTM Studio - Powered by ZoomInfo? - [What impact has Chorus by ZoomInfo had on the enhancement of sales conversations and customer insights?](https://www.g2.com/discussions/what-impact-has-chorus-by-zoominfo-had-on-the-enhancement-of-sales-conversations-and-customer-insights) - [What is Chorus.ai used for?](https://www.g2.com/discussions/what-is-chorus-ai-used-for) - [What is ZoomInfo MarketingOS used for?](https://www.g2.com/discussions/what-is-zoominfo-marketingos-used-for) - [What are ZoomInfo scoops?](https://www.g2.com/discussions/what-are-zoominfo-scoops) - [What information does ZoomInfo provide?](https://www.g2.com/discussions/what-information-does-zoominfo-provide) ### 16. [Salesken](https://www.g2.com/products/salesken/reviews) Salesken.ai is a Sales AI platform designed to enhance sales team performance while lowering acquisition costs. By offering real-time cues during conversations, the tool empowers sales reps to engage more effectively with customers. Salesken also provides leaders and reps with full visibility into every call through advanced Call Analytics, capturing emotions, objections, intent, and more. Salesken delivers tailored solutions for both Sales Leaders and Reps, driving revenue success through: - Pipeline Management: Accurate forecasts based on deep conversation insights. - Deal Tracking: Instant summaries, identification of BANT gaps, and clear next steps. - Team Coaching: Personalized coaching for each rep and every deal, on demand. - Marketing Insights: Actionable insights extracted from sales conversations. - Quality Assurance: Evaluate 100% of sales calls with AI-driven QA, offering personalized coaching and reducing manual efforts while improving overall sales quality and consistency For Sales Reps, Salesken offers: - Real-Time Cueing: Provides live cues and battle cards to help reps perfect their pitches. - CRM Enrichment: Automates CRM data entry and updates. - Custom Outreach: Simplifies and automates outreach, saving time and increasing efficiency. Salesken is the go to AI for the whole sales team. Book a demo and learn about more features and capabilities. **Average Rating:** 4.9/5.0 **Total Reviews:** 386 **How Do G2 Users Rate Salesken?** - **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 9.1/10) - **Data Segmentation:** 9.7/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 9.8/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 9.8/10 (Category avg: 8.7/10) **Who Is the Company Behind Salesken?** - **Seller:** [Salesken](https://www.g2.com/sellers/salesken) - **Year Founded:** 2018 - **HQ Location:** New York, New York - **Twitter:** @SaleskenAi (117 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/salesken/about (84 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Sales, Sales Executive - **Top Industries:** Education Management, E-Learning - **Company Size:** 57% Mid-Market, 37% Enterprise #### What Are Salesken's Pros and Cons? **Pros:** - Helpful (11 reviews) - Feedback Management (7 reviews) - AI Summary (6 reviews) - Automation (6 reviews) - Efficiency (6 reviews) **Cons:** - Call Issues (2 reviews) - Call Limitations (2 reviews) - Poor Transcription (2 reviews) - Recording Issues (2 reviews) - Accuracy Issues (1 reviews) ### What Do G2 Reviewers Say About Salesken? *AI-generated summary from verified user reviews* **Pros:** - Users value the **actionable data and real-time feedback** from Salesken, enhancing productivity and sales team performance. - Users commend **Salesken's feedback management** , enhancing sales productivity through real-time insights and support for better performance. - Users value the **productivity enhancement** offered by Salesken, leveraging AI for effective sales call insights and strategies. - Users highlight the **automation capabilities** of Salesken, enhancing productivity and providing actionable data for sales teams. - Users value the **efficiency** of Salesken, enhancing productivity with actionable data and real-time feedback for sales teams. **Cons:** - Users report **call connection issues** that hinder their overall experience with Salesken's functionality. - Users request more **customization and reliability** for calls, citing issues with connections and performance. - Users report significant challenges with **poor transcription** , which detracts from their overall experience with Salesken. - Users are frustrated with **recording issues** , including problems with transcripts and connectivity during calls. - Users experience significant **accuracy issues** with transcripts, impacting their overall satisfaction with Salesken. #### What Are Recent G2 Reviews of Salesken? **"[Turn Your Sales Reps Into Rock Stars.](https://www.g2.com/survey_responses/salesken-review-10386293)"** **Rating:** 5.0/5.0 stars *— Madhan k.* [Read full review](https://www.g2.com/survey_responses/salesken-review-10386293) --- **"[Real-Time Call Insights and AI Coaching That Boost Sales Performance](https://www.g2.com/survey_responses/salesken-review-12599904)"** **Rating:** 5.0/5.0 stars *— Anup K.* [Read full review](https://www.g2.com/survey_responses/salesken-review-12599904) --- #### What Are G2 Users Discussing About Salesken? - [What is Salesken used for?](https://www.g2.com/discussions/what-is-salesken-used-for) ### 17. [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:** 1,418 **How Do G2 Users Rate Nutshell?** - **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 9.1/10) - **Data Segmentation:** 8.2/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 7.8/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 8.5/10 (Category avg: 8.7/10) **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:** 73% 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 appreciate the **ease of use** of Nutshell, finding it simplifies organization and enhances daily tasks. - Users value the **intuitive and user-friendly interface** of Nutshell, simplifying the admissions process and client management. - Users appreciate 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 seamless and efficient. - Users find Nutshell to be **intuitive and user-friendly** , making it easy to learn and navigate effectively. **Cons:** - Users find **missing features** like automations and sortable reports hinder overall workflow and efficiency in Nutshell. - Users find Nutshell's features **somewhat limited** , desiring more customization, integrations, and advanced automation options. - Users express a desire for more **customization options** in Nutshell, especially for email templates and pipeline management. - Users find the **learning curve challenging** due to frequent changes and complicated layout affecting lead tracking. - Users experience occasional **email integration issues** and find the need for more customization and automation features. #### 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) --- **"[Managing projects and client relationships feels much more organized](https://www.g2.com/survey_responses/nutshell-review-13074453)"** **Rating:** 5.0/5.0 stars *— Omar S.* [Read full review](https://www.g2.com/survey_responses/nutshell-review-13074453) --- ### 18. [Jiminny](https://www.g2.com/products/jiminny/reviews) Jiminny is the conversation intelligence platform designed to help Revenue Leaders capture and analyze critical go-to-market insights across video, voice, and email. This innovative solution automates the integration of these insights into your CRM, enabling teams to make informed decisions and drive revenue growth effectively. Jiminny benefits the entire Revenue Team. For Sales Reps, it automates routine admin tasks, allowing them to focus more on selling and enhancing their performance. This not only streamlines their workflow but also increases their productivity, enabling them to close deals more efficiently. Managers benefit from Jiminny by gaining access to actionable insights that help them develop their teams, fostering an environment of continuous improvement and confidence-building. Executives can rely on Jiminny to provide a trustworthy source of data for making strategic, data-driven decisions. The platform transforms the CRM into a reliable launchpad for revenue growth, ensuring that leadership can track progress and identify areas for improvement with ease. This comprehensive approach to GTM conversation intelligence empowers all levels of the organization to work collaboratively towards revenue goals. Key features of Jiminny include its ability to analyze conversations in real-time, providing instant feedback and insights that can be acted upon immediately. The platform's fast onboarding process and user-friendly interface ensure that teams can quickly adapt and start reaping the benefits without significant downtime. Sell smarter, grow faster, and ultimately win more deals with Jiminny. The platform not only enhances individual performance but also cultivates a data-driven culture that supports sustained growth and success across the entire organization. **Average Rating:** 4.6/5.0 **Total Reviews:** 927 **How Do G2 Users Rate Jiminny?** - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.1/10) - **Data Segmentation:** 8.0/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 7.8/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 8.5/10 (Category avg: 8.7/10) **Who Is the Company Behind Jiminny?** - **Seller:** [Jiminny](https://www.g2.com/sellers/jiminny) - **Company Website:** https://www.jiminny.com - **Year Founded:** 2016 - **HQ Location:** London, England - **Twitter:** @JiminnyInc (384 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/10815921/ (60 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Customer Success Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 63% Mid-Market, 31% Small-Business #### What Are Jiminny's Pros and Cons? **Pros:** - Ease of Use (146 reviews) - Helpful (77 reviews) - Automation (70 reviews) - AI Summary (62 reviews) - Customer Support (62 reviews) **Cons:** - Call Issues (71 reviews) - AI Inaccuracy (29 reviews) - Accuracy Issues (25 reviews) - Poor Transcription (25 reviews) - Call Limitations (20 reviews) ### What Do G2 Reviewers Say About Jiminny? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **ease of use** of Jiminny, enjoying seamless integration and efficient meeting management features. - Users find Jiminny incredibly **easy to use** , appreciating the seamless integration of AI for effective call reviews. - Users value the **automation features** of Jiminny, streamlining call recordings and insights for improved sales performance. - Users appreciate the **automated summaries** from Jiminny, finding them essential for quick call reviews and next steps. - Users commend Jiminny's **fantastic customer support** , highlighting its effective onboarding and guidance for optimal tool usage. **Cons:** - Users face challenges with **call issues** , finding tagging less efficient and experiencing delays in call availability. - Users experience **AI inaccuracy** , with occasional misinterpretations of words and context affecting the reliability of insights. - Users find **accuracy issues** with Jiminny's transcription, leading to mistakes in word interpretation and conversation context. - Users experience **poor transcription** accuracy in Jiminny, leading to confusion in understanding discussions due to errors. - Users express frustration over **call limitations** and wish for improved UI and features to enhance usability. #### What Are Recent G2 Reviews of Jiminny? **"[Jiminny’s Excellent Recording and AI Chat Make Coaching a Breeze](https://www.g2.com/survey_responses/jiminny-review-12694816)"** **Rating:** 4.5/5.0 stars *— Mathilde L.* [Read full review](https://www.g2.com/survey_responses/jiminny-review-12694816) --- **"[AI-Powered Call Insights with Accurate Highlights, Summaries, and CRM Integration](https://www.g2.com/survey_responses/jiminny-review-12917847)"** **Rating:** 4.5/5.0 stars *— Luciana S.* [Read full review](https://www.g2.com/survey_responses/jiminny-review-12917847) --- #### What Are G2 Users Discussing About Jiminny? - [What is Jiminny used for?](https://www.g2.com/discussions/what-is-jiminny-used-for) - 1 comment ### 19. [QuotaPath](https://www.g2.com/products/quotapath/reviews) QuotaPath’s commission tracking and sales compensation management software simplifies the management of variable pay while providing visibility and alignment across RevOps, Finance, and Sales. Voted Best ROI and Easiest to Use in commission software, QuotaPath is trusted by customers for its intuitive design and fast time-to-value. Admins can quickly build, adjust, and automate complex comp plans as business needs evolve, without relying on engineering or outside help. And with Atlas attached, QuotaPath's AI Revenue Strategist teams go further: Atlas provides intelligent guidance on plan design, payout strategy, and compensation decisions, turning data into actionable revenue insights. Its intuitive UX and AI engine allow admins to quickly and independently build and adjust sales comp plans as business needs evolve throughout the year, while automating the calculation and scheduling of commission payouts. Reps benefit from real-time earnings visibility, forecasted commissions, and quota attainment tracking, designed to motivate performance and drive results. Meanwhile, leaders can lean on Atlas to model scenarios, surface trends, and make smarter, faster compensation calls. QuotaPath's AI-Powered Plan Builder accelerates the process of creating and optimizing plans. Simply upload a document or enter a prompt, and Atlas helps you translate your strategy into a live plan that aligns with your business objectives and motivates the right behaviors. Tailored for sales compensation plans of all complexities, QuotaPath has no minimum user requirements. Their highly rated support model includes live chat, an in-depth knowledge center, monthly training webinars, and dedicated Customer Success and Account Managers to ensure you're set up for success at every stage. With QuotaPath and Atlas, design, launch, and optimize your comp strategy to drive revenue performance. **Average Rating:** 4.7/5.0 **Total Reviews:** 317 **How Do G2 Users Rate QuotaPath?** - **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 9.1/10) - **Data Segmentation:** 8.3/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 8.3/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 8.9/10 (Category avg: 8.7/10) **Who Is the Company Behind QuotaPath?** - **Seller:** [Quotapath](https://www.g2.com/sellers/quotapath) - **Company Website:** https://www.quotapath.com - **Year Founded:** 2018 - **HQ Location:** Philadelphia, Pennsylvania, United States - **Twitter:** @QuotaPath (630 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/28183843/ (87 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Business Development Representative - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 47% Mid-Market, 46% Small-Business #### What Are QuotaPath's Pros and Cons? **Pros:** - Ease of Use (33 reviews) - Customer Support (22 reviews) - Helpful (21 reviews) - Time-saving (17 reviews) - Integrations (15 reviews) **Cons:** - Time Delays (7 reviews) - Slow Loading (6 reviews) - Integration Issues (4 reviews) - Time-Consuming (4 reviews) - Complexity (3 reviews) ### What Do G2 Reviewers Say About QuotaPath? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of QuotaPath, finding it intuitive and supportive for their sales efforts. - Users highlight the **exceptional customer support** of QuotaPath, appreciating responsiveness and clarity throughout their experience. - Users value the **ease of commission tracking** with QuotaPath, enhancing motivation and streamlining payment visibility effortlessly. - Users value the **time-saving features** of QuotaPath, enabling efficient management of commissions and bonuses. - Users appreciate the **seamless integrations** of QuotaPath, making commission tracking and setup easy for all departments. **Cons:** - Users report **time delays** in syncing and support responses, leading to confusion and a less intuitive experience. - Users experience **slow loading** during the syncing process, which can occasionally hinder overall efficiency. - Users face **integration issues** that make syncing cumbersome and require developer assistance for custom fields. - Users find the **syncing process to be time-consuming** , which can be frustrating when working with CRM integrations. - Users find the **complexity of information** in QuotaPath can make it challenging to locate desired features. #### What Are Recent G2 Reviews of QuotaPath? **"[A Simple and Effective Way to Track Earnings](https://www.g2.com/survey_responses/quotapath-review-12953168)"** **Rating:** 5.0/5.0 stars *— Mark G.* [Read full review](https://www.g2.com/survey_responses/quotapath-review-12953168) --- **"[Intuitive Platform with Insightful Commission Tracking](https://www.g2.com/survey_responses/quotapath-review-13090127)"** **Rating:** 5.0/5.0 stars *— Dwayne N.* [Read full review](https://www.g2.com/survey_responses/quotapath-review-13090127) --- #### What Are G2 Users Discussing About QuotaPath? - [What is QuotaPath used for?](https://www.g2.com/discussions/what-is-quotapath-used-for) ### 20. [Introhive](https://www.g2.com/products/introhive/reviews) Introhive is a leading Relationship Intelligence platform that empowers firms to break down data silos and gain actionable insights from their relationships to fuel collaboration and growth. With Introhive’s Relationship Intelligence, firms can identify key relationships within the firm, measure the strength of client and prospect relationships, foster cross-firm collaboration, uncover risks or opportunities by understanding the health of relationships over time, and leverage these insights for business development and client retention efforts. Trusted by industry-leading brands, Introhive’s supports over 250,000 users in 90+ countries. **Average Rating:** 4.5/5.0 **Total Reviews:** 85 **How Do G2 Users Rate Introhive?** - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.1/10) - **Data Segmentation:** 8.2/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 8.8/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 8.6/10 (Category avg: 8.7/10) **Who Is the Company Behind Introhive?** - **Seller:** [Introhive](https://www.g2.com/sellers/introhive) - **Year Founded:** 2012 - **HQ Location:** Fredericton - **Twitter:** @Introhive (9,830 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2636221/ (221 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Legal Services, Accounting - **Company Size:** 50% Mid-Market, 34% Enterprise #### What Are Introhive's Pros and Cons? **Pros:** - Customer Support (3 reviews) - Analytics (1 reviews) - Ease of Use (1 reviews) - Easy Integrations (1 reviews) - Efficiency (1 reviews) **Cons:** - Confusion (1 reviews) - Difficult Learning Curve (1 reviews) - Expensive (1 reviews) - Learning Curve (1 reviews) ### What Do G2 Reviewers Say About Introhive? *AI-generated summary from verified user reviews* **Pros:** - Users highly value the **responsive and knowledgeable customer support** provided by Introhive, enhancing overall user experience. - Users value the **robust analytics** of Introhive, enhancing client understanding and boosting team collaboration effectively. - Users find Introhive to be a **user-friendly solution** , appreciating its ease of use and support from the customer success team. - Users appreciate the **easy integrations** of Introhive, enhancing workflow efficiency and boosting productivity across teams. - Users value the **efficiency** of Introhive, benefiting from streamlined workflows and enhanced productivity across their teams. **Cons:** - Users find the **initial confusion** with Introhive's interface challenging before achieving smooth functionality. - Users find the **difficult learning curve** of Introhive confusing initially, but eventually, it becomes manageable. - Users find Introhive to be **very expensive** , causing concerns over value and affordability in its usage. - Users find the **learning curve challenging** initially, but it becomes smoother once familiar with the system. #### What Are Recent G2 Reviews of Introhive? **"[Streamlined Our CRM with Insightful Automation](https://www.g2.com/survey_responses/introhive-review-12457126)"** **Rating:** 4.0/5.0 stars *— Nickelston D.* [Read full review](https://www.g2.com/survey_responses/introhive-review-12457126) --- **"[Effortless CRM Automation with Relationship Intelligence](https://www.g2.com/survey_responses/introhive-review-12532253)"** **Rating:** 4.0/5.0 stars *— Yehudit M.* [Read full review](https://www.g2.com/survey_responses/introhive-review-12532253) --- #### What Are G2 Users Discussing About Introhive? - [How do you use Introhive?](https://www.g2.com/discussions/how-do-you-use-introhive) - [What is Introhive Salesforce?](https://www.g2.com/discussions/what-is-introhive-salesforce) - [How do you use an Introhive?](https://www.g2.com/discussions/how-do-you-use-an-introhive) - 1 comment - [What does Introhive do?](https://www.g2.com/discussions/what-does-introhive-do) - 1 comment ### 21. [Revenue Grid](https://www.g2.com/products/revenue-grid/reviews) Revenue Grid is a sophisticated revenue intelligence solution designed to enhance sales performance through advanced data capturing technology. This platform integrates seamlessly with Salesforce, providing users with a comprehensive view of their revenue landscape. By leveraging artificial intelligence, Revenue Grid enables sales teams to make informed decisions, optimize their strategies, and ultimately drive revenue growth. The target audience for Revenue Grid includes sales leaders, operational roles, and organizations seeking to improve their sales processes. This solution is particularly beneficial for companies that rely heavily on data-driven insights to manage their sales pipelines effectively. With its robust features, Revenue Grid addresses specific use cases such as identifying revenue leaks, managing at-risk deals, and automating sales tasks, making it an essential tool for any sales-driven organization. Key features of Revenue Grid include AI-guided selling, which empowers sales representatives to understand the nuances of human relationships behind accounts. This capability allows teams to tailor their approaches and improve their chances of closing deals. Additionally, the platform offers intelligent sales sequences that automate repetitive tasks for Sales Development Representatives (SDRs) and Account Executives (AEs), freeing them to focus on high-impact activities. The ability to visualize and eliminate revenue leaks in the pipeline provides actionable insights that can significantly enhance sales performance. Moreover, Revenue Grid offers comprehensive analytics that provide clarity on sales team activities and the true state of each representative's forecasted pipeline. Users can access out-of-the-box reports that highlight potential revenue leaks, enabling proactive measures to be taken before issues escalate. Custom Revenue Signals can also be created to refine and enhance the sales process, ensuring that each team member operates at peak efficiency. By utilizing these features, sales teams can execute better, close deals faster, and increase their overall win rates. Overall, Revenue Grid stands out in the revenue intelligence category by combining advanced AI capabilities with seamless integration into existing sales workflows. This unique blend of features not only enhances productivity but also fosters a deeper understanding of the sales process, making it an invaluable asset for organizations aiming to maximize their revenue potential. **Average Rating:** 4.6/5.0 **Total Reviews:** 578 **How Do G2 Users Rate Revenue Grid?** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.1/10) - **Data Segmentation:** 9.0/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 9.0/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 9.0/10 (Category avg: 8.7/10) **Who Is the Company Behind Revenue Grid?** - **Seller:** [Revenue Grid](https://www.g2.com/sellers/revenue-grid) - **Company Website:** https://revenuegrid.com/ - **Year Founded:** 2006 - **HQ Location:** Atlanta, Georgia - **Twitter:** @Revenue_Grid_ (1,057 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/revenue-grid/ (142 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Account Manager - **Top Industries:** Computer Software, Financial Services - **Company Size:** 48% Mid-Market, 41% Small-Business #### What Are Revenue Grid's Pros and Cons? **Pros:** - Ease of Use (41 reviews) - Salesforce Integration (37 reviews) - Integrations (34 reviews) - Helpful (29 reviews) - Customer Support (26 reviews) **Cons:** - Missing Features (8 reviews) - Technical Issues (7 reviews) - Learning Curve (6 reviews) - Limitations (6 reviews) - Slow Loading (6 reviews) ### What Do G2 Reviewers Say About Revenue Grid? *AI-generated summary from verified user reviews* **Pros:** - Users highlight the **ease of use** of Revenue Grid, appreciating its seamless integration and straightforward setup process. - Users value the **seamless Salesforce integration** of Revenue Grid, enhancing productivity directly within Outlook. - Users value the **sophisticated integrations** of Revenue Grid, enhancing Salesforce connectivity and streamlining email management. - Users commend the **exceptional support** provided by Revenue Grid, noting prompt responses and efficient resolutions for their needs. - Users commend the **attentive customer support** of Revenue Grid, enhancing their overall experience and satisfaction. **Cons:** - Users find the **missing features** in Revenue Grid limit integration options and overall functionality with their preferred apps. - Users experience **technical issues** during initial setup and occasional glitches, affecting overall functionality and email tracking. - Users experience a **slight learning curve** , requiring time and support to configure Revenue Grid effectively. - Users find the **rigid CSV template** limiting and desire more search options to enhance their experience. - Users experience **slow loading** times with Revenue Grid, occasionally requiring a restart of Outlook for access. #### What Are Recent G2 Reviews of Revenue Grid? **"[Seamless Salesforce Integration That Saves Hours with Automated Multi-Channel Outreach](https://www.g2.com/survey_responses/revenue-grid-review-13091960)"** **Rating:** 5.0/5.0 stars *— Barbara A.* [Read full review](https://www.g2.com/survey_responses/revenue-grid-review-13091960) --- **"[Effortless Meeting Scheduling with Team Calendar Links](https://www.g2.com/survey_responses/revenue-grid-review-12973532)"** **Rating:** 4.5/5.0 stars *— Yvette L.* [Read full review](https://www.g2.com/survey_responses/revenue-grid-review-12973532) --- #### What Are G2 Users Discussing About Revenue Grid? - [What is Revenue Grid used for?](https://www.g2.com/discussions/what-is-revenue-grid-used-for) - [What can Google drive do?](https://www.g2.com/discussions/what-can-google-drive-do) - [What is dropbox and how does it work?](https://www.g2.com/discussions/what-is-dropbox-and-how-does-it-work) - [What can machine learning be used for?](https://www.g2.com/discussions/what-can-machine-learning-be-used-for) - [What is a revenue Grid?](https://www.g2.com/discussions/what-is-a-revenue-grid) - 2 comments ### 22. [Creatio](https://www.g2.com/products/creatio/reviews) Creatio is an AI CRM and workflow platform where people and AI agents work together -with no limits on users, agents, or scale. Creatio helps midsize and large organizations run customer workflows in the AI era. This innovative platform enables organizations to create and manage workflows effortlessly, allowing users to focus on their core business activities while automating routine tasks. With millions of workflows operating daily, Creatio supports a diverse clientele across 100 countries, emphasizing a commitment to genuine care for its clients and partners. The platform is particularly beneficial for businesses seeking to enhance their operational efficiency without requiring extensive technical expertise. Its target audience includes small to large enterprises across various industries, particularly those looking to leverage technology to improve customer engagement and internal processes. Creatio's offerings cater to a wide range of use cases, from marketing automation and sales management to customer service optimization, making it a versatile solution for businesses aiming to adapt to the evolving market landscape. Key features of Creatio include the Creatio Studio, a no-code platform that allows users to build custom applications and AI agents using intuitive visual designers and natural language processing. This empowers users to create tailored solutions that meet their specific business needs without relying on traditional coding methods. Additionally, the CRM suite integrates embedded AI agents across Creatio Marketing, Sales, and Service, enhancing user experience and providing actionable insights to drive decision-making. Creatio also offers a specialized Financial Services CRM platform and industry-specific workflows across 19 verticals, ensuring that businesses can find solutions that resonate with their unique operational requirements. The availability of a marketplace with various add-ons further extends the platform's capabilities, allowing organizations to customize their experience and enhance functionality as needed. Recognized as a Leader and Strong Performer in prestigious Gartner and Forrester reports, Creatio stands out in its category by combining user-friendly design with powerful automation and AI-driven insights, making it an attractive option for businesses aiming to elevate their customer relationship management efforts. With its headquarters in Boston, MA, and a global presence of 850 employees across ten offices in 25 countries, Creatio has established long-lasting relationships with thousands of customers and over 500 partners worldwide. This extensive network underscores the platform's reliability and commitment to delivering value to its users, positioning Creatio as a trusted partner in the realm of AI agents, CRM, and workflow automation. **Average Rating:** 4.6/5.0 **Total Reviews:** 314 **How Do G2 Users Rate Creatio?** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.1/10) - **Data Segmentation:** 9.0/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 8.8/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 8.6/10 (Category avg: 8.7/10) **Who Is the Company Behind Creatio?** - **Seller:** [Creatio](https://www.g2.com/sellers/creatio) - **Company Website:** https://www.creatio.com - **Year Founded:** 2014 - **HQ Location:** Boston, Massachusetts - **Twitter:** @Creatio_Global (3,977 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/creatioglobal/ (1,150 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 43% Small-Business, 42% Mid-Market #### What Are Creatio's Pros and Cons? **Pros:** - Ease of Use (32 reviews) - Efficiency (21 reviews) - Customizability (19 reviews) - Customization (19 reviews) - Customization Options (17 reviews) **Cons:** - Learning Curve (10 reviews) - Missing Features (10 reviews) - Limited Features (8 reviews) - Limited Customization (6 reviews) - Limited Options (5 reviews) ### What Do G2 Reviewers Say About Creatio? *AI-generated summary from verified user reviews* **Pros:** - Users highlight the **ease of use** of Creatio, enhancing efficiency and guiding sales reps effectively. - Users appreciate the **efficiency** of Creatio, as it streamlines processes and minimizes errors within their operations. - Users value the **extensive customizability** of Creatio, allowing tailored configurations and easy adaptations for various needs. - Users love the **high adaptability** of Creatio, allowing for seamless customization and empowered user involvement. - Users value the **unlimited customization options** of Creatio, allowing tailored solutions without needing extensive technical skills. **Cons:** - Users note a **steep learning curve** with Creatio, requiring training and support for effective setup and use. - Users find the **limited features** for contact uploads and marketplace apps restrict overall functionality and efficiency. - Users find the **limited selection of features** in Creatio’s Marketplace to be a challenge for their needs. - Users find **limited customization** options in Creatio, impacting their ability to adjust settings and optimize functionality. - Users express frustration over **limited options** for contact uploads, impacting efficiency and customization for service businesses. #### What Are Recent G2 Reviews of Creatio? **"[Creatio’s Flexible Low-Code Platform That Simplifies CRM and Workflow Automation](https://www.g2.com/survey_responses/creatio-review-13104076)"** **Rating:** 4.5/5.0 stars *— Dharamveer p.* [Read full review](https://www.g2.com/survey_responses/creatio-review-13104076) --- **"[Empowers Customer Focus with Flexible, Bank-Ready Workflows](https://www.g2.com/survey_responses/creatio-review-12953782)"** **Rating:** 4.5/5.0 stars *— Tanner W.* [Read full review](https://www.g2.com/survey_responses/creatio-review-12953782) --- #### What Are G2 Users Discussing About Creatio? - [What is Creatio used for?](https://www.g2.com/discussions/what-is-creatio-used-for) - 1 comment ### 23. [OneUp Sales](https://www.g2.com/products/oneup-sales/reviews) OneUp Sales is a sales acceleration platform built for recruitment teams. It unifies CRM, VoIP and timesheet data into a single real-time source of truth - giving teams instant visibility through flexible dashboards, automated reporting and live competitions that drive a winning culture. The result speaks for itself: agencies using OneUp see +43% more placements and +25% more revenue on average. **Average Rating:** 4.9/5.0 **Total Reviews:** 171 **How Do G2 Users Rate OneUp Sales?** - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.1/10) - **Data Segmentation:** 7.9/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 7.5/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 9.5/10 (Category avg: 8.7/10) **Who Is the Company Behind OneUp Sales?** - **Seller:** [Stormburst Studios](https://www.g2.com/sellers/stormburst-studios) - **Year Founded:** 2015 - **HQ Location:** Birmingham - **Twitter:** @OneUp_Sales (1,287 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/oneup-sales/ (31 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Recruitment Consultant, Director - **Top Industries:** Staffing and Recruiting - **Company Size:** 73% Small-Business, 22% Mid-Market #### What Are OneUp Sales's Pros and Cons? **Pros:** - Ease of Use (34 reviews) - Helpful (18 reviews) - Simple (18 reviews) - Daily Use (15 reviews) - Tracking Ease (15 reviews) **Cons:** - Performance Efficiency (7 reviews) - Delays (6 reviews) - Slow Loading (5 reviews) - Slow Updates (5 reviews) - Learning Curve (4 reviews) ### What Do G2 Reviewers Say About OneUp Sales? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **user-friendly design** of OneUp Sales, making it easy to navigate and efficiently track performance. - Users value the **ease of use** of OneUp Sales, enabling teams to excel with minimal training and maximum efficiency. - Users enjoy the **simple and effective tracking** of OneUp Sales, enhancing engagement and productivity with ease. - Users find OneUp Sales **extremely easy to use daily** , enhancing productivity with user-friendly metrics and seamless integration. - Users appreciate the **tracking ease** of OneUp Sales, highlighting its user-friendly design and clear visual representation. **Cons:** - Users experience occasional **delays in performance metrics** , impacting timely access to important data and insights. - Users experience **delays in metrics uploading** , leading to frustrating gaps in timely data visibility. - Users notice occasional **slow loading** times with OneUp Sales, though issues are typically resolved quickly. - Users experience **slow updates** , with statistics taking up to 10 minutes to refresh on the CRM system. - Users note the **steep learning curve** for new users, although training helps to ease the transition. #### What Are Recent G2 Reviews of OneUp Sales? **"[OneUp Sales Keeps Me Motivated, Accountable and On Target](https://www.g2.com/survey_responses/oneup-sales-review-12828747)"** **Rating:** 5.0/5.0 stars *— Verified User in Staffing and Recruiting* [Read full review](https://www.g2.com/survey_responses/oneup-sales-review-12828747) --- **"[OneUp Keeps Our Team Focused and Improves Sales Training](https://www.g2.com/survey_responses/oneup-sales-review-12917832)"** **Rating:** 4.0/5.0 stars *— Tristan W.* [Read full review](https://www.g2.com/survey_responses/oneup-sales-review-12917832) --- #### What Are G2 Users Discussing About OneUp Sales? - [What is OneUp Sales used for?](https://www.g2.com/discussions/what-is-oneup-sales-used-for) - 1 comment ### 24. [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:** 14,172 **How Do G2 Users Rate ActiveCampaign?** - **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 9.1/10) - **Data Segmentation:** 8.1/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 7.8/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 7.9/10 (Category avg: 8.7/10) **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 enjoy the **ease of use** of ActiveCampaign, appreciating its seamless automation and inclusive features for effective email management. - Users love the **easy automation programming** in ActiveCampaign, making contact management and email segmentation seamless and efficient. - Users love the **powerful and easy-to-use automations** in ActiveCampaign, significantly enhancing their workflow and organization. - Users love the **phenomenal automation features** of ActiveCampaign, enhancing email campaigns and improving user engagement effectively. - Users admire ActiveCampaign's **all-in-one platform** , particularly for its effective segmentation and personalized email marketing features. **Cons:** - Users highlight a **challenging learning curve** with ActiveCampaign, requiring time and support to navigate its features effectively. - Users find the **missing features** frustrating, particularly regarding form building and complex automations. - Users find ActiveCampaign's pricing **too steep** , especially for newer plans, affecting overall value perception. - Users find the **limited features** of ActiveCampaign challenging, wishing for better reporting, testing, and design options. - Users find ActiveCampaign **not intuitive** , with email creation and complex automations leading to unnecessary complications. #### What Are Recent G2 Reviews of ActiveCampaign? **"[Efficient Automation with Solid Support](https://www.g2.com/survey_responses/activecampaign-review-11726223)"** **Rating:** 5.0/5.0 stars *— CHRISTIAN ADOLFO M.* [Read full review](https://www.g2.com/survey_responses/activecampaign-review-11726223) --- **"[Powerful, Intuitive Automations That Streamline Email and CRM in ActiveCampaign](https://www.g2.com/survey_responses/activecampaign-review-13041580)"** **Rating:** 4.5/5.0 stars *— Dharamveer p.* [Read full review](https://www.g2.com/survey_responses/activecampaign-review-13041580) --- #### 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 ### 25. [Scratchpad](https://www.g2.com/products/scratchpad/reviews) Scratchpad: The AI workspace for sales Remove admin work. Execute flawlessly. Win more deals. Scratchpad is the AI workspace built for sales. It removes admin work for sellers and drives strategy and execution on every deal — automated before and after every call. Sellers use Scratchpad to: - Update Salesforce fields from calls, emails, and notes - Take structured notes tied to opportunities and accounts - Draft follow-ups, business cases, and handoff docs - Review deals, surface risks, and prep for next steps - Qualify pipeline consistently with MEDDIC, SPICED, or custom criteria - The Scratchpad Notetaker — the best desktop note taker for sales — captures live calls and syncs insights straight to Salesforce. With robust integrations across Zoom, Gong, Meet, and more, Scratchpad fits into your workflows. Trusted by high-performance teams at Brex, Clio, Cognism, Crunchbase, Cursor, Dialpad, MaintainX, Settle, Vercel, and Verkada — Scratchpad helps reclaim selling capacity for sellers and gives leaders the visibility they need to run their business. Clearskies: The context layer for revenue AI Clearskies is Scratchpad's context layer for revenue teams using AI. It connects your CRM, call transcripts, email, calendar, and Slack into a single Customer Context Graph — so when your team asks Claude, ChatGPT, or any AI about a deal, an account, or the pipeline, the answer is built from every source, not just one. Sales leaders use Clearskies to: - Get pre-call briefs that pull from every system — not just the CRM - Detect pipeline risk across all channels, not just stalled CRM stages - Run win-loss analysis from actual calls and emails, not disposition codes - Surface coaching moments from every rep call with timestamps - Keep the CRM updated automatically after every interaction - Qualify deals against MEDDPICC or custom criteria using real signals Clearskies works with Salesforce, HubSpot, Gong, Slack, Google Workspace, and Microsoft 365. It connects to Claude via MCP and works with ChatGPT and any LLM. Usage-based pricing with no per-seat fees. Two products. One team. One belief: Revenue teams are sitting on enormous amounts of signal across their tools. Scratchpad removes the admin work so sellers can sell. Clearskies makes that signal available to AI so every answer, every brief, and every pipeline review reflects what's actually happening — not what someone remembered to log. Learn more at scratchpad.com and clearskies.cc. **Average Rating:** 4.8/5.0 **Total Reviews:** 1,472 **How Do G2 Users Rate Scratchpad?** - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.1/10) - **Data Segmentation:** 9.2/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 8.5/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 9.1/10 (Category avg: 8.7/10) **Who Is the Company Behind Scratchpad?** - **Seller:** [Scratchpad](https://www.g2.com/sellers/scratchpad) - **Company Website:** https://scratchpad.com - **Year Founded:** 2020 - **HQ Location:** Covina, US - **Twitter:** @Scratchpad (453 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/scratchpad-ae/about/ (49 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Enterprise Account Executive - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 58% Mid-Market, 21% Small-Business #### What Are Scratchpad's Pros and Cons? **Pros:** - CRM Integration (4 reviews) - Customizability (4 reviews) - Customization (4 reviews) - Helpful (4 reviews) - Business Management (3 reviews) **Cons:** - Missing Features (2 reviews) - Subscription Cost (2 reviews) - Add-On Issues (1 reviews) - App Issues (1 reviews) - Complexity (1 reviews) ### What Do G2 Reviewers Say About Scratchpad? *AI-generated summary from verified user reviews* **Pros:** - Users praise Scratchpad for its **seamless CRM integration** that enhances opportunity management and boosts productivity effortlessly. - Users highlight the **customizability** of Scratchpad, allowing tailored solutions for efficient account management and seamless integration. - Users love the **customization** features of Scratchpad, enhancing their efficiency and tailoring the tool to their needs. - Users love the **clean and fast interface** of Scratchpad, making Salesforce management enjoyable and streamlined. - Users highlight the **efficiency and organization** Scratchpad brings, significantly streamlining account management and workflow. **Cons:** - Users note **missing features** in Scratchpad, particularly for complex workflows and mobile capabilities. - Users note that the **subscription cost** can be a drawback as they outgrow the free plan. - Users experience **add-on issues** with conflicts between Scratchpad and other plugins, affecting homepage functionality. - Users face **app issues** due to conflicts with other plugins affecting their experience with Scratchpad. - Users find the **complexity of AI integration** in Scratchpad makes it challenging for those without experience to utilize effectively. #### What Are Recent G2 Reviews of Scratchpad? **"[Scratchpad: The Most Efficient, Easy-to-Access Tool for Tracking Deals](https://www.g2.com/survey_responses/scratchpad-review-12311976)"** **Rating:** 5.0/5.0 stars *— Alec Z.* [Read full review](https://www.g2.com/survey_responses/scratchpad-review-12311976) --- **"[Efficient Collaboration with Room for More Integrations](https://www.g2.com/survey_responses/scratchpad-review-12508516)"** **Rating:** 4.0/5.0 stars *— george c.* [Read full review](https://www.g2.com/survey_responses/scratchpad-review-12508516) --- #### What Are G2 Users Discussing About Scratchpad? - [How can I best use Scratchpad's note-taking feature to sync with my sales pipeline?](https://www.g2.com/discussions/how-can-i-best-use-scratchpad-s-note-taking-feature-to-sync-with-my-sales-pipeline) - [What is Scratchpad used for?](https://www.g2.com/discussions/what-is-scratchpad-used-for) - [What does Scratchpad do?](https://www.g2.com/discussions/what-does-scratchpad-do) - 2 comments - [What is called scratch pad of computer?](https://www.g2.com/discussions/what-is-called-scratch-pad-of-computer) - [How do you get Scratchpad on Google Chrome?](https://www.g2.com/discussions/how-do-you-get-scratchpad-on-google-chrome) - 3 comments ## What Is Sales Analytics Software? [Sales Tools](https://www.g2.com/categories/sales-tools) ## What Software Categories Are Similar to Sales Analytics Software? - [Sales Performance Management Software](https://www.g2.com/categories/sales-performance-management) - [AI Sales Assistant Software](https://www.g2.com/categories/ai-sales-assistant) - [Revenue Operations & Intelligence (RO&I) Software](https://www.g2.com/categories/revenue-operations-intelligence-ro-i) --- ## How Do You Choose the Right Sales Analytics Software? ### What You Should Know About Sales Analytics Software ### What is Sales Analytics Software? Sales analytics software estimates the likelihood of sales outcomes using algorithms based on existing [CRM software](https://www.g2.com/categories/crm) data. In other words, sales analytics tools are meant to simplify sales forecasting and present predictive sales data in the form of statistical datasets and reports. Data is collected, modeled, analyzed, and then deployed within the tool in a readable manner that sales teams can filter and analyze. One of the major perks of sales analytics software is the ability to automate sales pipeline pattern tracking, eliminating the time-consuming task of tracking this data manually via spreadsheets. In terms of forecasting, teams can analyze pipeline activity over a period of time and compare multiple forecast models without the hassle of manually building a report. Key Benefits of Sales Analytics Software - View sales data in a variety of different ways - Improve sales forecasting - Evaluate sales performance more precisely - Identify challenges encountered by your sales team - Manage your sales pipeline and solve problems before they arise ### Why Use Sales Analytics Software? This type of tool ultimately helps sales teams make more successful decisions. It also helps teams analyze their overall sales process and recognize better sales opportunities. Compiled datasets can be used to examine pipeline insights in an effort to understand where sales are being lost, which industries generate the most success, and which sales tactics are most effective. While this feature is the lifeblood of the tool, there are a few other reasons to implement a sales analytics software: **More quick wins —** Sales analytics help visualize sales projects and cross-selling opportunities that are considered easy to win based on forecasting patterns and pipeline location. This data helps sales teams prioritize projects that are most likely to make it through to the end of the pipeline and ultimately become a customer. The datasets also visualize the potential for risky sales, allowing managers to spend more time planning and analyzing the correct pathway to a win. **Team analytics —** Not only do sales analytics tools help visualize sales data, but they also measure team analytics. Sales managers are able to keep track of the progress and performance of each sales team member, easily identifying the most successful team members and the efficiency of the team overall. [Sales gamification software](https://www.g2.com/categories/sales-gamification) can typically be integrated with sales analytics software for additional team motivation. **Integrations —** Sales analytics solutions easily integrate with other types of sales software offerings. By integrating with other sales software tools, you will also likely be able to simplify the workflow of your sales team. Rather than having several different tools open at a time, all of the information from all of your software will be accessible from one spot. ### Who Uses Sales Analytics Software? Sales analytics software is, unsurprisingly, a big asset to sales teams as a whole. Depending on the department, the tool is helpful in a variety of ways: **Sales representatives —** Sales teams use sales analytics tools for forecasting sales outcomes, which efficiently helps with prioritizing easy versus difficult sales projects and helps measure the potential of closing sales. **Sales operations —** Sales representatives often use sales analytics on their own, but sales operations teams help representatives filter and understand the effectiveness of particular datasets and help convey project success, where needed. The goal of sales operations teams is to help representatives focus on selling, so operations teams typically handle the project management and training with the tool depending on the experience representatives have with understanding the datasets involved. **Sales managers —** Sales managers are able to keep track of the progress and performance of each sales team member, easily identifying the most successful team members and the efficiency of the team overall. ### Sales Analytics Software Features **Dashboards —** Sales analytics tools differ in the type and customizability of their dashboards. Some products offer dashboards that are highly dynamic, allowing you to view data in a large number of ways by segmenting information. Others have dashboards that are more static, so sales teams cannot customize them. These options are often less expensive and typically easier for sales representatives to manage. **Forecasting analytics —** Forecasting analytics alleviates human error by automating forecasting predictions and eliminating the need for modeling manually via spreadsheets. The forecasting features provide informative datasets in a visual format to help sales teams predict sales outcomes. **Mobile capabilities —** Sales teams, especially outside sales teams, are often on the go and rely on mobile phones to take care of a lot of their sales functions. Many solutions offer dataset visualization across multiple platforms, including mobile. **Lead analytics —** A beneficial use for sales analytics software is predictive lead scoring, which identifies trends in the customer pipeline and uses these trends to predict how far along a lead is in the pipeline. This allows sales teams to qualify and prioritize opportunities based on which leads are most likely to close. This feature works similarly, and can be integrated with, [sales intelligence software](https://www.g2.com/categories/sales-intelligence). ### Trends Related to Sales Analytics Software **AI capabilities —** While sales analytics tools already incorporate machine learning algorithms to evaluate sales performance, as well as predict future sales outcomes, artificial intelligence (AI) is gearing up to make a bigger impact on the tool and sales software in general. AI is predicted to help incorporate more real-time insights for more on-demand sales opportunities. With real-time models and instant datasets, sales teams can make more sales in shorter periods of time without additional manual effort. ### Software and Services Related to Sales Analytics Software [**Predictive analytics software**](https://www.g2.com/categories/predictive-analytics) **—** Predictive analytics software is a tool used to create algorithmic statistical datasets based on historical data patterns to better understand customers, products, and partners. It also helps identify potential risks and opportunities for a company overall. [**AI sales assistant software**](https://www.g2.com/categories/ai-sales-assistant) **—** Like sales analytics software, AI sales assistant software is also a time-saving tool for sales teams. The software’s main features include automating tasks and processes like lead qualification, lead follow-up, pipeline management, forecasting, meeting scheduling, and data entry. --- ## What Are the Most Common Questions About Sales Analytics Software? *AI-generated · Last updated: April 27, 2026* ### Which solution supports multi-channel sales data tracking? Based on G2 reviews, several products are used to centralize activity from multiple sales channels. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) -- reviewers frequently use it to track emails, calls, deals, tasks, and pipeline activity in one place, with repeated mentions of integrations across other business tools. - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) -- users describe it as a central system for leads, opportunities, customer data, and cross-team sales activity, often highlighting integrations and a unified customer view. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) -- recent reviewers highlight its ability to organize deals, emails, activities, reminders, and integrations in a clear pipeline-focused workflow. - [Gong](https://www.g2.com/products/gong/reviews) -- reviewers use it to capture calls, emails, meeting history, and account context, helping teams analyze customer interactions across channels. ### Which vendor offers real-time sales KPI dashboards? Based on G2 reviews, these products are often used for live visibility into sales activity and pipeline progress. - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) -- reviewers repeatedly mention dashboards and reports for pipeline visibility, rep performance tracking, and monitoring KPIs in one place. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) -- users often reference dashboards for tracking deals, team activity, forecasts, and customer progress with real-time updates. - [Clari](https://www.g2.com/products/clari/reviews) -- reviewers highlight forecast views, pipeline visibility, and dashboard layouts that help teams monitor business performance and deal movement. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) -- users describe visual dashboards and reporting that make it easier to track pipeline stages, activities, and sales performance trends. ### Which vendor provides AI-powered sales performance insights? Based on G2 reviews, these products are commonly mentioned for AI-assisted analysis and coaching. - [Gong](https://www.g2.com/products/gong/reviews) -- reviewers frequently mention AI summaries, call analysis, coaching insights, forecasting support, and surfacing risks or next steps from conversations. - [Clari](https://www.g2.com/products/clari/reviews) -- users describe AI-assisted forecasting, predictive views, and pipeline signals that help sales teams understand deal progress and expected outcomes. - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) -- reviewers often cite AI-driven lead scoring, opportunity insights, automation, and reporting that support sales productivity. - [Substrata](https://www.g2.com/products/substrata-substrata/reviews) -- recent reviews emphasize AI-generated insights from conversations, buyer intent signals, and guidance that supports prioritization and deal strategy. ### What is sales analytics software? Sales analytics software helps teams organize and interpret sales activity, pipeline movement, customer interactions, and performance trends in one place. Across recent reviews in this category, users consistently describe these tools as a way to replace scattered spreadsheets and disconnected systems with clearer visibility into deals, forecasts, tasks, and team activity. Common use cases include tracking leads and opportunities, monitoring dashboards and reports, reviewing customer conversations, and identifying where follow-up or coaching is needed. Review themes also show that buyers value automation, centralized data, and easier reporting, while often noting that setup, customization, or learning the interface can take time depending on the product. ### How do teams use AI and automation in sales analytics? According to verified users, teams most often use AI and automation in sales analytics to reduce manual work and surface clearer next steps. Recent reviews repeatedly mention automated follow-ups, task reminders, call summaries, forecasting support, lead scoring, and faster access to account history or pipeline changes. Users also describe AI helping analyze customer conversations, identify risk signals, summarize meetings, and highlight where reps may need coaching. At the same time, reviews show a common theme that these features work best when the underlying data is organized well. Buyers often value the time savings and visibility, but they also mention a learning curve when adopting more advanced workflows, dashboards, or AI-driven insights.