--- title: Zopkit B2B CRM Reviews meta_title: 'Zopkit B2B CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how Zopkit B2B CRM works for a business like yours. date_modified: '2026-08-07' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Zopkit B2B CRM Reviews **Vendor:** Zopkit **Category:** [CRM Software](https://www.g2.com/categories/crm) ## About Zopkit B2B CRM Zopkit B2B CRM is a flexible customer and revenue management platform for growing businesses. It helps sales, marketing, and operations teams manage the complete customer lifecycle from lead capture and qualification to opportunity tracking, quotations, orders, invoicing, and support. Teams can organize leads, contacts, accounts, and deals in configurable pipelines with kanban and table views. The CRM includes lead scoring, territory management, duplicate detection, custom fields, approval workflows, sales blueprints, tasks, meetings, calls, and activity timelines. Zopkit B2B CRM also connects sales activity with marketing and customer operations. Businesses can create campaigns, manage marketing lists, send email and SMS communications, build webforms, schedule bookings, track UTM links, and monitor engagement from one system. Quotes, invoices, inventory, customer tickets, and related records remain connected to the account history. For teams that need more flexibility, the platform supports custom modules, layouts, validation rules, automation, APIs, webhooks, and integrations with tools such as Gmail, Outlook, Google Calendar, Slack, Twilio, Calendly, and other business systems. An integrated AI assistant helps users summarize pipelines, identify stuck deals, create records, draft emails, and retrieve CRM, finance, HR, and project information using natural language. - [View Zopkit B2B CRM pricing details and edition comparison](https://www.g2.com/products/zopkit-b2b-crm/reviews?section=pricing&secure%5Bexpires_at%5D=2026-08-15+16%3A52%3A43+-0500&secure%5Bsession_id%5D=a3efc524-bf84-47ea-8ff2-08f311c173e0&secure%5Btoken%5D=fecfbd58a8fe8334546fba2a8a61735581ecf88a897524206c9e099a5758658c&format=llm_user) ## Zopkit B2B CRM Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management - Contract/License Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation ## Top Zopkit B2B CRM Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,691 reviews) - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - 4.4/5.0 (14,243 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,304 reviews)