# Melhor Software de CRM - Página 6

## How Many Software de CRM Products Does G2 Track?

**Total Products under this Category:** 1,122

### Category Stats (Aug 2026)

- **Average Rating:** 4.39/5 The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** PipelinePRO (+52.73%) - Among all products in this category, PipelinePRO recorded the largest rating increase compared to last month

_Last updated: August 01, 2026_

## How Does G2 Rank Software de CRM Products?

**Por que você pode confiar nos rankings de software do G2:**

- 30 Analistas e Especialistas em Dados
- 122,300+ Avaliações Autênticas
- 1,122+ Produtos
- Rankings Imparciais

Os rankings de software da G2 são baseados em avaliações de usuários verificadas, moderação rigorosa e uma metodologia de pesquisa consistente mantida por uma equipe de analistas e especialistas em dados. Cada produto é medido usando os mesmos critérios transparentes, sem colocação paga ou influência de fornecedores. Embora as avaliações reflitam experiências reais dos usuários, que podem ser subjetivas, elas oferecem insights valiosos sobre como o software funciona nas mãos de profissionais. Juntos, esses dados alimentam o G2 Score, uma maneira padronizada de comparar ferramentas dentro de cada categoria.

## G2 Grid® for Software de CRM
 ![G2 Grid® for Software de CRM plotting products by satisfaction and market presence](https://www.g2.com/pt/categories/crm/grids.png?focus%5B%5D=506&focus%5B%5D=6227&focus%5B%5D=1619&focus%5B%5D=1174041&focus%5B%5D=576&focus%5B%5D=128650&focus%5B%5D=3296&focus%5B%5D=1934)

Highlighted products: Agentforce Sales (formerly Salesforce Sales Cloud), HubSpot Sales Hub, Pipedrive, monday CRM, Zoho CRM, Bigin by Zoho CRM, Close, e ActiveCampaign.

Underlying data: [Grid® JSON](https://www.g2.com/pt/categories/crm/grids.json?focus%5B%5D=agentforce-sales-formerly-salesforce-sales-cloud&focus%5B%5D=hubspot-sales-hub&focus%5B%5D=pipedrive&focus%5B%5D=monday-crm&focus%5B%5D=zoho-crm&focus%5B%5D=bigin-by-zoho-crm&focus%5B%5D=close&focus%5B%5D=activecampaign)

**Sponsored**

### Coevera

Coevera: A Plataforma de Receita Nativa de IA Criada para Como a Venda Realmente Funciona Hoje Coevera é a plataforma de receita nativa de IA que está redefinindo como as organizações de vendas modernas operam, colaboram e crescem. Nascida de mais de uma década de inovação em CRM como Pipeliner, Coevera representa a próxima evolução: um sistema criado com o propósito de não digitalizar processos de vendas antigos, mas de reimaginá-los para uma era onde a IA é um colega de equipe, não uma ferramenta. No coração da Coevera está uma convicção simples — os CRMs tradicionais foram construídos para que os gerentes extraíssem dados dos vendedores. Coevera inverte esse modelo. É construída para os vendedores, com IA integrada em cada fluxo de trabalho para eliminar tarefas repetitivas, revelar insights e acelerar a receita. O resultado é uma plataforma onde os representantes realmente querem fazer login, os gerentes obtêm a visibilidade de que precisam sem perseguição, e a liderança ganha uma compreensão em tempo real da saúde do pipeline, risco e oportunidade. Coevera é alimentada pela Voyager AI, um motor inteligente que aprende continuamente com o seu movimento de vendas para fornecer orientação preditiva, recomendações contextuais e execução automatizada. O Collaborator transforma o CRM de um sistema de registro em um sistema de engajamento — um verdadeiro parceiro de IA que ajuda os vendedores a se prepararem para chamadas, redigir comunicações, navegar em negociações complexas e se manter à frente de cada oportunidade. O motor de fluxo de trabalho Automatizer remove o atrito manual que drena a produtividade do vendedor, enquanto a integração nativa do Protocolo de Contexto de Modelo (MCP) garante que a Coevera se conecte perfeitamente com o ecossistema de IA mais amplo do qual sua empresa já depende. O que realmente diferencia a Coevera é seu compromisso em ser nativa de IA, não apenas com IA adicionada. Ao contrário das plataformas legadas que acoplam recursos generativos em uma arquitetura de décadas, a Coevera foi reconstruída do zero para fazer da inteligência o estado padrão do sistema — não um complemento premium. Cada painel, visualização de pipeline e fluxo de trabalho é projetado para pensar junto com você. Coevera também defende a venda visual, navegação intuitiva e rápido tempo para valor. A implementação é medida em semanas, não em trimestres. A adoção é alta porque a experiência é construída em torno do vendedor, não contra ele. Para organizações prontas para ir além das limitações do CRM legado e abraçar uma maneira mais inteligente, rápida e humana de vender, Coevera é a plataforma construída para o que vem a seguir. Não é apenas um novo nome — é uma nova categoria. Bem-vindo à receita nativa de IA. Coevera. Vendas, evoluídas.

[Visitar site](https://www.g2.com/pt/external_clickthroughs/record?secure%5Bad_program%5D=paid_promo&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=179&secure%5Bchosen_at%5D=2026-08-15T09%3A34%3A52Z&secure%5Bmedium%5D=sponsored&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1841&secure%5Bresource_id%5D=179&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fpt%2Fcategories%2Fcrm%3Fpage%3D6&secure%5Btoken%5D=2979c0453d3f08a0a8ccd97deac370f2937c7e80d5a55bb9e2c1c6c298312069&secure%5Burl%5D=https%3A%2F%2Fwww.coevera.com%2Fpricing&secure%5Burl_type%5D=paid_promos)

### [Coevera](https://www.g2.com/products/coevera/reviews)

Coevera: The AI-Native Revenue Platform Built for How Selling Actually Works Today Coevera is the AI-native revenue platform redefining how modern sales organizations operate, collaborate, and grow. Born from more than a decade of CRM innovation as Pipeliner, Coevera represents the next evolution: a purpose-built system designed not to digitize old sales processes, but to reimagine them for an era where AI is a teammate, not a tool. At the heart of Coevera is a simple conviction—traditional CRMs were built for managers to extract data from sellers. Coevera flips that model. It's built for sellers, with AI woven into every workflow to eliminate busywork, surface insight, and accelerate revenue. The result is a platform where reps actually want to log in, managers get the visibility they need without the chase, and leadership gains a real-time understanding of pipeline health, risk, and opportunity. Coevera is powered by Voyager AI, an intelligent engine that continuously learns from your sales motion to deliver predictive guidance, contextual recommendations, and automated execution. The Collaborator transforms the CRM from a system of record into a system of engagement—a true AI partner that helps sellers prepare for calls, draft communications, navigate complex deals, and stay ahead of every opportunity. The Automatizer workflow engine removes the manual friction that drains seller productivity, while native Model Context Protocol (MCP) integration ensures Coevera connects seamlessly with the broader AI ecosystem your business already relies on. What truly sets Coevera apart is its commitment to being AI-native, not AI-washed. Unlike legacy platforms that bolt generative features onto decades-old architecture, Coevera was rebuilt from the ground up to make intelligence the default state of the system—not a premium add-on. Every dashboard, pipeline view, and workflow is designed to think alongside you. Coevera also champions visual selling, intuitive navigation, and rapid time-to-value. Implementation is measured in weeks, not quarters. Adoption is high because the experience is built around the seller, not against them. For organizations ready to move beyond the limitations of legacy CRM and embrace a smarter, faster, more human way to sell, Coevera is the platform built for what's next. It's not just a new name—it's a new category. Welcome to AI-native revenue. Coevera. Sales, evolved.

**Average Rating:** 4.6/5.0

**Total Reviews:** 444

#### How Do G2 Users Rate Coevera?

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.2/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.0/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.2/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Coevera?

- **Seller:** [Pipelinersales Inc.](https://www.g2.com/sellers/pipelinersales-inc)
- **Company Website:** www.coevera.com
- **Year Founded:** 2007
- **HQ Location:** Los Angeles, CA
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=80e8a1f76d96cff448580607ff9bec73ce5f391a4a73ab5b041aeb685872c49e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2067987%2F&secure%5Burl_type%5D=linkedin_company_website)  
118 employees on LinkedIn®
- **Phone:** (888) 843-6699

#### Who Uses This Product?

- **Who Uses This:** President, Director
- **Top Industries:** Information Technology and Services, Marketing and Advertising
- **Company Size:** 71% Small, 23% Medium

#### What Do G2 Reviewers Say About Coevera?

_AI-generated summary from verified user reviews_

##### Pros

- Users love the **ease of use** of Coevera, appreciating its intuitive interface and seamless functionality for daily tasks.
- Users value the **easy tracking** of deals through the intuitive visual sales pipeline, enhancing process management significantly.
- Users praise **streamlined lead generation** with Coevera, enhancing productivity and providing clear insights on opportunities.
- Users praise the **highly visual and intuitive interface** of Coevera, facilitating quick tracking of deals and performance.
- Users appreciate the **user-friendly interface** of Coevera, enjoying its intuitive design and easy navigation for daily tasks.

##### Cons

- Users find **limited customization** options in Coevera, which hampers organization and flexibility in document management.
- Users find Coevera to be **expensive** , making it difficult for small businesses to afford the service.
- Users find the **complexity** of Coevera challenging, especially regarding deployment and managing features effectively.
- Users express frustration over **integration issues** , limiting flexibility and making usage less seamless with other tools.
- Users find the **learning curve steep** initially due to the complexity of features and limited customization options.

#### What Are Recent G2 Reviews of Coevera?

**["The real value showed up when I stopped using it like a database"](https://www.g2.com/survey_responses/coevera-review-13022665)**

**Rating:** 4.5/5.0 stars

_— Yaroslav B._

[Read full review](https://www.g2.com/survey_responses/coevera-review-13022665)

**["Handling Consultation Activities and Follow Up Tracking Feels More Structured"](https://www.g2.com/survey_responses/coevera-review-12886493)**

**Rating:** 5.0/5.0 stars

_— Ishan S._

[Read full review](https://www.g2.com/survey_responses/coevera-review-12886493)

#### What Are G2 Users Discussing About Coevera?

- [What is Pipeliner CRM used for?](https://www.g2.com/discussions/pipeliner-crm-what-is-pipeliner-crm-used-for)
- [What is Pipeliner CRM used for?](https://www.g2.com/discussions/what-is-pipeliner-crm-used-for) - 1 comment

### [ELMA365](https://www.g2.com/products/elma365/reviews)

ELMA365 is a low-code BPM platform that helps businesses accelerate digital transformation and innovate faster. With ELMA365 you can deliver enterprise-grade apps and automate processes with little to no coding. ELMA365 integrated applications cover all your business needs: • Lead and Sales Management; • Content and Document Management; • Compliance Management; • HR Services; • Customer Service Management and more. The Business Process Management app allows non-technical users to effortlessly create even the most complex business processes. Drag-and-drop process designer provides simplicity for modelling and accelerates the implementation of changes. Built-in monitoring tools help find bottlenecks and improve overall company’s performance. The Lead and Sales Management app introduces a holistic approach to customer relationships management and sales. The whole process is automated and managed from the lead acquisition to closed deal, including processing of documentation and post-sale service. The Content and Document Management app facilitates document management and electronic data exchange, all powered by a BPM engine. The Compliance Management solution lets your business stay compliant with standards and regulations without wasting effort on custom enterprise application development.

**Average Rating:** 4.5/5.0

**Total Reviews:** 31

#### How Do G2 Users Rate ELMA365?

- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10)
- **Contact & Account Management:** 10.0/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.3/10 (Category avg: 8.6/10)

#### Who Is the Company Behind ELMA365?

- **Seller:** [ELMA Global a.s.](https://www.g2.com/sellers/elma-global-a-s)
- **HQ Location:** Slovakia
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a604249cd7f742651e6d4fd35a899754cda2ea1d8a3a46e5531f3128cfb6ed07&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Felma-europe-s-a-r-l-%2F&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services
- **Company Size:** 83% Medium, 11% Small

#### What Are Recent G2 Reviews of ELMA365?

**["Totally adaptable"](https://www.g2.com/survey_responses/elma365-review-5374050)**

**Rating:** 4.0/5.0 stars

_— Ильдана ._

[Read full review](https://www.g2.com/survey_responses/elma365-review-5374050)

**["ELMA is adaptable, and will adapt to all your needs."](https://www.g2.com/survey_responses/elma365-review-5382865)**

**Rating:** 4.0/5.0 stars

_— Дарья ._

[Read full review](https://www.g2.com/survey_responses/elma365-review-5382865)

#### What Are G2 Users Discussing About ELMA365?

- [What is ELMA365 used for?](https://www.g2.com/discussions/what-is-elma365-used-for)

### [CompanyHub CRM](https://www.g2.com/products/companyhub-crm/reviews)

Along with general CRM features like contact management, sales pipeline management, quotes and product management CompanyHub is very powerful with following aspects of CRMs. Customizable for different industries Normally when CRMs say they are customizable, they just let you store some fields. CompanyHub goes way beyond that. You can also create custom tables to store any kind of data like Projects, Payments, Schools, Properties, Courses etc. Records from different tables can be associated. You can change the labels (like change ‘Company’ to ‘Hospital’), filter records by any criteria, change columns and do reporting on any table / field. Powerful Reporting You can get the report in seconds. You can do reporting on any data (including custom fields), for any period of time. Filters can also be applied. It also supports various types of charts & tables. Strong Email Automation Sales people spend lot of time on email. CompanyHub gives them everything they need to be more productive. Email Sync automatically updates the conversation with leads. No need to BCC / copy paste. Team can see all conversation at 1 place. Bulk mail helps reach more leads in clicks. Email tracking shows who opened which mail and which links they clicked. Email can be scheduled. Sending an important mail? You can also request a reminder, in case you don’t get a reply. There is also a gmail plugin to track any mail sent from gmail. Minimize efforts on feeding data in CRM Sales people hate updating CRMs. And its not their mistake. CRMs are time consuming. CompanyHub lets them do everything from one place - like excel. From a single page, you can create records, add notes, conversations & tasks, edit fields, and send followup mails. Email sync & bulk mail also save lot of time. Control who can see what data Lead information is a very important asset of company. Even within the team, they prefer to regulate who can see what data. CompanyHub gives complete control on who can see which records, and even which fields. It supports hierarchy based as well as rule based access control. Even if two sales persons are seeing same page / report, they will see different data based on what is visible to them. So CompanyHub is very adaptive and easily accommodate your daily business routine without changing your process.

**Average Rating:** 4.7/5.0

**Total Reviews:** 45

#### How Do G2 Users Rate CompanyHub CRM?

- **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.5/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.4/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.4/10 (Category avg: 8.6/10)

#### Who Is the Company Behind CompanyHub CRM?

- **Seller:** [CompanyHub](https://www.g2.com/sellers/companyhub)
- **Year Founded:** 2015
- **HQ Location:** Nasik
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2d2d0d0ac4d360648009de9cdf57194d86b85a0361682c3d0ec8c68bdb33593a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F10206297%2F&secure%5Burl_type%5D=linkedin_company_website)  
26 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Marketing and Advertising, Information Technology and Services
- **Company Size:** 89% Small, 9% Large

#### What Do G2 Reviewers Say About CompanyHub CRM?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** with CompanyHub CRM, finding its UI and follow-up features highly effective.
- Users value the **simple UI and efficient follow-up reminders** of CompanyHub CRM, enhancing their lead management experience.
- Users value the **organization efficiency** of CompanyHub CRM, benefitting from streamlined follow-up tracking and deal sentiment insights.
- Users appreciate the **simplicity of the UI** , which highlights essential follow-ups without unnecessary complexity.

##### Cons

- The **novice UI design** of CompanyHub CRM may hinder user experience despite its navigation ease and user prioritization.
- Users find the **UI design unintuitive** , feeling it lacks sophistication despite its navigational ease for AEs.

#### What Are Recent G2 Reviews of CompanyHub CRM?

**["Efficient yet powerful. Customisable and easy to do so. Worth your top 3 CRM list!"](https://www.g2.com/survey_responses/companyhub-crm-review-613370)**

**Rating:** 4.0/5.0 stars

_— John R._

[Read full review](https://www.g2.com/survey_responses/companyhub-crm-review-613370)

**["CompanyHub CRM Sales and new customers."](https://www.g2.com/survey_responses/companyhub-crm-review-4400179)**

**Rating:** 4.0/5.0 stars

_— Βіll ._

[Read full review](https://www.g2.com/survey_responses/companyhub-crm-review-4400179)

#### What Are G2 Users Discussing About CompanyHub CRM?

- [What does Companyhub Crm do?](https://www.g2.com/discussions/what-does-companyhub-crm-do)
- [What does the Company Hub do?](https://www.g2.com/discussions/what-does-the-company-hub-do)
- [What is CompanyHub?](https://www.g2.com/discussions/what-is-companyhub)
- [What are some features of CRM?](https://www.g2.com/discussions/what-are-some-features-of-crm)

### [ePROMIS ERP](https://www.g2.com/products/epromis-erp/reviews)

ePROMIS is a leading global enterprise ERP, HCM, CRM and other business management software solution provider to multiple verticals & industries. ePROMIS ERP - The Next-Gen customizable ERP solution empowers you to synchronize all aspects of your business, share data, drive performance, cut costs, and maximize profitability. ePROMIS ERP tackles the entire spectrum of enterprise functionalities, including finance, supply chain, assets, projects, analytics, human resources, customer relations, and planning. This Full-fledged Enterprise solution can be customized according to the nature and organizational structure of the company, resulting an exclusive enterprise solution integrating proven best practices and organization’s best practices. With ePROMIS Solutions, the sky is the limit. Turn your massive data into insights, keep your workforce productive and get things done quickly with the mighty Business Intelligence tools of ePROMIS Enterprise ERP.

**Average Rating:** 4.9/5.0

**Total Reviews:** 45

#### How Do G2 Users Rate ePROMIS ERP?

- **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 8.9/10)
- **Workflow Capability:** 10.0/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 10.0/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 10.0/10 (Category avg: 8.6/10)

#### Who Is the Company Behind ePROMIS ERP?

- **Seller:** [ePROMIS Solutions](https://www.g2.com/sellers/epromis-solutions)
- **Year Founded:** 1981
- **HQ Location:** Houston, Texas
- **Twitter:** @ePROMISGlobal  
1,127 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=228ffafb478ed406653db140e4c6323f4c4fe8f2addc2016c47168c20c9b1b0c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3102723%2F&secure%5Burl_type%5D=linkedin_company_website)  
97 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** IT Manager
- **Top Industries:** Construction
- **Company Size:** 63% Large, 40% Medium

#### What Are Recent G2 Reviews of ePROMIS ERP?

**["Intuitive and Easy, But Needs Faster Loading"](https://www.g2.com/survey_responses/epromis-erp-review-5269758)**

**Rating:** 4.0/5.0 stars

_— Shaiju C._

[Read full review](https://www.g2.com/survey_responses/epromis-erp-review-5269758)

**["Reliable, fast and efficient ERP software can increase operational efficiency and productivity."](https://www.g2.com/survey_responses/epromis-erp-review-4958083)**

**Rating:** 5.0/5.0 stars

_— Mohammad F._

[Read full review](https://www.g2.com/survey_responses/epromis-erp-review-4958083)

#### What Are G2 Users Discussing About ePROMIS ERP?

- [What is the number 1 ERP System?](https://www.g2.com/discussions/what-is-the-number-1-erp-system)
- [Which software is used for ERP?](https://www.g2.com/discussions/which-software-is-used-for-erp)
- [What is striven ERP?](https://www.g2.com/discussions/what-is-striven-erp)
- [What is ePROMIS?](https://www.g2.com/discussions/what-is-epromis)

### [djaboo](https://www.g2.com/pt/products/djaboo/reviews)

Djaboo é um excelente e inteligente gerente de relacionamento com o cliente que melhora a produtividade do seu negócio. Você pode gerenciar seus projetos, seus clientes, sua equipe freelance, seus pagamentos e gerar automaticamente seus contratos e faturas facilmente em um só lugar. Djaboo oferece acesso rápido e fácil às funções que você precisa para desenvolver seu negócio. Inclui tudo o que você precisa para gerenciar seu negócio de forma eficiente e tranquila. Funcionalidades essenciais para sua produtividade Relatórios automáticos de folhas de tempo e receitas/despesas. O cálculo automático de suas cobranças. A gestão da transição para diferentes níveis de seu IVA. Gestão de cotações em tempo real. Pipelines de vendas Contratos são gerados automaticamente a partir das informações do cliente. Funcionalidades essenciais para gestão de projetos Gerenciamento de suas tarefas simples e complexas com configuração de lembretes. Um chat integrado permitindo que você discuta projetos com seus colaboradores envolvidos. Planejamento de tarefas e atividades via calendários, cronogramas, rastreadores de tempo e gráficos de Gantt, Kanban ou listas. A gestão de documentos, planilhas, bem como bases de conhecimento para compartilhá-los com seus colaboradores. Funcionalidades essenciais para gestão de clientes Adição de clientes ou importação em massa de seus clientes existentes. Gestão de equipe especificando seus papéis e acesso ao aplicativo e também uma visão das férias, presença e atividades de todos. A loja permitindo que você ofereça pacotes de serviços predefinidos. Faturamento automático que é feito pelo nosso editor intuitivo. Total personalização do seu aplicativo Possibilidade de escolher a visualização: visualização em lista, visualização em tabela, visualização em calendário e muito mais. Adicione seu logotipo, personalize cores e adicione os fundos desejados. Personalize seu espaço de trabalho digital você poderá: Escolher os diferentes recursos que deseja usar. Mudar cores para tornar as tarefas mais identificáveis. Usar diferentes status para categorizar tarefas e ganhar eficiência.

**Average Rating:** 5.0/5.0

**Total Reviews:** 10

#### How Do G2 Users Rate djaboo?

- **Capacidade de fluxo de trabalho:** 10.0/10 (Category avg: 8.5/10)
- **Contato & Gerenciamento de Contas:** 10.0/10 (Category avg: 8.7/10)
- **Oportunidade & Gerenciamento de Pipeline.:** 10.0/10 (Category avg: 8.6/10)

#### Who Is the Company Behind djaboo?

- **Vendedor:** [djaboo](https://www.g2.com/pt/sellers/djaboo)
- **Localização da Sede:** paris, FR
- **Página do LinkedIn®:** [www.linkedin.com](https://www.g2.com/pt/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=042d33c88ad2fb11b71918a265d38b3e592d6dd94280f71a218094a1c94358ee&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdjaboo&secure%5Burl_type%5D=linkedin_company_website)  
3 funcionários no LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CEO
- **Top Industries:** Marketing e Publicidade
- **Company Size:** 60% Small, 30% Medium

#### What Do G2 Reviewers Say About djaboo?

_AI-generated summary from verified user reviews_

##### Pros

- Os usuários adoram a **interface amigável** do Djaboo, permitindo uma rápida adoção e gestão perfeita das interações com os clientes.
- Os usuários acham o Djaboo **fácil de usar** , melhorando o gerenciamento de clientes sem o estresse de curvas de aprendizado complexas.
- Os usuários apreciam a **interface intuitiva** do DJABOO, permitindo fácil organização e colaboração em equipe sem necessidade de treinamento extenso.
- Os usuários elogiam a **gestão eficiente de tarefas do Djaboo** , permitindo fácil acompanhamento das interações com clientes e reduzindo o estresse em seu fluxo de trabalho.
- Os usuários adoram a **fácil personalização** do DJABOO, permitindo uma gestão eficiente dos relacionamentos com clientes e fluxos de trabalho.

##### Cons

- Os usuários desejam mais **opções de integração** com o djaboo, embora não considerem isso crítico para sua experiência.

#### What Are Recent G2 Reviews of djaboo?

**["Mantém Nossas Campanhas no Caminho Certo e os Clientes Informados"](https://www.g2.com/pt/survey_responses/djaboo-review-11239339)**

**Rating:** 5.0/5.0 stars

_— Michael C._

[Read full review](https://www.g2.com/pt/survey_responses/djaboo-review-11239339)

**["Gestão de Clientes Simplificada que Escala Conosco"](https://www.g2.com/pt/survey_responses/djaboo-review-11239435)**

**Rating:** 5.0/5.0 stars

_— Omar J._

[Read full review](https://www.g2.com/pt/survey_responses/djaboo-review-11239435)

### [Superleap](https://www.g2.com/products/superleap/reviews)

Superleap is an enterprise-grade, AI-powered CRM built for modern sales, marketing, and operations teams that need speed, scale, and reliability. Designed for high-volume B2C and B2B use cases across industries like Education, Healthcare, and BFSI, Superleap streamlines lead management, account and opportunity workflows, and cross‑functional collaboration—so teams spend more time selling and less time managing tools. At its core, Superleap delivers a 98% customizable data model, native automations, and integrated communication rails (Email, WhatsApp, SMS, IVRS, RCS). Our modular suites—Sales Automation, Marketing Automation, Task Management, and Team & Access Management—enable consistent pipeline execution, role‑based permissions, and advanced reporting. Built‑in AI features—SuperDash, SuperBoards, and SuperFlows—surface real‑time insights, automate repetitive tasks, and accelerate decision‑making with guardrails for enterprise data governance. Implementation is fast and structured. We provide end‑to‑end scoping, user experience design, workflow configuration, integrations, training, and an extended hypercare phase to ensure smooth adoption. As an API‑first platform, Superleap offers REST APIs, webhooks, and low/no‑code builders for custom workflows, plus an open connector ecosystem for rapid integrations with lead sources and third‑party tools. Security and reliability are foundational. Superleap commits to 99.5% uptime, runs on cloud‑native infrastructure with multi‑region failover and WAF protection, and aligns with GDPR, HIPAA, SOC2, and ISO 27001 practices. Enterprise RBAC, audit logs, MFA/SSO, and data privacy controls (opt‑out, consent, deletion) are standard, helping compliance teams meet regulatory and internal policy requirements. Our pricing is simple and transparent: clear per‑user plans with no hidden à la carte charges. Pro covers everything growing teams need—unlimited workflows, forms, and custom dashboards—while Enterprise adds advanced security, compliance, scale, and governance. With dedicated technical account management and white‑glove support, Superleap helps organizations implement faster, adapt to change at 5× speed, and compound ROI through continuous iteration.

**Average Rating:** 4.6/5.0

**Total Reviews:** 34

#### How Do G2 Users Rate Superleap?

- **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 8.9/10)
- **Contact & Account Management:** 9.9/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.5/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Superleap?

- **Seller:** [Superleap](https://www.g2.com/sellers/superleap)
- **Year Founded:** 2024
- **HQ Location:** Bengaluru South, IN
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=109dec709311e1fc95710987542298806958ff8b5c8017bc41edbe6ab56da1f3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsuperleapai%2F&secure%5Burl_type%5D=linkedin_company_website)  
55 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Education Management
- **Company Size:** 47% Medium, 41% Large

#### What Do G2 Reviewers Say About Superleap?

_AI-generated summary from verified user reviews_

##### Pros

- Users praise the **ease of use** of Superleap, finding it simple and intuitive for managing leads efficiently.
- Users value the **easy tracking** of Superleap, appreciating its intuitive design that enhances lead management efficiency.
- Users value the **simplicity and organization** of Superleap, significantly enhancing their efficiency in managing leads.
- Users value the **real-time call recordings** of Superleap, enhancing efficiency with instant activity logs.
- Users appreciate the **intuitive design** of Superleap, making lead management and follow-ups effortlessly simple and organized.

##### Cons

- Users find **integration issues** with Superleap, wishing for better connectivity with other tools and improved customization.
- Users feel that Superleap has **limited customization** , impacting reporting and integration options compared to mature CRMs.
- Users note the **limited features** of Superleap compared to more mature CRM options, affecting reporting and customization.
- Users struggle with **search issues** , finding it difficult to conduct effective global searches for their generated leads.

#### What Are Recent G2 Reviews of Superleap?

**["Simple, Efficient CRM for Better Lead Management"](https://www.g2.com/survey_responses/superleap-review-13224826)**

**Rating:** 4.5/5.0 stars

_— Tanish M._

[Read full review](https://www.g2.com/survey_responses/superleap-review-13224826)

**["A Reliable CRM for Better Team Productivity"](https://www.g2.com/survey_responses/superleap-review-13229427)**

**Rating:** 4.5/5.0 stars

_— VIKKRANT S._

[Read full review](https://www.g2.com/survey_responses/superleap-review-13229427)

### [CRM.me](https://www.g2.com/products/crm-me/reviews)

CRM.me is a cloud-based customer relationship management (CRM) platform designed to streamline marketing, sales, and project management processes. By integrating gamification elements such as points, badges, and leaderboards, CRM.me enhances user engagement and productivity, transforming routine tasks into motivating challenges. This approach fosters a competitive environment that drives team performance and accelerates business growth. Key Features and Functionality: - Marketing Automation: Facilitates the creation and management of email campaigns, autoresponders, and lead capture forms, enabling targeted outreach and efficient lead nurturing. - Sales Management: Offers tools for lead tracking, opportunity management, and customizable dashboards, providing a comprehensive view of the sales pipeline and aiding in informed decision-making. - Project Management: Includes features like task assignment, progress tracking, and collaboration tools, ensuring teams stay organized and meet project milestones effectively. - Gamification: Incorporates elements such as leaderboards, badges, and rewards to motivate users, enhance engagement, and promote a culture of achievement within teams. - Integrations: Seamlessly connects with platforms like Google, Outlook, and Exchange, allowing for efficient synchronization of emails, contacts, and meetings. - Reporting and Analytics: Provides advanced reporting tools to visualize data, analyze results, and generate insights that inform strategic decisions. Primary Value and User Solutions: CRM.me addresses common challenges in CRM adoption, such as low user engagement and complex interfaces, by offering an intuitive platform enriched with gamification. This not only makes the CRM experience more enjoyable but also encourages consistent use, leading to more accurate data and improved customer relationships. By consolidating marketing, sales, and project management functionalities into a single platform, CRM.me eliminates the need for multiple disparate tools, thereby enhancing operational efficiency and reducing costs. Its customizable features and scalable pricing plans make it suitable for businesses of various sizes, ensuring that organizations can tailor the platform to meet their specific needs and grow alongside their evolving requirements.

**Average Rating:** 4.5/5.0

**Total Reviews:** 34

#### How Do G2 Users Rate CRM.me?

- **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.3/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.9/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.9/10 (Category avg: 8.6/10)

#### Who Is the Company Behind CRM.me?

- **Seller:** [VeerOne](https://www.g2.com/sellers/veerone)
- **Year Founded:** 2020
- **HQ Location:** Kwun Tong, Hong Kong
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6c8b9ce28111cda1a63d0fe25adc0a644b1c92efe138a7136c3a34f8b5f5b5d0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fveerone%2F&secure%5Burl_type%5D=linkedin_company_website)  
65 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 46% Small, 29% Medium

#### What Do G2 Reviewers Say About CRM.me?

_AI-generated summary from verified user reviews_

##### Pros

- Users find CRM.me to be **easy to use** , appreciating its well-designed interface and comprehensive features.
- Users find the **intuitive interface** of CRM.me easy to learn, streamlining patient information management and onboarding.
- Users appreciate the **simplicity** of CRM.me, finding it easy and direct to use for their needs.
- Users value the **workflow automation** in CRM.me, enhancing their efficiency in managing sales and tasks.
- Users value the **workflow automation** of CRM.me, enhancing their sales processes and overall efficiency.

##### Cons

- Users find the **difficult usability** of CRM.me's mobile app frustrating, especially when accessing detailed patient charts.
- Users find the **setup process overly fiddly** and time-consuming, hindering a quick start without extensive customization.
- Users find CRM.me's **email management cumbersome** , with tedious setup and lacking essential integrations for efficiency.
- Users find **integration issues** with CRM.me frustrating, leading to tedious manual workarounds and a cumbersome setup process.
- Users find the **lack of seamless integrations** with popular tools frustrating, leading to tedious manual workarounds.

#### What Are Recent G2 Reviews of CRM.me?

**["Easy Contact Management and Interaction Tracking in One Place"](https://www.g2.com/survey_responses/crm-me-review-12625302)**

**Rating:** 4.5/5.0 stars

_— Hegel A._

[Read full review](https://www.g2.com/survey_responses/crm-me-review-12625302)

**["Excellent Tool for Scheduling Tasks and Tracking Pipelines!"](https://www.g2.com/survey_responses/crm-me-review-12715008)**

**Rating:** 5.0/5.0 stars

_— Nataly B._

[Read full review](https://www.g2.com/survey_responses/crm-me-review-12715008)

#### What Are G2 Users Discussing About CRM.me?

- [What are the 3 main elements of CRM software?](https://www.g2.com/discussions/crm-me-what-are-the-3-main-elements-of-crm-software) - 2 comments
- [What does CRM software include?](https://www.g2.com/discussions/crm-me-what-does-crm-software-include) - 1 comment
- [What does CRM software do?](https://www.g2.com/discussions/what-does-crm-software-do) - 1 comment
- [What are the major features of CRM?](https://www.g2.com/discussions/what-are-the-major-features-of-crm)

### [Orgzit](https://www.g2.com/pt/products/orgzit-orgzit/reviews)

Orgzit oferece o poder de um CRM empresarial com a flexibilidade do Excel. Orgzit é um sistema de vendas tudo-em-um para representantes de fabricantes e distribuidores. Ele ajuda a otimizar Vendas, Cotações, Serviço e Finanças ao ajudar você a passar de planilhas dispersas para um único aplicativo centralizado.

**Average Rating:** 4.8/5.0

**Total Reviews:** 43

#### How Do G2 Users Rate Orgzit?

- **the product tem sido um bom parceiro comercial?:** 9.9/10 (Category avg: 8.9/10)
- **Capacidade de fluxo de trabalho:** 9.3/10 (Category avg: 8.5/10)
- **Contato & Gerenciamento de Contas:** 9.4/10 (Category avg: 8.7/10)
- **Oportunidade & Gerenciamento de Pipeline.:** 9.3/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Orgzit?

- **Vendedor:** [Orgzit](https://www.g2.com/pt/sellers/orgzit)
- **Ano de Fundação:** 2016
- **Localização da Sede:** San Jose, California
- **Twitter:** @Orgzit  
218 seguidores no Twitter
- **Página do LinkedIn®:** [www.linkedin.com](https://www.g2.com/pt/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=22a3bb6c67924ae5584eb81873c6e1628ca44e653800c7f6dbf723a1081c5775&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F13200297%2F&secure%5Burl_type%5D=linkedin_company_website)  
17 funcionários no LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Logística e Cadeia de Suprimentos, Serviços Financeiros
- **Company Size:** 57% Medium, 32% Small

#### What Do G2 Reviewers Say About Orgzit?

_AI-generated summary from verified user reviews_

##### Pros

- Os usuários valorizam a **facilidade de uso** do Orgzit, apreciando sua flexibilidade e painel intuitivo para o gerenciamento diário de tarefas.
- Os usuários apreciam a **flexibilidade e configurabilidade** do Orgzit, permitindo soluções personalizadas para diversas necessidades de negócios sem codificação.
- Os usuários valorizam os **recursos abrangentes** do Orgzit, que melhoram a colaboração e agilizam os processos de negócios de forma eficaz.
- Os usuários apreciam a **flexibilidade** do Orgzit, permitindo fácil personalização para atender necessidades específicas de negócios sem codificação.
- Os usuários valorizam a **colaboração simplificada** e a acessibilidade do Orgzit, aumentando a eficiência em processos e equipes de negócios.

##### Cons

- Os usuários observam **problemas de conectividade** ocasionais com o Orgzit, especialmente ao integrar com bancos de dados tradicionais como SQL.
- Os usuários acham a **interface do usuário desafiadora** , indicando que melhorias no design poderiam aumentar a usabilidade geral.
- Os usuários notam alguns **problemas de exibição** com o Orgzit, particularmente na interface do usuário, sugerindo espaço para melhorias.
- Os usuários sentem que há **informações incompletas** , especialmente em relação à criação de relatórios de clientes, afetando a usabilidade geral.
- Os usuários observam **problemas de integração** com bancos de dados convencionais como SQL, afetando a conectividade e funcionalidade sem interrupções.

#### What Are Recent G2 Reviews of Orgzit?

**["Orgzit forneceu à senocare um CRM sob medida para nossos serviços de saúde."](https://www.g2.com/pt/survey_responses/orgzit-review-8618328)**

**Rating:** 4.5/5.0 stars

_— Shakti S._

[Read full review](https://www.g2.com/pt/survey_responses/orgzit-review-8618328)

**["Conexão e pesquisa de arquivos facilitadas para maior produtividade"](https://www.g2.com/pt/survey_responses/orgzit-review-8641340)**

**Rating:** 5.0/5.0 stars

_— Naveen K._

[Read full review](https://www.g2.com/pt/survey_responses/orgzit-review-8641340)

#### What Are G2 Users Discussing About Orgzit?

- [Para que serve o Orgzit?](https://www.g2.com/pt/discussions/what-is-orgzit-used-for)

### [Sugar Sell](https://www.g2.com/pt/products/sugar-sell/reviews)

Sugar Sell é uma automação de vendas que realmente se adapta ao funcionamento das vendas B2B. Ajuda as equipes de vendas a gerenciar pipelines, prever receitas e expandir contas – tudo em um só lugar. Os líderes de vendas obtêm visibilidade sobre o pipeline e o desempenho para impulsionar vitórias mais consistentes. Os representantes recebem próximos passos claros para cada oportunidade. Com o Sugar Sell, você pode entender seus dados, escalar o que funciona e vender do seu jeito.

**Average Rating:** 3.8/5.0

**Total Reviews:** 718

#### How Do G2 Users Rate Sugar Sell?

- **the product tem sido um bom parceiro comercial?:** 7.8/10 (Category avg: 8.9/10)
- **Capacidade de fluxo de trabalho:** 7.8/10 (Category avg: 8.5/10)
- **Contato & Gerenciamento de Contas:** 8.2/10 (Category avg: 8.7/10)
- **Oportunidade & Gerenciamento de Pipeline.:** 7.8/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Sugar Sell?

- **Vendedor:** [SugarAI](https://www.g2.com/pt/sellers/sugarai)
- **Ano de Fundação:** 2004
- **Localização da Sede:** Cupertino, CA
- **Página do LinkedIn®:** [www.linkedin.com](https://www.g2.com/pt/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4e1bd8f21728ff6dc10cd57d44fb253d9aab32e296ddc23af0d3f1996bafb6e9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F17345%2F&secure%5Burl_type%5D=linkedin_company_website)  
577 funcionários no LinkedIn®
- **Telefone:** +1 (408) 454-6900

#### Who Uses This Product?

- **Who Uses This:** Gerente de Vendas, Gerente de Marketing
- **Top Industries:** Tecnologia da Informação e Serviços, Software de Computador
- **Company Size:** 50% Medium, 35% Small

#### What Do G2 Reviewers Say About Sugar Sell?

_AI-generated summary from verified user reviews_

##### Pros

- Os usuários apreciam a **facilidade de uso** do Sugar Sell, desfrutando de sua interface intuitiva e processo de configuração rápido.
- Os usuários valorizam a **fácil personalização** do Sugar Sell, permitindo soluções sob medida para processos de vendas complexos sem suporte de TI.
- Os usuários elogiam a **interface amigável** do Sugar Sell, que aumenta a eficiência e simplifica o processo de venda.
- Os usuários valorizam a **riqueza de recursos** do Sugar Sell, permitindo ampla personalização e melhor gestão dos processos de negócios.
- Os usuários apreciam o **suporte ao cliente responsivo** do Sugar Sell, garantindo uma comunicação fluida e assistência eficaz durante toda a sua experiência.

##### Cons

- Os usuários enfrentam **problemas de integração** com o Sugar Sell, muitas vezes exigindo ajustes excessivos na API para conectar ferramentas de terceiros.
- Os usuários relatam **bugs frustrantes** com atualizações e personalização, desafiando a resolução de problemas em meio a recursos de suporte limitados.
- Os usuários acham a **curva de aprendizado íngreme** , com uma interface complexa e a criação de painéis desafiadora dificultando a experiência de novos usuários.
- Os usuários enfrentam **problemas de funcionalidades** com o Sugar Sell, lutando com uma interface complexa e limitações de integração.
- Os usuários se sentem limitados pelas **opções de personalização** , desejando análises mais profundas e capacidades de fluxo de trabalho para melhorar sua experiência.

#### What Are Recent G2 Reviews of Sugar Sell?

**["Mais do que um CRM repleto de recursos e ótimo para administrar. Extremamente bem suportado e vem com uma comunidade de pessoas incríveis!"](https://www.g2.com/pt/survey_responses/sugar-sell-review-9147226)**

**Rating:** 5.0/5.0 stars

_— Luke R._

[Read full review](https://www.g2.com/pt/survey_responses/sugar-sell-review-9147226)

**["Um sistema de CRM incrível"](https://www.g2.com/pt/survey_responses/sugar-sell-review-4608771)**

**Rating:** 4.5/5.0 stars

_— David-Alexandre K._

[Read full review](https://www.g2.com/pt/survey_responses/sugar-sell-review-4608771)

#### What Are G2 Users Discussing About Sugar Sell?

- [Para que é usado o Sugar Sell (anteriormente SugarCRM)?](https://www.g2.com/pt/discussions/what-is-sugar-sell-formerly-sugarcrm-used-for)
- [Why is sugar a CRM?](https://www.g2.com/pt/discussions/why-is-sugar-a-crm) - 1 comment
- [How much does SugarCRM cost?](https://www.g2.com/pt/discussions/how-much-does-sugarcrm-cost)
- [What is SugarCRM used for?](https://www.g2.com/pt/discussions/what-is-sugarcrm-used-for)
- [O que é venda de açúcar?](https://www.g2.com/pt/discussions/what-is-sugar-sell) - 1 comment

### [Ontraport](https://www.g2.com/products/ontraport/reviews)

Ontraport is a CRM and marketing automation platform designed for small and mid-sized businesses that need to manage contacts, automate marketing and sales, process payments, and build web experiences from a single system. Unlike point solutions that require businesses to integrate multiple tools, Ontraport centralizes customer data, marketing automation, sales pipelines, payment processing, and website management in one shared database. This unified architecture allows teams to create connected workflows across every stage of the customer lifecycle without relying on third-party integrations or custom development. Ontraport is built for operations, marketing, and sales teams at established businesses that have outgrown entry-level tools but want an alternative to complex, high-cost enterprise platforms. Core features and capabilities: • CRM and contact management — a single shared customer record with unified contact history, segmentation, lead scoring, and visual sales pipelines • Marketing automation — multi-channel automation across email and SMS, with behavioral triggers, lead routing, and attribution reporting • Payments and ecommerce — order forms, upsells, subscriptions, declined transaction recovery, and a customer billing center • Dynamic CMS — no-code tools for building websites, landing pages, membership sites, online courses, and customer portals • Shared inbox — centralized customer communications across channels for support and sales teams • AI Assistant — runs inside automations with access to unified customer data to segment contacts, personalize messaging, and route communications automatically • Reporting and analytics — campaign performance tracking, revenue attribution, and contact-level activity history Ontraport integrates with third-party tools via API and Zapier and supports custom development through an open API. The platform is web-based and includes a mobile app for iOS and Android. Founded in 2006 and headquartered in California, Ontraport serves thousands of businesses across more than 60 countries.

**Average Rating:** 4.5/5.0

**Total Reviews:** 246

#### How Do G2 Users Rate Ontraport?

- **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.6/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.1/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.1/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Ontraport?

- **Seller:** [Ontraport](https://www.g2.com/sellers/ontraport)
- **Company Website:** ontraport.com
- **Year Founded:** 2006
- **HQ Location:** Covina, CA
- **Twitter:** @Ontraport  
12,056 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ef3073a235e07fc659b8c09489d5d7ea7fcba6b6c3ea4a1393d1c073f5684e56&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2597064%2F&secure%5Burl_type%5D=linkedin_company_website)  
95 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner, CEO
- **Top Industries:** Professional Training & Coaching, Marketing and Advertising
- **Company Size:** 93% Small, 4% Medium

#### What Do G2 Reviewers Say About Ontraport?

_AI-generated summary from verified user reviews_

##### Pros

- Users rave about the **amazing customer support** at Ontraport, appreciating prompt assistance and knowledgeable agents.
- Users love the **amazing customer support** from Ontraport, highlighting quick, knowledgeable assistance for their needs.
- Users greatly appreciate the **exceptional customer support** of Ontraport, highlighting responsive and knowledgeable agents to assist them.
- Users find Ontraport **very user friendly and intuitive** , making it easy to navigate and utilize its features effectively.
- Users value the **powerful automation** and contact management features of Ontraport, streamlining their business processes effectively.

##### Cons

- Users find the **steep learning curve** challenging, requiring time and support to fully understand the system.
- Users find the **interface not intuitive** , leading to a steep learning curve that can be overwhelming for beginners.
- Users report **poor customer support** , particularly regarding refunds and a rigid policy that prioritizes rules over relationships.
- Users find Ontraport's **no refund policy** frustrating, especially concerning charges for unused and dormant accounts.
- Users find **contact management confusing** , especially with automatic billing and using triggers to group contacts effectively.

#### What Are Recent G2 Reviews of Ontraport?

**["Ontraport has streamlined my business and helped me do more business online."](https://www.g2.com/survey_responses/ontraport-review-18725)**

**Rating:** 5.0/5.0 stars

_— Robyn C._

[Read full review](https://www.g2.com/survey_responses/ontraport-review-18725)

**["Ontraport Makes Building Pages and Sequences Easy for Small Businesses"](https://www.g2.com/survey_responses/ontraport-review-13105224)**

**Rating:** 4.0/5.0 stars

_— Leah H._

[Read full review](https://www.g2.com/survey_responses/ontraport-review-13105224)

#### What Are G2 Users Discussing About Ontraport?

- [Is Ontraport a CRM?](https://www.g2.com/discussions/is-ontraport-a-crm) - 2 comments
- [How much does Ontraport cost?](https://www.g2.com/discussions/how-much-does-ontraport-cost) - 2 comments
- [Who uses Ontraport?](https://www.g2.com/discussions/who-uses-ontraport) - 2 comments
- [What is Ontraport used for?](https://www.g2.com/discussions/what-is-ontraport-used-for) - 1 comment

### [Formaloo](https://www.g2.com/products/formaloo/reviews)

Create beautiful forms, smart docs, e‑signatures, and automate approvals, all powered by AI, with unlimited responses, free forever. Formaloo is the world’s leading free form builder and no-code platform for creating powerful forms, surveys, dashboards, CRMs, and custom business apps, all without writing a single line of code. Trusted by 35,000+ businesses worldwide, Formaloo lets teams build AI-powered forms, smart surveys, quizzes, calculators, customer portals, membership sites, HR dashboards, and internal tools, all from one centralized, scalable platform.

**Average Rating:** 4.6/5.0

**Total Reviews:** 184

#### How Do G2 Users Rate Formaloo?

- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10)
- **Workflow Capability:** 10.0/10 (Category avg: 8.5/10)

#### Who Is the Company Behind Formaloo?

- **Seller:** [Formaloo](https://www.g2.com/sellers/formaloo)
- **Year Founded:** 2020
- **HQ Location:** Toronto, CA
- **Twitter:** @formaloo  
670 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e720b9d8db825fafe1d77f84e76a27c5c8f8d934f18658339b7a32ef781f021c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fformaloohq%2F&secure%5Burl_type%5D=linkedin_company_website)  
15 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Director, Founder
- **Top Industries:** Marketing and Advertising, Information Technology and Services
- **Company Size:** 85% Small, 9% Medium

#### What Do G2 Reviewers Say About Formaloo?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Formaloo to be **extremely user-friendly** , effortlessly streamlining form creation and data collection processes.
- Users value the **high flexibility** of Formaloo, enabling quick customization and a powerful, user-friendly experience.
- Users appreciate the **design flexibility** of Formaloo, allowing for tailored forms that align with their brand identity.
- Users find Formaloo's **easy setup** and intuitive interface make it a valuable tool for everyday work.
- Users appreciate the **ease of use** and versatility of Formaloo, making complex form creation straightforward and effective.

##### Cons

- Users often feel the need for **missing features** , such as a native MCP and improved UI for complex tasks.
- Users often face **layout issues** that hinder workflow, especially with a crowded UI and limited element movement.
- Users find the **learning curve challenging** with complex logic functions and a crowded UI in Formaloo.
- Users find the **template management cumbersome** , especially with limited customization and navigation issues that hinder usability.
- Users often struggle with the **crowded dashboard and limited precision** in the logic builder, complicating their workflow.

#### What Are Recent G2 Reviews of Formaloo?

**["Simple, Practical, and Organized Platform for Wellness Forms, Surveys, and Feedback Collection"](https://www.g2.com/survey_responses/formaloo-review-12854720)**

**Rating:** 5.0/5.0 stars

_— Ishan S._

[Read full review](https://www.g2.com/survey_responses/formaloo-review-12854720)

**["Formaloo: Effortless Drag-and-Drop Form Builder with Flexible Workflows"](https://www.g2.com/survey_responses/formaloo-review-13052636)**

**Rating:** 5.0/5.0 stars

_— Muzammil M._

[Read full review](https://www.g2.com/survey_responses/formaloo-review-13052636)

#### What Are G2 Users Discussing About Formaloo?

- [What is Formaloo used for?](https://www.g2.com/discussions/what-is-formaloo-used-for) - 1 comment, 2 upvotes

### [OneSuite](https://www.g2.com/products/onesuite/reviews)

OneSuite is a complete client work management platform designed specifically for service agencies and independent professionals. Instead of juggling multiple tools for projects, clients, and communication, everything you need is in one place. From onboarding new clients to offboarding them properly, the entire client journey is managed smoothly inside OneSuite. At the core, OneSuite gives you powerful project management tools that keep your team organized and clients in the loop. You can plan projects with boards or lists, assign tasks, set deadlines, and track progress without losing sight of priorities. It goes beyond task tracking by connecting your work directly with the clients it’s for. The built-in CRM is tailored for agencies that sell services, not products. Capture leads, nurture opportunities, and move deals through your pipeline until they become long-term clients. Proposals, contracts, and agreements can be created and shared directly in the platform, with e-signatures included so you close deals faster without chasing paperwork. Billing is also handled with client work in mind. You can create one-time or recurring invoices, perfect for agencies that sell monthly retainers or ongoing service packages. Clients can pay online through trusted providers like Stripe, PayPal, Razorpay, or QuickPay. Recurring invoices mean you spend less time on admin and more time delivering value. OneSuite also includes a secure client portal that carries your own branding. Clients log in to see project updates, approve deliverables, pay invoices, or sign documents. This not only saves you endless back-and-forth emails but also creates a professional experience that builds trust. Team management is built in too. Assign roles, balance workloads, and track performance so your agency operates smoothly. Everything is designed around collaboration between your team and your clients, not just internal work. The real value of OneSuite is that it replaces a messy toolkit of disconnected apps with a single system built specifically for agencies and service professionals. You save money by not paying for multiple subscriptions. You save time by keeping your projects, communication, documents, and billing all connected. And most importantly, you deliver a seamless, professional experience that keeps clients happy and coming back. With OneSuite, agencies can finally run their business end-to-end in one platform, reduce overhead, and focus on growing instead of managing chaos.

**Average Rating:** 4.8/5.0

**Total Reviews:** 15

#### How Do G2 Users Rate OneSuite?

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.9/10)
- **Workflow Capability:** 7.5/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.4/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 7.8/10 (Category avg: 8.6/10)

#### Who Is the Company Behind OneSuite?

- **Seller:** [OneSuite](https://www.g2.com/sellers/onesuite)
- **Year Founded:** 1999
- **HQ Location:** Wilmington, US
- **Twitter:** @getOneSuite  
25 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1cb872e48601bce51650d11a14de00fa583a98b08d0b537581eb54e135bf7cf3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fonesuite&secure%5Burl_type%5D=linkedin_company_website)  
7 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 93% Small, 7% Medium

#### What Do G2 Reviewers Say About OneSuite?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **effective task management** of OneSuite, enabling seamless tracking of multiple projects in one place.
- Users love the **intuitive interface** of OneSuite, making it easy to manage multiple projects efficiently.
- Users appreciate the **efficient project management** in OneSuite, seamlessly integrating tasks, invoices, and client communication.
- Users praise the **automation features** of OneSuite, streamlining tasks and improving efficiency in project management.
- Users love the **easy setup** of OneSuite, allowing effortless onboarding with predefined stages and payment integration.

##### Cons

- Users feel that **missing features** limit OneSuite's functionality, particularly the absence of time tracking options.
- Users find the **time management features lacking** , requiring manual input for tracking, complicating usage significantly.
- Users find the absence of **time tracking functionality** in OneSuite a significant limitation, requiring manual entry instead.
- Users feel that while OneSuite is satisfactory, they should **reduce costs** for better overall value.
- Users feel that the service is great, but **the cost is too high** and could be reduced.

#### What Are Recent G2 Reviews of OneSuite?

**["One Suite Makes Client Communication and Process Visibility Effortless"](https://www.g2.com/survey_responses/onesuite-review-13043702)**

**Rating:** 5.0/5.0 stars

_— Jude ._

[Read full review](https://www.g2.com/survey_responses/onesuite-review-13043702)

**["A robust alternative to the most popular project management platforms"](https://www.g2.com/survey_responses/onesuite-review-10391597)**

**Rating:** 5.0/5.0 stars

_— Luca P._

[Read full review](https://www.g2.com/survey_responses/onesuite-review-10391597)

### [Teamwork CRM](https://www.g2.com/pt/products/teamwork-crm/reviews)

A Teamwork.com oferece um conjunto de aplicativos de gestão empresarial integrados que permite às equipes se comunicarem de forma fluida, colaborarem sem esforço, impulsionarem vendas, apoiarem clientes e entregarem eficientemente todos os seus projetos. O Teamwork CRM permite que você divida leads e oportunidades em pipelines separados, proporcionando maior visibilidade e controle sobre o seu processo de vendas. Com o Teamwork CRM, você tem total visibilidade sobre o seu processo de vendas — oferecendo mais insights sobre como acelerá-lo e garantir que nada seja negligenciado. Com um local central para acompanhar tudo, desde o primeiro contato até o fechamento do negócio, sua equipe saberá exatamente onde focar seu tempo e verá como cada negócio está progredindo em cada estágio do ciclo de vendas.

**Average Rating:** 4.2/5.0

**Total Reviews:** 55

#### How Do G2 Users Rate Teamwork CRM?

- **the product tem sido um bom parceiro comercial?:** 8.8/10 (Category avg: 8.9/10)
- **Capacidade de fluxo de trabalho:** 8.9/10 (Category avg: 8.5/10)
- **Contato & Gerenciamento de Contas:** 8.8/10 (Category avg: 8.7/10)
- **Oportunidade & Gerenciamento de Pipeline.:** 8.7/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Teamwork CRM?

- **Vendedor:** [Teamwork](https://www.g2.com/pt/sellers/teamwork)
- **Ano de Fundação:** 2007
- **Localização da Sede:** Cork
- **Twitter:** @teamwork  
1 seguidores no Twitter
- **Página do LinkedIn®:** [www.linkedin.com](https://www.g2.com/pt/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d7530a7a9a1b50b103b6b37add1ac5ed68ffff24fa826c1ef51bd932ac2c2ae9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1042291%2F&secure%5Burl_type%5D=linkedin_company_website)  
549 funcionários no LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Tecnologia da Informação e Serviços, Marketing e Publicidade
- **Company Size:** 53% Small, 33% Medium

#### What Do G2 Reviewers Say About Teamwork CRM?

_AI-generated summary from verified user reviews_

##### Pros

- Os usuários valorizam a **facilidade de uso** no Teamwork CRM, aumentando a produtividade com sua interface intuitiva e visualizações de pipeline claras.
- Os usuários apreciam a **configuração fácil** do Teamwork CRM, permitindo uma rápida integração e gestão eficiente do processo de vendas.
- Os usuários valorizam o **design intuitivo e direto** do Teamwork CRM, aumentando a produtividade e o engajamento dentro de suas equipes de vendas.
- Os usuários elogiam a **interface intuitiva** do Teamwork CRM por sua usabilidade direta e navegação sem interrupções.
- Os usuários valorizam a **gestão eficiente de leads** no Teamwork CRM, apreciando sua interface intuitiva e colaboração em equipe sem interrupções.

##### Cons

- Os usuários expressam frustração com a **personalização limitada** , desejando mais recursos avançados e opções flexíveis no Teamwork CRM.
- Os usuários sentem que a **falta de recursos** no Teamwork CRM prejudica a eficiência, particularmente na integração de e-mail e na funcionalidade móvel.
- Os usuários enfrentam **problemas de integração de e-mail** com encadeamento e rastreamento inconsistentes, complicando a comunicação e a organização no Teamwork CRM.
- Os usuários enfrentam **problemas de funcionalidade** com a integração de e-mail e limitações do aplicativo móvel, prejudicando a eficiência geral do CRM.
- Os usuários enfrentam **problemas de integração** com o Teamwork CRM, achando a integração de e-mail básica e sem conectividade perfeita com ferramentas.

#### What Are Recent G2 Reviews of Teamwork CRM?

**["Gestão de Leads Sem Costura e Colaboração em Equipe"](https://www.g2.com/pt/survey_responses/teamwork-crm-review-12935853)**

**Rating:** 5.0/5.0 stars

_— Khushbu B._

[Read full review](https://www.g2.com/pt/survey_responses/teamwork-crm-review-12935853)

**["Um Espaço de Trabalho Confiável para Projetos, Tarefas e Atividades em Andamento"](https://www.g2.com/pt/survey_responses/teamwork-crm-review-12939955)**

**Rating:** 4.5/5.0 stars

_— Ishan S._

[Read full review](https://www.g2.com/pt/survey_responses/teamwork-crm-review-12939955)

#### What Are G2 Users Discussing About Teamwork CRM?

- [How do you use teamwork tools?](https://www.g2.com/pt/discussions/teamwork-crm-how-do-you-use-teamwork-tools)
- [How does teamwork app work?](https://www.g2.com/pt/discussions/teamwork-crm-how-does-teamwork-app-work)
- [What is teamwork software used for?](https://www.g2.com/pt/discussions/teamwork-crm-what-is-teamwork-software-used-for)
- [What are some features of CRM?](https://www.g2.com/pt/discussions/teamwork-crm-what-are-some-features-of-crm)

### [AllClients](https://www.g2.com/products/allclients/reviews)

The #1 Client Management and Marketing Automation System for very small businesses.

**Average Rating:** 4.6/5.0

**Total Reviews:** 40

#### How Do G2 Users Rate AllClients?

- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.0/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.5/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.5/10 (Category avg: 8.6/10)

#### Who Is the Company Behind AllClients?

- **Seller:** [AllClients](https://www.g2.com/sellers/allclients)
- **Year Founded:** 2004
- **HQ Location:** Sparks, Nevada
- **Twitter:** @allclients  
318 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3670e87418ce8be567dabad4d358c9c1c73381ab5f28c09a1a19990e216e65cb&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fallclients%2F&secure%5Burl_type%5D=linkedin_company_website)  
5 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Financial Services, Insurance
- **Company Size:** 67% Small, 24% Medium

#### What Do G2 Reviewers Say About AllClients?

_AI-generated summary from verified user reviews_

##### Pros

- Users find AllClients incredibly **easy to use** , allowing them to efficiently complete tasks and manage contacts.
- Users rave about the **stellar customer support** of AllClients, praising its responsiveness and helpfulness.
- Users value the **simplicity of AllClients** , enabling effortless customization while managing contacts and follow-ups efficiently.
- Users value the **effective email marketing** features of AllClients, enhancing client engagement with ease and convenience.
- Users highlight the **affordability** of AllClients, making it an ideal choice for small businesses seeking budget-friendly CRM solutions.

##### Cons

- Users find the **integration issues** frustrating, as more third-party app compatibility is needed for a better experience.
- Users find AllClients **limited in features** , wishing for more integrations and modernized reporting options.
- Users find the **limited integrations** of AllClients restrict their capabilities and hinder overall effectiveness.
- Users find the trial period **too short** , preferring a longer duration like 30 days offered by competitors.
- Users feel that AllClients has **feature issues** , particularly in integrations and outdated design aspects.

#### What Are Recent G2 Reviews of AllClients?

**["Ideal CRM for Keeping Leads Organized and Follow-Ups Easy"](https://www.g2.com/survey_responses/allclients-review-12706061)**

**Rating:** 4.5/5.0 stars

_— Sarah S._

[Read full review](https://www.g2.com/survey_responses/allclients-review-12706061)

**["Reliable Client Management Platform Compliant with EU Privacy Rules"](https://www.g2.com/survey_responses/allclients-review-12867429)**

**Rating:** 4.0/5.0 stars

_— Lili M._

[Read full review](https://www.g2.com/survey_responses/allclients-review-12867429)

#### What Are G2 Users Discussing About AllClients?

- [What does Allclients do?](https://www.g2.com/discussions/what-does-allclients-do)
- [What is all client?](https://www.g2.com/discussions/what-is-all-client)
- [What is a client management software?](https://www.g2.com/discussions/what-is-a-client-management-software)
- [What does a client management system do?](https://www.g2.com/discussions/what-does-a-client-management-system-do)

### [Method CRM](https://www.g2.com/products/method-crm/reviews)

Method CRM is the #1-rated CRM for businesses using QuickBooks — a customizable CRM that adapts to your business, not the other way around. Instead of forcing teams to change their processes to fit the software, Method lets them build the workflows, screens, and automations their business actually uses, without developer resources or enterprise pricing. Method fills the gap between QuickBooks and rigid, one-size-fits-all CRMs. With real-time, two-way sync, teams manage leads, customers, estimates, invoices, and payments in one place while accounting data stays current in both systems. Customers can approve estimates, sign proposals, and pay invoices online through a branded 24/7 portal, streamlining every step from lead to payment. Automating this busywork — fewer steps, less retyping, fewer errors — saves teams hours every week. Nearly 4,000 businesses across construction, field services, manufacturing, warehousing, and professional services trust Method to support the workflows their industries rely on daily. Every account is backed by fast access to real subject-matter experts who treat you like a partner, not a ticket — including a free hour of customization to tailor Method to your business.

**Average Rating:** 4.4/5.0

**Total Reviews:** 337

#### How Do G2 Users Rate Method CRM?

- **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.3/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.8/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.4/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Method CRM?

- **Seller:** [Method Integration Inc.](https://www.g2.com/sellers/method-integration-inc)
- **Company Website:** www.method.me
- **Year Founded:** 2010
- **HQ Location:** Toronto
- **Twitter:** @MethodCRM  
2,075 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5d78b6d56af15bee0d6ec97f954d7e71fae54a68b56974ff2fac60b145516bd4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F245963%2F&secure%5Burl_type%5D=linkedin_company_website)  
115 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner, Office Manager
- **Top Industries:** Construction, Wholesale
- **Company Size:** 88% Small, 10% Medium

#### What Do G2 Reviewers Say About Method CRM?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Method CRM's **ease of use** enables efficient organization, tracking, and integration for improved workflow management.
- Users praise the **outstanding customization options** in Method CRM, tailoring workflows to enhance operational efficiency.
- Users value the **seamless QuickBooks integration** of Method CRM, enhancing efficiency and service capabilities significantly.
- Users value the **responsive customer support** of Method CRM, which aids in quick resolution of queries.
- Users value the **extensive customization options** of Method CRM, allowing for tailored workflows and efficient operations.

##### Cons

- Users find the **learning curve steep** for Method CRM, making initial setup and customization quite challenging.
- Users face **limited customization** options in Method CRM, often needing costly developer support for even small changes.
- Users report various **glitches and lag** in Method CRM, impacting usability, especially in the mobile app and syncing.
- Users feel that **customization costs are excessive** , leading to high monthly fees and increased dependency on developer support.
- Users find the **missing features** in Method CRM limiting, as it lacks essential tools for comprehensive business management.

#### What Are Recent G2 Reviews of Method CRM?

**["Method CRM is SO MUCH MORE than it seems!"](https://www.g2.com/survey_responses/method-crm-review-10779798)**

**Rating:** 5.0/5.0 stars

_— Brooke M._

[Read full review](https://www.g2.com/survey_responses/method-crm-review-10779798)

**["Bridging the Gap Between Sales and Success"](https://www.g2.com/survey_responses/method-crm-review-12513026)**

**Rating:** 5.0/5.0 stars

_— Marlayna V._

[Read full review](https://www.g2.com/survey_responses/method-crm-review-12513026)

#### What Are G2 Users Discussing About Method CRM?

- [What is Method CRM used for?](https://www.g2.com/discussions/what-is-method-crm-used-for) - 1 comment
- [What are the three benefits of CRM?](https://www.g2.com/discussions/what-are-the-three-benefits-of-crm)
- [How much does Method CRM cost?](https://www.g2.com/discussions/how-much-does-method-crm-cost) - 1 comment
- [What is method CRM?](https://www.g2.com/discussions/what-is-method-crm) - 1 comment
- [What are the features of CRM software?](https://www.g2.com/discussions/method-crm-what-are-the-features-of-crm-software) - 1 comment

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[Software de Folha de Pagamento Multipaíses](https://www.g2.com/pt/categories/multi-country-payroll)

[Software de Operações de Receita e Inteligência (RO&I)](https://www.g2.com/pt/categories/revenue-operations-intelligence-ro-i)

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Categorias Similares

- [Compensação de Vendas](/pt/categories/sales-compensation)
- [Assistente de Vendas de IA](/pt/categories/ai-sales-assistant)
- [Discador Automático](/pt/categories/auto-dialer)
- [Análise de Contratos](/pt/categories/contract-analytics)
- [Gestão do Ciclo de Vida de Contratos (CLM)](/pt/categories/contract-lifecycle-management-clm)

- [Gestão de Contratos](/pt/categories/contract-management)
- [Otimização de Receita do Cliente](/pt/categories/customer-revenue-optimization)
- [Assinatura Eletrônica](/pt/categories/e-signature)
- [Vendas de Campo](/pt/categories/field-sales)
- [Outras Vendas](/pt/categories/other-sales)

- [Gestão de Parcerias](/pt/categories/partnerships-management)
- [Pré-vendas](/pt/categories/presales)
- [Gestão de Cotações](/pt/categories/quote-management)
- [Plataformas de IA de Receita](/pt/categories/revenue-ai-platforms)
- [Operações e Inteligência de Receita (RO&I)](/pt/categories/revenue-operations-intelligence-ro-i)

[Browse CRM Themes](/pt/categories/crm/themes)

 ![Julie Jung](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Julie Jung")
JJ

Pesquisado e escrito por [Julie Jung](https://research.g2.com/insights/author/julie-jung)

Updated March 5, 2025

O software de gestão de relacionamento com o cliente (CRM) é uma ferramenta digital projetada para que as empresas organizem, monitorem e mantenham de forma eficiente dados sobre seus clientes existentes e potenciais. O [melhor software de CRM](https://www.g2.com/pt/articles/best-crm-software) centraliza dados de várias fontes de geração de leads, tráfego, campanhas e aquisição e cria registros e perfis. O software possui um repositório de um banco de dados completo de clientes, que os stakeholders usam para gerenciar contratos e relacionamentos de longo prazo com os clientes.

O software de CRM melhora a experiência do cliente ao simplificar o suporte ao cliente, marketing por e-mail, alcance de vendas e ciclos de vendas.

[O software de CRM](https://learn.g2.com/best-customer-relationship-management-software-tools) pode ser integrado a [plataformas de infraestrutura de call center](https://www.g2.com/pt/categories/call-center-infrastructure-cci), serviços de marketing digital, [sistemas ERP](https://www.g2.com/pt/categories/erp-systems), [plataformas de e-commerce](https://www.g2.com/pt/categories/e-commerce-platforms), software de automação de marketing e [software CPQ](https://www.g2.com/pt/categories/cpq) para reduzir o risco de silos de dados e fornecer atualizações em tempo real sobre a jornada do cliente. A jornada e o funil do cliente são categorizados em diferentes subprocessos no software de CRM, onde vendas e marketing podem acessar os dados, construir comunicação e levá-los adiante para acordos finais.

Existem muitos [tipos diferentes de software de CRM](https://learn.g2.com/types-of-crm-software) que fornecem uma coleção de funções integradas relacionadas ao cliente ou funcionalidade tudo-em-um, como automação de marketing, help desk, ferramentas de e-commerce, ERP, gestão de projetos ou sites, para substituir a necessidade de soluções adicionais e melhor atender pequenas e médias empresas. Soluções de CRM independentes, no entanto, focam principalmente em funções relacionadas a vendas, como gestão de contatos, contas e pipeline, e não oferecem ampla ajuda de marketing.

O software também possui escalonamento de help desk, automação de e-mails, disposições de vendas, fluxos de trabalho automatizados, e históricos de pontuação e chamadas de leads para ajudar as equipes de vendas a navegar no progresso atual dos leads e estabelecer comunicação contextual.

Para qualificar-se para inclusão na categoria de CRM, um produto deve:

- Fornecer um conjunto delimitado de funções relacionadas a vendas
- Fornecer funções de gestão de leads, contatos, contas e oportunidades
- Capturar e armazenar atividades e interações de vendas realizadas
- Consolidar histórico e transações de clientes em uma única interface
- Acompanhar prospectos e contatos ao longo do pipeline de vendas
- Facilitar a comunicação em todas as fases do ciclo de vida do cliente
- Fornecer recursos de relatórios para acompanhar o desempenho de vendas
- Fornecer capacidades de automação de fluxo de trabalho para simplificar processos de vendas
- Integrar funções em um banco de dados e plataforma unificados

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