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ShareCRM

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2 reviews
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Average star rating
4.0
Serving customers since
2011

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ShareCRM Reviews

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Verified User in Textiles
GT
Verified User in Textiles
08/25/2026
Validated Reviewer
Review source: G2 invite
Incentivized Review

Unifies B2B and E-Commerce Workflows Brilliantly

As Head of E‑Commerce & Digital Operations at TextilWerk Modern GmbH, ShareCRM is our central hub to tie together B2B wholesale dealers, large corporate textile manufacturers and our direct online‑shop buyers. Before we moved over from Insightly CRM, our customer data was completely scattered: wholesale dealer contacts sat inside the old CRM, corporate custom‑fabric project notes lived in spreadsheets, and e‑commerce customer data stayed locked inside our webshop backend. Team members would waste hours cross‑referencing multiple sources just to understand a single customer’s full history. I get huge value out of its unified partner contact records. Every wholesale retailer and apparel factory gets a dedicated profile where I log everything from negotiated fabric minimum‑order sizes, custom dye requests to special volume discount terms. Last month, a long‑standing wholesale partner based in Leipzig reached out with two separate asks: restocking large volumes of linen home textiles and requesting samples of our new recycled‑cotton fabric. Previously, sales would log these two requests in separate files and risk forgetting one. Now both requests live on the same profile, so our sales and sample‑coordination teams immediately have the full context, no extra sync meetings required. Its task‑workflow tools make cross‑regional sales hand‑offs far less painful. When a big fabric inquiry comes in from southern Germany, I assign follow‑up tasks directly to our local sales rep inside the platform, attaching fabric specs and client requirements. My digital‑operations team can monitor task status live instead of sending endless follow‑up emails. I also heavily use the custom contact segmentation, tagging accounts with textile‑specific metadata such as fabric preferences, sample history and discount tiers. When we needed to distribute our new fabric sample kits, I filtered the database in minutes to target high‑priority wholesale clients, a job that once took half a day sorting spreadsheets. The AI‑driven opportunity scanning alerts us when a client shows strong buying signals, for example multiple sample requests in a short window, pushing our team to reach out proactively. The full chronological customer‑activity timeline is another lifesaver. When clients circle back months later, I can quickly pull up past quotes, sample shipments and negotiation history without digging through old email threads. Even with integration gaps, these features drastically cut our team’s redundant manual work.
jasmine z.
JZ
jasmine z.
07/02/2026
Validated Reviewer
Verified Current User
Review source: Organic
Translated Using AI

A concise interface enhances sales management efficiency.

I like that the interface of ShareCRM is very simple and easy to use, making the entry of complex sales information very simple. Additionally, its AI feature configured with AGINT has significantly improved my work efficiency.

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HQ Location:
Irvine, US

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What is ShareCRM?

ShareCRM is an AI-powered, unified CRM platform built for B2B companies that want to connect sales, service, operations, and partner management on a single system. Trusted by over 6,000 enterprises worldwide, ShareCRM brings together Sales Force Automation, CPQ, Inventory and Order Management, Project Management, Customer Service, Field Operations, and Partner Management in one seamless platform. With a one-cloud architecture, teams can replace multiple disconnected tools with a fully integrated workflow that supports the entire customer lifecycle—from lead generation and quoting to delivery, service, and renewals. ShareCRM’s AI capabilities are embedded across the platform through multiple AI Agents that help automate follow-ups, summarize meetings, generate service records, provide real-time knowledge assistance, and improve decision-making. Sales teams get real-time insights and automated engagement support; service teams benefit from fast ticket resolution and field task automation; and operations teams gain visibility across inventory, orders, projects, and partners—all through a mobile-first experience.

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Year Founded
2011