Contact Management Software

What I dislike about Pipedrive is that some advanced features and customization options are limited to higher plans. The reporting could also be more flexible, especially when you need detailed sales analysis. Managing a large number of activities and leads can sometimes require additional customization. Review collected by and hosted on G2.com.

Pipedrive helps solve the challenge of managing a large number of leads, follow-ups, and ongoing deals in one place. It gives me a clear view of where each lead is in the sales process and helps me stay organized with follow-up activities. This saves time, improves lead management, and reduces the chances of missing potential opportunities. Review collected by and hosted on G2.com.

The least helpful part of HubSpot Sales Hub is the pricing. It gets expensive quickly as you move to the Professional or Enterprise tiers and add more users, and key features like advanced sequences, forecasting, and custom reporting are locked behind higher plans. Customization can also feel limited for more complex sales processes, and reporting isn't as flexible as some competitors. Occasionally, email sequences and tracking hit sending limits, and the add-on costs for extra features can add up over time. Review collected by and hosted on G2.com.

HubSpot Sales Hub helps us manage outbound business development across North America, Europe, and APAC from one place. Before, prospect data, email follow-ups, and deal tracking were spread across spreadsheets and inboxes, which made it easy to lose track of conversations. Now sequences automate our follow-ups with C-level prospects, email tracking shows us who's engaged, and the meeting scheduler handles booking across time zones. The pipeline view gives us and leadership a clear picture of where every deal stands, which makes forecasting and prioritizing much easier. Review collected by and hosted on G2.com.

One of the disadvantages is the pricing for different editions. Not every kind of company can afford the license cost. The enterprise edition, for example, has several limitations which then require additional costs for more flexibility. Salesforce releases new features at such a fast pace that it's not always possible to keep up to date with them. Sales Cloud is very vast, and for someone to implement a complex use case, they need to know a lot, like customizable forecasts and revenue generation. Companies charge a lot to implement Sales Cloud if you are outsourcing to consulting firms. Review collected by and hosted on G2.com.

In our organization, we are utilizing Sales Cloud to handle the B2B onboarding process, which is currently a complex process. With robust process automation, we are able to streamline the entire sales process. This results in reduced manual intervention, tailored solutions for our process, easy-to-maintain CRM processes, and visibility into pipeline information. Review collected by and hosted on G2.com.

I first discovered Zapier years ago, before AI became a part of everyday life and an integral part of computing infrastructure. At that time Zapier was innovative and enabled integration and automation that was difficult to do without advanced programming skills. But at present there are mainstream AI tools that can do what Zapier does that are easier to use. The rapid change in the technology landscape has also pushed me to improve my skills. I am now able to interact with APIs directly, such that I do not need Zapier as much. Review collected by and hosted on G2.com.

It helps with building workflows. This can make executing work tasks easier and help save time, overall this is increased efficiency and quality. Review collected by and hosted on G2.com.

I think certain improvements could be brought about in the terms of the limited accessibility for different members of a board. The linkages between the various items could be thought of a bit better or be a bit decentralised so we can create our own linkages. Review collected by and hosted on G2.com.

Monday helps our organization manage projects, deadlines and create a schedule that our employees use for our day to day activities. It has managed to bring all the processes from different platforms into a single one, easing up our management. The benefits of Monday that we have noticed have improved productivity by about 30%, which has saved a lot of costs for us Review collected by and hosted on G2.com.

What I like less about the inbox is that it sometimes seems a bit confusing to me. Also, the loading times could be better in my opinion – here and there it takes a moment for everything to load completely. Review collected by and hosted on G2.com.

With Close, I reach potential customers much faster, and the AI optimization summarizes conversations while the Power Dialer facilitates quick calls. Review collected by and hosted on G2.com.

It takes a little time to get familiar with all the options when you first start using it. Once you get used to the interface, though the day-to-day work is pretty straightforward. Review collected by and hosted on G2.com.

It helps us keep our contacts and communication history in one place. The combination of static and smart lists makes it easier to organize contacts, while the contact history helps us keep track of previous conversations. Overall, it saves us time when managing contacts and doing follow-ups. Review collected by and hosted on G2.com.

The initial setup requires some time, especially for teams that are new to CRM tools Review collected by and hosted on G2.com.

Before using CRMOne, we relied heavily on spreadsheets and disconnected tools, which led to duplicate data, missed follow-ups, and limited visibility into our sales pipeline. Review collected by and hosted on G2.com.

Because Joby packs an impressive amount of operational depth into a single platform—bringing together a full Twilio phone system, AI voice agents, map-based dispatch, and multi-tier subcontractor commission tracking—there can be a bit of a learning curve for team members coming from simpler, single-purpose apps.

Also, navigating telecom carrier requirements (such as A2P 10DLC registration for business messaging) involves a few upfront steps to get fully verified. That said, this is an industry-wide standard rather than a shortcoming of the software itself. Once the team gets through the initial onboarding, the day-to-day workflow quickly becomes second nature. Review collected by and hosted on G2.com.

Before using Joby, our biggest headache was a fragmented tech stack. We were forced to stitch together separate tools for our phone system, SMS marketing, lead pipeline, map dispatch, and invoicing. It was expensive and messy, and it caused leads to slip through the cracks. On the other end of the spectrum, when we looked at enterprise options like ServiceTitan, we were staring down a six-figure price tag and months of complex onboarding.

Here’s how Joby is benefiting us. With unified operations, having a native Twilio phone system, AI voice agents, and a full field service stack in one place has let us stop paying for redundant software subscriptions. For instant visibility, the single-pane-of-glass dashboard gives us immediate, real-time tracking of revenue trends, call volume, and our lead-status pipeline without having to dig through menus. We’re also seeing zero lost leads because the AI voice agents and power dialer handle after-hours inquiries and outbound lists smoothly, which helps keep our conversion rates high. Finally, subcontractor tracking has become effortless: managing multi-tier commissions and monitoring field performance—like our top-performing external partners—is now fully automated, saving our team hours of manual spreadsheet work every week. Review collected by and hosted on G2.com.

I don’t have any major issues with it, but there is a bit of a learning curve as workflows get more complex. Simple automations are easy to build; however, once you start adding multiple conditions, approvals, or integrations, it takes some time to understand how everything fits together.

When a flow fails, troubleshooting can also mean digging through the run history to pinpoint exactly where the problem occurred. It’s not especially difficult, but clearer error messages would make debugging faster and more straightforward.

Other than that, it’s been a reliable tool and has worked well for the automation scenarios I’ve explored so far. Review collected by and hosted on G2.com.

It helps cut down on repetitive manual work by automating tasks that would otherwise have to be done again and again. Rather than manually moving information between applications, sending routine notifications, or updating files, workflows can take care of those activities automatically.

From my perspective, it also creates opportunities to automate team processes such as approvals, reporting, and other day-to-day activities using tools that are already part of the Microsoft ecosystem. This saves time, reduces the chance of manual mistakes, and lets people focus on more valuable work instead of routine tasks.

The biggest benefit is that once a workflow is set up, it keeps running consistently without needing constant attention. That improves productivity and makes everyday work noticeably more efficient. Review collected by and hosted on G2.com.

The biggest downside for me is that the more advanced workflows can become confusing pretty quickly. Branching, prefill mapping, redirects, and keeping the correct fields connected between forms sometimes takes more troubleshooting than I expected. I’ve also had a few cases where the AI assistant suggested or changed something that wasn’t quite right, so I’ve learned to test everything myself before relying on it. The tools are powerful, but the advanced setup could be more intuitive and easier to troubleshoot. Review collected by and hosted on G2.com.

Jotform Workflows is helping me replace a lot of manual back-and-forth in my small business. Instead of collecting owner information, dog details, safety information, permissions, signatures, and follow-up forms separately, I can connect those steps into one process. It also helps me handle situations like multi-dog households without making customers repeat an entire intake. The biggest benefit is organization and consistency — I spend less time chasing information, and customers get a more professional, structured experience from the beginning. Review collected by and hosted on G2.com.

The main limitation I’ve experienced is that some advanced customization and automation capabilities can require more technical work or additional Zoho products. I would also like to see more flexibility in certain CRM functions and deeper native integrations. Overall, however, these limitations haven’t prevented us from building an effective workflow in Bigin. Review collected by and hosted on G2.com.

Bigin solves the problem of managing prospects and follow-ups manually. It gives us one place to manage contacts, deals, pipeline stages, calls, tasks, and customer interactions. This helps us stay organized, follow up with prospects on time, and have better visibility over the sales process. Review collected by and hosted on G2.com.

There are two versions of Ricochet360, and on the new, more colorful version, you cannot see the call history for one specific day. I'd like that to be improved because I need to send my numbers every day and see the exact number I did today. Review collected by and hosted on G2.com.

I meet my goal by calling prospects with Ricochet360, as it keeps everything, like call history, in one place. It's fast, never gets stuck, and helps with tasking, calling customers, and recording statuses properly. Review collected by and hosted on G2.com.

Nothing as of now. Its working as per our expectations Review collected by and hosted on G2.com.

Our experience with Happsales Lead mgt is very much easy. It helps tracking activities, fields are aligned with our requirements and easy to navigate. Dashboards, reports very much insightful. Overall, great UI without much complexity. Review collected by and hosted on G2.com.

Capsule CRM would benefit from a small enhancement that allows users to enter a parent’s email and mobile number for child customers without needing to create custom fields, which many less-experienced users find difficult to set up. I use Capsule CRM to organize the work schedule and user records in my company and to improve business. Review collected by and hosted on G2.com.

I use Capsule CRM to organize the work schedule and user records in my company and to improve business. Review collected by and hosted on G2.com.

It is a minor dislike as I accept the company needs to make an income. However, I have 2 members of staff (including me) that are the main users, and two junior members of staff (my two sons who are still at school) who do a couple of hours of work each weekend to help me. I cannot justify or afford the monthly fee for 2 more licenses. If there was some sort of pay-as-you-go accumulator fee for such users, where their total time logged in and being active was added up each month, they'd be able to help me. Review collected by and hosted on G2.com.

For me the software eases the pain of tracking potential new customers. My company is very much in the early stages of contacting as many potential clients as possible. The trough we are trying to get our noses into is enormous, and this means sending letters out to hundreds of companies. The way Less Annoying CRM organises the Companies and Contacts works perfectly for me. It is so easy to use and incredibly responsive. Review collected by and hosted on G2.com.

Ohanafy's native sales pipeline functionality is quite limited for our agency‑style multi‑stage sales cycles covering initial inquiry, discovery call, proposal review, contract negotiation and onboarding kickoff. It does not offer enough configurable pipeline stages out of the box, forcing us to lean heavily on custom tags to track deal progress. Unfortunately, tags cannot feed into real pipeline forecasting reports. During our busy fall sales quarter, our sales team could not get a consolidated visual view of all active opportunities. We had to export raw contact data every week and build manual spreadsheets for forecasting, which burned several hours of our team’s time week over week. Bulk CSV importing is also a consistent headache. When we migrated our combined client‑vendor dataset over from Clarify CRM, we hit tag‑field misalignment that generated dozens of partial duplicate contact records. There is no import preview feature, so we could not spot mapping mistakes before data was written into the system. I spent nearly half a workday manually cleaning up hundreds of messed‑up records. The lack of native webhook support makes things harder still. Whenever client retainer status or assigned vendor changes inside Ohanafy, those updates cannot auto‑push to our other tools. Earlier this year, we updated retainer status for about fifteen clients, and those changes never synced out. Our Zigpoll survey tool kept sending outdated follow‑up sequences, and I had to manually cross‑check and correct records across platforms. The initial setup was far more complex than anticipated; we built all custom tags and relationship‑link logic completely from scratch, with no agency‑ready templates. Since we don’t have a dedicated CRM administrator, all data cleanup and troubleshooting lands on me, making import failures and mapping errors extra disruptive to our daily workflow. Review collected by and hosted on G2.com.

Before we adopted Ohanafy, our client and vendor data was badly siloed across Clarify CRM, FileCloud, and various offline spreadsheets. Sales held lead data in the old CRM, account managers stored client notes in private spreadsheets, and project teams kept freelance vendor contacts inside our cloud storage. Team members wasted large amounts of time hunting for basic background information whenever account hand‑offs happened. We had a real‑world incident last summer: a senior account manager took unexpected leave, and critical context for multiple active brand clients plus their preferred freelance vendors only existed inside their personal spreadsheets. Our team lacked complete records for days, and we nearly missed a key creative deliverable deadline for one of our important clients. That messy situation was a major wake‑up call for us. We use Ohanafy to centralize client and vendor data in one shared workspace, drastically cutting down time spent digging for scattered details and lowering miscommunication risks during staff transitions. Sales, account management and project delivery all work off the same shared records now. When an account hand‑off occurs, new team members can review client history and linked vendor profiles directly inside Ohanafy. Even so, we still have to stay vigilant. As I saw during our CSV migration, bad imports can create duplicates and corrupted records. I also learned the hard way that without webhook syncs, status changes stay trapped inside Ohanafy. After one status update batch, mismatched data caused our Zigpoll survey responses to get paired to wrong client profiles, requiring manual cross‑reference fixes. It solves our core data‑fragmentation pain point well, but we still need regular manual validation to keep our cross‑system data consistent and avoid costly missteps for our client projects. Review collected by and hosted on G2.com.

On the starting We use to request email for each and every problem sort out. Now a days it is very user friendly. That issues also been sort out by them in the recent month. Review collected by and hosted on G2.com.

They have customized the report sheet as we prefer. often we request them to change user name and password for the new joining staff. But now they have customized it now. Now days admin can change or edit the staff details. And also last 50 crm entries are visible to all the employee so they can easily updated day to day reviews and follow ups of others also . Review collected by and hosted on G2.com.

At the moment, I find no inconvenience; the resolution of the issues is swift and efficient. Review collected by and hosted on G2.com.

I have the opportunity to work with AuraQuantic and I must say it is an exceptional experience. This company stands out in the development of BPM (Business Process Management) processes that truly transform the way organizations operate. From the first contact, the AuraQuantic team demonstrated a deep knowledge and commitment to continuous improvement. Additionally, the customer support is outstanding. They are always willing to help and offer customized solutions that fit our specific needs. The training and resources they provide are of high quality, which facilitates the implementation and use of their software. In summary, I recommend AuraQuantic to any company looking to improve its processes and increase its efficiency. Their innovative approach and dedication to the customer really make a difference. Review collected by and hosted on G2.com.

The main drawback I noticed is that some screens briefly show empty states while data is still loading, which could be confusing for a new user. I also ran into a currency inconsistency: the same sample deal appeared in INR in the pipeline, but showed up in USD on a related-record card. In addition, forms and certain integration options could be easier to find and discover. Overall, these come across as usability refinements rather than fundamental product limitations. Review collected by and hosted on G2.com.

SoftSync AI tackles the common issue of customer and sales information being scattered across separate spreadsheets, inboxes, task tools, and disconnected CRM records. By linking contacts, companies, deals, tasks, notes, interactions, and reminders, it creates a single place to understand who the customer is, what has happened so far, and what needs to happen next. This reduces the time spent hunting for context or manually stitching information together.

During my evaluation, the AI Assistant made the CRM data much easier to work with through natural-language questions. Rather than reviewing every deal one by one, I asked it to summarize the sample pipeline, calculate the total value, and flag overdue close dates. It returned the relevant records, calculated the total correctly, and clarified that the deals couldn’t be classified as overdue because their Close Date fields were empty. The source links and action log also made the output straightforward to verify.

Autopilot addresses another frequent problem: important follow-ups getting missed when teams rely on memory or manual checks. Its templates can help surface unanswered leads, stalled opportunities, and records that need enrichment or follow-up. Reports, reminders, and connected task records add visibility into the pipeline and clarify responsibilities.

Overall, the biggest benefit is having customer context, sales activity, AI-assisted answers, and repeatable follow-up workflows in one system. It can cut down on administrative work, make the pipeline easier to understand, and help teams respond to opportunities more consistently. Review collected by and hosted on G2.com.