Contact Management Software

Probably the only thing that I dislike is that there's a significant learning curve for this platform. It often times feels a little daunting since there are so many different functionalities available. Moreover, as we scale up, we're realising that some features and integrations are getting costlier. Review collected by and hosted on G2.com.

Basically, the reporting and analysis of the Sales Funnel has been streamlined by this platform. It has allowed us to better track the Sales Team's performance and also ensure that it aligns with the set goals. Working in a hybrid organization, this is quite a useful tool for remote collaboration. It centralizes the entire sales process and also the different automations and integrations help us in saving time and other resources. Review collected by and hosted on G2.com.

There are aspects that do not align with Japanese business practices. Review collected by and hosted on G2.com.

I use HubSpot Sales Hub for deal processes, stages, and pipeline management. It helps visualize the pipeline and is also utilized for managing sales prospects. 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.

If I’m being honest, the main downside for me is that Close can sometimes feel a bit rigid. It does what it’s designed to do really well, but when you want deeper customization or very detailed reports, you may hit some limits. There’s also a bit of a learning curve at the beginning, especially if you’re coming from a simpler tool. That said, none of these are deal-breakers. Review collected by and hosted on G2.com.

Close solves the problem of having sales work scattered across too many tools. Instead of jumping between a CRM, a dialer, email, and spreadsheets, everything is in one place. That alone saves a lot of time and mental energy. For me, it’s made follow-ups more consistent, calls easier to manage, and my pipeline much clearer. I spend less time organizing my work and more time actually talking to leads and moving deals forward, which has been a big win. Review collected by and hosted on G2.com.

I find the integration with some accounting programs like QuickBooks to be lacking or poor. Also, it would be nice to have a more live integration with Google Drive to input data easily and save it in Google Drive, and perhaps vice versa. Review collected by and hosted on G2.com.

Pipedrive helps us keep our client and prospect lists organized and allows us to track projects, process orders, and communicate with vendors using customized pipelines and fields. Review collected by and hosted on G2.com.

When your computer or network experiences delays, Power Automate may fail to recognize certain steps and display an error in red. That’s why it’s important to set the right wait time during the design process—not too short. Also, if the webpage changes or something pops up during automation, you’ll get the same error and need to reconfigure the flow. Review collected by and hosted on G2.com.

Microsoft Power Automate helps automate repetitive tasks, such as exporting reports, which saves me a lot of time and effort. Its user-friendly interface means I don’t need any coding or programming knowledge to set up workflows. However, I’ve noticed that if there are delays in my computer or network, or if the webpage changes or unexpected pop-ups occur, errors can happen and I may need to reconfigure the flow. Despite these challenges, Power Automate still benefits me by streamlining my work and making routine processes much more efficient. Review collected by and hosted on G2.com.

As much as AI can be useful, I absolutely hate the new homepage they are pushing. Thankfully I can revert to the original dashboard version for now. It gives a good at a glance idea of how everything is doing. I'm also not a fan of the AI creation features for images and writing in general since it's so obvious once finished that it was generative AI. I think using the AI features for analyzing and tips is the better way to go. There's not enough information for it to really create useful things about niche topics like what I'm marketing. Review collected by and hosted on G2.com.

ActiveCampaign is helping solve the issue of having to manually approve everything as I work on growing my business. I've added a course feature to website and created funnels. As my email list grows, it would be an absolute nightmare to have to respond and forward freebies for example manually. Also, with the ability to segment along with analytics, it's keeping me from flying blind. Most people on an email list really don't interact even if you beg. However, with the tracking features on ActiveCampaign I don't have to rely on users telling me what they think. I can just observe what they do. Review collected by and hosted on G2.com.

Heavy document workflow leads to performance problems and lags

Laserfiche has a cloud version that still needs more improvements and support Review collected by and hosted on G2.com.

Laserfiche has brilliant document storage technology that ensures centralized access and easy sharing

Most of document related roles including approvals, signing among others, notifications and others are effectively automated

Laserfiche ensures successful compliance and proper access policies are deployed

The tool has streamlined the search option, which makes it easy to get access to specific documents

Laserfiche has robust process standardization, something that eliminates performance issues or errors Review collected by and hosted on G2.com.

Some advanced features take a little time to understand, especially when setting up detailed automations or reports. The interface can feel slightly busy at first, but once you get familiar with it, navigation becomes smooth. Review collected by and hosted on G2.com.

EngageBay helps manage contacts, email communication, follow-ups, and customer engagement in one place. Earlier, handling these tasks manually was time-consuming and often inconsistent, but EngageBay has made the process more structured and reliable. It has improved response time, reduced manual effort, and helped me maintain consistent communication. Overall, it has increased productivity and made workflow management more efficient. Review collected by and hosted on G2.com.

Jotform workflows can feel limited once processes become more complex. There’s less flexibility for conditional logic and customization than you might expect, and small changes sometimes require more workarounds than should be necessary. Troubleshooting why a workflow didn’t behave as expected isn’t always straightforward, which can slow things down when something doesn't work. Review collected by and hosted on G2.com.

For us, Jotform solves the problem of disorganized, manual processes like chasing approvals, tracking submissions, and looping in the right people. By centralizing those steps into an automated flow, it reduces errors and follow-up. The biggest benefit for me is time and clarity—clearer ownership and greater confidence that processes are being completed as intended. Review collected by and hosted on G2.com.

None so far as it works perfectly for us. But looking ahead perhaps in the future some form of integration ability with accounting softwares Review collected by and hosted on G2.com.

Capsule solved our main issues around disorganisation, missed follow-ups and lack of visibility across contacts, emails and opportunities. Everything now lives in one clear place, which has made us more organised, faster and more proactive. The search function saves us time every day, the pipeline gives us proper visibility of what’s coming in, and overall it’s made team collaboration and follow-ups far smoother. Review collected by and hosted on G2.com.

from an HR point of view, instantly does not have many HR specific features like candidate tagging or recruitment pipeline tracking, we still need to manage candidate status in our ATS or spreadsheets, also reporting is basic, and for detailed analysis , data export is required. Review collected by and hosted on G2.com.

earlier, we were sending interview emails manually from Gmail ,which was time consuming and inconsistent, follow ups were often missed and tracking replies was difficult. instantly solved this by centralizing email outreach , now interview invites, reminders and follow ups are automated, this saves a lot of manual efforts and ensures timely communication with candidate, it also improved our employer branding because communicatio became more professional and structured. it helped the HR team manage high volume hiring more efficiently, recruiters can focus more on screening and interviews instead of sending repetitive emails. campaign perfromance data also helps us understand which subject lines or email content work better with candidates. 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.

It dont have the market place like Zoho CRM to connect with other applications Review collected by and hosted on G2.com.

Easy to manage leads and set pipelines at affordable cost Review collected by and hosted on G2.com.

Less Annoying has no mobile app, and this forces users to use Desktops

Complex sales processes are not well attended by this app Review collected by and hosted on G2.com.

Less Annoying has streamlined the CRM processes, ensuring that no system bloating or complications

The tool demonstrates contact centralization, which makes each customer feel more secure and alert

The tool supports the task management, a process that ensures easy role sharing

Onboarding and adapting Less Annoying is a stress free experience

The solution ensures easy communication tracking, a process that keeps customers interactions successful Review collected by and hosted on G2.com.

nothing as far as i know from usage till now. Review collected by and hosted on G2.com.

HappSales solves forgetfulness, opacity, dependency, and self-deception in sales.

And it benefits you by replacing chaos with visibility, and visibility with control — without needing to hover. Review collected by and hosted on G2.com.

One thing I dislike is that when I log in to Mekari Qontak on one of my devices (mobile phone/laptop) and activate my agent account, I sometimes find on another device that my account still shows as inactive (whether due to signal or other issues). As a result, my performance is considered to have declined because it looks like I wasn’t active on time. Review collected by and hosted on G2.com.

The company I work for is a small business that started two years ago. Before this, we only used a regular business chat application, with shifts shared among several people. In that setup, I noticed that some people sometimes ended up working more than others, while others worked less. With Qontak Mekari, the workload for each agent is now divided much more evenly, which feels fairer overall. I also found that, with its features, we can separate serious customers from those who are not. Review collected by and hosted on G2.com.

From real usage, one thing we noticed is that some campaign insights require a bit more interpretation than expected. The data is there, but turning it into clear next step decisions sometimes takes manual analysis on our end. It is not something that stop us from using the platform, but it does mean you need to be intentional about reviewing results rather than relying on surface level signals Review collected by and hosted on G2.com.

SalesTarget AI helps us streamline outbound email efforts and stay organized as outreach scales. Instead of juggling multiple tools or spreadsheets, we can manage campaigns, monitor responses, and keep follow ups consistent. This has reduced operational friction and helped the team focus more in messaging quality and prospect relevance rather than admin work. Over time, this structure has supported more predictable outreach execution Review collected by and hosted on G2.com.

There’s very little to dislike about Ohanafy—it’s been a strong solution for our business. If I had to point out one area for improvement, incorporating accounting and financial software directly into the system would streamline operations and reduce the need for external tools.

We’ve had a great experience with Ohanafy and truly appreciate the level of support and customization it offers. The platform is intuitive, flexible, and provides real-time data that helps us make informed decisions quickly.

Given how well Ohanafy aligns with our business needs, we would like to move away from QuickBooks entirely as our external accounting provider. Integrating accounting functionality directly into Ohanafy would make it a complete solution for us. This would be my recommendation for this solution to fully round out their product offering. Review collected by and hosted on G2.com.

Ohanafy has helped us solve several operational challenges, bringing efficiency and ease to our daily workflows.

Simplified Purchase Orders & Forecasting - One of the biggest benefits is the ability to generate and send purchase orders directly from the forecasting tool. This integration streamlines our product purchasing process and saves valuable time.

Advanced ASN Creation & Pallet Management - The system offers improved flexibility when creating ASNs, allowing us to sort by package style, product category, or warehouse location. Pallets are auto-built based on our setup, but the drag-and-drop functionality makes adjustments quick and intuitive. It’s extremely user-friendly.

Effortless Reporting - Reporting is another area where Ohanafy shines. Unlike platforms that use complex parent-child naming structures, Ohanafy makes it easy to build reports in minutes where we used to spend hours. Live reports with predetermined fields give our sales team instant access to the data they need, right at their fingertips.

Overall, Ohanafy has significantly improved our operational efficiency and data accessibility. Review collected by and hosted on G2.com.

Redundancy in notifications. I almost always have the portal open, so I don't need the emails as much as maybe someone else would, but the info is clear and shared numerous ways. Review collected by and hosted on G2.com.

Keeping track of leads and opportunities with my sales team leader and the rest of our team. Review collected by and hosted on G2.com.