Contact Management Software

well sometimes it can feel a little bit complicated when using it for the first time because there are many features and menus to explore , finding specific reports or customer details sometimes takes a few extra clicks, i also thinks some routine updates, such as editing multiple record at once, could be faster, once i became familar with the platform, it was much easier to use, but a simpler onboarding experience for new users would make it even better. but overall its great platform for sales and marketing Review collected by and hosted on G2.com.

agentforce sales solves the problem of keeping customer information ,leads and follow up activities organized in one place, it helps me to track where leads come from , monitor their progress and see the complete history of customer interactions without switching between different tools. this makes it easier to support both the sales and marketing teams, response to enquiries more quickly, and keep records accurate, as a result , i spend less time on manual updates , collaborate more effectively with my team and gain a better understanding of the complete sales process. this helps me work more efficiently with both the sales and marketing teams, ensures no important follow up is missed and keeps customer data organised, as a result our team responds to prospects, faster , improved collaboration and makes better decision based on accurate real time information. Review collected by and hosted on G2.com.

HubSpot Sales Hub gets expensive quickly as team seat costs scale up on higher tiers. The reporting and customization options are noticeably less granular than enterprise rivals like Salesforce. Advanced automation and core features are locked behind high-tier subscriptions like Professional or Enterprise. Additionally, its contacts-based pricing structure can lead to unexpected bills as your database grows. Review collected by and hosted on G2.com.

HubSpot Sales Hub eliminates messy spreadsheets, manual data entry, and fragmented customer communications by unifying sales tools into one platform. Its automated follow-ups and frictionless scheduling save sales reps hours of tedious admin work every week. For businesses, this speeds up the deal cycle, improves pipeline visibility, and keeps prospects from falling through the cracks. Ultimately, it allows sales teams to close more deals faster while maintaining a smooth customer experience. Review collected by and hosted on G2.com.

Zapier feels like a bargain because you're only automating a few things here and there. Then a couple of months go by, you check your usage, and suddenly you realize your automations have been working a lot harder than you thought. I still remember looking at my task count one month and thinking, "Wait... did all of these really run?" The good news is that it usually means the automations are doing their job. The bad news is that your bill tends to notice it too. Review collected by and hosted on G2.com.

Every time we closed a sale, someone had to update the CRM, create a project folder, notify the responsible team, generate an initial task, and log everything in a tracking spreadsheet. None of those actions took much time on their own, but together they added up to several hours every week. Even worse, mistakes happened all the time because there was always some step that somebody forgot. We decided to automate that entire workflow with Zapier, and the change was immediate. Now, when an opportunity moves to "won," everything happens automatically within seconds. Records are created, tasks are assigned, the right people are notified, and information stays synchronized across platforms. There was even a week when several team members were on vacation, and normally that would have caused chaos because certain processes depended heavily on specific people. But most of our workflows were already automated. The interesting part was that we barely noticed they were gone. Leads still reached the right people, reports kept being generated, and notifications continued going out. That was the first time I realized automation isn’t just about saving time, it also removes invisible dependencies you don’t even know exist until someone is suddenly unavailable. Review collected by and hosted on G2.com.

The labels could be better, especially on the reporting side. It's frustrating that you can't use combinations like 'this label and that label' or 'this label, but not that one'. You're limited to just using a single label at a time. Review collected by and hosted on G2.com.

Pipedrive helps us track to convert leads faster, and especially to convert the cooler leads by automation, whilst I can focus either to the new hot leads, or those converted by the automated sequences and deals easily with its visual approach, and customising cards lets me see key data at once, making tracking much simpler than conventional CRM. Review collected by and hosted on G2.com.

The only real flaw that remains is the inability to schedule an in-person meeting on the calendar (only phone calls or video conferences are available). I find this missing feature a bit out of touch: 100% online businesses aren't the only ones out there—there are tons of companies working in the field, and being able to log sales visits in the CRM is essential. I've already submitted this feedback to the development team and hope they implement it soon. Review collected by and hosted on G2.com.

Managing customer relationships to be able to follow up and don't miss a single opportunity, saving time 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.

One challenge has been managing variations, purchase orders, and the integration with Xero for invoicing. While monday CRM has the capability to support these processes, setting them up and streamlining the workflow can be a bit complex and still requires further development on our side. That said, the platform is highly flexible, and I believe there are features and automations available that we can make better use of to improve these areas. Review collected by and hosted on G2.com.

monday CRM has helped bring all of our business processes together into one platform, from lead generation and opportunity tracking through to quoting, procurement, project management, and production for our fit-out and construction projects.

One of the biggest benefits is having a centralised database that provides visibility across the entire project lifecycle, reducing the need for multiple spreadsheets and disconnected systems. Within procurement, we've been able to set up automations for awarded subcontractors and suppliers, which improves efficiency and reduces manual administration.

We've also created client-facing forms that automatically generate records and workflows within monday CRM, helping streamline information collection and ensuring project data is captured consistently. Overall, it has improved team collaboration, project visibility, and process efficiency while allowing us to customise workflows to suit our business requirements. Review collected by and hosted on G2.com.

The initial setup look a little time, especially while deciding how to structure our pipeline stages and scoring rules. A few advanced settings were not immediately obvious, so I spent some time exploring before everything matched our workflow. Once configured, though I haven't had many issues. Review collected by and hosted on G2.com.

Before using EngageBay, it was easy for deals to stay in the same stage longer than they should because there wasn't a clear process. Now everything opportunity has a defined stage, score, owner and next action. It has made follow-ups more consistent and gives us better visibility into the sales pipeline. I spend less time tracking where deals are and more time actually moving them forward. Review collected by and hosted on G2.com.

ActiveCampaign is expensive compared to other email tools. And while it is worth the price, it makes it out of reach for many small businesses. I still recommend it to all my clients regardless of price.

Their support isn't great. I manage without it, but still important to mention.

Automations usually preform as expected, though I have had a couple get stuck here and there and it has been super frustrating. Review collected by and hosted on G2.com.

I use AC for my weekly newsletter. I've been here for 6 years and it has also helped me with delivering courses, group coaching and so much more.

Now that they've added WhatsApp integration, it's even better for those things. Review collected by and hosted on G2.com.

Bigin is an excellent option for small businesses, but I’d like to see more advanced reporting, automation, and customization features. As business needs grow, some users may start to feel that the platform is a bit limited, especially when compared with more comprehensive CRM solutions. Review collected by and hosted on G2.com.

Bigin has been helping us manage incoming website development and digital marketing leads more effectively. We’re able to track each prospect from the initial inquiry through project closure, assign follow-up tasks, keep a clear communication history, and monitor our sales pipeline all in one place. As a result, our response time has improved, we miss fewer follow-ups, and our overall sales process feels more organized and efficient. 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.

I would like it if I could upload files to a project under its own file section, as after a couple of weeks, files do get lost in the trails and I have to keep scrolling to find them Review collected by and hosted on G2.com.

It makes customer management simple and efficient. I can create projects for every job I’ve quoted and keep everything organised by moving them through different stages. Review collected by and hosted on G2.com.

Honestly, a few things slow me down. Reporting and analytics still feel a bit thin compared to bigger CRMs like Salesforce — if I want a deeper breakdown of my call-to-meeting conversion by segment, I sometimes have to piece it together manually or export to a spreadsheet. The mobile experience isn’t as polished as the desktop app, so it’s harder to update records on the fly between meetings. Some of the more advanced automation and sequencing features also feel newer and less battle-tested, so I’ve run into the occasional workflow that doesn’t trigger quite right. And since Attio is still growing fast, documentation and support response times can lag behind actual product changes, so I sometimes have to poke around or ask teammates instead of finding a quick answer myself. Review collected by and hosted on G2.com.

Attio is solving the “CRM as a chore” problem for me. Before, keeping data clean meant constant manual entry — updating contact info, tracking who touched which account, remembering to log calls. Attio automates a lot of that through enrichment and activity syncing, so the data stays accurate without me babysitting it. That directly benefits me because I spend less time on admin and more time actually prospecting and talking to leads, which is what actually moves my numbers.

It’s also solving a visibility problem across the team. Since everything updates in real time, I always know the current status of an account 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.

While managing many follow-up tasks and activities together, I sometimes feel that the dashboard could show more information on one screen without opening separate sections repeatedly during busy work schedules. but some customization options for layout and workflow organization are a little limited compared to larger CRM systems. Review collected by and hosted on G2.com.

Less Annoying CRM is helping me keep healthcare follow-ups, wellness activities, consultation reminders, and daily task management more organized during regular work. Earlier, managing nutrition consultation schedules, lifestyle assessment follow-ups, and health education related activities separately used to become difficult during busy days.

Now it is much easier to manage follow-up tasks, scheduled activities, reminders, notes, and calendar workflow from one place. It also helps me keep preventive wellness reviews, nutrition routine tracking, and healthcare related activities more properly arranged instead of checking everything manually from different places.

Another benefit for me is that handling multiple consultation tasks together feels less confusing because task reports, reminders, and activity tracking stay connected in one workflow. Overall, Less Annoying CRM helps me save time and keeps healthcare and wellness management activities more structured and easier to track during daily work. Review collected by and hosted on G2.com.

Heads-up: This feedback is based on my hands-on navigation so far. I am still figuring out existing workarounds if they are available.

My primary challenge is with scheduling and data integration. I wanted a scheduled starting point that reads specific columns from an existing Jotform form to trigger conditional emails. However, the system does not let me select a form that is already tied to a form-started workflow. There should be a direct way to trigger scheduled actions based on existing submission data or connected Google Sheets columns.

Additionally, the Podo AI assistant struggled with these scheduling scenarios. It ran into multiple errors, had trouble generating the requested logic, and gave unclear troubleshooting instructions. The AI assistant needs deeper training on all integrations and conditional logic to prevent these hurdles. Because of this, I deleted my scheduled workflow for now.

Lastly, there is a disconnect between Jotform AI Agents and structural Jotform Workflows. I want an automated flow that triggers at the start of an AI chat. The agent could prompt structured, sequential screening questions before switching to a freestyle AI mode. Currently, keeping chat interactions organized within the main workflow logic is not seamless. Review collected by and hosted on G2.com.

Jotform Workflows solves the bottleneck of manual candidate tracking. Instead of manually reviewing every single profile and copying data over, the platform uses a submitted form as a direct starting point to route applicants through conditional gates.

The biggest benefit to my recruiting setup is the mobility it provides. Being able to trigger custom email alerts like my Interview Invite Email via simple mobile inbox approvals allows me to keep the hiring pipeline moving rapidly from anywhere. It ensures high-potential candidates do not slip through the cracks while I am away from my desk. Review collected by and hosted on G2.com.

Nothing as of now.Happsales CRM very convenient for Managing Customer Data. Review collected by and hosted on G2.com.

Almost all the problems wrt accounts and lead management system. 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.

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.

Zoho CRM is a comprehensive platform, but the large number of features can make the initial setup and learning process challenging for new users. Some advanced customizations require additional time to configure, and certain premium capabilities are only available in higher-tier plans. I would also like to see a more modern interface in some areas, faster performance when Review collected by and hosted on G2.com.

Zoho CRM solves the challenge of managing customer relationships, sales pipelines, and follow-up activities in a single platform. Before using it, customer information and sales updates were spread across different tools, making it difficult to track opportunities and maintain consistency. With Zoho CRM, we can automate workflows, centralize customer data, monitor the sales pipeline in real time, and generate detailed reports. This has improved team collaboration, reduced manual administrative work, accelerated response times, and helped close opportunities more efficiently while providing better visibility into overall sales performance. Review collected by and hosted on G2.com.