Contact Management Software

While Agentforce offers impressive automation, I might find the initial setup and configuration quite complex, requiring significant time to properly define roles and guardrails for the agents. There is also a natural concern regarding data privacy and accuracy, as trusting an autonomous system to communicate directly with high-value prospects carries the risk of "hallucinations" or off-brand messaging. Additionally, the cost structure—often involving consumption-based pricing—can make it difficult to predict monthly expenses as usage scales. Finally, the shift toward AI-driven interactions can sometimes feel like it’s sacrificing the human touch, potentially making the sales process feel a bit more clinical and less relationship-driven Review collected by and hosted on G2.com.

Agentforce Sales removes the bottleneck of manual prospecting and data management by using autonomous agents to take over repetitive administrative work across the sales lifecycle. It addresses the issue of disconnected customer data by delivering a unified view, which helps me anticipate client needs before they’re even voiced. As a result, my productivity has increased significantly because I can focus on closing more complex deals while the AI handles early outreach and meeting scheduling. On top of that, the platform’s predictive analytics give me a clearer roadmap to hit targets, turning what used to feel like speculative sales efforts into a more streamlined, higher-conversion process. Review collected by and hosted on G2.com.

At times, I find that HubSpot Sales Hub could offer more flexibility to fully adapt to some specific workflow needs. That said, the team has been very open to feedback, and I appreciate their willingness to communicate and suggest alternative solutions when limitations come up. Review collected by and hosted on G2.com.

HubSpot Sales Hub helps streamline and standardise our workflows, which has a direct impact on efficiency across the team. It is very easy to set up and share workflows, so everyone is aligned on processes and expectations. This is especially valuable for onboarding, as new hires can quickly get up to speed and start contributing almost from day one without a steep learning curve. Review collected by and hosted on G2.com.

We haven't explored features like custom calendars or AI responses because we want to keep things personalized for each customer's needs. Review collected by and hosted on G2.com.

Pipedrive helps us sort customers, determine their needs, and track their sales journey. It categorizes customers by price, product, and location, aiding in scheduling services and follow-ups. It allows us to store customer information and sort categories, which is crucial for tracking and future interactions. Review collected by and hosted on G2.com.

The only thing that could be better is the workflows. I feel like we could automate a lot more tasks rather than having to use third-party sources like Zapier if the workflows were more comprehensive. Review collected by and hosted on G2.com.

I use Close for internal sales tracking and lead generation. It solves tracking issues, finds lost leads, converts them into deals, and reports overall revenue. It's integral to our operations, helping with appointment settings and ensuring no deals are missed. Review collected by and hosted on G2.com.

One thing I don’t like about Power Automate is that it can get quite complicated when you try to build more advanced workflows, even though it starts off simple. I’ve also found debugging to be a bit frustrating, as the error messages aren’t always clear. On top of that, some features require premium connectors, which can make it more expensive than expected, and it doesn’t always integrate as smoothly with non-Microsoft tools. Review collected by and hosted on G2.com.

Power Automate mainly helps solve problems around repetitive and manual work. For example, it reduces the need to copy data, send routine emails, or manage approvals manually, which can take up a lot of time. It also fixes issues where data is spread across different systems by connecting them and keeping everything updated automatically. On top of that, it helps speed up processes like approvals, reporting, and notifications, while reducing human errors and improving overall efficiency. 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.

There are a few things that could be better. Sometimes, the system feels a bit slow, especially when there are a lot of contacts. It's not a big issue, but it can get a little frustrating.

The email designs are okay, but I usually have to adjust them manually to make them look the way I want. Review collected by and hosted on G2.com.

Earlier, we were handling everything manually, sending emails, remembering to follow up, and keeping track of people. It was easy to miss things.

Now, once we setup the follow-ups the system takes care of sending emails on time. This has helped us stay more organized and consistent. It also saves time, because we don't have to keep checking who to email next.

Overall, it's been helpful for keeping things on track without adding too much extra work. Review collected by and hosted on G2.com.

It isn't a complaint as much as a reality. The cost of the software and the true value means you have to be willing to transform your organization. Old processes that have been around for decades likely will change when they aren't done on paper. Review collected by and hosted on G2.com.

During the sales process gather the top processes and the problems they solve. Then during implementation make your on-boarding plans lead to those goals - not the process.

Processes that are digital don't sit on someone's desk. They live in the system and the workflow can be managed toward an ideal state where anyone can see any task and where it is in the process. Review collected by and hosted on G2.com.

Removing the need to be in the same physical place; teleworking for sales staff is now a possibility.

Automation of processes that involve other organizations, government agencies, and courts. Review collected by and hosted on G2.com.

What I dislike most is the email builder. It’s clunky, hard to use, and not very intuitive.

Another thing I don’t like is the reporting system. The way it filters and displays metrics is difficult to understand and navigate. I’d prefer it to be more straightforward and focused on what matters, like email title effectiveness, open rate, and click-through rate.

Also, the campaign duplication feature could be improved. It would help if every duplicated campaign could be grouped into a single category so I can find them quickly, instead of ending up with an isolated copy each time. Review collected by and hosted on G2.com.

CRM and automations are the main features I value most. Review collected by and hosted on G2.com.

As the team grows, it would be helpful to have more advanced integrations and automation features available directly within Bigin without needing to move to a more advanced CRM. Review collected by and hosted on G2.com.

Before using Zoho Bigin, managing student enquiries and follow-ups was becoming difficult as the volume of leads increased. Many conversations were happening across different channels like email, calls, and messages, which made it hard to track where each enquiry stood in the admission process.

Zoho Bigin solves this problem by giving us a structured pipeline to manage all leads in one place. We can easily track every enquiry from the initial student inquiry to final course enrollment, ensuring that no potential student is missed.

The automation and task management features are also very helpful. Follow-ups, reminders, and communication history are all recorded in one system, which saves time and improves team coordination. Instead of manually tracking leads in spreadsheets, we now have complete visibility of our pipeline and can prioritize serious prospects more effectively.

Overall, Bigin is helping us stay organized, respond to student enquiries faster, and improve our lead-to-conversion process. For a growing education business like Sankhyiki, this has been extremely valuable. Review collected by and hosted on G2.com.

I don’t like that we can’t separate milestones or tracks by pipeline. They all show up no matter which pipeline I’m adding an opportunity to, which makes it harder to keep things organized. Review collected by and hosted on G2.com.

It helps us stay in regular contact with our customers and keep our workflow organized. We can create reports easily and retrieve information quickly when we need it. I also like the AI features, which give an overview of the contact we’ve had with any client. Review collected by and hosted on G2.com.

I wanted the ability to send multiple emails (i.e., reminders) if people did not take the next step and set up an appointment, but there was no way for Jotform Workflows to read our Google study calendar to see if a person set up an appointment. So, reminders were still a manual process. Review collected by and hosted on G2.com.

Jotform Workflows eliminates manual effort, reducing human errors and saving time. It enhances participant experience by allowing self-service and is easy to set up. 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.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.

Less Annoying CRM is super responsive to user input and one thing I've asked for recently was to be able to add custom fields to tasks so I can filter on the type of task. Review collected by and hosted on G2.com.

It truly is a CRM - we manage all of our relationships inside the tool - clients, vendors, students, networking, sales. Because we can copy our emails to the CRM we solved the problem of knowing who was doing what with clients and others. We also used it to solve the problem of managing client relations. Now we know who is responsible for each client and with a click we know all the key details about that client's relationship with us. The dashboards lets me monitor all the critical pipelines and spot problems before they become fires. Review collected by and hosted on G2.com.

One thing we observed is that sync timing and field mapping occasionally need monitoring, especially wen dealing with large or fast moving datasets. There were moments where updates didn`t reflect instantly or required a quick check to confirm everything aligned correctly. It didn`t break workflows, bt it did mean we stayed attentive to data consistency when campaigns were scaling, Review collected by and hosted on G2.com.

SalesTaget.ai helps reduce the disconnect between prospecting activity and CRM visibility. Instead of outreach data living in Isolation, it becomes part of the broader sales record. That makes reporting cleaner, follow ups easier to manage and collaboration between teams more structured. It essentially turns outbound from a siloed function into something that fits naturally into the wider revenue workflow. Review collected by and hosted on G2.com.

The one friction point I ran into was with the memory/business info section. I filled out my business details there, but when using the AI to create a campaign, it didn't seem to pull from that information automatically — I had to re-enter things manually. It's possible I was missing something, but a more seamless connection between the memory section and the AI campaign builder would be a nice improvement. Review collected by and hosted on G2.com.

Running cold email campaigns manually is time-consuming and difficult to scale. Instantly solves this by automating the process, freeing up time to focus on other areas of the business. 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.

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.