Contact Management Software

The one thing which I dislike about salesforce sales cloud is that the lightning UI is is sometimes takes too much time to get loaded. For example, If I make any kind of changes in the page layout or in flexi page (lightning record page) it takes too much time to get reflected which is a headache for me as a developer. Review collected by and hosted on G2.com.

The one of the most common problem that salesforce sales cloud is solving is the filling the gaps between different channels of a business because it provides a 360* data view. For any business sales and service are the most important things. Sales cloud offers us platform to keep everything in 360 view so that the business can have their maxium outcome out of it. Review collected by and hosted on G2.com.

Some features feel locked behind higher tiers, so you quickly run into upgrade prompts when you want more advanced reporting, automation, or permissions. A few parts of the UI can be a bit busy, and it takes time to set up the right properties, pipelines, and views to match your process. Also, once you have a lot of data, keeping the CRM clean (deduping and standardizing) still needs ongoing attention. Review collected by and hosted on G2.com.

It helps us manage the full sales process from first contact to closed won in a structured way. We get better visibility into the pipeline, next steps, and ownership, which reduces things falling through the cracks. Automated follow-ups and meeting scheduling speed up response time. Email tracking and activity logging give context for conversations, and the reporting helps us forecast better and spot bottlenecks. Overall it saves time, improves consistency, and makes it easier to scale the sales process. Review collected by and hosted on G2.com.

UI can be made more intuitive and visually appealing to enhance user experience. Review collected by and hosted on G2.com.

With open-source options available, we've been able to tailor the software to suit our specific needs precisely. This level of customization ensures that CrmOne adapts seamlessly to our unique workflows and requirements, enabling us to maximize efficiency and productivity. Review collected by and hosted on G2.com.

The reporting side could be a bit more customisable, especially when it comes to team performance breakdowns and activity tracking. Sometimes filters or exports require a few extra steps. It’s nothing major, but more flexibility and visualisation options would make it even better. Review collected by and hosted on G2.com.

Close solves the challenge of managing leads and communication in a single, streamlined platform. It centralises emails, calls, and tasks, reducing the need to juggle multiple tools and making sure no follow-ups fall through the cracks. For me (or our team), this means we can respond faster, stay organised, and ultimately close more deals while spending less time on admin work. The automation features and smart workflows also help us prioritise high-value leads, which improves efficiency and revenue predictability. Review collected by and hosted on G2.com.

I don't use AI in my marketing, so it would be nice if the marketing of AI tools inside the platform which I pay for could be turned off. Review collected by and hosted on G2.com.

Complete record of every correspondence with every customer, focused task lists, and I use it to schedule my every workday. I assign myself the next task on every customer file, and get it done because of the Activities list, which is also sortable for type of task and time of day that I wanted to do it. Review collected by and hosted on G2.com.

I believe the AI implementation in Power Automate is very helpful. If a user encounters an error, it would be even more beneficial if the system could suggest appropriate AI tools or automatically recommend the required components. Integrating Power Apps with Copilot would make the experience even more seamless and user-friendly. Review collected by and hosted on G2.com.

I use it to integrate with Power Apps, and some features that are not available directly in Power Apps can be easily developed in Power Automate, allowing me to achieve the required results efficiently. 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.

Although I am able to obtain the information I need, the reporting function seems a little clunky. On the creative side, Active Intelligence doesn't seem to have much creativity when designing a campaign. Review collected by and hosted on G2.com.

My primary reason for moving to Active Campaign was deliverability and open rates. According to recent statistics, my previous CRM averaged 47% deliverability while ActiveCampaign averaged in the high 90s. My open rate languished in the mid- to upper teens and then doubled when I started using ActiveCampaign. Review collected by and hosted on G2.com.

One thing I would like to see improved is more layout flexibility when customizing appointment pages. It works well, but a few more design or branding options would make it even better Review collected by and hosted on G2.com.

Before using it, scheduling was scattered between emails, calls, and different apps, which made things confusing and easy to miss. Now appointments, follow-ups, and reminders are centralized.it helps prevent double booking, improves response time, and makes communication smoother for both sides Review collected by and hosted on G2.com.

sometimes, navigating to find a topic, item or function is complex Review collected by and hosted on G2.com.

Based on my experience, for any organization looking to enhance its online image, Jotform is indispensable. The platform offers unparalleled aesthetic control, allowing me to fully customize forms with my corporate branding, custom fonts, and even custom CSS. This ensures every client interaction is cohesive, polished, and professional, directly improving my brand perception. 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.

I found several issues with Instantly that detracted from my experience. The platform was consistently lagging, which hindered my workflow and made it difficult to manage tasks efficiently. Additionally, the customer support was not helpful; despite multiple attempts to resolve issues, I received little clarity or assistance. The unclear pricing structure was another problem, making it challenging to understand the costs and features associated with different plans. I also faced significant difficulties with lead management; the system did not allow me to work effectively with the collected data, and there was a lack of guidance on utilizing it properly. Furthermore, while I tried to integrate Instantly with other tools, it only managed to work with Slack, which limited its usefulness in a more integrated tech stack. Review collected by and hosted on G2.com.

I find Instantly reaches a large number of potential leads but poses challenges like lagging performance, unhelpful support, unclear pricing, and ineffective lead management. Review collected by and hosted on G2.com.

Nil - We have solution for all technical questions. Hence no flaws at all. Review collected by and hosted on G2.com.

Rsoft CRM is basically managing our leads. It plays a major role in our business by securing our data and ease work flow. Review collected by and hosted on G2.com.

I have thoroughly reviewed it and found no drawbacks. Review collected by and hosted on G2.com.

Bigin by Zoho CRM solves several key problems in customer and sales management. First, it simplifies contact and deal management by consolidating all essential information in one place, helping to avoid losing clients and respond quickly to requests. Second, its visual sales pipeline allows easy tracking of each lead's status and identifying stages where extra effort is needed to close deals. Automation of routine tasks and reminders saves time and reduces the risk of missing important follow-ups.

For me, Bigin brings value by increasing sales team efficiency, improving process organization, and providing quick access to necessary information. Its intuitive interface makes onboarding new employees and daily use straightforward. As a result, sales control improves, and revenue grows due to timely customer interactions and transparent reporting. 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.

There is no issue about the Mekari Qontak so far. Review collected by and hosted on G2.com.

Before using Mekari Qontak, we have some problem. Such as our whatsapp don't have blue tick, the customer was uncertain about us, they doubt we are fake. After using Mekari Qontak, everyone put in trust, and there is no doubt again to us. Our social media become in one dashboard, no need again using more devices to login our account. And now we can share broadcast message for giving promo or information to our customer in one time, handling our customer more efficiently, and make more productive. 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.

There are no downsides that adversely affect Vobesoft's user experience Review collected by and hosted on G2.com.

Linking data from different sources gives an insight that was not possible with other software. Review collected by and hosted on G2.com.