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.

One thing I dislike about Salesforce Sales Cloud is its complexity, especially for new users. The platform can be difficult to learn initially, and customization or advanced configurations may require technical expertise. Additionally, the pricing can be high for small businesses, and frequent updates sometimes make navigation challenging. Review collected by and hosted on G2.com.

Salesforce Sales Cloud helps solve challenges related to lead management, tracking sales activities, managing customer relationships, and monitoring the sales pipeline. It centralizes customer information, automates repetitive tasks, and provides real-time insights into sales performance. This benefits me by saving time, improving productivity, ensuring better follow-ups, streamlining workflows, and helping make more informed business decisions. Review collected by and hosted on G2.com.

It does not help me to keep track of cadences with my calls Review collected by and hosted on G2.com.

HubSpot Sales Hub helps solve the challenge of managing multiple prospects, conversations, and sales activities across a busy pipeline. It keeps everything organised in one place, improves visibility into deal progression, and ensures that follow-ups don't fall through the cracks. The automation and reporting features also reduce manual administration and make it easier to identify what's working in the sales process. Ultimately, it helps me work more efficiently, prioritise high-value opportunities, and maintain a more consistent and structured approach to prospecting and pipeline management. Review collected by and hosted on G2.com.

One downside of Zapier is that setting up more complex automations can take some trial and error, especially when troubleshooting errors between connected apps. The pricing can also become expensive as you need more tasks or advanced features. I wish some of those features were included in the lower tier plans. Review collected by and hosted on G2.com.

Zapier is helping me work toward automating my party rental business by connecting Booqable booking software with my smart lock through Seam. The goal is to automatically manage customer access codes for scheduled pickups and returns without having to handle everything manually. This type of integration is especially valuable for creating a convenient self service rental experience, reducing administrative work, and making it easier to manage bookings efficiently. Review collected by and hosted on G2.com.

The main drawback for us is the pricing structure. Plans are sold in seat bundles, so small teams can end up paying for users they don’t need, and some of the more useful features, like advanced automations and higher automation and integration limits, are only available on the more expensive tiers. While the basics are very easy to learn, setting up more complex automations and reports can take some trial and error, and the reporting options feel somewhat limited when you need deeper analysis. The mobile app is also less complete than the desktop version, which makes it harder to manage deals on the go. That said, none of these are deal-breakers, and the platform keeps improving with regular updates. Review collected by and hosted on G2.com.

We switched to monday CRM from HubSpot, mainly because we needed a tool that was more flexible and cost-effective for our team. With HubSpot, adapting the platform to our specific sales process often felt rigid, and costs grew quickly as we needed more features. monday CRM lets us customize pipelines, stages, and workflows to match exactly how we work, without depending on technical support or expensive add-ons. Everything is centralized in one place, so the whole team has clear visibility of contacts, deals, and past interactions. Automations handle reminders, lead assignment, and status updates, which reduces manual work and helps us respond to leads faster. The dashboards give management a real-time view of the pipeline without building reports by hand. Overall, we’ve become more organized, adoption across the team has been much higher, and we’re getting more value for what we pay. Review collected by and hosted on G2.com.

When a lead has multiple contacts, the main contact may not have a phone but another contact in there has a phone and it shows as no phone. This is very situational but has been a bit tedious to realize I missed a lead that has a number. Review collected by and hosted on G2.com.

Allows me to call many leads, have it be organized, be able to see from previous peoples calls and emails the situation for a specific lead and best prepare myself before calling. The integrations of the emails showing up in close is a major point of ease of use. Review collected by and hosted on G2.com.

I feel the sales pipeline view could offer a bit more flexibility. It would be helpful to have more options to customize how deals and activities are displayed, depending on the number of opportunities being handled. A more personalized view would make things easier to follow. Review collected by and hosted on G2.com.

Keeping track of leads and remembering when to reconnect with prospects can take quite a bit of time. Engagebay helps bring contact information and sales activities together, so I have a better overview of ongoing opportunities. It’s useful for keeping conversations organized and making sure important details are easy to find and available when I need them. Review collected by and hosted on G2.com.

My main complaint is the limited reporting on approvals. I can't easily see how long requests sit with each approver or which ones are stuck, so I export data to a spreadsheet. Multi-level approval rules for larger expenses also get cluttered, and I'd like stronger audit exports to hand over to auditors at year-end. Review collected by and hosted on G2.com.

It solves the problem of approvals getting lost in email and chat threads. Expense claims, invoices, and campaign budget requests now route automatically to the right person, with a record of who approved and when. I spend less time chasing sign-offs, month-end closes go faster, and I need no developer to adjust the 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.

CRMOne could further improve its user experience by making advanced customization options more intuitive and providing additional step-by-step guidance. Simplifying workflow configuration and offering more detailed documentation would make it easier for new users to get started. Review collected by and hosted on G2.com.

CrmOne allows it to expand in tandem with our business, making it a worthwhile long-term investment. Review collected by and hosted on G2.com.

I'm not sure there is anything I don't like. Any CRM stuff I need, if I can't find it I either get the info from customer service, or they provide an easy workaround. Review collected by and hosted on G2.com.

It solves tracking for me. I have an active business and a fairly unique one that requires a lot of follow up to different areas of the business, and with all of the customization that is available, I'm able to easily track items that I used to keep on paper, and it's helping me to move revenue forward faster. 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.

I would like a more intuitive interface for configuring AI agents, with clearer guidance on workflow design, exception handling, and when to use agents versus rule-based automation. For integrations, more practical examples and clearer error messages would help reduce setup effort and make connection failures easier to resolve. More detailed performance dashboards showing processing times, failed steps, and resource usage would make it easier to identify bottlenecks and maintain reliable workflows at scale. Clearer licensing and cost estimates, alongside better visibility into AI decisions and human approval steps, would help teams plan budgets and manage oversight more effectively. A more structured onboarding journey, with role-specific tutorials, guided sample projects, and clear support escalation timelines, would help new users become productive faster and resolve issues with less disruption. Review collected by and hosted on G2.com.

Automation Anywhere’s Agentic Process Automation helps address repetitive data entry, fragmented workflows, and time-consuming information processing across business applications. Combining AI agents with automation can reduce manual handoffs and help manage documents, unstructured data, and process exceptions. For my work, the greatest potential benefit is streamlining reporting, follow-ups, and routine operational coordination, allowing more time for analysis and stakeholder engagement. This can support faster turnaround, more consistent execution, and better visibility into pending activities. 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.

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.

As Digital Operations & SaaS Review Specialist at Riverbank Digital Works, Capsule CRM excels at storing client histories and basic sales pipelines for our web hosting and website build services, yet its limited automation logic, weak native reporting, and clunky form-handling features create recurring bottlenecks as our roster of SMB clients grows. Our team coordinates remote freelance developers, tracks staggered website launch milestones, and manages recurring hosting renewals, all without in-house IT support. These shortcomings force manual workarounds that chip away at the time we reserve for project oversight and SaaS benchmarking.

The most noticeable gap lies within its automation rules engine. We depend on triggers to flag upcoming hosting renewals, send follow-ups after staging site reviews, and alert our team when client approvals sit pending for too long. Capsule only supports simple, linear if-then logic; conditional branching that accounts for service type or assigned freelancer is not available. On a recent batch of twelve local business hosting accounts set to renew, I could not build one rule to send distinct reminder sequences for monthly retainer clients versus one-time website build customers. Instead, I created six separate automation rules and monitored each queue manually. This fragmented setup added three extra hours of administrative work that week, and I still nearly missed sending renewal notices to three clients on staggered billing cycles.

Its reporting module also falls short of our operational needs. We need to pull grouped metrics such as active projects per freelancer, average website launch turnaround, and renewal conversion rates to forecast our workload and review vendor performance. The built-in reports only surface basic contact and pipeline counts. There is no way to layer custom activity data, like wireframe approvals or staging sign-offs, into downloadable visual summaries. Every end-of-month review requires me to export raw CSV data, then pivot and clean the dataset in spreadsheets. This manual reformatting stretches our monthly reporting process far longer than it should and introduces risk of human error when tallying freelancer workloads.

Embedded form functionality represents another pain point. We deploy intake forms for new website discovery requests, and Capsule’s native forms lack field validation rules and conditional logic. When prospects skip critical fields such as hosting preference or target launch date, submissions flow into Capsule with incomplete records. Our team spends extra time circling back to clients for missing details, which delays kickoff scheduling. We end up relying on a separate form builder and webhook connections, which adds another tool to maintain and creates occasional sync failures where form entries fail to populate contact records entirely.

An unexpected, secondary frustration comes from limited bulk-editing scope. While tags can be updated in bulk, custom fields tied to project milestones cannot be adjusted for multiple records at once. If we shift our target launch timeline for a group of seasonal retail clients, I must open each contact record individually to update the custom milestone date. This repetitive work pulls focus from my core task of evaluating new SaaS tools for our stack.

I still keep Capsule in our workflow for its clean contact timeline and reliable email sync, but it cannot carry the full operational weight of our growing web services roster. The platform’s simplicity, which once worked well for our smaller client base, becomes restrictive when we try to scale renewal tracking and milestone reporting. We constantly balance its strengths against these gaps, and I often note these limitations directly in my SaaS evaluation notes when comparing Capsule against competing CRM platforms built for agency delivery workflows. Review collected by and hosted on G2.com.

As Digital Operations & SaaS Review Specialist at Riverbank Digital Works, Capsule CRM excels at storing client histories and basic sales pipelines for our web hosting and website build services, yet its limited automation logic, weak native reporting, and clunky form-handling features create recurring bottlenecks as our roster of SMB clients grows. Our team coordinates remote freelance developers, tracks staggered website launch milestones, and manages recurring hosting renewals, all without in-house IT support. These shortcomings force manual workarounds that chip away at the time we reserve for project oversight and SaaS benchmarking.

The most noticeable gap lies within its automation rules engine. We depend on triggers to flag upcoming hosting renewals, send follow-ups after staging site reviews, and alert our team when client approvals sit pending for too long. Capsule only supports simple, linear if-then logic; conditional branching that accounts for service type or assigned freelancer is not available. On a recent batch of twelve local business hosting accounts set to renew, I could not build one rule to send distinct reminder sequences for monthly retainer clients versus one-time website build customers. Instead, I created six separate automation rules and monitored each queue manually. This fragmented setup added three extra hours of administrative work that week, and I still nearly missed sending renewal notices to three clients on staggered billing cycles.

Its reporting module also falls short of our operational needs. We need to pull grouped metrics such as active projects per freelancer, average website launch turnaround, and renewal conversion rates to forecast our workload and review vendor performance. The built-in reports only surface basic contact and pipeline counts. There is no way to layer custom activity data, like wireframe approvals or staging sign-offs, into downloadable visual summaries. Every end-of-month review requires me to export raw CSV data, then pivot and clean the dataset in spreadsheets. This manual reformatting stretches our monthly reporting process far longer than it should and introduces risk of human error when tallying freelancer workloads.

Embedded form functionality represents another pain point. We deploy intake forms for new website discovery requests, and Capsule’s native forms lack field validation rules and conditional logic. When prospects skip critical fields such as hosting preference or target launch date, submissions flow into Capsule with incomplete records. Our team spends extra time circling back to clients for missing details, which delays kickoff scheduling. We end up relying on a separate form builder and webhook connections, which adds another tool to maintain and creates occasional sync failures where form entries fail to populate contact records entirely.

An unexpected, secondary frustration comes from limited bulk-editing scope. While tags can be updated in bulk, custom fields tied to project milestones cannot be adjusted for multiple records at once. If we shift our target launch timeline for a group of seasonal retail clients, I must open each contact record individually to update the custom milestone date. This repetitive work pulls focus from my core task of evaluating new SaaS tools for our stack.

I still keep Capsule in our workflow for its clean contact timeline and reliable email sync, but it cannot carry the full operational weight of our growing web services roster. The platform’s simplicity, which once worked well for our smaller client base, becomes restrictive when we try to scale renewal tracking and milestone reporting. We constantly balance its strengths against these gaps, and I often note these limitations directly in my SaaS evaluation notes when comparing Capsule against competing CRM platforms built for agency delivery workflows. Review collected by and hosted on G2.com.

As a relatively new user, I've found that there can be a bit of a learning curve when setting up flows, particularly when troubleshooting errors or working with multiple applications. I've made a few wrong turns along the way and needed quite a bit of trial and error to get some of my flows working as intended.

One challenge I encountered was trying to automate the refresh of Power Query data in Excel. I initially expected this to be fairly straightforward, but discovered some limitations with refreshing Power Query through automated flows. This meant I had to explore alternative approaches and make adjustments to my processes.

I also find that troubleshooting can sometimes be time-consuming, particularly when it's not immediately clear why a flow hasn't worked as expected.

That said, I've been able to work through most of these challenges with the help of AI for troubleshooting and guidance. While the initial setup can take some time, the ongoing efficiency benefits have made the effort worthwhile. Review collected by and hosted on G2.com.

Microsoft Power Automate is helping to reduce the time spent on repetitive manual reporting tasks, particularly when it comes to refreshing and distributing information to management.

Previously, preparing and updating financial and operational reports required considerable manual processing and setup. By automating the data updates for our dashboards, information is now more readily available to executives and managers without the need for someone to manually refresh and prepare reports each time.

This has been particularly beneficial for our debtor and resource allocation dashboards, where having access to regularly updated information helps management monitor performance and make more informed decisions.

The biggest benefit has been freeing up time to focus on more valuable activities, such as analysing results, investigating issues and improving processes, rather than simply preparing data. It's also helping us move towards more accessible, self-service reporting, which reduces the number of ad hoc information requests received by the finance team. Review collected by and hosted on G2.com.

So far, I haven’t run into any negative issues with Teamgate. Review collected by and hosted on G2.com.

Teamgate helps solve the challenge of keeping customer information and communication organised in one place. It makes it much easier to track the full history of interactions with each customer, keep contact details accurate and up to date, and share relevant context with colleagues when needed. It saves time, improves internal communication, and makes managing customer relationships more efficient overall. Review collected by and hosted on G2.com.

ActiveCampaign can be quite complicated to use, especially when setting up forms and automations.

What I find particularly frustrating is the Double Opt-In setup. Not every form requires Double Opt-In. Sometimes I simply want to collect information or allow someone to register for an event without an additional email confirmation.

I would appreciate a simpler and more flexible way to choose whether Double Opt-In is needed for each form. Overall, I wish the platform were more intuitive and easier to use. Review collected by and hosted on G2.com.

ActiveCampaign helps me organize my contacts, manage my email marketing, and communicate with potential and existing clients more efficiently. As a self-employed coach and therapist, it allows me to stay connected with my audience, share valuable content, and promote my workshops, courses, and services.

The automation features help me save time by sending follow-up emails and managing communication without having to do everything manually. This allows me to focus more on working with my clients and growing my business. Review collected by and hosted on G2.com.