Contact Management Software

While Agentforce Sales is a powerful platform, one challenge I’ve run into is that it can feel overwhelming at times, especially for new users. It offers a tremendous amount of functionality, which is a real strength, but that breadth also creates a learning curve and often requires ongoing training so teams can consistently take full advantage of its capabilities.

Another area that could be improved is customization. Even though flexibility is one of the platform’s biggest benefits, implementing changes and maintaining a highly customized environment can sometimes demand significant administrative effort and technical expertise. Review collected by and hosted on G2.com.

Agentforce Sales helps address one of the biggest challenges in large organizations: customer information and sales activities being scattered across multiple systems and teams. Before we had a centralized platform, it was often hard to get a complete, real-time view of customer interactions, pipeline health, and overall sales performance. Review collected by and hosted on G2.com.

Whole platform is excellent, the pricing structure canberather costly for startups and small businesses. The cost scales up quickly, particularly when add more seats for growing users which can make it a heavy investment for small business. Review collected by and hosted on G2.com.

HubSpot Sales Hub has simplified our sales operations by concentrating our sales efforts on a single platform. Before utilising HubSpot, we struggled with disconnected systems and manual data input, often resulting in errors and inefficiencies. Automated workflows handle routine duties like sending follow-up emails and updating data, allowing our team to focus on more strategic operations. The centralised database keeps all customer information up to date and conveniently accessible, which improves our communication and client interactions. Review collected by and hosted on G2.com.

The main drawback for us is the pricing. As our automation volume grows, the costs can increase quite quickly, especially for businesses managing multiple clients and complex workflows. With more competitors entering the market and offering similar capabilities at lower price points, it would be great to see Zapier introduce more competitive pricing tiers or higher task limits within existing plans. The platform itself is excellent, but the cost can become a significant factor when scaling operations. Review collected by and hosted on G2.com.

Zapier helps us eliminate repetitive manual tasks by connecting the different tools we use across marketing, sales, customer service, and AI automation. Instead of having team members manually transfer data between platforms, Zapier automatically synchronizes leads, updates CRM records, triggers notifications, and launches workflows in real time. This has reduced operational overhead, minimized human error, and allowed our team to focus on higher-value activities. As a result, we can serve clients more efficiently, respond faster to leads, and scale our operations without needing additional staff for routine administrative work. Review collected by and hosted on G2.com.

There are a few minor limitations, mostly around the management of certain data and how some objects interconnect. For example, you can't link a single person to multiple organizations or defining Analytics for Projects could be smoother. That said, these are small frictions and negligible compared to the overall benefit we get. Review collected by and hosted on G2.com.

Pipedrive solves the continuity of information within our team and prevents data loss during turnover - when someone leaves or a deal is handed over, the full history stays in one place. Concretely, it gives us constant, shared access to crucial client information so we can manage over 500 active clients effectively and plan follow-up actions without anything falling through the cracks. Since adopting it, our follow-up consistency has improved and we've cut the time spent on manual handover notes. This fluidity of information is the single biggest benefit for us.

Two quick tips beyond the text itself: the notice also mentions making sure your contact information is complete, so double-check the profile fields (work email, LinkedIn, company) are filled in - that's often what actually blocks "professional experience" verification. And the more you can replace a vague phrase with a number or a named feature, the faster these tend to clear. Review collected by and hosted on G2.com.

I'd say the reporting section would be more complex to be able to reflect more ratios. Sales ratios per say, it feels a bit limited currently. Review collected by and hosted on G2.com.

Close gives me visibility and clarity in my sales pipeline, centralizes leads, and provides an actionable view on each contact. It feels light, responsive, and reduces navigation time, making it the best CRM for cold outreach and lead generation. 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.

The platform is generally easy to use, but some automation and workflow settings can take time to understand when setting them up for the first time.

Occasionally, I had to refer to the knowledgebase or support documentation to understand advanced automation conditions and workflow logic. The interface could be improved by making some settings easier to discover Review collected by and hosted on G2.com.

EngageBay helps us centralize lead management, email marketing and customer follow-up activities. We receive leads from multiple channels and use EngageBay to organize contacts, track communication history, segment audiences, and run targeted email campaigns. This has significantly reduced manual data management and improved our ability to follow up with prospect conistently.

Using automation workflows has saved several hours each week that would otherwise be spent sending repetitive follow-ups emails manually. Having all customer interactions and campaign data in one system makes it easier to monitor engagement and manage the sales pipeline effectively. Review collected by and hosted on G2.com.

As our automations became larger, the workspace started feeling harder to organize, especially with lots of tags, lists, and workflows running at the same time. Some integrations also needed extra setup through tools like Zapier when we wanted more customized workflows. Pricing was manageable early on, but costs increased noticeably once our contact lists scaled. Support was decent for common issues, although more technical questions sometimes took longer to resolve.

The AI features are useful for smaller tasks like content ideas, but they still feel limited compared to standalone AI platforms. Review collected by and hosted on G2.com.

Before using ActiveCampaign we were handling email campaigns, lead nurturing and CRM follow-ups across separate systems, which created a lot of manual work and inconsistent tracking. ActiveCampaign helped centralize those processes through automation workflows tied to form submissions, page visits, and customer activity. It improved visibility between marketing and sales teams, reduced repetitive tasks and made campaign execution faster overall. The platform performance has been highly stable for us even when running our largest email campaign sends. The Google Analytics integration also helped us better understand engagement and conversion behavior, while the built in AI tools save some time during campaign setup by helping with subject lines and content suggestions. Review collected by and hosted on G2.com.

When something fails in the workflow, troubleshooting isn’t always straightforward. Error messages can be vague, and tracking down the exact step or data issue takes effort especially in larger flows. Also, flows can sometimes be slow or inconsistent, particularly with complex logic or multiple connectors. Delays in triggers (like email or SharePoint events) can impact time-sensitive processes. Review collected by and hosted on G2.com.

Microsoft Power Automate primarily addresses manual, repetitive, and disconnected work across systems. The main benefit is that it streamlines operations, reduces effort, and improves consistency in day-to-day tasks.

It helps eliminate repetitive manual work that shows up in many business processes, such as copying data, sending follow-ups, tracking approvals, or updating multiple systems. Power Automate can take over these repeated steps, reducing human effort and minimizing errors. As a result, I spend less time on operational tasks like manually tracking UAT updates, following up on Jira/GTM requests, or consolidating data.

Another advantage is that, instead of waiting for development resources, business users can build and adjust flows themselves. This gives me more control and flexibility to adapt processes quickly as requirements change, especially in project or UAT environments. Review collected by and hosted on G2.com.

Well some advanced features require add-ons Review collected by and hosted on G2.com.

Bigin by Zoho CRM has helped us centralize lead management from multiple channels and bring structure to our sales and follow-up process. Previously, inquiries from website forms, social media, WhatsApp, and referrals were managed across different tools, making it difficult to track customer interactions and ensure timely follow-ups.

With Bigin, we are able to organize leads through customizable pipelines, assign ownership to team members, track activities, and maintain visibility into the status of every opportunity. The platform is intuitive, easy to adopt, and well-suited for growing teams that need a simple yet effective CRM solution.

The biggest benefit for us has been improved lead visibility, better follow-up management, and having a single source of truth for customer interactions. As we continue evaluating the platform, we are particularly interested in its integration capabilities and how it can support our business growth across multiple channels. Review collected by and hosted on G2.com.

The only thing I dislike is that I can’t granularly choose number formats for currencies or set the first day of the week (Sunday or Monday) independently of the language selection. As soon as you pick a language, those options are automatically applied. That’s not optimal. Review collected by and hosted on G2.com.

I use the Sales Pipeline to keep track of all the leads connected to my professional speaking opportunities, and it’s been a very effective way to stay organized and follow up consistently. 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.

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.

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.

Sometimes it can be challenging to see the date in which our lead came in. This can make it hard to determine ROI across multiple months. Review collected by and hosted on G2.com.

Attio is helping myself and my team collaborate more effectively. Support is also very helpful when we come across any issues or gaps we want to fill. The performance of the product is reliable, I've never ran into any issues where it was down or not working. The AI portion of the product has provided us with valuable ROI, cutting down on the time it takes our team to analyze the sales funnel. The product also has multiple integrations that make it easy to track sales calls from multiple places. Review collected by and hosted on G2.com.

One downside of Zoho CRM is that some advanced features can feel complex and take time to learn for new users. At times, the interface can seem crowded, and customization setup may require technical knowledge. Customer support response time can also occasionally be slower than expected. Review collected by and hosted on G2.com.

Zoho CRM helps manage customer data, track sales activities, and automate follow-ups in one platform. It improves team coordination, reduces manual work, and helps keep customer communication organized. This has increased productivity, improved response times, and made it easier to track leads and business growth. 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.