Data Storage Software

One thing I find challenging is that Agentforce Sales can take some time to set up and customize properly, especially when you have complex sales processes. There are a lot of configuration options, which can make the platform feel overwhelming for new users. Some advanced AI and automation capabilities also require additional setup and understanding before they can be used effectively. Review collected by and hosted on G2.com.

Agentforce Sales helps us keep our sales data, leads, opportunities, and customer information organized in one place. It reduces manual work by automating repetitive sales tasks and helps the team track opportunities more consistently. The AI capabilities also help us get quicker insights and summaries from sales data, which makes it easier to prioritize follow-ups and make informed decisions. Review collected by and hosted on G2.com.

The biggest drawback is the learning curve. There is a lot going on, and if you don’t already understand how the tools work together, it can be difficult to know which features to use. I’m technically and operationally minded, but the average salesperson may not discover the most useful workflows on their own. HubSpot could improve this by proactively recommending relevant tools, guides, and best practices based on each user’s activity and the successful workflows already established by an organization’s super users. Review collected by and hosted on G2.com.

HubSpot Sales Hub helps solve the problem of scattered client information and time-consuming manual prospecting. I use its AI and filtering tools to segment clients, research organizations, find relevant contacts and outreach information, and keep everything organized in one place. This saves me significant time, helps me build more targeted outreach lists, and allows me to focus more energy on strategy and relationship-building instead of repetitive research and data organization. Review collected by and hosted on G2.com.

The email accounts. We have a generic account for leads which i manage, but I need to communicate with custoemrs via my own email frequently.

It wuld be useful have the option to add a second email account in this scenario, without upgrading the plan, so automations run from there, but my correspondence is from my account. Review collected by and hosted on G2.com.

We've not fully implemented, but already I know that Pipedrive will help vislibility of enquiries on a business level, and focus staff on the deals that need action as a priority. Review collected by and hosted on G2.com.

One downside is that troubleshooting can sometimes be difficult when a pipeline fails, as the error messages aren't always detailed enough and you may need to dig through multiple logs to find the root cause. The platform also has a lot of features, so it can take some time for new users to become comfortable with everything. While serverless is convenient, costs can increase if compute usage isn't monitored properly. I'd also like to see faster UI responsiveness in some areas, especially when navigating large job histories or catalogs. Review collected by and hosted on G2.com.

Databricks has helped me and my team simplify our data engineering workflow by providing a single platform for data ingestion, transformation, governance, and analytics. We use it to process data from Bronze to Silver and Gold layers, which has made our ETL pipelines more reliable and easier to manage. Features like serverless compute, Unity Catalog, and built-in monitoring have reduced operational effort, improved collaboration across teams, and helped us deliver data products faster. Review collected by and hosted on G2.com.

I find the emails and activities integration can be a little bit cumbersome. It's not about sending or receiving emails, but organizing them. When we cc somebody from our team on an email chain, it suddenly gets associated with almost all of our accounts in the emails and activities. So that's been a bit problematic. Review collected by and hosted on G2.com.

I find monday CRM centralizes our communication and keeps our team organized with good records. It lets us track everything easily and focus on what matters. Its customization allows us to build exactly what we need without altering our processes. Review collected by and hosted on G2.com.

While Close CRM works very well for our outbound sales operation, there are a few areas where we feel it could be improved.

1. Advanced Reporting & Analytics

The standard reporting is useful, but for a high-volume sales team, we would like more advanced and customizable reporting options. Having deeper analytics around agent performance, conversion rates, call outcomes, funnel leakage and sales productivity would make it even more valuable for management.

2. Dialler Customisation

The built-in dialler is one of Close's strongest features, but additional flexibility around dialling strategies, campaign management, call dispositions and predictive-dialling functionality would be beneficial for larger telesales teams.

3. CRM Customisation

Close is relatively straightforward to use, but larger organisations may require more flexibility when creating custom fields, lead statuses, dispositions and complex sales workflows.

4. Integration Requirements

Although Close provides integrations and API capabilities, connecting it to a wider sales ecosystem can sometimes require additional configuration or third-party tools. More out-of-the-box integrations would make implementation easier.

5. Pricing at Scale

As a sales team grows, the per-user cost can become more significant. For larger teams with multiple sales functions, more flexible enterprise pricing options would be helpful.

Overall

These are relatively minor issues compared with the overall value Close provides. We would particularly like to see more advanced reporting, greater dialler flexibility and deeper customisation. If these areas continue to improve, Close could become an even stronger platform for high-volume sales organisations.nt Review collected by and hosted on G2.com.

Close CRM solves several key challenges we face in managing a high-volume sales team at Foodhub.

1. Managing a large volume of leads

2. Improving outbound sales productivity

3. Tracking follow-ups

4. Improving sales team accountability

5. Creating a more structured sales process

6. Reducing the number of tools our sales team needs

Overall Business Benefit

The biggest benefit for Foodhub is greater sales visibility and productivity. Close helps us manage a high volume of leads while maintaining control over the sales funnel, improving follow-up discipline and giving management the data needed to make better decisions.

It has helped us create a more structured, accountable and scalable outbound sales process, particularly for a team that relies heavily on telesales and regular prospect follow-ups. 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 quite a few options, so it took me a little while to get used to everything. Some parts of the email editor could also be easier to work with. These aren't major issues for us, though. Review collected by and hosted on G2.com.

The biggest thing for us is organization. Earlier, it was easier for contacts and follow-ups to get scattered between different tools. With EngageBay, we have one place to manage contacts and handle our email campaigns.

It saves us some manual work, especially with regular follow-ups, and makes it easier to keep communication going with prospects without having to remember everything ourselves. Review collected by and hosted on G2.com.

The biggest drawback is cost management. While Snowflake's pay-as-you-go model is flexible, it's easy for compute costs to grow if resources aren't monitored carefully or workloads are not optimized. Heavy dependence on cloud infrastructure means organizations with strict on-premises requirements may have fewer deployment options. Review collected by and hosted on G2.com.

Snowflake solves the challenge of storing, managing, and analyzing large volumes of data without the complexity of maintaining traditional data warehouse infrastructure. Its cloud-native architecture enables organizations to scale compute and storage independently while supporting analytics, data engineering, and AI workloads from a single platform. Centralizes data from multiple sources into a unified platform for analytics. Separates compute and storage, allowing workloads to scale independently. Delivers fast query performance for large datasets without extensive infrastructure management. Enables secure data sharing across teams and external partners without duplicating data. Integrates easily with BI tools, ETL pipelines, and machine learning platforms. In my workflow, Snowflake helps simplify data analysis by providing a reliable and scalable environment for querying and processing large datasets. Instead of spending time managing database infrastructure, I can focus on building reports, analyzing data, and supporting data-driven decision-making. The biggest benefit is improved scalability and faster analytics. Snowflake reduces operational overhead, accelerates data processing, and enables teams to generate insights more efficiently while adapting to changing business demands. 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.

The learning curve was steeper than I expected, especially early on when I was trying to figure out how automations, tags, and lists all talk to each other. Some of the reporting could be more intuitive too. I still find myself wishing certain metrics were easier to find without digging through multiple menus. Review collected by and hosted on G2.com.

ActiveCampaign is solving the problem of trying to run multiple content streams and campaigns by hand. Before, keeping track of who got what email, when, and why was a mental juggling act. Now our newsletter and campaign sequences run on autopilot once they're built, which frees up real time for the parts of the business that actually need a human touch, like coaching clients and building relationships. It's also helped us get smarter about segmentation, so we're not treating every subscriber the same way, which has made our messaging feel more personal instead of more generic. Review collected by and hosted on G2.com.

I can't think of anything at the moment. Review collected by and hosted on G2.com.

I use Attio to centralize client information, ensuring it's accurate and up to date, and to automate moving deals to the next stage, which helps me manage our deal pipeline efficiently. Review collected by and hosted on G2.com.

Capsule CRM would benefit from a small enhancement that allows users to enter a parent’s email and mobile number for child customers without needing to create custom fields, which many less-experienced users find difficult to set up. I use Capsule CRM to organize the work schedule and user records in my company and to improve business. Review collected by and hosted on G2.com.

I use Capsule CRM to organize the work schedule and user records in my company and to improve business. 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.

It would be useful to be able to continue tasks as progress is made (next steps, follow up, etc) as opposed to them closing once the date arrives and task is complete. Review collected by and hosted on G2.com.

With LACRM we have all of our contacts, across multiple brands, in one place which is saving us time and duplication. And our team is more aligned on communication with customers, follow up and tasks. 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.

Zoho is powerful, it is definitely not a plug and play system in some cases. Setting up a custom multi account workflow and developer API configurations takes a lot of time and technical trial and error to get dialed in. The interface can feel cluttered sometimeand finding a specific setting or toggling features within nested mini apps can turn into a treasure hunt.. Review collected by and hosted on G2.com.

Zoho CRM solves our issues buy putting our business lines, workflows, and automated communications tools into one clean space. The phone API integration with 3cx is awesome, syncing calls and logging customer data. The post sale automations keep things moving smoothly after a transaction closes, and the linking data across our business accounts make collaboration so much better. 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.

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.

It’s mainly familiar with BigQuery, since its native environment is Google Cloud. Sometimes queries run slowly, especially when working with complex tables. By default, we can only see the first 50 rows, and it really should show more. Also, when we copy the output, we’re only able to copy some of the records instead of the full result set. We can append records, but we can’t update or delete them. Review collected by and hosted on G2.com.

I use it for my ETL testing, since we ingest data from Mongo into BQ, and then the main fact tables in the analytical layers are used in Databricks. It benefits me because it runs in the cloud and doesn’t require any hardware space on my side. Overall, the queries work well for my testing needs. Review collected by and hosted on G2.com.