Lead Management Software

My only complaint is that the interface is constantly evolving and changing. Which I understand is good for the progression of the technology but can make it harder to navigate, especially when key features have moved. Review collected by and hosted on G2.com.

Marketing hub allows for easy communication. As a lifecycle marketer, I am able to track each stage of the lifecycle and easily segment and target communication. I do not rely on a tech team to build email templates and can manage communications from start to finish completely on my own. It Review collected by and hosted on G2.com.

the biggest challenge is the complexity of implementation, salesforce is not plug and play, it require proper planning, configuration and often a dedicated admin or consultant, the cost can be high , especially when you include licence, add ons and implementation expenses, there is also a steep learning curve, especially for new users or non technical teams, sometimes performance issues like slow loading or glitches can impact user experinece. Review collected by and hosted on G2.com.

it solves the problem of disconnected customer data and inefficient sales processes, before using salesforce, many organization manage leads, contact , and customer interaction across multiple tools,. which creates confusion and data inconsistency. with salesforce, all customer data in centralized in one platform, sales teams can track leads, opportunities and pipelines easily, marketing campaign and customer interactions are connected, workflow and processes are automated, this improves overall customer relationship management and operational efficiency. i am able to design tailored CRM solutions for client, improves client satisfaction through better automation and insights, opportunity to work on large scale enterprise implementation. Review collected by and hosted on G2.com.

The menu (although clear) is rather cluttered with features that we do not use though I understand this is being worked on (from my experience using the feedback forum). Review collected by and hosted on G2.com.

It helps us keep our house in order, to keep everyone working to consistent processes and improve our quality of data. This allows us to be more compliant and to produce meaningful MI data that we can use to make changes to our business and processes as we grow. 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.

Pipedrive feels a bit limited if you need very detailed analytics. There’s also a slight learning curve when setting up automations and integrations for the very first time. Making it a bit harder for first-time users to settle with the platform. Review collected by and hosted on G2.com.

Pipedrive lets me track my sales process from start to finish in an organized way. It keeps all my leads, deals, follow-ups, and customer information together in one place, which makes it much easier to stay on top of everything. It has streamlined my workflow by giving me clearer visibility into my sales pipeline, reducing missed follow-ups, and automating routine tasks to save time. As a result, I can focus more on closing deals instead of spending so much time on manual administrative work. Review collected by and hosted on G2.com.

Sometimes the calling doesn't work. It drops calls. I get too many unnecessary notifications from appointment. I don’t like that it creates new opportunities when I book decision meetings and second meetings, I would prefer if it would just foster the original booking opportunity. Review collected by and hosted on G2.com.

I use Close to stay organized by tracking meetings and leads. The follow-up prompts for emails, texts, and calls are very useful. I can easily create tasks and appreciate the old version of the opportunities list for clarity. Review collected by and hosted on G2.com.

Product is developing so fast, sometimes we do not get a chance to use all the features. Review collected by and hosted on G2.com.

Boosting our in-store sales during those quieter, non-peak hours at our main restaurant spots wasn’t an easy task. That is where Insider proved to be a great solution. With its tools and an amazing growth team, we've not only been able to drive more sales but also encourage our customers to make profitable purchases and utilize their Loyalty points more frequently. 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 few things I dislike are that there are a lot of useful add-ons I would like to use that are always gated behind additional pricing. As an in-house resource, it can be a bit problematic.

Plus, I do feel that while it is a GREAT tool for SEO, SEMrush might have missed the bus on AEO and AI intelligence at the moment. Review collected by and hosted on G2.com.

Tracking rankings, SEO Audit, topical research, reporting for SEO, a little bit of paid ads, and even a bit of Artificial Intelligence or Answer engine mentionsare all in a single comprehensive tool. Review collected by and hosted on G2.com.

The email editor occasionally takes a few extra seconds to load when working with larger templates. I also had to spend sometime understanding how certain automation settings work when I first started using the platform. It wasn't difficult, but there was a learning curve. Review collected by and hosted on G2.com.

EngageBay has made my life easier. Before using EngageBay, managing email campaigns and inquiry forms involved several separate tools and a lot of manual work. Now I can create landing pages to collect inquiries, segement contacts into lists, and send targeted email campaigns from the same platform.

For our business, this has made it easier to stay in touch with our prospects, follow up on inquiries and keep communication organized without spending as much time on manual tasks. Review collected by and hosted on G2.com.

It would be nice to see more advanced automation options for managing larger cooperations, but honestly it's a minor thing – the platform covers everything I need day to day. Review collected by and hosted on G2.com.

Trackdesk has solved the biggest problems I had with older affiliate platforms. They were hard to use, didn't have enough features, and took too much time to manage. Trackdesk is simple and straightforward, so I can set up and track campaigns without any hassle. Also there is option to automate a lot of the boring tasks, so I can focus on growing my campaigns and business. Review collected by and hosted on G2.com.

As I mentioned before, the pricing had been the main reason why I haven't had the chance of using Braze in my Marketing career so far. While it's definitely competitive when measured against equal calibre products, it can still be a little bit intimidating, especially for companies that are looking to commit to a platform for years to come.

CONS:

- In-app and content card channels priced separately

- Separate one-off onboarding fee

- A handful of learning materials locked behind a paywall Review collected by and hosted on G2.com.

Creating complex automated journeys to cater for multiple lifecycle stages for a highly segmented user base. Introducing possibilities for deep personalisation via liquid tags, creating content blocks to automate the better part of template creation. Review collected by and hosted on G2.com.

We are working in old version, not using Evam X, latest one. The main inconvenience is that campaign manager have to deploy the developed campaign to local server. In case it is not deployed it is not visible for other campaign managers and they could not work with it Review collected by and hosted on G2.com.

personalization, improving the CJM, real-time communication. So, shortly we use EVAM to set up hyper personalization strategy across all the channel, Customer App and communicate with the customers a t right time Review collected by and hosted on G2.com.

Some of the UI is a little clunky. For example, the base font constantly reverts back to Arial (very annoying!), you can't overwrite copy and keep the formatting, and I'd like to see more elements available (i.e. spacers)

In terms of reporting, it's a little more basic/limited than I'm used to. Hopefully the AI integration will help with this - for example I can't easily see how many users are active on site each day, Review collected by and hosted on G2.com.

Omnisend isn't solving a materially different problem to what we had prior to onboarding, but it is allowing us to build a robust operation across email and SMS. Review collected by and hosted on G2.com.

So far, we do not have any major complaints, just everyday nuances, like some lagging here and there. Review collected by and hosted on G2.com.

Overall, ContactPigeon’s platform has helped us increase purchases and revenue. The team provides us with new ideas and is always willing to help. We have activated various automations, such as, browse abandonment, cart abandonment, transactional emails, sign-up pop-ups, and on-exit pop-ups. We will begin sending push notifications, and create cart abandonment pop-ups. We will also create new automations such as new arrivals, and price drop. Review collected by and hosted on G2.com.

I sometimes struggle with conveying the data/ findings to my leadership - Today it requires logging in to the platform and then 5-10 minutes to paint the picture for them. So, it'd be easier if I can create view-only access reports that could be shared with anybody.

I'd also love to see the support of Meta alongside LinkedIn and Google - I think the former is a bigger black box than the latter two, so just waiting for that to be launched. Review collected by and hosted on G2.com.

I use Fibbler to understand the efficacy of my LinkedIn ad spends, linking spends to ROI seamlessly. Review collected by and hosted on G2.com.

As easy as it is to use, as someone who doesn't have the most email management or CRM experience, there is a lot to see when you navigate through and sometimes I worry we aren't using all the features to our advantage. Review collected by and hosted on G2.com.

It is helping us drive sales, awareness for new collections and collaborations and gives us a way to track our customers and it syncs with Shopify so we're able to easily segment out our list. Review collected by and hosted on G2.com.

Lack of templates. Also, triggers & actions is not fully supported. Review collected by and hosted on G2.com.

Lack of templates. Also, triggers & actions is not fully supported.

Eliminates manual or technical efforts required for reporting. We can perform data refreshes more frequently and see the data more deeply. Review collected by and hosted on G2.com.

Tier 1 credits feel tight at 2,000. If you're running multiple campaigns across different audiences, you'll burn through them faster than expected. Would love to see a higher credit allocation for Tier 1 or a cheaper way to top up. Also the UI could use some polish in places — the lead export workflow has a few extra clicks that could be streamlined. Review collected by and hosted on G2.com.

Finding the right people in niche B2B markets. Before SendPilot, I was manually searching LinkedIn and building spreadsheets one profile at a time. Now I can filter by exact job title, seniority, and region, export a targeted list, and run a LinkedIn outreach sequence — all from one tool. It's cut my prospecting time from days to hours. The biggest benefit is reaching decision-makers I wouldn't have found through manual search alone. Review collected by and hosted on G2.com.

One thing that could be improved in Customer.io is the overall learning curve for advanced workflows and integrations. While the platform is very powerful, setting up complex automation or debugging event-based campaigns can sometimes feel confusing, especially for new users.

The analytics section is useful, but it could offer more flexibility and easier reporting. Sometimes we need to export data or use other tools to get deeper insights into campaign performance.

The UI can also become a bit difficult to manage when there are many campaigns, segments, and workflows running at the same time. Better organization and navigation would make day-to-day management smoother.

That said, the platform is reliable overall and continues to provide strong value for customer engagement and automation. Review collected by and hosted on G2.com.

Customer.io helps us manage customer communication in a much more organized and automated way. Before using it, sending targeted emails and notifications based on user activity required a lot of manual effort and coordination between teams.

Now we can automate onboarding flows, reminders, transactional messages, and engagement campaigns based on real user actions. This has helped us improve customer engagement and reduce the time spent managing campaigns manually.

One of the biggest benefits is that we can personalize communication for different types of users instead of sending the same message to everyone. The ability to trigger emails and push notifications in real time has improved the overall user experience and made our communication more effective.

It has also helped our team work faster because marketing and product teams can manage many workflows without depending heavily on developers for every small change. Review collected by and hosted on G2.com.