Lead Management Software

What I like least is that it can get expensive pretty quickly, especially once you start needing more seats, reporting, or larger contact volumes. Some of the best features sit behind higher tiers, which can be frustrating when you know the platform is capable of more.

Integration is very easy, but implementation sometimes requires additional training. That can make it hard to pull people away from their day-to-day tasks to do the learning. I also wish it were a bit more beginner-friendly, because it affects its frequency of use by regular users in comparison with super admins. Review collected by and hosted on G2.com.

hubspot marketing hub solves the problem of having marketing spread across too many disconnected tools. by centralizing email, ads, landing pages, forms, automation, and reporting in one platform, it makes campaigns easier to run and results easier to track. that benefits me by giving clear visibility into the full funnel, improving alignment with sales, and saving time through automation, so i can focus more on strategy instead of manual execution. Review collected by and hosted on G2.com.

Basic users like me, some of the advanced automation and campaign tools feel a little complicated at first. It takes some time to understand which features are really needed. Also, for small-scale use like in a clinic or for simple educational updates, the pricing could be a bit more affordable or offer a lighter plan. But once you get used to it, the core features work smoothly. Review collected by and hosted on G2.com.

ActiveCampaign helps me manage communication more smoothly, especially in my work as a dietician, homeopathy clinic manager, and educational content creator. Earlier, I had to send the same health tips or follow-up instructions to different people one by one. Now, I can create a simple email once and send it to a group, which saves a lot of time and effort.

It keeps all contacts organized in one place, so I don’t miss anyone. I also prepare short campaigns in advance and send them when needed like reminders, healthy lifestyle tips, or clinic updates. This keeps communication more regular and professional without much manual work. For someone handling multiple responsibilities, it adds structure and consistency to how I stay in touch with patients or learners. Review collected by and hosted on G2.com.

What I dislike about Salesforce Sales Cloud is that it can feel complex and overwhelming, especially for new users. The initial setup and customization can take a lot of time and often require a fair amount of expertise. On top of that, the licensing costs can be high for small businesses. With so many features available, the interface can also end up feeling cluttered and less intuitive than I’d like. Review collected by and hosted on G2.com.

Salesforce Sales Cloud addresses the issue of scattered customer and sales data by consolidating everything into one centralized system. It lets me track leads, opportunities, and customer interactions in real time. This gives me clearer visibility into the pipeline, cuts down on manual work through automation, and supports faster, data-driven decisions. Overall, it saves time, boosts productivity, and makes the entire sales process more organized and efficient to manage. Review collected by and hosted on G2.com.

Pricing can get expensive as you scale. As soon as you start adding more users or unlocking advanced features, the cost rises quickly. It’s a great tool overall, but smaller teams may find it a bit tough on the budget. Review collected by and hosted on G2.com.

One thing I dislike is the pricing structure, especially when scaling the team. The cost is manageable at the beginning, but once you start adding more users and building out a proper sales team, the price can jump significantly in some cases more than 2x compared to the initial setup. Review collected by and hosted on G2.com.

Support. Absolutely the worst part about Pipedrive.

Our account executive, Zachary Phillips, offered us a discount during our trial. We accepted it, he said to add our billing details to the account, we did, and then he stopped responding. 5 days and two follow-up emails later, still no reply and no autoresponder saying he was out. And there is no way to reach anyone else in sales because they have no sales email and support was not able to provide me a way to contact sales. I finally got a response from the sales team lead, Spencer Smith, who just made excuses and said that Zachary has been out for a while. No acknowledgement of the fact that I had been ghosted or that they provide no other way to reach the sales team when someone is out for an extended period of time.

During that time, I also reached out to support and had a chat with Ricardo that was probably the worst customer support I've ever received. He kept insisting that I should do things that weren't possible in their software. I told him it was not an option in their software, but he insisted. I sent him a Loom screen recording showing him, and then he made up a new answer, which was also incorrect. It seems that rather than get help or admit he didn't know, he prefers to make up answers and insist they are correct. His manager, Carolyn, ended up following up the conversation by telling me that what I had said was not possible, was indeed not possible, though she said it like she was informing me. I didn't need to be told, it was their own support team who doesn't seem to know how their software works.

I also had reported a bug to support at the start of the week, spent almost an hour answering their questions and providing a Loom screen recording at their request, just to have them tell me it was a known issue. This is why most software companies use a bug tracker, so that they can know about bugs without wasting the customers time.

Overall, I found their team to be very poorly trained, not at all knowledgeable about their own software and extremely disorganized. It was bad enough that I'm writing a negative review for the first time to warn other people not to use Pipedrive. Review collected by and hosted on G2.com.

The software solves the problem of keeping track of sales leads and marketing efforts. Which is a bit ironic since they seem to, by their own admission, have trouble keeping track of their sales leads. The fact that their own sales team struggles with managing leads is not a very good sign for the effectiveness of Pipedrive. 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.

Sometimes updates or changes made in Close dont reflect immediately, so I have to refresh the page to see the latest activity. This can be a little annoying when I’m in a hurry to check if a reply was sent or a note was saved. Also, I feel the notification alerts could be more reliable, because I still end up checking manually to make sure nothing is missed. Review collected by and hosted on G2.com.

Earlier in my daily work, I used to keep enquiry details in my phone notes or try to remember follow-ups in my head. On busy clinic days, a few things would slip through, and I had to double-check messages again and again. With Close, I can quickly see who contacted me, what we discussed earlier, and what I still need to do next, all on one screen. This reduces back-and-forth and saves time during the day. It also helps me keep a simple history of patient communication, so when someone messages again after a few days, I don’t start from zero. At last, it makes handling enquiries feel less messy and more controlled. It gives me a clearer view of pending work without adding extra steps. Review collected by and hosted on G2.com.

There's so much you can do that sometimes you just don't know where to start. It's like walking into a huge buffet when you're starving — everything looks good and you end up standing there longer than you should. I wish the interface made it a little easier to discover features you didn't even know existed, because I guarantee most people are sitting on tools that could change their business and they just haven't found them yet. Review collected by and hosted on G2.com.

Wasted spend and missed opportunities — that's what Semrush fixed for me. I used to push content that had no real chance of ranking and ignore keywords that were practically begging to be owned. Now I can see the gap between where I am and where I should be, and more importantly, exactly how to close it. My content hits harder, my strategy is tighter, and I'm not leaving easy wins on the table anymore. Review collected by and hosted on G2.com.

The Email Editor can be quite slow, especially when an email includes a recommendation block. Also, because the email address is treated as an identifier, it can’t be changed manually (only via API), which becomes an obstacle if Insider is being used as a “standard newsletter” tool with contact lists. On top of that, the product catalog feels fairly limited, making it harder to work with the full range of items I need. Review collected by and hosted on G2.com.

Delivering relevant content is much easier thanks to personalization, with truly granular segmentation and plenty of trigger options. Insider’s Architect helps guide users across multiple personalized channels, which makes it simpler to build, launch, and manage these experiences. It also removes a lot of the guesswork by providing solid analytics and A/B-testing capabilities. Review collected by and hosted on G2.com.

The user journey can feel complex at times, and small campaign changes often require considerable effort. Reporting dashboards also lack sufficient customization and flexibility to effectively compare performance across initiatives. Review collected by and hosted on G2.com.

EVAM has been a fundamental pillar of our team’s promotional campaign initiatives, enabling access to multiple engagement channels including SMS, Push, WhatsApp, and META. It also provides capabilities such as cashback, offers, personalization, and dynamic campaign journeys. More recently, it has expanded to support interfaces for enterprise clients, extending its value beyond internal campaign execution. Review collected by and hosted on G2.com.

Some settings,especially around automation and reporting,could be simplified. It takes a bit of trial and error to get everything configured the way you want, but it’s manageable with regular use. Review collected by and hosted on G2.com.

Before EngageBay, communication and follow-up tracking required manual reminders and separate tools. Now everything is centralized, which makes it much easier to stay organized and consistent. This has reduced missed follow-ups, improved overall workflow visibility, and made daily operations smoother and more efficient. Review collected by and hosted on G2.com.

One small challenge is that the interface can occasionally feel cluttered when managing many affiliates at once Review collected by and hosted on G2.com.

Trackdesk solves the problem of manually tracking affiliate performance across different partners and campaigns. Earlier, we relied on spreadsheets and separate tracking sources, which made it difficult to monitor conversions accurately and often led to confusion during commission calculations. With Trackdesk, everything is centralized in one dashboard, so I can clearly see partner activity, conversion data, and payouts without switching between tools. Review collected by and hosted on G2.com.

Nothing to dislike - If they are able to bring in multi-channel attribution (Google Ads / Reddit Ads) that might be helpful - My guess is the team is already working on this! Review collected by and hosted on G2.com.

My go to ABM Tool which solves a very big attribution problem while running Linkedin ABM Programs. Review collected by and hosted on G2.com.

I find the segmentation not real-time enough. Segments update on a delay, often hourly or batch-processed, instead of instantly. This can lead to messaging mistakes like sending an abandoned cart email to someone who just bought something an hour ago. Also, setting up more advanced filtering, like multi-condition product tagging, feels clunky. I wish there were true real-time segment updates, like within 10-30 seconds, and the ability to trigger automations instantly when someone enters or exits a segment. It would also help to have a filter to exclude users who purchased in the last X minutes in real-time. Review collected by and hosted on G2.com.

ContactPigeon fixes lost revenue from abandoned carts using automation. It saves us hours with smart email automation and boosts open rates with proper segmentation, driving customer loyalty and conversions. Review collected by and hosted on G2.com.

It can feel a bit limited when it comes to deeper design control and fine-tuned customisation. If you’re someone who wants full creative freedom or highly specific visual elements and formatting, it may not fully meet those expectations. It also sits at a relatively high price point, and some features are locked behind higher-tier plans - this can be challenging for small businesses that are still growing. Review collected by and hosted on G2.com.

The automation flows handle welcome sequences, abandoned cart reminders, and customer re-engagement, which has directly improved conversions and repeat purchases. It also solves the challenge of creating professional, aesthetic email campaigns: the drag-and-drop builder makes it easy to design something visually aligned with my brand, even without any technical skills. Being able to segment audiences based on behaviour has also made my messaging feel more personal and relevant, resulting in better engagement and stronger relationships with my community. Review collected by and hosted on G2.com.

lack of good data visualisation templates, although this is improving. Review collected by and hosted on G2.com.

Their customer service is brilliant, they always solve our issue within a day. Any new request they can also disgust and build the custom cube to fit our needs in less than 1 week. Review collected by and hosted on G2.com.

It's amazing product and I would like to use this product for a long long time Review collected by and hosted on G2.com.

It's amazing product and I would like to use this product for a long long time Review collected by and hosted on G2.com.

When the volume of data is absurdly large, it cuts off a bit or it bugs out. Review collected by and hosted on G2.com.

Detrics simplifies my report management, makes data downloading easier, and integrates easily. It allows me to organize and schedule queries with just a few clicks, making it very user-friendly and easy to use. Review collected by and hosted on G2.com.

Umm, sometimes it adds filters and disrupts the tracking of Paid Traffic and names it as Direct Traffic. Review collected by and hosted on G2.com.

It allows me to collect all my campaign data under one roof. I can generate tracking numbers, add them to my landing pages, and easily track the traffic coming to those phone numbers. It also provides a clear picture of which keyword and campaign URL drove traffic to the landing page. On top of that, it gives a summary of calls that are longer in minutes, which saves us time on my email address plus whenever I am using WhatConverts to mark calls as Quotable or Not Quotable. Review collected by and hosted on G2.com.

I think there are too many features. Out of the whole set, I only use a few. Review collected by and hosted on G2.com.

Automation of technical support on the site. Review collected by and hosted on G2.com.