Lead Management Software

While the platform is powerful, the pricing jump from the Starter to the Professional tier is quite steep, especially when you only need one or two 'Pro' features. It’s also worth noting that as you build out more complex workflows, the UI can feel a bit cluttered, making it harder to get a 'bird's-eye view' of all active automations at once. A more modular pricing approach for mid-sized teams would be a huge plus. Review collected by and hosted on G2.com.

Before we started using HubSpot, our data was scattered and disjointed. Now, with centralized account data management, our sales and marketing teams can rely on a single, unified source of truth. HubSpot has addressed the issue of lead leakage by automating follow-ups and enabling us to track precisely which touchpoints lead to conversions. This increased efficiency means our team can dedicate more time to strategic work instead of getting bogged down by repetitive administrative tasks. Review collected by and hosted on G2.com.

Although I am able to obtain the information I need, the reporting function seems a little clunky. On the creative side, Active Intelligence doesn't seem to have much creativity when designing a campaign. Review collected by and hosted on G2.com.

My primary reason for moving to Active Campaign was deliverability and open rates. According to recent statistics, my previous CRM averaged 47% deliverability while ActiveCampaign averaged in the high 90s. My open rate languished in the mid- to upper teens and then doubled when I started using ActiveCampaign. Review collected by and hosted on G2.com.

1. Can be confusing for first-time users, in particular because of the number of options available

2. The initial configuration and customization may consume considerable time if not planned properly

3. Licensing fees as well as costs associated with add-ons can be quite steep when working in small teams or managing a small business

4. Certain standard functions must be further customized for specific business applications

5. Performance may gradually slow down in poorly optimized orgs as might be overwhelmed by too many automations in their ors.

6. Reporting is a robust capability in itself, though there is a learning curve with more advanced reports and diagnostic views.

7. The system requires constant maintenance to ensure it remains clean and efficient. Review collected by and hosted on G2.com.

It solves the problem of scattered sales data by gathering leads, accounts, contacts, and opportunities into one system.

It eliminates manual tracking in spreadsheets by automating follow-ups, task creation, and stage updates.

Improved visibility into the sales pipeline drives more accurate and reliable forecasting.

Prioritize the right opportunities using reports, dashboards, and lead insight.

It reduces missed follow ups and delays by reminders and activity tracking.

This makes collaboration easy, as teams have the same view of real-time data and updates.

That helps me personally do work more efficaciously: decreases repetitive work, and clearly shows what needs my attention next. Review collected by and hosted on G2.com.

There’s very little to dislike about HubSpot Sales Hub. If anything, some advanced features take a bit of time to fully explore and set up, but the platform provides great documentation and support to make that process easier. Overall, the benefits far outweigh any minor learning curve. Review collected by and hosted on G2.com.

HubSpot Sales Hub solves the problem of scattered sales activities by bringing contacts, deals, emails, follow ups, and reporting into one centralized platform. It reduces manual tracking, improves visibility across the pipeline, and ensures consistent follow up with prospects. This has helped me stay organized, respond faster, prioritize the right opportunities, and ultimately close deals more efficiently. Review collected by and hosted on G2.com.

UI can be made more intuitive and visually appealing to enhance user experience. Review collected by and hosted on G2.com.

With open-source options available, we've been able to tailor the software to suit our specific needs precisely. This level of customization ensures that CrmOne adapts seamlessly to our unique workflows and requirements, enabling us to maximize efficiency and productivity. Review collected by and hosted on G2.com.

If I’m being honest, the main downside for me is that Close can sometimes feel a bit rigid. It does what it’s designed to do really well, but when you want deeper customization or very detailed reports, you may hit some limits. There’s also a bit of a learning curve at the beginning, especially if you’re coming from a simpler tool. That said, none of these are deal-breakers. Review collected by and hosted on G2.com.

Close solves the problem of having sales work scattered across too many tools. Instead of jumping between a CRM, a dialer, email, and spreadsheets, everything is in one place. That alone saves a lot of time and mental energy. For me, it’s made follow-ups more consistent, calls easier to manage, and my pipeline much clearer. I spend less time organizing my work and more time actually talking to leads and moving deals forward, which has been a big win. Review collected by and hosted on G2.com.

I don't use AI in my marketing, so it would be nice if the marketing of AI tools inside the platform which I pay for could be turned off. Review collected by and hosted on G2.com.

Complete record of every correspondence with every customer, focused task lists, and I use it to schedule my every workday. I assign myself the next task on every customer file, and get it done because of the Activities list, which is also sortable for type of task and time of day that I wanted to do it. Review collected by and hosted on G2.com.

Occasionally, feature releases or tailor-made setups require longer lead times, especially for

intricate clients and also the different platforms and logins/accounts that we have to use on our daily basis: Insider, Mindbehind, zendesk.. its hard to understand the difference during the enrollment. Review collected by and hosted on G2.com.

Building compliant, automated WhatsApp journeys for enterprise clients like Bavaria and

ETB

- Validating conversational AI as a driver for conversions and lead generation

- Designing an abandoned cart MVP with payment integration for future fintech

operations

- Combining data and automation to scale personalized commerce journeys across

LATAM Review collected by and hosted on G2.com.

A few areas feel a bit basic, like reporting and email templates. Some pages can also be slightly slow at times. None of these are major issues, but they’re small things I notice during regular use. Review collected by and hosted on G2.com.

Before EngageBay, my leads and follow-ups were spread across different tools, and it was easy to miss things. EngageBay brings everything into one place, so I always know who to follow up with and when. The automations take care of repetitive tasks, which saves me time and mental effort. Overall, it’s made my daily work feel more organized and much less stressful. Review collected by and hosted on G2.com.

Some of the site health scores are a bit unclear what exactly feeds into the score calculation or what to do about changes in performance. I really like the SERP example links, but they don't always load fully (ie: parts of the SERP are missing). Review collected by and hosted on G2.com.

I mostly use SEMRush to track keyword movement and competitive rankings, plus getting insight into AIO/AEO rankings that none of our other tools currently report on. I like the competitive comparisons but wish you got more example prompts for how customers are searching in popular LLMs and where your brand name is being mentioned. It's helpful to be able to track longer-tail keyword rankings and see for which keywords the AIO result is ranking. I've been reporting on the number and type of keywords within AIO as a way to give my brand managers a view into the current competitive landscape. Review collected by and hosted on G2.com.

I found the learning curve for new users to be a bit steep. A more guided onboarding process could help teams get started faster and understand the platform more quickly. Review collected by and hosted on G2.com.

I use Evam to solve real-time customer engagement challenges, sending personalized messages instantly across channels. It streamlines campaign management, reduces manual workload, and improves engagement rates through powerful analytics and intuitive journey design. Review collected by and hosted on G2.com.

When we want to test something new, we are getting lost in the interface. Of course the team helps with that, so it’s more of a minor inconvenience. Review collected by and hosted on G2.com.

The biggest impact is how much easier it is to capture leads and convert them into customers. Pop-ups bring in a steady flow of new subscribers, and our email channel has become a dependable revenue source. We’re also exploring Menura, their AI agent, which looks promising for improving onsite interaction and guiding visitors more efficiently. 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.

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.

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.

Sometimes the reporting features load slower than I'd prefer, especially when I'm trying to quickly check something between meetings. It's nothing major, but quicker load times would definitely improve my day-to-day experience. Review collected by and hosted on G2.com.

I used to have multiple different apps open for scheduling clients, sending invoices, tracking leads, and running marketing campaigns. It was stressful and chaotic, and sometimes things slipped through the cracks. Now, everything’s centralized in vcita, making life easier and freeing up time to focus on actually running my business. 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.

No issues so far. Everything has worked the way we’d hoped, and it’s clear the product team actually thought about usability. Review collected by and hosted on G2.com.

Managing affiliates used to take way too much manual work: tracking links, uploading creatives, chasing payouts. With Trackdesk, we’ve automated almost everything from campaign setup to affiliate approvals to monthly payments. We’ve also dramatically improved our visibility into what’s driving results, which helps us scale smarter. Review collected by and hosted on G2.com.

1. Expensive at times.

2. Too complex sometimes. Review collected by and hosted on G2.com.

1. Saves manual time from redundancy.

2. Elaborated Dashboarding.

3. Easy to access for me. Review collected by and hosted on G2.com.

Nothing comes to mind right now. The platform meets our expectations and we still using it. Review collected by and hosted on G2.com.

Platform helps us centralize customer data and set communication across channels. As a result, we improved user retention, reduced churn, and grew our active user base. Review collected by and hosted on G2.com.