Lead Management Software

The biggest downside is cost scalability - as you expand your contact list or need premium features like A/B testing, advanced automation, or paid ad tracking, the monthly cost can increase quickly. For smaller teams, that can limit access to some of the best tools. Review collected by and hosted on G2.com.

Before HubSpot, managing leads across multiple channels was fragmented. HubSpot Marketing Hub solves that by allowing us to automate lead nurturing, segmentation, and follow-ups in one seamless workflow. This has improved our response time, lead quality, and overall conversion rates. The automation ensures prospects get timely, relevant communication without constant manual effort. Review collected by and hosted on G2.com.

Difficult to differentiate the different crms in the sales process but glad I chose pipedrive Review collected by and hosted on G2.com.

Better reporting to manage prices Review collected by and hosted on G2.com.

One thing I don't particularly like about Semrush is its pricing. While it offers a lot of useful features, the subscription can be quite expensive, especially for freelancers, students, or small businesses with limited budgets. Another issue I've noticed is that some of the keyword data and traffic estimates don't always match the actual results, so I sometimes need to cross-check them with other tools like Google Search Console. Also, although the platform is packed with features, it can feel a bit overwhelming at first, particularly when you're still learning SEO. Some of the advanced tools take time to understand properly. I think Semrush is a great platform overall, but more affordable plans and a simpler experience for beginners would make it even better. Review collected by and hosted on G2.com.

Semrush helps me solve one of the biggest challenges in SEO, which is figuring out why a website isn't performing well in search results and what can be done to improve it. I've mainly used it for keyword research, competitor analysis, and identifying gaps in website content and SEO strategies. Instead of spending hours manually researching keywords or checking competitors, I can get most of the information from one platform. It also helps me discover keywords that have decent search volume but relatively low competition, which is particularly useful when working with smaller businesses. Another benefit is being able to identify technical SEO issues and areas where a website could improve. Overall, Semrush saves me a considerable amount of research time and helps me make more informed decisions when developing SEO strategies. Review collected by and hosted on G2.com.

There are many features and configuration options which can be a little overwhelming initially. I sometimes need guidance to understand which fields, reports, or processes are relevant to my work. The platform becomes easier once I get familiar with the team's setup. Review collected by and hosted on G2.com.

It helps keep sales and marketing information organized and reduces dependency on separate spreadsheets for tracking prospects. I can see lead progress, follow-up activities, and customer information in one place. This makes it easier to coordinate with senior team members and understand which prospects or activities need attention. The lead tracking and activity management features are my favorites. I can check the current status of a lead, see previous activities, and understand what follow-up needs to happen next. The performance has been reliable for my daily activities such as checking leads, updating records, reviewing customer information, and monitoring sales tasks. Review collected by and hosted on G2.com.

Meeting scheduling can't route prospects by location, even on higher tiers. A round-robin page only splits meetings evenly, so we built a routing form in front of three separate links to get territory-based booking. Some automation behaviour is also surprising. Switching on a workflow doesn't enrol records that already match, and the existing ones need a separate manual step. Review collected by and hosted on G2.com.

Sales Hub gives us one shared view of every deal through staged pipelines with win probabilities, so leadership and reps see the same status. Meeting links with territory routing and round-robin remove scheduling back-and-forth for discovery calls. Workflows automatically nurture stalled and closed-lost deals, so follow-up doesn't depend on anyone remembering. Because sales sits in the same portal as onboarding and delivery, a client's record carries through without retyping. Review collected by and hosted on G2.com.

I’m Monica Hale, Multi-Client Outsourced Bookkeeping & International Accounting Specialist at Dallas Cross-Border Accounting Partners, a 78-person virtual accounting firm in Dallas, Texas. I use ActiveCampaign to automate client document requests and tax deadline reminders, while managing our client books in Clearbooks, QuickBooks Online and Xero. I must preserve immutable audit trails and uphold CCPA standards for sensitive client business PII during quarterly tax and US GAAP review cycles.

The biggest frustration is there is no native integration with Clearbooks, QuickBooks Online or our tax preparation software. All transaction triggers and client data syncs run through Zapier webhooks, and webhook failures happen silently without in-platform alerts. Last quarter during our busiest tax filing window, our Zap connection between Clearbooks and ActiveCampaign dropped for nearly two weeks. New overdue supplier bill alerts and document requests never triggered to our cross-border clients. I only discovered this issue when several clients emailed saying they never received reminders to submit receipts and bank statements. This breakdown created gaps in our communication audit logs, which made it harder to demonstrate compliance for US GAAP reviews. I spent hours manually cross-referencing client transaction records and resending missing reminder sequences, which added heavy workload during our already compressed tax season. These sync failures also create CCPA risk because I cannot fully prove when client PII was pulled and used for outreach.

Second, the role-based permission model lacks granular export restrictions, which creates data exposure risks for our sensitive accounting client data. We have junior bookkeeping staff who only need to view assigned client campaigns and send document follow-ups, but I cannot block them from exporting full contact CSV files containing client names, tax IDs and business PII. There is no dedicated read-only auditor role. When I need to pull activity logs for privacy audits, I have to log in with full admin credentials, which violates our internal least-privilege data governance policy. Team members can also view every client contact record across the entire workspace, rather than only their assigned client portfolio, raising concerns around accidental exposure of confidential cross-border business financial information.

The audit log and export functionality also falls short for accounting compliance work. CSV exports are flat and cannot filter records by client entity, automation workflow or date range for tax review evidence. When responding to CCPA data requests or preparing supporting documentation for US GAAP, I need to manually sort thousands of log entries and cross-check every email sent to each client. This manual reconciliation takes roughly seven hours per audit cycle. The platform also does not natively support multi-entity tagging that aligns with our client bookkeeping structure, so I spend extra time manually tagging contacts to separate UK-US cross-border clients from domestic US businesses.

The pre-built email templates are heavily marketing-focused, with almost no ready-made templates for accounting workflows like receipt collection, cross-border VAT document requests or quarterly tax deadline notices. I have to rebuild every template from scratch, which slows down campaign setup.

Suggestions for the product team: Build native API connectors for Clearbooks, QuickBooks Online and tax preparation tools, plus built-in alerts for failed webhook syncs. Add granular permission controls to block PII exports for junior staff and include a dedicated read-only auditor role. Add filtering and multi-entity tagging within audit exports to speed up CCPA and US GAAP compliance reviews. Add pre-built accounting templates for receipt requests, tax reminders and cross-border document collection. Improve duplicate contact detection to automatically merge redundant client profiles when importing accounting contact lists. Overall, these fixes would cut manual cross-system reconciliation, tighten protection of client financial PII, and make ActiveCampaign far better suited for multi-client outsourced accounting firms managing regulated cross-border client records. Review collected by and hosted on G2.com.

I’m Monica Hale, Multi-Client Outsourced Bookkeeping & International Accounting Specialist at Dallas Cross-Border Accounting Partners, a 78-person virtual accounting firm in Dallas, Texas. I manage client books inside Clearbooks for US cross-border trade clients, and I use ActiveCampaign to automate client document collection, tax deadline alerts and follow-up workflows. I maintain immutable audit trails and data retention policies to satisfy CCPA and prepare supporting records for US GAAP and cross-border tax reviews.

We struggled with manually sending individual reminder emails through Outlook and tracking client document requests in disjointed spreadsheets, which created missed deadlines and fragmented communication logs that complicated audit readiness, but now we can build segmented automations to trigger personalized document requests and tax reminders tied to our client accounting workflows, which has resulted in a 28% reduction in late client submissions and saves roughly 7 hours weekly on manual email drafting and spreadsheet tracking.

Before we adopted ActiveCampaign, our client outreach process was extremely manual. During quarterly tax cycles, I would pull client lists from Clearbooks and QuickBooks Online, paste them into Excel, then manually send emails one by one to request receipts, bank statements and cross-border vendor documentation. Every junior bookkeeper maintained their own separate email threads, so we lacked a centralized log of when we requested materials from each client. Tracking opt-out preferences and preserving records for CCPA compliance required me to manually compile email histories into spreadsheets, which was slow and prone to human error. When clients had UK-US cross-border transactions, separating those contacts from purely domestic clients was tedious, and we often forgot to send follow-up reminders for overdue invoices or missing expense paperwork. This created bottlenecks during our busiest tax season and left gaps in our audit trails for US GAAP reviews.

After implementing ActiveCampaign, our client communications workflow changed dramatically. I built segmented contact groups sorted by client entity type, cross-border trade status and tax filing timeline. I set up Zapier webhooks connecting ActiveCampaign with Clearbooks; when an invoice is generated or an AP bill becomes overdue in our accounting platform, ActiveCampaign automatically launches a timed email sequence requesting supporting documents. I created separate automation workflows for year-end bookkeeping handoffs, quarterly tax packets and cross-border VAT evidence collection. When clients respond or upload documents, the activity is logged directly on their contact profile, building a continuous audit trail of all outreach. The platform’s native unsubscribe management also lets clients opt out of non-critical reminders, removing the manual opt-out tracking I previously maintained in Excel.

An unexpected benefit I’ve discovered is how ActiveCampaign’s user group controls help me protect sensitive client financial data. I can assign limited access to junior team members so they can view assigned client campaigns without full admin rights. Last quarter, I ran our largest tax reminder cycle for our cross-border clients. I built distinct sequences for UK vendor reconciliation documents versus domestic US tax records, and automated follow-ups reduced the amount of manual chasing our team needed to do. The centralized activity logs give me a single source of truth for CCPA data audits, though I still need to cross-reference records manually with Clearbooks when webhook syncs drop out.

Suggestions for the product team: Build native API connectors for Clearbooks, QuickBooks Online and tax preparation software to remove reliance on Zapier webhooks and add alerts for sync failures. Add granular export permissions to prevent junior staff from downloading full datasets containing client PII, plus a dedicated read-only auditor role. Add multi-entity tagging and filtering inside audit exports to speed up CCPA and US GAAP compliance reviews. Add pre-built accounting templates for receipt requests, cross-border VAT documentation and tax deadline notices. Improve duplicate contact merging to automatically clean redundant client profiles when importing accounting contact lists. Overall, ActiveCampaign automates our repetitive client chasing work, keeps our outreach consistent and creates audit-ready communication logs that support our multi-client outsourced bookkeeping practice serving cross-border US businesses. Review collected by and hosted on G2.com.

We have not found any downsides to monday CRM but there is a learning curve since it has so many features but they are easily navigated. Review collected by and hosted on G2.com.

monday CRM has helped a lot of our organizations. They’re now able to isolate donors they want to reach out to. Before, they were digging through report spreadsheets; now everything is in one place with a simple, easy-to-use view. They can group donors and reach out directly from monday CRM using the email feature, which helps them stay on top of lapsing donors. They can also set up trend views to keep an eye on what’s changing over time. Review collected by and hosted on G2.com.

Mass Texting can be challenging due to message limits and delivery issues. Interaction Tracking can make it difficult to analyze customer engagement across channels. Consent Management also requires careful handling of opt-ins and opt-outs to ensure compliance and prevent unwanted messages. With AI recommendations, I still have to validate them against our suppression rules and eligibility criteria to make sure the campaign reaches only the intended customers. Review collected by and hosted on G2.com.

I’m able to coordinate engagement across channels very well and deliver personalization that feels consistently timely and relevant. Automated Scheduling and templates help me move faster while keeping campaigns consistent, and surveys/polls help me collect feedback and refine engagement strategies. The AI has helped me identify customer segments for targeted campaigns and has significantly improved which message or experience customers receive. Review collected by and hosted on G2.com.

Although the assistance from Insider is excellent, we would recommend to have longer training session and products discovery. They did provide online guides and PDF with other important information to understand all their products also they provided blogs to read Review collected by and hosted on G2.com.

Insider has provided valuable data from A/B testing landing pages, website elements and various email and other communication channels A/B test data to sharpen our marketing strategy and draft nice marketing materials. Insider also helping us to make an urgent campaigns to test the data, build Architect journeys to target our potential customer on their buying journey and most importantly the reporting to understand overall impact. Review collected by and hosted on G2.com.

What I dislike about EngageBay is its limited native file handling and rigid custom reporting, which create ongoing workflow friction for our boutique industrial design studio, Form Studio Works. Our lean 11–50-person team has no dedicated in-house IT, and while EngageBay excels at CRM and marketing automation, it feels built for general sales teams rather than design firms that routinely manage heavy 3D prototype files, high-resolution renders, and multi-round client feedback documentation.

The most frustrating limitation is the platform’s file upload constraints. We often attach product renderings, CAD previews, and prototype test reports to client CRM records, but EngageBay enforces strict per-file size caps and can’t preview heavier design assets directly within the contact timeline. Last quarter, while working on a portable consumer hardware redesign, I tried to attach a 3D prototype render to the client project record and immediately hit the upload limit. I ended up hosting the file in our cloud storage and pasting an external link into the CRM timeline instead. That workaround forces our designers to bounce between EngageBay and our cloud asset library whenever they review client feedback, adding roughly five hours of extra navigation work each week. The platform also lacks native versioning for attachments, so when we upload revised design iterations, we have to manually rename every file to avoid overwriting older, client-approved versions.

Custom reporting is another major pain point. As Design Operations & Client Project Delivery Manager, I need combined reports that track lead source conversion, project timeline delays, and freelance vendor hours for quarterly studio reviews. EngageBay’s default report builder can’t merge CRM lead data with our custom project milestone fields into a single dashboard. For our annual business review, I spent nearly eight hours exporting separate CSV datasets and stitching them together in spreadsheets just to calculate project profitability by lead channel. Even basic design-specific KPIs, like prototype revision cycles, can’t be tracked natively, so I’m forced to maintain manual logs outside the platform.

Granular user permissions also create headaches. We frequently onboard contract 3D artists and freelance industrial designers for short project sprints, and we need to give them access only to their assigned client feedback threads while keeping other client pricing and confidential project records hidden. EngageBay’s permission roles are broad and can’t be narrowed down to individual project contact records. On one recent product design project, I gave a freelance artist limited portal access, and they were still able to view contact names from our other active client accounts. I then spent over four hours auditing contact visibility and adjusting role settings to lock down sensitive client data.

Another downside we uncovered is the limited native integration ecosystem for creative tools. EngageBay has no direct connection to Figma or our 3D asset management software. When client feedback is logged inside our design files, there’s no automatic sync back to EngageBay’s CRM timeline, so team members have to manually copy comments across systems. We rely on Zapier to bridge these gaps, but the extra middleware occasionally breaks syncs and forces manual data validation. Overall, while EngageBay handles lead capture and email follow-up well, its general-purpose architecture doesn’t accommodate the large design files and multi-round feedback workflows that sit at the core of our industrial design operations. Review collected by and hosted on G2.com.

As the Design Operations & Client Project Delivery Manager at Form Studio Works, our lean 11–50-person industrial design studio previously struggled with scattered lead tracking, inconsistent prospect follow-up, and disconnected client communication records. With no dedicated in-house IT, we were running separate tools for lead capture, email outreach, and contact notes. Client feedback, project scope details, and prospect conversation history lived across email threads and cloud documents, which led to missed discovery calls, incomplete project briefs, and lost context when handing work off to our product designers and 3D artists. EngageBay helps resolve these disjointed workflows by bundling CRM, form capture, and email automation into one unified platform, reducing manual admin and giving our small team clearer visibility across both prospect pipelines and active client projects.

The main problem EngageBay addresses for us is a fragmented lead intake and prospect nurturing process. Before adopting it, we used standalone web forms to collect project inquiries, then manually copied prospect details into a basic contact list and scheduled follow-up emails. That manual workflow took roughly six hours out of my week, and high-intent manufacturing clients sometimes waited days for a reply when we were deep in prototype deadlines. EngageBay’s native form builder and CRM auto-sync remove that duplication. Now, when a potential client submits our project inquiry form on the studio website, their budget, timeline, and product design requirements instantly populate a new CRM contact record and trigger a tailored email sequence. Last quarter, this automation nurtured a prospect for a portable consumer device redesign and flagged them as high priority after they reviewed our case study page, so I could book a discovery call at the right moment without having to chase them manually.

EngageBay also solves our lack of centralized client communication history. Previously, client feedback, revision requests, and scope changes were trapped inside email threads. When our design team kicked off a new prototype iteration, they could spend hours hunting down the original requirements and past feedback. Now I use custom fields within each client CRM record to track prototype revision counts, material preferences, and milestone deadlines, and client emails and comments are appended to the contact timeline. Having everything in one place cuts the time our team spends researching project background by multiple hours each project cycle and reduces misalignment around client expectations.

A third area where EngageBay helps is pipeline tracking for design project proposals. Our old system depended on manual spreadsheet updates, which often fell behind when we were juggling multiple active bids. With the drag-and-drop deal pipeline, I can move opportunities through stages like discovery, concept proposal, and contract finalization, while automated task reminders prompt me to follow up on stalled proposals. This visibility helps me forecast studio workload before new projects are signed, which in turn prevents overcommitting our designers and freelance 3D artists.

One unexpected benefit has been the built-in appointment scheduler that can be embedded directly into email sequences. Prospects can self-book discovery calls in available time slots, which sync to our shared calendar and automatically creates a CRM task. It eliminates the back-and-forth scheduling emails that used to consume several hours each week during our busiest proposal periods.

EngageBay does have limitations for large design asset uploads and for advanced custom reporting, but it still consolidates our lead capture, email nurturing, and client contact history in a way that works well for our team. It removes duplicate data entry, keeps prospect and client context centralized, and frees our creative team to focus on industrial design and prototype development instead of administrative tracking. Review collected by and hosted on G2.com.

I don't have any major problems with the system. Minor issues that I've faced have been batch processes sometimes not fully running over entire data sets (but this was transient), and sometimes finding the actual ID of an element (lead id is easy, it's in the URL) like a contact is a bit tricky. Review collected by and hosted on G2.com.

Close integrates our customer communications through GMail and phone, and this combines with our own data that comes from our back office system through the API. This link enables our sales staff to immediately and clearly understand what type of sales encounter they're embarking on! Review collected by and hosted on G2.com.

The advanced automation took me a while to wrap my head around. It’s powerful once it clicks, but I would have benefited much more from a worked example instead of just a feature list. Review collected by and hosted on G2.com.

We were losing attribution between the traffic source and the conversion, which in this vertical basically meant losing money and ending up in arguments with partners about it. That’s stopped now. Review collected by and hosted on G2.com.

Our collaboration with ContactPigeon has been consistent and easy to manage from an agency perspective. We work with the team across several shared accounts, and even when it’s difficult to join scheduled calls, communication continues through phone and email with no issues. The team is responsive and pragmatic, which helps when priorities shift or quick decisions are needed. Earlier this year, we also onboarded our own agency website onto the platform, which gave us a more hands-on view of the tool and reinforced our confidence in using it for client work. Review collected by and hosted on G2.com.

Due to busy schedules on both sides, we don’t always manage to schedule calls as often as we’d like. That said, follow-ups through other channels usually cover what’s needed, so it hasn’t affected delivery. Review collected by and hosted on G2.com.

We recommend maintaining open communication channels and flexibility in scheduling to ensure seamless collaboration. Review collected by and hosted on G2.com.

For us, ContactPigeon helps keep execution and communication organized across multiple accounts. Having a partner that understands agency pace, adapts to different client needs, and stays accessible outside formal meetings makes our work more efficient and helps us move faster when required. Review collected by and hosted on G2.com.

At this time, there isn't anything that I "dislike" about attentive. So far, in the past year of utilizing this program, I've found it to meet all of my needs. Review collected by and hosted on G2.com.

Attentive allows me to communicate with our guests and user base directly. Email is often saturated, and messaging can be lost within the mayhem of the inbox feed. Instead, a short, simple, personalized text lands with greater impact and serves as a direct point of contact with our most dedicated followers. Review collected by and hosted on G2.com.

From my perspective, the platform would benefit from more flexibility in advanced reporting and customization. When I’m comparing campaign performance across multiple metrics, more detailed reports and truly customizable data views would be very helpful. I also think the process for configuring some advanced settings could be simplified, particularly for users who want to run deeper, more in-depth analysis. Review collected by and hosted on G2.com.

Organizing the data generated from marketing campaigns and turning it into actionable insights can be a real challenge. Omnisend’s reporting, segmentation, and automation features help support that workflow. With an academic background in Computer & Network Security, I value structured analysis and pattern identification, so I appreciate being able to review campaign metrics in a systematic way and compare performance across different audience segments. Overall, Omnisend provides useful features for managing email marketing activities. That said, more detailed reporting options and deeper customization would make it even stronger for data-driven decision-making. Review collected by and hosted on G2.com.

Nothing, for me it is a very good tool that brings results. Review collected by and hosted on G2.com.

Evam helps us move from generic customer communication to more personalized, data-driven engagement. By using real-time customer behavior and relevant data to deliver the right message or offer at the right moment, it helps us create more meaningful customer journeys.

It also reduces manual effort in campaign management, improves operational efficiency, and enables us to respond more quickly to customer needs. Ultimately, Evam helps us improve customer engagement, make our communication more relevant, and drive better business results through more targeted and timely interactions. Review collected by and hosted on G2.com.

Sometimes the pricing seems expensive for how we use it. The AI features were also initially unclear for how to get the most value out of it. There are also plenty of features that we don't use (SMS was especially difficult to setup). Review collected by and hosted on G2.com.

The platform allows us to reach our users where they are, when they want to hear from us, and the mode that they will engage with. Without Customer.io we would have to rely on non owned channels (like social media) to reach customers and there you can't ensure you're reaching everyone that wants to hear from you. 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, the AI can create some issues. I did encounter that, especially when it comes to reading transcripts and identifying whether a patient is new, existing, or scheduled. I hope the AI will improve in these areas. There are also challenges with the setup process; it could be easier or have simpler steps to set up CallRail. Review collected by and hosted on G2.com.

I use CallRail for tracking calls. I love that I can easily track and filter out things I need to check. It makes things easier compared to manual labor and lets me tag fast without consuming time. 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.