Lead Management Software

If anything, I just wish that for the price we were paying, there had been more support during the onboarding process. We ended up paying out of pocket for a third party, and in the end it was well worth it. Review collected by and hosted on G2.com.

HubSpot Marketing Hub centralizes our data, which improves communication across teams and enables stronger contact management and segmentation. This helps us build a flywheel effect by converting guests into donors. It also streamlines list building and email sends, making it crucial for keeping the business moving forward. We’re using HubSpot’s out-of-the-box experience, but we’ve integrated our website forms so contacts and companies flow in seamlessly. As a result, our Group Sales performance and output have improved, and we now have much better visibility into our data—leads, leads closed/won/lost, calls, call reasons, and more. Overall, I’m very happy with the performance. Review collected by and hosted on G2.com.

The invoicing works in a way I’ve experienced recently that’s been frustrating. I have two users under my main ID, and I’m on the Pro package. If we try to access something outside our package, it prompts us to purchase, which is obvious. However, one of my users can click “purchase” on their own, and it gets added to the next month’s invoice without asking for any card details or anything else. That’s quite disappointing. It should ask for confirmation first, or at least not be added directly to the invoice. We also couldn’t even identify who made that purchase. Review collected by and hosted on G2.com.

Semrush helps us tackle many real challenges in our day-to-day SEO and digital marketing work. It gives us clear visibility into AI performance and AI search visibility for websites, which is becoming increasingly important as search shifts toward AI Overviews and LLM-driven results. On top of that, it lets us track rankings, audit technical SEO issues, analyze competitors, and monitor backlinks—all from one platform. That saves a lot of time compared with switching between multiple tools. As a result, our reporting is more accurate and our strategy recommendations are more data-backed, which ultimately benefits both our internal team and our clients by helping us make faster, more informed decisions. Review collected by and hosted on G2.com.

✍️ Salesforce can become complex to administer, especially as customizations, automations, and integrations accumulate over time. The platform changes frequently, which can create additional admin effort and require users to continuously adapt. Licensing and add on costs can also increase quickly. In addition, the sales approach can sometimes feel overly aggressive, particularly around upgrades, additional products, and renewals. Review collected by and hosted on G2.com.

✍️ Agentforce Sales gives us a central place to manage customer information, opportunities, sales activities, and pipeline visibility. It reduces fragmented information across teams and improves reporting and follow up. Its integrations and automation capabilities also help connect Salesforce with other business systems and streamline repetitive sales processes. 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 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.

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.

In Sales Opportunities, there's no direct way to link multiple opportunities together for better visibility and easier access. When deals are related — like multiple opportunities tied to the same account, project, or client — you end up having to search or cross-reference manually instead of seeing them connected in one view. A native linking feature between opportunities would make it much easier to track relationships and get the full picture without extra clicks. Review collected by and hosted on G2.com.

Monday CRM brings all sales tasks, leads, and opportunities together under one roof, along with internal team coordination — instead of juggling separate tools for pipeline tracking, task management, and team communication. Having everything in a single, centralized platform makes it much easier to manage day-to-day sales activity, keep the whole team aligned, and stay on top of where each deal stands without switching between systems. This centralization saves time, reduces the chance of things falling through the cracks, and gives better overall visibility into the sales process. 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.

Some of the engagement metrics like time spent on personalized base took longer to hit target than our conversion and lead numbers, landing us around 90% on that specific goal. Not every KPI is moving at the same pace. We would also like a wider variety of ready-made gamification templates to keep campaigns feeling fresh. The spin the wheel and the caching game are good, but we think that in the future, people might find them boring. Review collected by and hosted on G2.com.

We use Insider One for web personalization and recommenders which significantly boosted our revenue and conversion rates. It automates customer engagement for us, reaching over 1,000,000 people, and helps us simplify lead collection, securing 130,000 leads effortlessly. Insider One's CDP centralizes our performance tracking, helping us exceed our KPI targets. 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.

Nothing meaningful. Every feature we’ve needed has been available, and the platform has continued to improve with regular updates. Review collected by and hosted on G2.com.

Managing a performance-based partner program across multiple markets requires accurate attribution, flexible commission rules, and reliable reporting. Before Trackdesk, much of this required manual processes and multiple tools.

Today, everything is centralized. We can automate partner onboarding, commission calculations, payouts, and reporting while maintaining complete visibility into program performance. That has reduced operational overhead considerably and allowed our team to focus on optimizing partnerships rather than managing them. Review collected by and hosted on G2.com.

The reporting features could be more robust. I would like to see more detailed analytics without having to export data to other tools. The mobile app also feels limited compared to the desktop version. These are not major issues for us but they are areas where the platform could improve. Review collected by and hosted on G2.com.

Omnisend is solving the problem of inefficient marketing operations for us. We were using multiple tools before and it was difficult to coordinate everything. Now we have everything in one platform which has simplified our workflow significantly. The automation features have also addressed the issue of manual follow ups. We were spending too much time on these tasks and now they are automated. The benefit is that we are more efficient and we are seeing better results from our marketing efforts. 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.

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.

Advanced automations require planning and careful setup before they can be activated. That means that implementation can take some time, especially if the journey is more complicated. However, the team makes this process much easier and helps ensure that each automation is correct. Review collected by and hosted on G2.com.

ContactPigeon solves the problem of general and impersonal newsletter campaigns, and our goal is to always create more relevant communication based on customer behavior and interests. Recovering valuable insights through the platform further supports product discovery, personalized communication, and more targeted content. Review collected by and hosted on G2.com.

I like how Braze provides a unified vision for everything involving a journey. It has everything in one place, like email steps, segmentation, push notifications, and liquid content, making it clear and easy to understand. The journey contains everything needed for automation or triggers without needing to switch to other places, which is very useful. I also find the features like content blocks, CSV uploads, and the media library helpful even when they are outside the journey. The ability to preview emails and pushes easily is a big plus, as well as the liquid writing, which is straightforward especially with the AI personalization tool. It's also easy to QA. Braze saves me a lot of time by having everything consolidated, unlike my previous experience with Salesforce. The introduction of AI to Braze helps in smoothly transitioning within journeys when troubleshooting or reviewing information, allowing real-time visibility. I found the setup straightforward and the certification courses helped me get started quickly, making it easy to scale up. Review collected by and hosted on G2.com.

I'm not sure if there are many things that could be improved, but I'd say maybe Braze could try to be clearer in the improvements and the features they're working on. We don't get as good of communication about their short-term and long-term plans. Sometimes we get automated emails and presentations with dozens of features that don't apply to us much or don't feel very relevant. Review collected by and hosted on G2.com.

N/A Review collected by and hosted on G2.com.

I use Braze to send millions of personalized emails and push notifications in a timely manner, boosting customer engagement and revenue. It saves me time with its unified interface for journeys, making it easy to preview emails, troubleshoot, and quickly grasp content and functionality. 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.

While I am satisfied with EVAM overall, some functions could be more user-friendly and intuitive. There is still room for improvement in certain areas of the user experience, particularly for less technical users. That said, the platform continues to evolve, and I see these as development opportunities rather than major issues. Review collected by and hosted on G2.com.

EVAM helps us automate and orchestrate customer communication processes across different channels, reducing manual effort and ensuring that the right message reaches the right customer at the right time. This has improved operational efficiency, increased customer engagement, and enabled us to deliver more personalized experiences. As a result, we can manage campaigns more effectively, respond to customer needs faster, and achieve better business outcomes. 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.