Sale Tracking Software

The one thing which I dislike about salesforce sales cloud is that the lightning UI is is sometimes takes too much time to get loaded. For example, If I make any kind of changes in the page layout or in flexi page (lightning record page) it takes too much time to get reflected which is a headache for me as a developer. Review collected by and hosted on G2.com.

The one of the most common problem that salesforce sales cloud is solving is the filling the gaps between different channels of a business because it provides a 360* data view. For any business sales and service are the most important things. Sales cloud offers us platform to keep everything in 360 view so that the business can have their maxium outcome out of it. Review collected by and hosted on G2.com.

I don't like HubSpot's pricing model for the Marketing Hub. The way they price it, it's cheaper to use an email service provider like Klaviyo. But I wish you could buy a reasonable HubSpot subscription so our sales CRM, customer service CRM and marketing automation are all in one place. Review collected by and hosted on G2.com.

It's a great all-in-one platform that's easy to implement and use for our sales team for prospecting through deal close. And we use it to manage existing customers too. It's our main CRM for both sales and customer service. It's great that there is a HIPAA-compliant version too since we are in healthcare 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.

The reporting side could be a bit more customisable, especially when it comes to team performance breakdowns and activity tracking. Sometimes filters or exports require a few extra steps. It’s nothing major, but more flexibility and visualisation options would make it even better. Review collected by and hosted on G2.com.

Close solves the challenge of managing leads and communication in a single, streamlined platform. It centralises emails, calls, and tasks, reducing the need to juggle multiple tools and making sure no follow-ups fall through the cracks. For me (or our team), this means we can respond faster, stay organised, and ultimately close more deals while spending less time on admin work. The automation features and smart workflows also help us prioritise high-value leads, which improves efficiency and revenue predictability. 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.

Substrata does, however, have a high learning curve and occasionally exhibts difficulty with extremely subtle emotional cues. In spite of this, giving specific , well-thought-out counsle has greatly increased my ability to complete sales. My approach has changed as a result of Substrata's insights about attitudes, prejudices, and power dynamics; now, I communicate with others with greater confidence and effictiveness. Review collected by and hosted on G2.com.

All things considered, Subsrata is a crucial tool for every experienced dealmaker hoping to succed in challenging sales situations. Review collected by and hosted on G2.com.

There are certain fields that need to be filled in through Sales Force, and I wish I could manage all of them directly within Clari. It would be much more convenient to have full control in one place and avoid having to switch back and forth. Review collected by and hosted on G2.com.

Before using Clari, we had to manually extract spreadsheets from Salesforce and send them to management to share information about our most likely deals to close. Now, we simply update the forecast in Clari, and management can access the information directly. Review collected by and hosted on G2.com.

Gong has pricing complications, where annual contracts demands extra money

Adoption or onboarding of Gong is problematic and requires significant time Review collected by and hosted on G2.com.

Gong creates a visible insight concerning the real customer engagement or conversation.

The app has robust coaching or skill enhancement capabilities and this guides managers on how to train the sales reps

The tool demonstrates accuracy in forecasting, something that guides sales representatives

The program saves on operational expenses, where it has automated recording capabilities

The app establishes centralized knowledge base that enables users to search specific content on the system 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.

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.

While Performio generally performs well, I find that the interface could be more responsive and user-friendly. Certain pages tend to take a few extra seconds to load, and the design of the reports appears somewhat outdated. The main features are solid, but the platform is missing some of the refinement and quickness found in newer solutions. Updating the user interface and improving the report filtering process would bring the experience much closer to ideal. Review collected by and hosted on G2.com.

Performio eliminates the guesswork around commissions and payout tracking. Before, confirming earnings required manual calculations or waiting on finance updates. Now, I can see attainment and deal-level impact in real time, which improves accuracy, transparency, and trust in the process. It also reduces time spent reconciling numbers, so I can focus more on selling and less on admin work. Review collected by and hosted on G2.com.

I have no complaints so far, everything has gone smoothly up to this point. Review collected by and hosted on G2.com.

New advisors require a quick path to confidence, along with consistent messaging and smooth handoffs. In the past, we depended on slide reviews and webinars, which helped people grasp the concepts but didn’t prepare them for real-time conversations. With SmartWinnr, I can launch a brief course, include an AI roleplay, and certify readiness. Representatives get to practice needs analysis, suitability questions, objection handling, and policy clarifications. Managers are able to coach based on clear evidence rather than assumptions. This approach speeds up onboarding, ensures message delivery remains consistent, and keeps compliance language within approved guidelines. Review collected by and hosted on G2.com.

None so far as it works perfectly for us. But looking ahead perhaps in the future some form of integration ability with accounting softwares Review collected by and hosted on G2.com.

Capsule solved our main issues around disorganisation, missed follow-ups and lack of visibility across contacts, emails and opportunities. Everything now lives in one clear place, which has made us more organised, faster and more proactive. The search function saves us time every day, the pipeline gives us proper visibility of what’s coming in, and overall it’s made team collaboration and follow-ups far smoother. Review collected by and hosted on G2.com.

"With great power comes great responsibility", it's not so much an issue with the software but more a warning for organisations who would like to use it. Just because you can do anything you want doesn't mean you should. Review collected by and hosted on G2.com.

Number one problem it helps solving is keeping all commissions related activities in one place. The ease of use ensures that even when we acquire a company Captivate is never a barrier and we can have new plan up and running allowing us to give us reporting and control we need. The flexibility it offers also enables us to accommodate unique SPIFFs and special scenarios. Finally the power it offers gives us a way to test scenarios by simply creating parallel inactive plans where we can test our scenarios and have results much more accurate than any excel mockup. Review collected by and hosted on G2.com.

I found several issues with Instantly that detracted from my experience. The platform was consistently lagging, which hindered my workflow and made it difficult to manage tasks efficiently. Additionally, the customer support was not helpful; despite multiple attempts to resolve issues, I received little clarity or assistance. The unclear pricing structure was another problem, making it challenging to understand the costs and features associated with different plans. I also faced significant difficulties with lead management; the system did not allow me to work effectively with the collected data, and there was a lack of guidance on utilizing it properly. Furthermore, while I tried to integrate Instantly with other tools, it only managed to work with Slack, which limited its usefulness in a more integrated tech stack. Review collected by and hosted on G2.com.

I find Instantly reaches a large number of potential leads but poses challenges like lagging performance, unhelpful support, unclear pricing, and ineffective lead management. Review collected by and hosted on G2.com.

On the starting We use to request email for each and every problem sort out. Now a days it is very user friendly. That issues also been sort out by them in the recent month. Review collected by and hosted on G2.com.

They have customized the report sheet as we prefer. often we request them to change user name and password for the new joining staff. But now they have customized it now. Now days admin can change or edit the staff details. And also last 50 crm entries are visible to all the employee so they can easily updated day to day reviews and follow ups of others also . Review collected by and hosted on G2.com.

1. Customization limits: There are some limits on customization that can be slightly frustrating. For example, you are limited to a certain number of custom fields per module, you can't add sections to group the data points, you can't customize the data view (rearrange the fields in the layout), you can't create multiple layouts under modules, etc.

2. The native webforms are a bit too basic for my liking. They lack conditional logic (e.g., showing or hiding questions based on a previous answer) and do not have built-in translation features for multi-language support. Review collected by and hosted on G2.com.

Before Bigin, our data was scattered across spreadsheets, emails, and sticky notes. Bigin solved this by giving us a centralized "360-degree view" of our business. Now, when I open a contact, I see everything in one place: emails, files, past tasks, notes, and related records.

The standout feature for us is the "Pipelines." We don't just use it for sales; we’ve set up different pipelines for various business functions (like customer onboarding and order tracking), which keeps everything organized in distinct stages. The mobile app is also seamless—it’s fully functional and mirrors the web version perfectly, allowing us to manage deals while on the move without any friction. Review collected by and hosted on G2.com.

Less Annoying has no mobile app, and this forces users to use Desktops

Complex sales processes are not well attended by this app Review collected by and hosted on G2.com.

Less Annoying has streamlined the CRM processes, ensuring that no system bloating or complications

The tool demonstrates contact centralization, which makes each customer feel more secure and alert

The tool supports the task management, a process that ensures easy role sharing

Onboarding and adapting Less Annoying is a stress free experience

The solution ensures easy communication tracking, a process that keeps customers interactions successful Review collected by and hosted on G2.com.

It takes some time to set up initially, especially if you don't have standardized compensation plans. However, they provide excellent support to handle the heavy lifting, making the process much smoother. Review collected by and hosted on G2.com.

GTM comp plans transparency and accuracy Review collected by and hosted on G2.com.

nothing as far as i know from usage till now. Review collected by and hosted on G2.com.

HappSales solves forgetfulness, opacity, dependency, and self-deception in sales.

And it benefits you by replacing chaos with visibility, and visibility with control — without needing to hover. Review collected by and hosted on G2.com.