Sale Tracking Software

One area where I think HubSpot Sales Hub could improve is its dashboards. They work well for standard reporting, but they aren’t as interactive or flexible as Power BI dashboards, especially when users want to drill into the data and explore it in more detail.

The marketing contact limits can also be challenging, because going over the allocated number leads to additional costs. That makes it important to manage contacts carefully, particularly for businesses with a large database.

Another issue is that HubSpot includes many useful features that aren’t always easy to discover. We sometimes only learn about certain tools or capabilities much later, even though they could have helped us earlier. Clearer guidance on what features are included in each subscription, along with practical examples of how to use them, would make a big difference.

The initial setup also took a lot of time and effort. It took us about a year to backfill historical data, and another six months to train the sales team to use the CRM properly. With staff turnover, new employees also need regular training, which adds to the ongoing workload.

Overall, HubSpot has a lot of features and settings that users need to understand before they can fully benefit from the system. Without proper training and continued support, it’s easy for a company to underutilise the CRM and miss out on features it’s already paying for. Review collected by and hosted on G2.com.

I use HubSpot Sales Hub mainly to keep our sales data clean and well organised. It helps us capture enquiries from our website and other platforms in one place, which makes it easier to follow up and spot data-quality issues before they turn into bigger problems.

It has also strengthened our lead management. We can assess and score enquiries based on their potential value, helping the sales team prioritise the strongest opportunities and focus resources where they’re most likely to make an impact.

Another major benefit is automation. HubSpot lets us automate several activities that previously required manual follow-up, including lead assignment, task creation, duplicate checks, and other routine processes. This saves time, improves consistency, and reduces the risk of important actions being missed. Review collected by and hosted on G2.com.

One challenge is that the platform has a learning curve. Without proper governance, organizations may over-customize the system, making future maintenance more difficult. Successful implementation requires thoughtful data modeling, security design, and user adoption planning. Review collected by and hosted on G2.com.

Agentforce Sales (formerly Salesforce Sales Cloud) solved the challenge of managing customer information, sales activities, and opportunities across multiple teams in a consistent and scalable way. It provides a single source of truth for customer data, streamlines sales processes, and improves collaboratio

As a former sales professional and now a Salesforce consultant with experience as a Solution Engineer, Project Lead, PM, and PMO, I have found that the platform significantly improves visibility into the sales pipeline and enables better decision-making through real-time dashboards and reporting. The automation capabilities, especially with Flow and AI-powered features, also reduce manual work and allow teams to focus on higher-value activities. Overall, it has helped deliver more efficient implementations and improved user Review collected by and hosted on G2.com.

The labels could be better, especially on the reporting side. It's frustrating that you can't use combinations like 'this label and that label' or 'this label, but not that one'. You're limited to just using a single label at a time. Review collected by and hosted on G2.com.

Pipedrive helps us track to convert leads faster, and especially to convert the cooler leads by automation, whilst I can focus either to the new hot leads, or those converted by the automated sequences and deals easily with its visual approach, and customising cards lets me see key data at once, making tracking much simpler than conventional CRM. Review collected by and hosted on G2.com.

The Signals Dashboard packs in so much behavioral metrics from sentiment tracking to chronemic delay data that the learning curve took me about three weeks to figure out which alerts needed immediate attention. Review collected by and hosted on G2.com.

I had a 6-figure enterprise deal where the prospect's email responses seemed friendly, but Substrata’s Authority Zone indicator showed a sharp drop in our perceived leverage. Meanwhile, SoundWave picked up high acoustic stress during our Q&A. Instead of pushing for a close, I used Substrata’s real-time suggestions to address unspoken technical fears. We addressed the gap and closed the contract 10 days later. Review collected by and hosted on G2.com.

The platform still struggles with non-English languages. For Portuguese and Spanish speakers, transcriptions often miss industry-specific technical terms and don’t capture enough context. As a result, the sentiment analysis can be inaccurate, which significantly reduces the value of the insights for international teams. Review collected by and hosted on G2.com.

While the platform is top-tier overall, I’d love to see more polished AI accuracy with non-English technical terms, which would make it feel truly perfect for global teams. Review collected by and hosted on G2.com.

I'd say the reporting section would be more complex to be able to reflect more ratios. Sales ratios per say, it feels a bit limited currently. Review collected by and hosted on G2.com.

Close gives me visibility and clarity in my sales pipeline, centralizes leads, and provides an actionable view on each contact. It feels light, responsive, and reduces navigation time, making it the best CRM for cold outreach and lead generation. Review collected by and hosted on G2.com.

Clari can sometimes introduce complexity when it comes to aligning with Salesforce processes and controls. In scenarios where behavior differs between the two systems, it can create challenges in maintaining a fully consistent source of truth. This often requires additional monitoring and operational effort to ensure data accuracy and alignment across systems.

There are also areas where increased flexibility and administrative control would be helpful. Certain configurations or edge cases, such as forecast calculations or currency handling, are not always easily adjustable on our end. When those situations come up, it can lead to a heavier reliance on support and longer turnaround times than we would ideally like.

From a user perspective, reliability and performance are especially important given how central Clari is to forecasting and pipeline reviews.

When there are occasional disruptions or latency issues, it can impact user confidence and engagement, particularly during critical reporting periods.

Clari also benefits from consistent reinforcement to drive adoption across teams. While it provides strong capabilities, realizing the full value depends on ongoing enablement and alignment on how the platform is used. Without that consistency, there can be some variability in how teams engage with it, which adds overhead for RevOps to maintain alignment.

Overall, the opportunity areas tend to center around improving flexibility, strengthening alignment with Salesforce controls, and continuing to enhance reliability. Addressing these would make it easier to fully realize the value Clari is designed to provide. Review collected by and hosted on G2.com.

Clari solves for inconsistent visibility and accountability in pipeline and forecasting by standardizing how data is inspected, forecasts are built, and deals are reviewed across the sales org. It provides a centralized view into pipeline health, activity, and deal progression, making it easier to identify risk early and align rep sentiment with actual deal signals. This reduces reliance on manual reporting, improves efficiency for RevOps, and enables more structured, consistent forecast conversations. As a result, it drives better forecast accuracy, earlier intervention on at-risk deals, and stronger alignment between sales leadership, managers, and reps. 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.

The platform offers quite a few features, so it felt a little overwhelming during the first few days. I had to spend sometime exploring the interface before I become comfortable with it. Once I got used to it, though, finding what I needed became much easier. I would also like to see a few more modern email template designs. Review collected by and hosted on G2.com.

Before using EngageBay, a lot of our communication was handled manually, and it was easy to miss follow-ups or spend too much time sending similar emails. Now I have reusable templates, organized contact lists, and an easy way to send broadcasts whenever there's an update.

The biggest improvement for me has been consistency. Communication is more organized, follow-ups happen on time, and I spend much less time on repetitive tasks. It has become a tool that I use almost every day without having to think much about it. Review collected by and hosted on G2.com.

Nothing major to call out honestly just being honest. Review collected by and hosted on G2.com.

Our biggest challenge was ensuring consistent sales conversations across a large distributed salesforce. With the scale we operate at it wasnt possible to coach every rep individually at the frequency we wanted. Smartwinnr solved that by letting us deliver role plays at scale and reps are now practicing continuously getting feedback and reinforcing the right behaviors without it depending entirely on manager availability. Coaching adoption across the team has gone up noticeably and we're seeing more consistent messaging in the field. Review collected by and hosted on G2.com.

I think the pricing can become quite expensive as your contact list grows. Some advanced features are also locked behind higher-tier plans, which may not be ideal for small businesses. Review collected by and hosted on G2.com.

ActiveCampaign solves the problem of manually managing email marketing and customer communication. It automates repetitive tasks, sends the right emails at the right time, and helps me personalize my communication based on customer behavior. This saves me hours of work, improves engagement, increases conversions, and allows me to build stronger relationships with my audience while growing my business more efficiently. Review collected by and hosted on G2.com.

I don’t like that we have to pay for the workspace and the CRM separately. I really think there should be a bundled package for customers who use more than one module, instead of having to purchase each one on its own. Review collected by and hosted on G2.com.

Previously, my company managed all our accounts and contacts in spreadsheets. Now everything is organized, easy to update, and accessible to everyone who needs it. It also helps keep our teams on track with sales, leads, and deals, and we can view our team’s daily performance at a glance. Review collected by and hosted on G2.com.

While Bigin meets most of our day-to-day CRM needs, we'd like to see more advanced reporting and dashboard customization options. Some integrations and automation capabilities are more limited compared to enterprise-level CRMs. As our business grows, having more flexible analytics and deeper customization within the platform would make it even better. Overall, these are minor limitations, and the platform continues to offer excellent value for small and growing businesses. Review collected by and hosted on G2.com.

Bigin by Zoho CRM has helped us centralize all our business leads in one place, making it much easier to track inquiries, schedule follow-ups, and manage our sales pipeline. Before using Bigin, it was challenging to keep track of leads across emails, spreadsheets, and different communication channels. Now, our team has complete visibility into every opportunity, which has improved response times, reduced missed follow-ups, and increased overall productivity. It has also made collaboration between our sales and business development teams much more efficient, helping us convert more leads into customers. Review collected by and hosted on G2.com.

everything works really well. I can't think of anything off the top of my head that I would improve on. Maybe with projections when it's asking, like, your future things, you could use some past, like, data to make it a little more even than just, like, you know, 20 divided by seven. I feel it's, like, the typical. Review collected by and hosted on G2.com.

I use Spinify to track sales performance, with real-time updates and trend predictions. It keeps things fun with music and integrates well with our CRM. Review collected by and hosted on G2.com.

Nothing - I literally can't think of anything. Review collected by and hosted on G2.com.

We have a complex commission plan that we have not been able to fully adhere to. With the software we can cancel orders and claw back commissions effortlessly and pay our sales staff on invoice! Review collected by and hosted on G2.com.

Nothing to add at this time. I’m looking forward to native agentic AI capabilities. Review collected by and hosted on G2.com.

We are able to do quite a few things in CaptivateIQ to improve user experience and build trust with our sales teams

1. automate all complex calculations that were done outside ICM systems earlier. Sales teams can now see the commissions and spiffs 1 day after the booking, instead of waiting till the close time

2. Able to create great commission statements and dashboards.

3. What-if modeling enables our sales teams to view the commissions and spiffs for the deals in pipeline! This also set the foundation for commissions cost forecasting

The best part is that none of these are very hard to configure and deploy! Review collected by and hosted on G2.com.

Not applicable to me in my current role with the company y Review collected by and hosted on G2.com.

QuotaPath provides clear insight into my commissions, showing what they'll be at the end of the month and quarter, helping me understand my pay. It improved our understanding of compensation plans, giving us insights when we were flying blind. Review collected by and hosted on G2.com.

I would like it if I could upload files to a project under its own file section, as after a couple of weeks, files do get lost in the trails and I have to keep scrolling to find them Review collected by and hosted on G2.com.

It makes customer management simple and efficient. I can create projects for every job I’ve quoted and keep everything organised by moving them through different stages. Review collected by and hosted on G2.com.

The flexibility that makes Attio powerful also makes it the hardest CRM to onboard people onto. There's a real learning curve. Because you're building the data model yourself, a new user staring at a blank workspace has a lot of decisions to make, and the docs don't always keep pace with how fast the product ships. Non-technical team members tend to need hand-holding before they're comfortable.

Some of the schema work is also locked to the UI. Certain things, like creating relationship attributes between objects, can only be done in the interface and not through the API, which slows down building or replicating a workspace programmatically. A few of the field value formats are also finicky and not obvious until you've hit the error a couple of times.

Reporting is still maturing. It covers the basics well, but if you need deep, highly customized dashboards it's not yet at the level of the older, heavier CRMs. Pricing per seat can also add up quickly as you bring a whole team on, so it's worth planning seat count before you scale. Review collected by and hosted on G2.com.

Attio solves the problem of a CRM that can't match how a business actually operates. Before, the choice was either a rigid off-the-shelf CRM that forced awkward workarounds, or a spreadsheet that fell apart the moment relationships between records got complex. Neither scaled.

With Attio, the CRM maps directly to the real business, custom objects for the things that matter, clean relationships linking them, and everything stays connected. That removes the constant workarounds and the duplicate data entry that came with forcing a business into a generic contact and deal model. Reporting and day to day lookups are faster because the data is structured correctly from the start.

The built-in AI and enrichment also cut down manual research. Pulling in company details and surfacing context on records that used to be a manual, tab-hopping task now happens inside the tool, which saves real time every week. The net benefit is a system people actually trust and use, less time spent fighting the tool or cleaning up data, and faster onboarding of new records and workflows. Review collected by and hosted on G2.com.

I don't see any lapse, but if core functions like some shortcuts are added such as direct navigation to the tabs I use the most using AI technology integration may further simplify the functions. Review collected by and hosted on G2.com.

Performio simplifies working on commissions and provides accurate data, making targets and performances clear. The easy UI/UX and navigation provide live data without errors, allowing me to export to Excel for board presentations. It helps identify areas where team members might need coaching. Review collected by and hosted on G2.com.