Sale Tracking Software

The least helpful part of HubSpot Sales Hub is the pricing. It gets expensive quickly as you move to the Professional or Enterprise tiers and add more users, and key features like advanced sequences, forecasting, and custom reporting are locked behind higher plans. Customization can also feel limited for more complex sales processes, and reporting isn't as flexible as some competitors. Occasionally, email sequences and tracking hit sending limits, and the add-on costs for extra features can add up over time. Review collected by and hosted on G2.com.

HubSpot Sales Hub helps us manage outbound business development across North America, Europe, and APAC from one place. Before, prospect data, email follow-ups, and deal tracking were spread across spreadsheets and inboxes, which made it easy to lose track of conversations. Now sequences automate our follow-ups with C-level prospects, email tracking shows us who's engaged, and the meeting scheduler handles booking across time zones. The pipeline view gives us and leadership a clear picture of where every deal stands, which makes forecasting and prioritizing much easier. Review collected by and hosted on G2.com.

One of the disadvantages is the pricing for different editions. Not every kind of company can afford the license cost. The enterprise edition, for example, has several limitations which then require additional costs for more flexibility. Salesforce releases new features at such a fast pace that it's not always possible to keep up to date with them. Sales Cloud is very vast, and for someone to implement a complex use case, they need to know a lot, like customizable forecasts and revenue generation. Companies charge a lot to implement Sales Cloud if you are outsourcing to consulting firms. Review collected by and hosted on G2.com.

In our organization, we are utilizing Sales Cloud to handle the B2B onboarding process, which is currently a complex process. With robust process automation, we are able to streamline the entire sales process. This results in reduced manual intervention, tailored solutions for our process, easy-to-maintain CRM processes, and visibility into pipeline information. Review collected by and hosted on G2.com.

What I dislike about Pipedrive is that some advanced features and customization options are limited to higher plans. The reporting could also be more flexible, especially when you need detailed sales analysis. Managing a large number of activities and leads can sometimes require additional customization. Review collected by and hosted on G2.com.

Pipedrive helps solve the challenge of managing a large number of leads, follow-ups, and ongoing deals in one place. It gives me a clear view of where each lead is in the sales process and helps me stay organized with follow-up activities. This saves time, improves lead management, and reduces the chances of missing potential opportunities. Review collected by and hosted on G2.com.

I think certain improvements could be brought about in the terms of the limited accessibility for different members of a board. The linkages between the various items could be thought of a bit better or be a bit decentralised so we can create our own linkages. Review collected by and hosted on G2.com.

Monday helps our organization manage projects, deadlines and create a schedule that our employees use for our day to day activities. It has managed to bring all the processes from different platforms into a single one, easing up our management. The benefits of Monday that we have noticed have improved productivity by about 30%, which has saved a lot of costs for us Review collected by and hosted on G2.com.

There will be a learning curve since communication intelligence is quite unlike conventional sales analytics.

The team must be educated on how to correctly analyze the signals while not considering the findings as final conclusions.

Moreover, I would like to have some automated prioritization and workflow automation features for large sales companies. In case there are many communications available, the management must find a quick way to understand what should be done immediately. Review collected by and hosted on G2.com.

Substrata brings another dimension of intelligence into our revenue organization’s sales communications.

Our sales team can leverage Q for email to enhance their written communications. Managers can leverage Signals and communication insights for their deal reviews and coaching sessions. The leadership team can leverage Performance & Team Q for gaining insights into overall communications and performance trends. Account teams can leverage their relationship and engagement insights to uncover potential problems.

The most significant advantage is that we can no longer measure the performance of our sales team based solely on their CRM activities, pipeline progression, and revenue generated.

We have another dimension of intelligence regarding how people communicate, build relationships, engage with each other, and how these factors influence sales.

Recommendation: I highly recommend Substrata for B2B sales teams and especially enterprise sales teams, revenue teams, and businesses that have a more complex relationship with their customers. If your sales team requires more intelligence around sales communication, sentiment, engagement, authority, relationships, and performance of their team members, then you should consider Substrata. Review collected by and hosted on G2.com.

Under a specific client, I'd like to be able to see the entire call history instead of the last recorded call and emails (this might be a lack of platform knowledge on my side) Review collected by and hosted on G2.com.

Easy to use. Easy to share calls. Excellent for tracking progress of clients and understanding their needs and interactions with your company. A must-have for Sales and Customer Success organizations alike. Review collected by and hosted on G2.com.

Gong is helping our Sales and Operations teams track deals, better understand (and remember) what each specific client wants out of our services, and have an easy to reference visual and transcripted log of what was said and when. Review collected by and hosted on G2.com.

What I like less about the inbox is that it sometimes seems a bit confusing to me. Also, the loading times could be better in my opinion – here and there it takes a moment for everything to load completely. Review collected by and hosted on G2.com.

With Close, I reach potential customers much faster, and the AI optimization summarizes conversations while the Power Dialer facilitates quick calls. Review collected by and hosted on G2.com.

I do wish that the deal names in HubSpot pulled through in more areas. Like, I wish when I hovered over the bar graphs or anything like that, that it showed me exactly what deals are contributing to which earnings specifically. But I know I can go to the Deals tab to see that information too. Review collected by and hosted on G2.com.

QuotaPath makes it easy to track commissions and simplifies the financial piece of sales, aiding month-end and weekly reviews. It ensures clear communication with my manager about quotas and commissions and integrates with HubSpot to automatically pull commission data, saving me from manual tracking. Review collected by and hosted on G2.com.

It takes a little time to get familiar with all the options when you first start using it. Once you get used to the interface, though the day-to-day work is pretty straightforward. Review collected by and hosted on G2.com.

It helps us keep our contacts and communication history in one place. The combination of static and smart lists makes it easier to organize contacts, while the contact history helps us keep track of previous conversations. Overall, it saves us time when managing contacts and doing follow-ups. Review collected by and hosted on G2.com.

As of now i don't have major dislikes, the experience with Smartwinner team is very helpful so thats never been a concern. Review collected by and hosted on G2.com.

The main thing Smartwinnr solving is that our trainers has to repeat the sessions again and again in different languages, and sales readiness approach was inconsistent because of size of our team, Smartwinnr gave us a platform to run AI coaching across the whole salesforce at a time without any interruption with mesurable outcomes, as a result we can track how is every rep is performing and know exactly where are the gaps 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.

Because Joby packs an impressive amount of operational depth into a single platform—bringing together a full Twilio phone system, AI voice agents, map-based dispatch, and multi-tier subcontractor commission tracking—there can be a bit of a learning curve for team members coming from simpler, single-purpose apps.

Also, navigating telecom carrier requirements (such as A2P 10DLC registration for business messaging) involves a few upfront steps to get fully verified. That said, this is an industry-wide standard rather than a shortcoming of the software itself. Once the team gets through the initial onboarding, the day-to-day workflow quickly becomes second nature. Review collected by and hosted on G2.com.

Before using Joby, our biggest headache was a fragmented tech stack. We were forced to stitch together separate tools for our phone system, SMS marketing, lead pipeline, map dispatch, and invoicing. It was expensive and messy, and it caused leads to slip through the cracks. On the other end of the spectrum, when we looked at enterprise options like ServiceTitan, we were staring down a six-figure price tag and months of complex onboarding.

Here’s how Joby is benefiting us. With unified operations, having a native Twilio phone system, AI voice agents, and a full field service stack in one place has let us stop paying for redundant software subscriptions. For instant visibility, the single-pane-of-glass dashboard gives us immediate, real-time tracking of revenue trends, call volume, and our lead-status pipeline without having to dig through menus. We’re also seeing zero lost leads because the AI voice agents and power dialer handle after-hours inquiries and outbound lists smoothly, which helps keep our conversion rates high. Finally, subcontractor tracking has become effortless: managing multi-tier commissions and monitoring field performance—like our top-performing external partners—is now fully automated, saving our team hours of manual spreadsheet work every week. 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.

Being based in the UK getting support is challenging as their support staff seem to be based in the USA Review collected by and hosted on G2.com.

We are trying ti build a repeatable and scalable revenue revenue and Salesloft allows us to track the data of pipe generation and deal progression Review collected by and hosted on G2.com.

Nothing significant so far. Any doubts we’ve had have been resolved very quickly. Review collected by and hosted on G2.com.

It gives us a reliable way to manage variable compensation without having to build and maintain everything ourselves. I spend much less time checking formulas and answering questions from the team, and I know I have support when our plans evolve. 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.

There are two versions of Ricochet360, and on the new, more colorful version, you cannot see the call history for one specific day. I'd like that to be improved because I need to send my numbers every day and see the exact number I did today. Review collected by and hosted on G2.com.

I meet my goal by calling prospects with Ricochet360, as it keeps everything, like call history, in one place. It's fast, never gets stuck, and helps with tasking, calling customers, and recording statuses properly. Review collected by and hosted on G2.com.

Nothing as of now. Its working as per our expectations Review collected by and hosted on G2.com.

Our experience with Happsales Lead mgt is very much easy. It helps tracking activities, fields are aligned with our requirements and easy to navigate. Dashboards, reports very much insightful. Overall, great UI without much complexity. Review collected by and hosted on G2.com.

Capsule CRM would benefit from a small enhancement that allows users to enter a parent’s email and mobile number for child customers without needing to create custom fields, which many less-experienced users find difficult to set up. I use Capsule CRM to organize the work schedule and user records in my company and to improve business. Review collected by and hosted on G2.com.

I use Capsule CRM to organize the work schedule and user records in my company and to improve business. Review collected by and hosted on G2.com.

It is a minor dislike as I accept the company needs to make an income. However, I have 2 members of staff (including me) that are the main users, and two junior members of staff (my two sons who are still at school) who do a couple of hours of work each weekend to help me. I cannot justify or afford the monthly fee for 2 more licenses. If there was some sort of pay-as-you-go accumulator fee for such users, where their total time logged in and being active was added up each month, they'd be able to help me. Review collected by and hosted on G2.com.

For me the software eases the pain of tracking potential new customers. My company is very much in the early stages of contacting as many potential clients as possible. The trough we are trying to get our noses into is enormous, and this means sending letters out to hundreds of companies. The way Less Annoying CRM organises the Companies and Contacts works perfectly for me. It is so easy to use and incredibly responsive. Review collected by and hosted on G2.com.