Sale Tracking Software

What I dislike about HubSpot Sales Hub is that some of its more advanced features can become complex to configure, particularly when it comes to automation and customization. While the platform performs well overall, there can be occasional limitations when handling highly specific or non-standard workflows.

From a pricing perspective, costs can increase significantly as you scale or unlock more advanced features, which may make it less accessible for smaller teams or companies with tighter budgets. The ROI is there, but it often depends on fully utilizing the platform’s capabilities.

In terms of integrations, although there is a wide range available, some integrations require additional configuration or third-party tools to work seamlessly, which can add complexity and sometimes extra cost.

Lastly, while onboarding resources are helpful, the initial setup and learning curve for more advanced features can be time-consuming. Customer support is generally good, but response times can vary depending on the issue and subscription level. Review collected by and hosted on G2.com.

HubSpot Sales Hub is solving the challenge of managing sales activities across multiple tools and processes by centralizing everything into one platform. Before using it, it was difficult to keep track of emails, follow-ups, deal stages, and customer interactions, which often led to inefficiencies and missed opportunities.

By bringing all sales activities—communication, pipeline management, automation, and reporting—into one place, it creates much better visibility and organization. This makes it easier to track progress, prioritize deals, and ensure nothing falls through the cracks.

It also addresses the problem of time-consuming manual tasks through automation, such as follow-ups, task creation, and data entry. This significantly reduces administrative workload and allows more time to focus on higher-value activities like building relationships and closing deals.

Additionally, its integrations with other tools help eliminate data silos and keep systems aligned, improving overall workflow efficiency.

Overall, the main benefit is increased productivity, better pipeline visibility, and more efficient sales processes, which ultimately lead to improved performance and better outcomes. Review collected by and hosted on G2.com.

While Agentforce offers impressive automation, I might find the initial setup and configuration quite complex, requiring significant time to properly define roles and guardrails for the agents. There is also a natural concern regarding data privacy and accuracy, as trusting an autonomous system to communicate directly with high-value prospects carries the risk of "hallucinations" or off-brand messaging. Additionally, the cost structure—often involving consumption-based pricing—can make it difficult to predict monthly expenses as usage scales. Finally, the shift toward AI-driven interactions can sometimes feel like it’s sacrificing the human touch, potentially making the sales process feel a bit more clinical and less relationship-driven Review collected by and hosted on G2.com.

Agentforce Sales removes the bottleneck of manual prospecting and data management by using autonomous agents to take over repetitive administrative work across the sales lifecycle. It addresses the issue of disconnected customer data by delivering a unified view, which helps me anticipate client needs before they’re even voiced. As a result, my productivity has increased significantly because I can focus on closing more complex deals while the AI handles early outreach and meeting scheduling. On top of that, the platform’s predictive analytics give me a clearer roadmap to hit targets, turning what used to feel like speculative sales efforts into a more streamlined, higher-conversion process. Review collected by and hosted on G2.com.

The automated reporting and data visualization are a game-changer - they've really streamlined my process for tracking performance and spotting trends. Honestly, it's made a huge difference in how I work, saving me a ton of time and effort. Now, I can quickly get a sense of what's working and what's not, which is incredibly valuable. Review collected by and hosted on G2.com.

Getting started was a bit of a hassle, and to be honest, I think the integration with my Atacarnet platform could've been smoother - it didn't feel very seamless, which was a bit of a letdown. Review collected by and hosted on G2.com.

As easy as it is to implement Pipedrive into workflows in the sales team, it is sometimes difficult to establish good connections to other platforms and systems. It is definitely possible! The API support is great for individual solutions, but unfortunately, the native apps and integrations provided by Pipedrive often have limited capabilities here. Review collected by and hosted on G2.com.

We use Pipedrive to unify our sales processes, automate them, and thereby make them especially more efficient and effective. The Pipedrive Workflow Automations are the tool I currently find most useful - but also the insights and analyses that can be built in conjunction with the right field architecture are very valuable. Finally being able to see what the team is actually doing and how successful they are has allowed us to both further strengthen our peak performers and design useful tools for the rest, which support them in processes like hunting. Review collected by and hosted on G2.com.

Sometimes updates or changes made in Close dont reflect immediately, so I have to refresh the page to see the latest activity. This can be a little annoying when I’m in a hurry to check if a reply was sent or a note was saved. Also, I feel the notification alerts could be more reliable, because I still end up checking manually to make sure nothing is missed. Review collected by and hosted on G2.com.

Earlier in my daily work, I used to keep enquiry details in my phone notes or try to remember follow-ups in my head. On busy clinic days, a few things would slip through, and I had to double-check messages again and again. With Close, I can quickly see who contacted me, what we discussed earlier, and what I still need to do next, all on one screen. This reduces back-and-forth and saves time during the day. It also helps me keep a simple history of patient communication, so when someone messages again after a few days, I don’t start from zero. At last, it makes handling enquiries feel less messy and more controlled. It gives me a clearer view of pending work without adding extra steps. 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 "Live Coaching" prompts can occasionally be a bit sensitive—sometimes it flags "filler words" when I'm just pausing to let a customer finish a thought. I’d love to see more granular customization for the CS lifecycle specifically, distinguishing between a "Sales Discovery" call and a "Success QBR," as the conversational cues for those can be very different. Review collected by and hosted on G2.com.

The biggest problem it solves is context loss. In the transition from Sales to Success, or even between quarterly syncs, details used to fall through the cracks. Now, I can review the "game tape" of previous calls to understand the customer’s exact pain points in their own words. This helps me prepare for calls much faster and ensures that when I show up, I’m providing strategic value rather than asking the customer to repeat themselves. It’s significantly leveled up my ability to drive renewals and expansions. Review collected by and hosted on G2.com.

While Gong delivers powerful insights, some aspects of the user experience could be improved. The interface can feel overwhelming at first, especially for new users, because of the volume of data and features. Implementation and setup took some initial effort, and filtering or finding specific calls can sometimes be unintuitive. Overall it’s valuable, but smoother navigation and simpler onboarding would make it even better. Review collected by and hosted on G2.com.

Gong solves the problem of relying on subjective or incomplete feedback from sales calls by automatically capturing, transcribing, and analyzing all conversations. Before Gong, coaching and deal visibility were limited by what reps reported or managers observed directly, which caused inconsistencies. With Gong, we get objective, searchable insights into every sales interaction, enabling better coaching, faster ramp‑up for new reps, improved messaging consistency, and earlier identification of deal risks or opportunities. This has strengthened our sales performance and forecasting accuracy. Review collected by and hosted on G2.com.

There are a few areas that could be smoother. Sometimes the interface feels slightly slow, especially when handling larger lists or switching between sections. Also, while the features are good, the initial setup and understanding workflows can take some time if you are a new to CRM tools. Review collected by and hosted on G2.com.

Earlier, I was managing email campaigns and follow-ups manually, which was not very efficient. EngageBay helped me organize contacts, automate follow-ups, and keep track of interactions in one place. It saves time and makes sure no lead is missed, especially when handling multiple campaigns Review collected by and hosted on G2.com.

Reporting Flexibility: While the dashboards are clean, sometimes getting a highly specific, ad-hoc report out of the system can feel a bit rigid. A more "drag-and-drop" custom report builder would make those last-minute leadership requests much easier to handle.

Data Sync Delays: Occasionally, when syncing large volumes of data from a CRM, it can take a moment for the updates to reflect. It’s not a dealbreaker, but in a world of instant gratification, faster real-time processing would be the icing on the cake.

UI Navigation: As the system grows and you add more plans and workbooks, the interface can start to feel a little crowded. A more streamlined navigation menu or a "search-to-find" feature for specific folders would save a few extra clicks every day. Review collected by and hosted on G2.com.

It's helping me to understand my payouts for each deal I close Review collected by and hosted on G2.com.

I was an ActiveCampaign user for 8 years, from 2017-2025. It was fantastic - the functionality was very robust - the most robust I've ever seen. To the point where I started relying on email marketing as the main revenue driver for my business.

So why am I giving it a 1-start review?

Because in late 2025, my account was shut down for no reason, and without warning. When I tried to log into my account, I just got an error message. I had to reach out to support to find out what happened.

At first, I thought it was an ActiveCampaign-wide problem. I waited a day, and tried again. No luck. I waited 2 days and tried again. Still no luck. After 3 days, I started to panic, and emailed customer support. It wasn't an ActiveCampaign problem. It was just my account.

When I emailed customer support, they said they're looking into it. When I asked for a deadline, they didn't commit to anything. They usually get back to me quickly, but another couple of days had passed by, I've already lost a lot of money because of this outage, and still no luck.

By this point, I started looking into other email marketing providers. By the time they got back to me, I already created an account at a different email marketing provider.

When they got back to me, they told me that they're taking so long because it's the holiday season. First of all, bad excuse. The number of days off during the holidays are two: Christmas and New Years.

Second of all, a lot of businesses (their customers) make the most sales during the holidays. This is not the time to work less hard on their end.

Another couple of days had passed by (I had already started using the other email marketing software), and they told me that it was a mistake on their end that my account was shut down automatically. They reinstated my account, but by then it was too late.

This was extremely poorly handled. If my account was shut down, I should have immediately received an email, explaining the situation, and something is being done about it. They should have also been a lot less casual about it.

For a business that relies heavily on email marketing, a mistaken shut down should have been top priority.

After everything was resolved, as a gesture, ActiveCampaign refunded me for one month of usage. Nice gesture, but I lost a lot more money than that, and I spent a lot more money than that on migrating everything from ActiveCampaign to the new email marketing software. Too bad that such a useful, robust, functional software treated a long-term customer like this, and messed up royally. Review collected by and hosted on G2.com.

Email marketing Review collected by and hosted on G2.com.

There is not much to dislike in day-to-day use. Review collected by and hosted on G2.com.

The biggest problem it solves for us is the gap between training completion and actual readiness. Earlier, someone could attend a session, complete a module, and still not be ready to handle a live product conversation. As trainers, we knew that knowledge alone was not enough, but it was hard to assess communication quality at scale. Review collected by and hosted on G2.com.

As the team grows, it would be helpful to have more advanced integrations and automation features available directly within Bigin without needing to move to a more advanced CRM. Review collected by and hosted on G2.com.

Before using Zoho Bigin, managing student enquiries and follow-ups was becoming difficult as the volume of leads increased. Many conversations were happening across different channels like email, calls, and messages, which made it hard to track where each enquiry stood in the admission process.

Zoho Bigin solves this problem by giving us a structured pipeline to manage all leads in one place. We can easily track every enquiry from the initial student inquiry to final course enrollment, ensuring that no potential student is missed.

The automation and task management features are also very helpful. Follow-ups, reminders, and communication history are all recorded in one system, which saves time and improves team coordination. Instead of manually tracking leads in spreadsheets, we now have complete visibility of our pipeline and can prioritize serious prospects more effectively.

Overall, Bigin is helping us stay organized, respond to student enquiries faster, and improve our lead-to-conversion process. For a growing education business like Sankhyiki, this has been extremely valuable. Review collected by and hosted on G2.com.

For now, approval goes to all chosen users at once, and it would be great to be able to set the hierarchy. Review collected by and hosted on G2.com.

I use Remuner to replace spreadsheet and manual commission tracking, saving time for both sales reps and the finance team. It connects seamlessly with our CRM, allowing custom data mapping and calculations while keeping our CRM clean. The tool is intuitive, making it easy to use. Review collected by and hosted on G2.com.

I don’t like that we can’t separate milestones or tracks by pipeline. They all show up no matter which pipeline I’m adding an opportunity to, which makes it harder to keep things organized. Review collected by and hosted on G2.com.

It helps us stay in regular contact with our customers and keep our workflow organized. We can create reports easily and retrieve information quickly when we need it. I also like the AI features, which give an overview of the contact we’ve had with any client. Review collected by and hosted on G2.com.

One thing we observed is that sync timing and field mapping occasionally need monitoring, especially wen dealing with large or fast moving datasets. There were moments where updates didn`t reflect instantly or required a quick check to confirm everything aligned correctly. It didn`t break workflows, bt it did mean we stayed attentive to data consistency when campaigns were scaling, Review collected by and hosted on G2.com.

SalesTaget.ai helps reduce the disconnect between prospecting activity and CRM visibility. Instead of outreach data living in Isolation, it becomes part of the broader sales record. That makes reporting cleaner, follow ups easier to manage and collaboration between teams more structured. It essentially turns outbound from a siloed function into something that fits naturally into the wider revenue workflow. Review collected by and hosted on G2.com.

I haven't really found anything that I don't like. Everything I've found on Performio has been really useful, I consider it to be a very functional platform for small or large companies. Review collected by and hosted on G2.com.

It helps me review my partners' commissions and growth. I also use it as a means to compare what I'm doing to previous months' quarters and it also gives me an idea of the revenue I'm making on average. Review collected by and hosted on G2.com.

Nothing as of now.Happsales CRM very convenient for Managing Customer Data. Review collected by and hosted on G2.com.

Almost all the problems wrt accounts and lead management system. 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.

Its not much to dislike though, but, Campaign Slow Ramp is on by default and throttled my sends to about a third of what I configured. Took real troubleshooting to find it. The campaign limits and account limits also reset on different clocks, which is not explained anywhere obvious. Logic is fine once you get it, but the onboarding assumes you will just figure it out. Review collected by and hosted on G2.com.

I run outbound for a boutique audiobook production company, and this tool instantly handles multi-account sending and warmup without requiring any technical setup. It keeps deliverability steady and sequences well organized, which lets me focus on the actual copy and targeting instead of worrying about the infrastructure. Review collected by and hosted on G2.com.