Sale Tracking Software

The only thing I would say is that the mobile app could always be a little better, but I think that is true with most CRM and sales tools. The desktop experience is strong, but on mobile some tasks can feel a little less smooth or take a few extra clicks. Overall, it still works well and HubSpot Sales Hub is a very useful tool for managing sales activity. Review collected by and hosted on G2.com.

HubSpot Sales Hub helps solve the problem of keeping sales activity organized and visible. It allows me to track deals, follow-ups, emails, calls, tasks, and customer notes in one place, which makes it easier to manage my pipeline and stay on top of opportunities. It also helps reduce missed follow-ups, improves communication across the team, and gives better visibility into where each deal stands. Overall, it saves time and helps me be more efficient and consistent in my sales process. Review collected by and hosted on G2.com.

the biggest challenge is the complexity of implementation, salesforce is not plug and play, it require proper planning, configuration and often a dedicated admin or consultant, the cost can be high , especially when you include licence, add ons and implementation expenses, there is also a steep learning curve, especially for new users or non technical teams, sometimes performance issues like slow loading or glitches can impact user experinece. Review collected by and hosted on G2.com.

it solves the problem of disconnected customer data and inefficient sales processes, before using salesforce, many organization manage leads, contact , and customer interaction across multiple tools,. which creates confusion and data inconsistency. with salesforce, all customer data in centralized in one platform, sales teams can track leads, opportunities and pipelines easily, marketing campaign and customer interactions are connected, workflow and processes are automated, this improves overall customer relationship management and operational efficiency. i am able to design tailored CRM solutions for client, improves client satisfaction through better automation and insights, opportunity to work on large scale enterprise implementation. Review collected by and hosted on G2.com.

Pipedrive feels a bit limited if you need very detailed analytics. There’s also a slight learning curve when setting up automations and integrations for the very first time. Making it a bit harder for first-time users to settle with the platform. Review collected by and hosted on G2.com.

Pipedrive lets me track my sales process from start to finish in an organized way. It keeps all my leads, deals, follow-ups, and customer information together in one place, which makes it much easier to stay on top of everything. It has streamlined my workflow by giving me clearer visibility into my sales pipeline, reducing missed follow-ups, and automating routine tasks to save time. As a result, I can focus more on closing deals instead of spending so much time on manual administrative work. Review collected by and hosted on G2.com.

Sometimes the calling doesn't work. It drops calls. I get too many unnecessary notifications from appointment. I don’t like that it creates new opportunities when I book decision meetings and second meetings, I would prefer if it would just foster the original booking opportunity. Review collected by and hosted on G2.com.

I use Close to stay organized by tracking meetings and leads. The follow-up prompts for emails, texts, and calls are very useful. I can easily create tasks and appreciate the old version of the opportunities list for clarity. 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.

Setting it up can be a bit of a challenge for some users, and to be honest, the reporting dashboard could be easier to read - it's not super clear right now. Review collected by and hosted on G2.com.

We used to waste a ton of time manually updating content on all our platforms. But since we started using Substrata.me, it's been a game-changer - most of that process is now automated, which has seriously cut down our workload and ensured everything's consistent. Honestly, it's been a huge relief, and now we can focus on the fun stuff, like strategy and creative development. I think that's made a real difference in how we impact our client campaigns, and we're seeing some great results. 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.

Before Clari, we had issues with our pipeline not rolling up correctly, especially in the UK. This caused a lot of headaches and made it difficult to trust the data. With Clari, we've been able to address these issues. The tool has helped us ensure that our data is accurate and that everything is rolling up as it should. This has made our forecasting calls more efficient and has given our team confidence in the data they're seeing. Additionally, the ability to hide tabs until we're ready to use them has been helpful as we roll out new processes. Overall, Clari has streamlined our forecasting and made it easier to manage our pipeline." Review collected by and hosted on G2.com.

Prdictability and visibility into our sales funnell for accurate forecasting, without Clarai we would be running manual reports in excel which can cause inconsitincies with how different teams report sales metrics, with Clari we get everything underone roof without having to manually pull reports Review collected by and hosted on G2.com.

The email editor occasionally takes a few extra seconds to load when working with larger templates. I also had to spend sometime understanding how certain automation settings work when I first started using the platform. It wasn't difficult, but there was a learning curve. Review collected by and hosted on G2.com.

EngageBay has made my life easier. Before using EngageBay, managing email campaigns and inquiry forms involved several separate tools and a lot of manual work. Now I can create landing pages to collect inquiries, segement contacts into lists, and send targeted email campaigns from the same platform.

For our business, this has made it easier to stay in touch with our prospects, follow up on inquiries and keep communication organized without spending as much time on manual tasks. Review collected by and hosted on G2.com.

As our automations became larger, the workspace started feeling harder to organize, especially with lots of tags, lists, and workflows running at the same time. Some integrations also needed extra setup through tools like Zapier when we wanted more customized workflows. Pricing was manageable early on, but costs increased noticeably once our contact lists scaled. Support was decent for common issues, although more technical questions sometimes took longer to resolve.

The AI features are useful for smaller tasks like content ideas, but they still feel limited compared to standalone AI platforms. Review collected by and hosted on G2.com.

Before using ActiveCampaign we were handling email campaigns, lead nurturing and CRM follow-ups across separate systems, which created a lot of manual work and inconsistent tracking. ActiveCampaign helped centralize those processes through automation workflows tied to form submissions, page visits, and customer activity. It improved visibility between marketing and sales teams, reduced repetitive tasks and made campaign execution faster overall. The platform performance has been highly stable for us even when running our largest email campaign sends. The Google Analytics integration also helped us better understand engagement and conversion behavior, while the built in AI tools save some time during campaign setup by helping with subject lines and content suggestions. 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.

Sometimes it is difficult to adapt native terminology (such as 'Deals' or 'Sales') to non-commercial processes, like admission to an educational institution. It would be great to have predefined industry templates to change the language easily. Review collected by and hosted on G2.com.

Before Bigin, the enrollment requests were scattered across emails and spreadsheets, creating visual clutter and the risk of losing vital information from families.

As a designer who values visual organization, Bigin has allowed me to centralize everything and structure a pipeline of 19 specific stages for our educational center. The main benefit is the immediate clarity and the drastic reduction of cognitive load; now I 'see' exactly where each child is in their admission process at a glance, giving me control and peace of mind. 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.

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.

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.

some integrations and workflow connections depend on third-party tools, which can make setup little longer for specific work needs. Reporting is useful for daily tracking, but for deeper analysis and detailed reporting, I feel there could be more flexibility. Another small thing is that when switching between contacts, tasks, notes, and activity history many times during busy work, few pages sometimes take little extra time to refresh. Review collected by and hosted on G2.com.

capsule crm is helping me keep follow-ups, client communication, tasks, and daily workflow more organized in one place. It makes managing reminders, notes, activity history, and pending tasks much easier during regular work. The task tracking and follow-up system is very useful because it helps keep communication and scheduled work properly managed without confusion. Activity history also helps in quickly checking previous discussions and updates when needed.

overall, it improves work organization, saves time, reduces chances of missing follow-ups, and makes daily workflow more smooth and manageable. 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.

While managing many follow-up tasks and activities together, I sometimes feel that the dashboard could show more information on one screen without opening separate sections repeatedly during busy work schedules. but some customization options for layout and workflow organization are a little limited compared to larger CRM systems. Review collected by and hosted on G2.com.

Less Annoying CRM is helping me keep healthcare follow-ups, wellness activities, consultation reminders, and daily task management more organized during regular work. Earlier, managing nutrition consultation schedules, lifestyle assessment follow-ups, and health education related activities separately used to become difficult during busy days.

Now it is much easier to manage follow-up tasks, scheduled activities, reminders, notes, and calendar workflow from one place. It also helps me keep preventive wellness reviews, nutrition routine tracking, and healthcare related activities more properly arranged instead of checking everything manually from different places.

Another benefit for me is that handling multiple consultation tasks together feels less confusing because task reports, reminders, and activity tracking stay connected in one workflow. Overall, Less Annoying CRM helps me save time and keeps healthcare and wellness management activities more structured and easier to track during daily work. 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.