Sale Tracking Software

What I dislike about Salesforce Sales Cloud is that it can feel complex and overwhelming, especially for new users. The initial setup and customization can take a lot of time and often require a fair amount of expertise. On top of that, the licensing costs can be high for small businesses. With so many features available, the interface can also end up feeling cluttered and less intuitive than I’d like. Review collected by and hosted on G2.com.

Salesforce Sales Cloud addresses the issue of scattered customer and sales data by consolidating everything into one centralized system. It lets me track leads, opportunities, and customer interactions in real time. This gives me clearer visibility into the pipeline, cuts down on manual work through automation, and supports faster, data-driven decisions. Overall, it saves time, boosts productivity, and makes the entire sales process more organized and efficient to manage. Review collected by and hosted on G2.com.

Pricing can get expensive as you scale. As soon as you start adding more users or unlocking advanced features, the cost rises quickly. It’s a great tool overall, but smaller teams may find it a bit tough on the budget. Review collected by and hosted on G2.com.

One thing I dislike is the pricing structure, especially when scaling the team. The cost is manageable at the beginning, but once you start adding more users and building out a proper sales team, the price can jump significantly in some cases more than 2x compared to the initial setup. Review collected by and hosted on G2.com.

There is not much to dislike for my daily use. Sometimes the search takes a moment when I have many contacts, so finding an old name can feel a little slow. A few filters reset when I switch views, so I need to set them again. On the mobile app, some details are not as easy to see as on the desktop. Notifications can feel a bit too many on busy days. Review collected by and hosted on G2.com.

Earlier, when people messaged or called for diet follow-ups, I used to save some numbers in my phone and leave some chats unread to remind myself. When work got busy, a few follow-ups slipped from my mind. With Pipedrive, I now add the person once and set a call reminder, so I don’t have to remember everything on my own.

When I open the app, I can see my pending calls for the day and the name of the person I need to contact. This helps me plan my day better and finish small follow-ups on time. It also helps me keep basic details in one place, so I don’t have to search old chats again. Overall, it makes daily follow-up work more steady and less stressful. 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.

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 integration with our legacy Salesforce setup required customized support modifications. There is also a requirement for stronger offline capabilities for the mobile application when traveling. Other than this, the product is great. Review collected by and hosted on G2.com.

The details in the analysis uncover previous hidden signals associated with buyer intent and deal health that have negatively impacted the length of our sales cycles. With this newfound data, we are now able to move our sales cycle duration down about 50 days per deal and increase our win rate by about 25%. The information also provides our reps with clear and actionable coaching resources. Review collected by and hosted on G2.com.

I can't think of anything negative or unfavorable related to Clari's financial features and resources, my experience has been positive and professional and I am satisfied with the use of each of its digital features. Review collected by and hosted on G2.com.

Clari is the financial platform that has allowed me to improve the overall management of my business's finances, improving the visualization and control of all our commercial operations and facilitating the management and analysis of each of our commercial sales. Review collected by and hosted on G2.com.

If I had to pick a downside, it can feel a bit heavy at times. There’s a lot of data and features, which is powerful, but it can be overwhelming for new users and takes some ramp-up to use really well. Also, the UI and alerts can sometimes surface too much information, so you have to be intentional about tuning it to what actually matters. Review collected by and hosted on G2.com.

Gong solves the problem of limited visibility into real customer conversations. Instead of relying on secondhand notes, subjective deal updates, or gut feel, it captures what actually happens in calls and turns that into insights teams can trust.

That benefits me by:

Making feedback and coaching more objective and specific

Helping identify deal risks and opportunities earlier, based on real signals

Reducing misalignment between sales, CS, and leadership since everyone can reference the same source of truth

Saving time by surfacing key moments, trends, and patterns without needing to sit through full calls Review collected by and hosted on G2.com.

Basic users like me, some of the advanced automation and campaign tools feel a little complicated at first. It takes some time to understand which features are really needed. Also, for small-scale use like in a clinic or for simple educational updates, the pricing could be a bit more affordable or offer a lighter plan. But once you get used to it, the core features work smoothly. Review collected by and hosted on G2.com.

ActiveCampaign helps me manage communication more smoothly, especially in my work as a dietician, homeopathy clinic manager, and educational content creator. Earlier, I had to send the same health tips or follow-up instructions to different people one by one. Now, I can create a simple email once and send it to a group, which saves a lot of time and effort.

It keeps all contacts organized in one place, so I don’t miss anyone. I also prepare short campaigns in advance and send them when needed like reminders, healthy lifestyle tips, or clinic updates. This keeps communication more regular and professional without much manual work. For someone handling multiple responsibilities, it adds structure and consistency to how I stay in touch with patients or learners. Review collected by and hosted on G2.com.

Some settings,especially around automation and reporting,could be simplified. It takes a bit of trial and error to get everything configured the way you want, but it’s manageable with regular use. Review collected by and hosted on G2.com.

Before EngageBay, communication and follow-up tracking required manual reminders and separate tools. Now everything is centralized, which makes it much easier to stay organized and consistent. This has reduced missed follow-ups, improved overall workflow visibility, and made daily operations smoother and more efficient. 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.

"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.

If I have to mention something, from a constructive perspective, it is the greater customization of some reports. More configurable dashboards, more advanced simulators, greater analytical depth, more granular filters. Review collected by and hosted on G2.com.

I use Remuner to manage payroll and variables, control the salary structure, and keep the compensation policy aligned. It solves disorder, lack of cost visibility, and errors by scaling administrative processes. It provides me with clarity, real-time visibility, strategic decisions with clear data, and scalability. Review collected by and hosted on G2.com.

On the flip side, the user experience can feel pretty frustrating. The interface has a clunky, super outdated feel that reminds me more of software from a decade ago than a modern SaaS tool. Navigation isn't exactly intuitive, largely because of the confusing heading names; I often find myself clicking through multiple menus just to find a basic report because the labels don't clearly describe what's inside. It’s a bit of a letdown that such powerful data is wrapped in a design that feels so clunky and unintuitive to navigate. Review collected by and hosted on G2.com.

Performio is primarily solving the headache of manual commission tracking and the "shadow accounting" I used to do just to make sure my payouts were accurate. By eliminating the reliance on messy, error-prone spreadsheets, the platform provides a much-needed "single source of truth." The biggest benefit for me is definitely having that consolidated view; I no longer have to hunt through different systems to see my progress, which saves me a ton of time and anxiety.

However, the benefit is a bit of a double-edged sword because of the platform's delivery. While it solves the data problem, it introduces a navigation problem—the clunky and outdated interface makes the software feel sluggish, and the confusing heading names often make it hard to find the exact data I need. Ultimately, while the system benefits me by ensuring I get paid correctly and giving me transparency, I still have to wrestle with an unintuitive design to get to those insights. 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.

There’s very little to dislike, but I’d like to see more flexibility in automation and reporting as the business grows. Some advanced workflows and deeper dashboard customization would be helpful. That said, Bigin is clearly designed to stay simple, and for most small teams, it works very well as it is. Review collected by and hosted on G2.com.

Bigin helps us solve the problem of unstructured lead and follow-up management. Earlier, leads were spread across spreadsheets, WhatsApp, and emails, which made it easy to miss follow-ups and lose visibility. Bigin brings everything into one clear pipeline, so we always know where each lead stands.

It also improves response time. With the mobile app and call/WhatsApp-friendly workflow, we can update records and follow up instantly, even while on the move. This has made our process faster, more organized, and more professional.

Overall, Bigin gives us clarity and consistency in managing leads and clients, helping us convert better without adding complexity to our daily workflow. Review collected by and hosted on G2.com.

The only issue I would mention is that there is a lot of bolt on pricing and push to upgrade your level and add this and that that can all add up to a greater cost. Review collected by and hosted on G2.com.

I use Instantly for cold email campaigns. It simplifies bulk email sending to the right audience and enhances deliverability with warmup tools and guidance, ensuring emails reach recipients effectively. 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.

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.