Sale Tracking Software

Nothing. It would be nice to have unlimited AI credits, but I get why that's not possible! Review collected by and hosted on G2.com.

Previously we were relying on spreadsheets, which meant we had no way to look across every vertical since each one lived in its own separate spreadsheet. On top of that, everyone was sending emails from their own personal inbox, so nothing was shared or tracked against accounts. We struggled to know which verticals were actually worth pursuing and to measure ROI. Now that information is easily traceable and reportable in one place, so we can quickly see performance across verticals and make more informed decisions about where to focus. Review collected by and hosted on G2.com.

While Agentforce Sales is a powerful platform, it has a fairly steep learning curve, especially for new users. Some tasks can require multiple clicks or feel more complex than they need to be, and customizing workflows or reports often requires additional training or administrative support. It can also become expensive as businesses add more features or users. Review collected by and hosted on G2.com.

Agentforce Sales helps centralize customer information, track leads and opportunities, and automate repetitive sales tasks. This makes it easier to stay organized, collaborate across teams, and gain better visibility into the sales pipeline. The biggest benefit is spending less time on manual administrative work and more time focusing on customer relationships and closing deals. Review collected by and hosted on G2.com.

The email accounts. We have a generic account for leads which i manage, but I need to communicate with custoemrs via my own email frequently.

It wuld be useful have the option to add a second email account in this scenario, without upgrading the plan, so automations run from there, but my correspondence is from my account. Review collected by and hosted on G2.com.

We've not fully implemented, but already I know that Pipedrive will help vislibility of enquiries on a business level, and focus staff on the deals that need action as a priority. Review collected by and hosted on G2.com.

But I do not agree that all recommendations should be followed blindly. Sales situations can vary and, at times, a conversational and informal tone would be appropriate. It is most effective if the salesperson follows the recommendations but does not let the AI overwrite his own personality. Review collected by and hosted on G2.com.

I use Q for Email before sending important follow-ups, negotiation messages, and executive-level communications.

It gives me an opportunity to reconsider whether my message communicates the level of confidence and authority I intended.

Recommendation: I highly recommend Substrata to salespeople who communicate with prospects and customers primarily through email. Q for Email is particularly valuable for high-value deals where the wording of a message can influence trust and deal momentum. 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.

One area I’d love to see improved is the flexibility of the Predictive Dialer, especially for solo closers. It would be great to have more control over how aggressively it dials for example, allowing users to set a preferred dialing ratio such as 2–4 numbers at a time when appropriate.

I’d also love a clearer option to automatically skip or quickly bypass voicemail instead of waiting through the entire voicemail process. A simple setting like “Skip voicemail” vs. “Wait for voicemail” would make high-volume outbound calling much faster and more efficient.

These small improvements would make Close even more powerful for individual sales reps and high-volume outbound teams. Review collected by and hosted on G2.com.

Calling a lot of people in a conveinient way thats what i like Review collected by and hosted on G2.com.

It would be helpful to have a bit more context around chatbot tuning, especially so it can better understand and respond to filter-related queries. Review collected by and hosted on G2.com.

We were required to migrate to Monday CRM from another CRM for a client’s customer data, and we also needed to build a sync mechanism between our internal tool and Monday CRM. We were able to pull the historical data cleanly and push it into Monday CRM, and we built the sync mechanism on the same day. The client started his work in Monday CRM the very next morning. It was a mind-blowing experience. 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.

It took me a little time to get familiar with the platform. There are some features I don’t use regularly, and finding my way around those has been a bit of trial and error. That said, the parts I use most often are straightforward now. Review collected by and hosted on G2.com.

The main thing it has helped with is keeping customer information and ongoing conversations organized. I can easily keep track of what has already been discussed and what still needs attention, without having to maintain separate notes. It has made my daily workflow easier and helps me stay on top of conversations without spending as much time searching for information. Review collected by and hosted on G2.com.

I don't have any issues with the current options and functionalities, but I would suggest adding an option to create a form that cannot be tracked. For example, I have a form used by the sales team to add clients to our newsletter, but this process ends up tracking their activity on the website. If there were a way to use a form with a 'do not track' option, it would be much better. At the moment, we have to use a private browser for each record, which is not ideal. Review collected by and hosted on G2.com.

I use it to set up email automations and run email campaigns, as well as to create forms and landing pages. I also use it for lead scoring and to connect with other CRMs, allowing me to synchronize data and build automations based on user actions.

I used with two websites. Tags and triggers allows me to differenciate and trigger what needed. The integration with Shopify is easy 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.

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.

Nothing so far that I dislike.

The team gave my team a great intro demo as well. Review collected by and hosted on G2.com.

QuotaPath gives me a clear and accurate view of commissions and performance without having to dig through spreadsheets or complicated systems. It makes it easy to understand where I stand, what I’ve earned, and how I’m tracking toward my goals.

The biggest benefit is transparency and confidence in the data. I spend less time trying to verify numbers or figure out how they were calculated and more time focused on the work that actually drives results. 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 don't like - it works great and how i need it Review collected by and hosted on G2.com.

I use Performio to check my compensation and commissions easily. It helps me see exactly how much I'm getting paid and when, encouraging me to sell more by knowing what I need to hit the next level. Review collected by and hosted on G2.com.

Honestly, a few things slow me down. Reporting and analytics still feel a bit thin compared to bigger CRMs like Salesforce — if I want a deeper breakdown of my call-to-meeting conversion by segment, I sometimes have to piece it together manually or export to a spreadsheet. The mobile experience isn’t as polished as the desktop app, so it’s harder to update records on the fly between meetings. Some of the more advanced automation and sequencing features also feel newer and less battle-tested, so I’ve run into the occasional workflow that doesn’t trigger quite right. And since Attio is still growing fast, documentation and support response times can lag behind actual product changes, so I sometimes have to poke around or ask teammates instead of finding a quick answer myself. Review collected by and hosted on G2.com.

Attio is solving the “CRM as a chore” problem for me. Before, keeping data clean meant constant manual entry — updating contact info, tracking who touched which account, remembering to log calls. Attio automates a lot of that through enrichment and activity syncing, so the data stays accurate without me babysitting it. That directly benefits me because I spend less time on admin and more time actually prospecting and talking to leads, which is what actually moves my numbers.

It’s also solving a visibility problem across the team. Since everything updates in real time, I always know the current status of an account 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.

There is not much that I dislike about Capsule. Sometimes I struggle to integrate Capsule with some other tools (like Look at the moment), but the team is working hard on finding ways to get more and more tools speaking with Capsule. Review collected by and hosted on G2.com.

Capsule keeps my business up to date. My business partner and I know exactly what we are working on and we keep our comments and notes linked to relevant places. It is one source of truth for our business. We don't need to ask 'what is happening with so and so?', we can just look at Capsule and use our team meetings to discuss high level topics and not spend time on 'updating' each other. 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.