Sales Force Automation Software

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.

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.

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.

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.

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.

I didn’t use every part of the platform when I first started. Some features felt unnecessary for my day-to-day work, and it took a little experimenting to figure out which ones were actually useful for me. Review collected by and hosted on G2.com.

The biggest benefit for me is having a better overview of my workload. Instead of keeping track of conversations mentally or making separate notes, I can refer back to EngageBay whenever I need context. It helps me prioritize what needs attention and makes it easier to pick up work right where I left off. 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.

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.

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.

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.

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.

Zoho CRM is a comprehensive platform, but the large number of features can make the initial setup and learning process challenging for new users. Some advanced customizations require additional time to configure, and certain premium capabilities are only available in higher-tier plans. I would also like to see a more modern interface in some areas, faster performance when Review collected by and hosted on G2.com.

Zoho CRM solves the challenge of managing customer relationships, sales pipelines, and follow-up activities in a single platform. Before using it, customer information and sales updates were spread across different tools, making it difficult to track opportunities and maintain consistency. With Zoho CRM, we can automate workflows, centralize customer data, monitor the sales pipeline in real time, and generate detailed reports. This has improved team collaboration, reduced manual administrative work, accelerated response times, and helped close opportunities more efficiently while providing better visibility into overall sales performance. Review collected by and hosted on G2.com.

There’s very little to dislike about Ohanafy—it’s been a strong solution for our business. If I had to point out one area for improvement, incorporating accounting and financial software directly into the system would streamline operations and reduce the need for external tools.

We’ve had a great experience with Ohanafy and truly appreciate the level of support and customization it offers. The platform is intuitive, flexible, and provides real-time data that helps us make informed decisions quickly.

Given how well Ohanafy aligns with our business needs, we would like to move away from QuickBooks entirely as our external accounting provider. Integrating accounting functionality directly into Ohanafy would make it a complete solution for us. This would be my recommendation for this solution to fully round out their product offering. Review collected by and hosted on G2.com.

Ohanafy has helped us solve several operational challenges, bringing efficiency and ease to our daily workflows.

Simplified Purchase Orders & Forecasting - One of the biggest benefits is the ability to generate and send purchase orders directly from the forecasting tool. This integration streamlines our product purchasing process and saves valuable time.

Advanced ASN Creation & Pallet Management - The system offers improved flexibility when creating ASNs, allowing us to sort by package style, product category, or warehouse location. Pallets are auto-built based on our setup, but the drag-and-drop functionality makes adjustments quick and intuitive. It’s extremely user-friendly.

Effortless Reporting - Reporting is another area where Ohanafy shines. Unlike platforms that use complex parent-child naming structures, Ohanafy makes it easy to build reports in minutes where we used to spend hours. Live reports with predetermined fields give our sales team instant access to the data they need, right at their fingertips.

Overall, Ohanafy has significantly improved our operational efficiency and data accessibility. 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.

"It’s a powerful tool, but it requires a bit of patience during the honeymoon phase. If you aren't careful with your automation logic, it can feel a bit robotic—which is the last thing a brand like Blossom wants for its community. Review collected by and hosted on G2.com.

Mekari Qontak solved our biggest bottleneck: sheer communication chaos.

Before we brought them on board, I cannot track my team conversation with our customers, since every campus has dedicated WhatsApp number. My team was constantly losing track of conversations, and leaving people on read for hours simply because a message slipped down the queue. We were dropping leads left and right, and it was actively hurting our brand reputation. Review collected by and hosted on G2.com.

While the simplicity and focus are strengths, there are a few limitations that affect our workflow. The inability to create multiple pipelines without upgrading is restrictive for charities like ours, where we need to track different initiatives separately. Integration with web forms could also be smoother—automatic capture and tagging of incoming contacts would save time and reduce manual work. These areas feel like missed opportunities to make the CRM even more effective for small organizations. Review collected by and hosted on G2.com.

OnePageCRM is currently resolving the common CRM problems of complexity, missed follow‑ups, and wasted admin time. For The Brun Bear Foundation, this means clearer pipelines, stronger donor/sponsor engagement, and less time lost to manual tracking. Review collected by and hosted on G2.com.

Redundancy in notifications. I almost always have the portal open, so I don't need the emails as much as maybe someone else would, but the info is clear and shared numerous ways. Review collected by and hosted on G2.com.

Keeping track of leads and opportunities with my sales team leader and the rest of our team. Review collected by and hosted on G2.com.