Sales Force Automation Software

The biggest challenges are complexity and cost. For new users, the learning curve can feel steep, especially when trying to use advanced features like automation and reporting. Licensing fees and add-on costs can also climb quickly as you need more capabilities. Even configurations that seem straightforward at first may still require technical expertise or admin support to set up correctly. Review collected by and hosted on G2.com.

Before using Salesforce Sales Cloud, we struggled with fragmented customer data, manual tracking of leads and opportunities, and limited visibility into our sales pipeline. Reporting was time-consuming and often inaccurate, which made forecasting and day-to-day decision-making difficult.

After implementing Salesforce Sales Cloud, all of our sales data is centralized in a single system with real-time visibility. We can now automate lead assignment, follow-ups, and other routine sales activities, which has significantly reduced manual effort. As a result, the sales team spends more time selling instead of constantly updating records, and managers can access accurate dashboards and forecasts instantly. Overall, this has improved collaboration, shortened sales cycles, and increased productivity, while saving several hours per week per user. Review collected by and hosted on G2.com.

There have been some glitches along the way with spam filters and clients profiles being overwritten due to some updates that have affected the way we use HubSpot but our on-boarding partner Blue frog has always been there to help and provide assistance and communicate our needs with HubSpot. Review collected by and hosted on G2.com.

HubSpot allows us to work more efficiently; tasks that used to be done manually are now handled automatically. We can also provide dashboards for decision-makers that present more data visually, without needing to rely on extra applications. 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 love all of it, I have not found anything I dislike. Review collected by and hosted on G2.com.

Pipedrive keeps me really organized throughout the week and makes it much easier to manage my sales pipeline. I have ADHD, so finding a tool that works with the way my brain needs things set up feels like a real win. Review collected by and hosted on G2.com.

If I’m being honest, the main downside for me is that Close can sometimes feel a bit rigid. It does what it’s designed to do really well, but when you want deeper customization or very detailed reports, you may hit some limits. There’s also a bit of a learning curve at the beginning, especially if you’re coming from a simpler tool. That said, none of these are deal-breakers. Review collected by and hosted on G2.com.

Close solves the problem of having sales work scattered across too many tools. Instead of jumping between a CRM, a dialer, email, and spreadsheets, everything is in one place. That alone saves a lot of time and mental energy. For me, it’s made follow-ups more consistent, calls easier to manage, and my pipeline much clearer. I spend less time organizing my work and more time actually talking to leads and moving deals forward, which has been a big win. Review collected by and hosted on G2.com.

ActiveCampaign is still a good platform but I’m honestly not the biggest fan of the recent updates. It feels way more AI heavy now and a bit less human, which isn’t really how I like to work. The new layout has taken some getting used to as well, it just doesn’t feel as straightforward as it used to and I find myself clicking around trying to find things that were once really obvious. I get that platforms have to evolve, but I definitely preferred the older version. Still use it, still think it’s powerful, just hoping they don’t lose the simplicity it used to have. Review collected by and hosted on G2.com.

ActiveCampaign takes a lot of the manual work off my plate. I can automate follow ups, keep leads organised and make sure nothing slips through the cracks. It saves me time, keeps things running smoothly in the background and has helped improve conversions without adding more to my workload. 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.

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.

from an HR point of view, instantly does not have many HR specific features like candidate tagging or recruitment pipeline tracking, we still need to manage candidate status in our ATS or spreadsheets, also reporting is basic, and for detailed analysis , data export is required. Review collected by and hosted on G2.com.

earlier, we were sending interview emails manually from Gmail ,which was time consuming and inconsistent, follow ups were often missed and tracking replies was difficult. instantly solved this by centralizing email outreach , now interview invites, reminders and follow ups are automated, this saves a lot of manual efforts and ensures timely communication with candidate, it also improved our employer branding because communicatio became more professional and structured. it helped the HR team manage high volume hiring more efficiently, recruiters can focus more on screening and interviews instead of sending repetitive emails. campaign perfromance data also helps us understand which subject lines or email content work better with candidates. 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.

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.

nothing as far as i know from usage till now. Review collected by and hosted on G2.com.

HappSales solves forgetfulness, opacity, dependency, and self-deception in sales.

And it benefits you by replacing chaos with visibility, and visibility with control — without needing to hover. Review collected by and hosted on G2.com.

One thing I dislike is that when I log in to Mekari Qontak on one of my devices (mobile phone/laptop) and activate my agent account, I sometimes find on another device that my account still shows as inactive (whether due to signal or other issues). As a result, my performance is considered to have declined because it looks like I wasn’t active on time. Review collected by and hosted on G2.com.

The company I work for is a small business that started two years ago. Before this, we only used a regular business chat application, with shifts shared among several people. In that setup, I noticed that some people sometimes ended up working more than others, while others worked less. With Qontak Mekari, the workload for each agent is now divided much more evenly, which feels fairer overall. I also found that, with its features, we can separate serious customers from those who are not. Review collected by and hosted on G2.com.

The platform itself is fantastic, but integrations with other providers via an open API would be nice. For example, an integration with a cold email outreach report would be great, to avoid having to manually import contacts. Just a minor quibble, it's really not that bad. Review collected by and hosted on G2.com.

LACRM helps keep my process simple by focusing on just what I need. It provides a simple interface, allows me to add custom fields when needed, and the new automations feature is great to keep me on track with follow-ups. I can stay on top of my communications and keep track of who I still need to follow-up with without having to rely on other tools. 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.

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.

There are no downsides that adversely affect Vobesoft's user experience Review collected by and hosted on G2.com.

Linking data from different sources gives an insight that was not possible with other software. Review collected by and hosted on G2.com.

Some advanced CRM functionality requires additional configuration compared to more traditional CRM platforms. Reporting and dashboards can take time to fine-tune if you need very specific metrics, and certain automations or integrations are limited to higher-tier plans. There is also a learning curve during initial setup, especially when building more complex workflows, but this improves once the system is fully customized. Review collected by and hosted on G2.com.

monday CRM helps us centralize and organize leads from multiple sources while managing relationships across both musicians and business clients. It allows our team to track deal stages, automate follow-ups, and keep communication consistent without relying on spreadsheets or manual reminders. Email automations and workflow customization save time, reduce missed opportunities, and give us better visibility into our sales pipeline, which ultimately improves conversion rates and team efficiency. Review collected by and hosted on G2.com.

Zoho CRM offers a wide range of features, but getting started with the initial setup and configuration can be quite complex and take a significant amount of time, particularly for businesses that have more advanced workflows. Some of the features are not immediately intuitive and come with a learning curve, which can make the user interface feel overwhelming for those who are new to the platform. Furthermore, implementing certain customizations and integrations often demands technical know-how or assistance from a developer to ensure they work properly. Review collected by and hosted on G2.com.

Zoho CRM has enabled us to centralize our customer data, making it much easier to manage leads and inquiries efficiently. By automating follow-ups across different teams, it addresses the issue of scattered customer information and the challenges of manual tracking. With Zoho CRM serving as a single source of truth for all sales and customer interactions, we've seen improvements in our response times, a reduction in missed leads, and enhanced tracking of conversions and performance. The structured workflows and detailed reports have further supported these improvements. Review collected by and hosted on G2.com.