Sales Force Automation Software

I think it would be great if we can somehow introduce a functionality to manually create voice call records for testing without needing to set up a contact center. Currently, I was working on a ticket where this feature was required, and I needed to connect with Salesforce help to get it figured. Review collected by and hosted on G2.com.

I use Agentforce Sales to automate lead tracking and opportunity creation, saving time and improving efficiency. With features like email templates and channel-based task routing, our team collaborates better across calls, chats, and emails. Review collected by and hosted on G2.com.

I really don't think there is anything, just could improve more on Sales Intelligence feature and Sales AI feature. I would need more client analysis data to be added in both the features. Review collected by and hosted on G2.com.

I use HubSpot Sales Hub daily to manage deals, leads, and forecasting. It records sales calls, provides sales intelligence, and offers excellent reporting. It helps me stay on top of my prospecting list, analyze my pipeline, and track my numbers and growth. Review collected by and hosted on G2.com.

As easy as it is to implement Pipedrive into workflows in the sales team, it is sometimes difficult to establish good connections to other platforms and systems. It is definitely possible! The API support is great for individual solutions, but unfortunately, the native apps and integrations provided by Pipedrive often have limited capabilities here. Review collected by and hosted on G2.com.

We use Pipedrive to unify our sales processes, automate them, and thereby make them especially more efficient and effective. The Pipedrive Workflow Automations are the tool I currently find most useful - but also the insights and analyses that can be built in conjunction with the right field architecture are very valuable. Finally being able to see what the team is actually doing and how successful they are has allowed us to both further strengthen our peak performers and design useful tools for the rest, which support them in processes like hunting. 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 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 was an ActiveCampaign user for 8 years, from 2017-2025. It was fantastic - the functionality was very robust - the most robust I've ever seen. To the point where I started relying on email marketing as the main revenue driver for my business.

So why am I giving it a 1-start review?

Because in late 2025, my account was shut down for no reason, and without warning. When I tried to log into my account, I just got an error message. I had to reach out to support to find out what happened.

At first, I thought it was an ActiveCampaign-wide problem. I waited a day, and tried again. No luck. I waited 2 days and tried again. Still no luck. After 3 days, I started to panic, and emailed customer support. It wasn't an ActiveCampaign problem. It was just my account.

When I emailed customer support, they said they're looking into it. When I asked for a deadline, they didn't commit to anything. They usually get back to me quickly, but another couple of days had passed by, I've already lost a lot of money because of this outage, and still no luck.

By this point, I started looking into other email marketing providers. By the time they got back to me, I already created an account at a different email marketing provider.

When they got back to me, they told me that they're taking so long because it's the holiday season. First of all, bad excuse. The number of days off during the holidays are two: Christmas and New Years.

Second of all, a lot of businesses (their customers) make the most sales during the holidays. This is not the time to work less hard on their end.

Another couple of days had passed by (I had already started using the other email marketing software), and they told me that it was a mistake on their end that my account was shut down automatically. They reinstated my account, but by then it was too late.

This was extremely poorly handled. If my account was shut down, I should have immediately received an email, explaining the situation, and something is being done about it. They should have also been a lot less casual about it.

For a business that relies heavily on email marketing, a mistaken shut down should have been top priority.

After everything was resolved, as a gesture, ActiveCampaign refunded me for one month of usage. Nice gesture, but I lost a lot more money than that, and I spent a lot more money than that on migrating everything from ActiveCampaign to the new email marketing software. Too bad that such a useful, robust, functional software treated a long-term customer like this, and messed up royally. Review collected by and hosted on G2.com.

Email marketing Review collected by and hosted on G2.com.

The interface can feel a bit cluttered, and definitely hit a learning curve with the automation triggers at first. The reporting features also feel a little rigid It's a great for basic stats, but pulling very specific, deep data set can be a bit clunky compared to higher end platform. Review collected by and hosted on G2.com.

It solved the falling through the cracks problem. As a solo founder, i don't have time to manually tracks inquiry. It has automation my follow ups , ensuring i stay consistent with potential partners. it save me hours of admin work every week, letting me focus on the actual consulting and giving back part of mission rather than fighting with software Review collected by and hosted on G2.com.

One thing I felt with Bigin by Zoho CRM is that it can feel a bit limited once your work grows beyond basic tracking. It does the essentials really well, but when I needed more detailed insights or customization, I found myself going back to other tools alongside it. Review collected by and hosted on G2.com.

For me, Bigin by Zoho CRM mainly solved the problem of scattered information and missed follow-ups. Earlier, conversations, contacts, and notes were spread across Excel, emails, and WhatsApp, which made it hard to stay on top of things. Bigin brought everything into one place with a clear pipeline, so I always knew what stage each interaction was in. It’s benefited me by saving time, reducing mental clutter, and making my workflow much more structured and reliable. Review collected by and hosted on G2.com.

My most disliked feature is when editing something in the pipeline you receive different information depending where you click. The "edit" button depends on what you clicked previously i.e if you click the proposals company name or product. The outcome is slightly different Review collected by and hosted on G2.com.

I love the fact that we can log leads for our sales team, track the lead and when won (or lost) we can simply update it.

From a sales administrator point of view this helps me to track leads, check progress rather than another excel document , post it notes or any other manual method. We use it daily and our managers are using it for reporting purposes. Review collected by and hosted on G2.com.

Its not much to dislike though, but, Campaign Slow Ramp is on by default and throttled my sends to about a third of what I configured. Took real troubleshooting to find it. The campaign limits and account limits also reset on different clocks, which is not explained anywhere obvious. Logic is fine once you get it, but the onboarding assumes you will just figure it out. Review collected by and hosted on G2.com.

I run outbound for a boutique audiobook production company, and this tool instantly handles multi-account sending and warmup without requiring any technical setup. It keeps deliverability steady and sequences well organized, which lets me focus on the actual copy and targeting instead of worrying about the infrastructure. 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.

Less Annoying CRM is super responsive to user input and one thing I've asked for recently was to be able to add custom fields to tasks so I can filter on the type of task. Review collected by and hosted on G2.com.

It truly is a CRM - we manage all of our relationships inside the tool - clients, vendors, students, networking, sales. Because we can copy our emails to the CRM we solved the problem of knowing who was doing what with clients and others. We also used it to solve the problem of managing client relations. Now we know who is responsible for each client and with a click we know all the key details about that client's relationship with us. The dashboards lets me monitor all the critical pipelines and spot problems before they become fires. 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.

One downside is that exporting or retrieving chat/data cannot be done directly by users. We currently need to contact the Qontak team to request the data, which can take quite some time. It would be great if there were a self-service export feature to make the process faster and more efficient. Review collected by and hosted on G2.com.

Mekari Qontak helps us solve the problem of communicating with many customers at the same time. With the broadcast feature, we can send information or promotions to many customers quickly. The chatbot feature also helps handle incoming chats, making our response faster and reducing the workload of our team. Review collected by and hosted on G2.com.

What I dislike about Zoho CRM is that, at times, it can feel a bit overwhelming especially when you’re just getting started. There are so many features and settings that it takes time to fully understand how everything works. Review collected by and hosted on G2.com.

Zoho CRM helps solve one of the biggest challenges in day-to-day work keeping everything organized and in one place. Instead of managing leads, customer details, and follow-ups across emails, spreadsheets, or different tools, it brings everything together into a single platform. 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.

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.