Sales Force Automation Software

i dont like that the platform can feel complex for new users due to its extensive functionality , customization options, and configuration setting, while flexibility in powerful ,it can require additional training and onboarding before sales representative become fully productive, i have also found that highly customization environment can sometimes make workflows more complicated that necessary, particularly when multiple teams have different processes and reporting requirements, maintaining consistency across dashboards, fiels and automations rules requires ongoing administration and governance. Review collected by and hosted on G2.com.

it helos to solve several critical challenge related to lead management , pipeline visibility , sales productivity , forecasting and customer relation management before implementing the platform, tracking opportunities , monitoring sales activities and maintaining consistent sales processes across the team required significant manual effort, it solves problems such as limited visbility into the sales pipelines, inconsistent sales process across team members, manual data entry and administrative work, difficulty prioritizing high value opportunities ,forecasting inaccuracies, lack of centralized customer informations, its very valuable for lead ad opportunity management , sales forecasting and pipeline tracking , customer relationship management, activity monitoring and coaching performance reporting , revenue planning,. from a business perspective ,agentforce sales has helped me to improve forecasting accuracy , increase sales productivity ,reduce administrative workflow, improve pipeline visibility and enhance customer engagement, support more predictable revenue growth. Review collected by and hosted on G2.com.

Whole platform is excellent, the pricing structure canberather costly for startups and small businesses. The cost scales up quickly, particularly when add more seats for growing users which can make it a heavy investment for small business. Review collected by and hosted on G2.com.

HubSpot Sales Hub has simplified our sales operations by concentrating our sales efforts on a single platform. Before utilising HubSpot, we struggled with disconnected systems and manual data input, often resulting in errors and inefficiencies. Automated workflows handle routine duties like sending follow-up emails and updating data, allowing our team to focus on more strategic operations. The centralised database keeps all customer information up to date and conveniently accessible, which improves our communication and client interactions. Review collected by and hosted on G2.com.

Pipedrive might become a old age CRM if it doesn't catch up with AI Powered CRMs. Specifically reporting needs some improvement, as it is still very manual Review collected by and hosted on G2.com.

Multiple people can collaborate on a single seat (3 emails per seat), allowing everyone to own their individual deals.

Each deal history is recorded with email sync, so there is complete visibility

Pipedrive support is also very quick to revert & help. Onboarding is smooth, unlike heavy CRM platforms Review collected by and hosted on G2.com.

I'd say the reporting section would be more complex to be able to reflect more ratios. Sales ratios per say, it feels a bit limited currently. Review collected by and hosted on G2.com.

Close gives me visibility and clarity in my sales pipeline, centralizes leads, and provides an actionable view on each contact. It feels light, responsive, and reduces navigation time, making it the best CRM for cold outreach and lead generation. 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.

Every now and then, the page can can take a little longer to load when I'm working with large contact lists. It isn't something that happens all the time, but I think the overall experience could be a bit smoother. Review collected by and hosted on G2.com.

Before using EngageBay, I was mostly keeping track of deals manually, and it was easy to miss a follow-up when things got busy. Now I can see exactly where every deal is in the pipeline and update it in a few clicks. Having the contact history alongside each deal also saves me time because I don't need to search for old conversations before getting back to a customer.

Overall, it's helped me stay more organized without changing the way I already work. Review collected by and hosted on G2.com.

One thing I dislike about ActiveCampaign is that it can take some time for new users to learn all of its features. The platform offers a lot of functionality, which is great, but the learning curve can feel a bit steep initially. Some advanced reporting and automation setups may also require additional configuration. Review collected by and hosted on G2.com.

ActiveCampaign solves the challenge of managing customer communication manually across multiple channels. It automates email marketing, customer nurturing, and follow up processes, which saves significant time and reduces repetitive work. For me, it helps improve engagement with customers through personalized communication while allowing marketing campaigns to run more efficiently. It also provides valuable insights into customer behavior, helping make better marketing decisions. Review collected by and hosted on G2.com.

One limitation is that some advanced CRM features available in larger enterprise solutions are not included. As business requirements grow, certain reporting, automation, and customization capabilities may feel limited. While it is excellent for small businesses, larger organizations with complex workflows might need more advanced functionality. Review collected by and hosted on G2.com.

Bigin by Zoho CRM helps solve the challenge of managing customer relationships and sales activities in an organized manner. Instead of tracking leads and follow ups through spreadsheets or multiple tools, everything is centralized in one platform. This improves visibility into the sales pipeline, reduces missed opportunities, and helps maintain better communication with customers. For me, it has helped streamline lead management, improve follow up consistency, and save time through a more structured sales process. Review collected by and hosted on G2.com.

The new Free package seems to have limited its flexibility to customise the milestones. I have started a second system for another business and only need the free version for now. However I plan to upgrade one of my systems, Probably my primary system and have both companies using the same Capsule CRM as it is flexible enough to do that. Review collected by and hosted on G2.com.

It solved my lack of focus... I can do what I need to do, and when I come back to it in a few days, I know exactly what to do next. No more needing to write notes on a list, no more trying to remember. Even if I do stuff and forget to populate Capsule CRM, it's easy to return to it and update what has been done and get back on track. 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.

Sometimes workflows can lag behind and aren't as fast as other CRM tools when it comes to execution. However, this is directed towards dense workflows so it is not something I am overly fussed about. Also, Attio needs to allow lists to connect to other objects instead of just one in particular. Review collected by and hosted on G2.com.

I was assigned a project by my sales team in which they wanted to connect form submissions to submissions found prior in the 'People' and 'Companies' objects. Due to this, I needed attio to find records in which company names were the same. The problem was that companies would spell their names differently, perhaps with lower cases or upper cases or maybe even missing a letter. Under normal circumstances I definitely would not have been able to create a workflow in which all of those company names could be found similar until I assigned the task to the custom AI agents in the workflow builder. The task was solved so quickly I was over the moon at having the burden lifted off my shoulders. Now the workflow executes perfectly and we no longer have trouble matching company names. 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.

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.

{"I don't think so there's anything that needs to be added. It's a perfect platform."} Review collected by and hosted on G2.com.

I use Zoho CRM to keep a record of my leads, follow-ups, and notes about clients. I know exactly which leads are top priority. My data won't be lost, and I can assign role-based access. It keeps me on top of my follow-ups. Review collected by and hosted on G2.com.

For certain niche industries, the profile volume is a bit lower than mainstream sectors. It's a data availability issue across most platforms, but worth mentioning for anyone prospecting in very specific verticals. Review collected by and hosted on G2.com.

Lead Explorer gives our SDRs a clean, filtered, and relevant list to start from without any prep work. It directly reduced the time between identifying a target market and actually reaching out to them. We were spending too long building prospect lists manually or importing messy data from other sources. 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.

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 drawback is that some advanced features can take time to learn and configure properly. While the platform is highly customizable, setting up complex workflows may require additional effort. Pricing can also become a consideration as teams grow and require access to more advanced capabilities. Review collected by and hosted on G2.com.

monday CRM helps solve the challenge of managing customer relationships, sales activities, and team collaboration in a single platform. It provides better visibility into the sales pipeline, helps track interactions with customers, and automates routine processes. This saves time, improves organization, and enables more consistent follow up with leads and customers. As a result, it increases efficiency and helps teams make better informed decisions Review collected by and hosted on G2.com.