Sales Force Automation Software

One thing I dislike about Agentforce sales is that the platform can feel overly complex, especially for new users. There are so many features, menus, and configuration options that it creates a steep learning curve and can slow adoption for teams that aren’t very technically experienced.

Another downside is pricing. The platform can become expensive as companies add more users, integrations, AI features, and customization. For small businesses, the overall cost can be difficult to justify.

I also think the AI capabilities are still evolving. Some users may feel the product is marketed more aggressively than its current maturity level. Review collected by and hosted on G2.com.

It solves problems related to manual CRM work, slow follow-ups, lead management, and repetitive sales tasks. In many organizations, sales teams spend too much time updating records, tracking customer interactions, assigning leads, and preparing reports instead of focusing on actual selling. Agentforce helps automate these processes using AI and workflow automation.

It also improves response time and decision-making by analyzing CRM data, prioritizing opportunities, and automatically suggesting next actions. Features like AI-driven lead routing, automated follow-ups, sales coaching, and customer interaction summaries reduce operational delays and improve productivity.

The biggest benefit is efficiency. Sales teams can focus more on customer relationships and closing deals instead of repetitive administrative work. Centralized CRM visibility and AI insights also make collaboration between teams easier and more organized. Review collected by and hosted on G2.com.

What I dislike most about HubSpot is how quickly the pricing scales once your contact list and automation needs grow. A lot of the advanced reporting, workflows, and customization features are locked behind higher tiers, which can feel limiting for growing teams. The platform is also very ecosystem-driven, so once your sales and marketing operations are deeply integrated into HubSpot, switching becomes difficult. Some users also find the workflows slightly clunky for complex automations, and the learning curve can be steep when setting up detailed reporting or lead management systems. Review collected by and hosted on G2.com.

HubSpot Sales Hub solves the problem of scattered lead management and poor sales-marketing coordination. It helps me track leads, automate follow-ups, and see which campaigns are actually driving conversions. As a marketer, this saves time, improves lead nurturing, and gives better visibility into campaign performance and ROI. Review collected by and hosted on G2.com.

We haven't explored features like custom calendars or AI responses because we want to keep things personalized for each customer's needs. Review collected by and hosted on G2.com.

Pipedrive helps us sort customers, determine their needs, and track their sales journey. It categorizes customers by price, product, and location, aiding in scheduling services and follow-ups. It allows us to store customer information and sort categories, which is crucial for tracking and future interactions. Review collected by and hosted on G2.com.

Sometimes the calling doesn't work. It drops calls. I get too many unnecessary notifications from appointment. I don’t like that it creates new opportunities when I book decision meetings and second meetings, I would prefer if it would just foster the original booking opportunity. Review collected by and hosted on G2.com.

I use Close to stay organized by tracking meetings and leads. The follow-up prompts for emails, texts, and calls are very useful. I can easily create tasks and appreciate the old version of the opportunities list for clarity. 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.

There are a few areas in the UI that could feel smoother, especially while switching between modules or updating records quickly. Sometimes pages take an extra second to load when working with larger contact lists, but overall it has not created any serious issues for my daily work. Review collected by and hosted on G2.com.

Before using EngageBay, we were managing leads and follow-ups manually through spreadsheets and emails, which made it easy to miss tasks or delayed responses. Now everything is tracked in one system including deals, calls, notes and follow-ups.

It has helped us respond to leads faster, keep the sales pipeline organized, and maintain better follow-up consistency without needing additional tools. For a growing business it has been practical and easy to manage without a complicated setup. Review collected by and hosted on G2.com.

What I dislike most is the email builder. It’s clunky, hard to use, and not very intuitive.

Another thing I don’t like is the reporting system. The way it filters and displays metrics is difficult to understand and navigate. I’d prefer it to be more straightforward and focused on what matters, like email title effectiveness, open rate, and click-through rate.

Also, the campaign duplication feature could be improved. It would help if every duplicated campaign could be grouped into a single category so I can find them quickly, instead of ending up with an isolated copy each time. Review collected by and hosted on G2.com.

CRM and automations are the main features I value most. Review collected by and hosted on G2.com.

I noticed customization feels a bit limited when I try to make very specific changes, like adjusting layout or fields exactly the way I want. For normal daily use it works fine, but for more detailed control it can feel a little restricted. Also on mobile it works well for basic use, but sometimes checking or editing full details on a small screen feels a bit less comfortable, especially when there are more entries. Apart from these small points, it works smooth and supports regular work without any major issue. Review collected by and hosted on G2.com.

it help me solve the problem of managing patient details and follow ups in one place. Earlier I was keeping things in notes or messages, which was confusing and sometimes I miss follow up. Now with pipeline I can see clearly which patient is in which stage, so my work become more clear. It also help me reduce manual work because I can add tasks and set follow up reminders, so I don’t need to remember everything. This save time and make daily work more smooth.

All details like contact, notes and communication stay in one place, so I don’t have to check different apps again and again. It make my work more organized and easy to handle. Overall it help me manage follow ups better, avoid confusion and keep my daily work simple and under control. Review collected by and hosted on G2.com.

some integrations and workflow connections depend on third-party tools, which can make setup little longer for specific work needs. Reporting is useful for daily tracking, but for deeper analysis and detailed reporting, I feel there could be more flexibility. Another small thing is that when switching between contacts, tasks, notes, and activity history many times during busy work, few pages sometimes take little extra time to refresh. Review collected by and hosted on G2.com.

capsule crm is helping me keep follow-ups, client communication, tasks, and daily workflow more organized in one place. It makes managing reminders, notes, activity history, and pending tasks much easier during regular work. The task tracking and follow-up system is very useful because it helps keep communication and scheduled work properly managed without confusion. Activity history also helps in quickly checking previous discussions and updates when needed.

overall, it improves work organization, saves time, reduces chances of missing follow-ups, and makes daily workflow more smooth and manageable. 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.

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.

Nothing. It has everything I was looking for in a minimal CRM. Review collected by and hosted on G2.com.

I got rid of my long, annoying spreadsheet of vendor contacts. It's super easy to look up contacts on my phone instead of scrolling through a giant spreadsheet. 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.

One challenge I noticed is that when emails face deliverability issues, it is not always easy to identify the exact reason or understand domain health clearly.

I also felt that reporting and filtering could provide deeper visibility for analyzing larger communication activities more effectively.

Another limitation is that some integrations and automation workflows may require additional setup effort to work smoothly with external tools. Review collected by and hosted on G2.com.

Before using Instantly, supplier follow-ups and external communication activities were handled manually through Outlook conversations, reminders, and spreadsheets. During busy project phases, this often caused missed follow-ups, delayed responses, and difficulty tracking ongoing discussions across multiple vendors.

Instantly solved this by centralizing outreach tracking, scheduling, automated follow-ups, and reply monitoring within one platform. For example, during one supplier clarification activity related to pending engineering documents, I could manage multiple external discussions together and track responses more systematically instead of manually checking individual mail chains repeatedly.

From a practical perspective, it reduced the manual effort involved in tracking repeated follow-ups through separate email chains and spreadsheets. By organizing outreach and communication workflows in one place, it helped save time during supplier coordination and external communication activities, which improved overall workflow efficiency.

This reduced manual coordination effort, improved follow-up consistency, and helped avoid delays in project communication activities. From a workflow perspective, it saved time during vendor coordination and improved visibility into ongoing external discussions. Review collected by and hosted on G2.com.

One downside of Zoho CRM is that some advanced features can feel complex and take time to learn for new users. At times, the interface can seem crowded, and customization setup may require technical knowledge. Customer support response time can also occasionally be slower than expected. Review collected by and hosted on G2.com.

Zoho CRM helps manage customer data, track sales activities, and automate follow-ups in one platform. It improves team coordination, reduces manual work, and helps keep customer communication organized. This has increased productivity, improved response times, and made it easier to track leads and business growth. 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.

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.

Some of the more advanced task helpers aren’t included in certain packages, so you end up having to purchase them for an additional fee. It would be great if there were a package that included all the features without breaking the bank. The company doesn’t offer group rates; instead, it charges per-person rates based on a certain number of personnel. The benefits improve as your monthly payments for users increase, and the artificial intelligence features are also offered differently in each package. It also feels like you have to add a minimum number of users (around three) before anything can really be performed to help the company, and even then some of the more important features are still locked behind higher-paying tiers. The more you want your company to be able to do, the more options are available—but usually for additional per-user fees. If you have fewer people signed up, you have fewer resources to access, and any resources you need require further upgrades, which in layman’s terms means spending more money. Review collected by and hosted on G2.com.

monday CRM keeps all my tasks in one place, lets me set clear time frames, and helps me avoid doing the same work twice. I can also set task limits and share them when it’s a group effort. Guests or consumers can be added to documents to review the work being completed, make changes, and leave feedback whenever needed. I like that you can visually see your work in real time and share those results wit the client in real time. The performance process is fairly quick and provides excellent ai feedback to help fix any issues in record time. 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.