Sales Force Automation Software

Honestly, I don’t have any major dislikes about Salesforce Sales Cloud. It’s a strong and reliable platform that keeps getting better. There is a little learning curve, but Trailhead and the community make it easy to learn. Overall, I really appreciate how Salesforce continues to improve the product and make it more user-friendly. Review collected by and hosted on G2.com.

Salesforce Sales Cloud has helped us solve many problems, especially around visibility and daily work. Before, it was hard to see what was happening in our sales pipeline or where deals were getting delayed. Now, we can clearly see every stage in real time, which makes forecasting easier and helps us plan better. It also saves us a lot of time by automating tasks like reminders, follow-ups, and approvals. This means our team can spend more time talking to customers instead of doing manual work. Reporting is also much easier—we can quickly check performance and find areas that need improvement.Overall, Sales Cloud has made our work faster, more organized, and more data-driven, which has helped increase our sales productivity. Review collected by and hosted on G2.com.

In general, I think HubSpot lacks an item for micro businesses in all its tiers, particularly for emerging markets. Many wouldn't pay for the license because it takes time to see benefits. Besides that, they have made interface changes due to implementing AI, which at times causes the 'muscle memory' of where certain items are to fail. Review collected by and hosted on G2.com.

I use HubSpot Sales Hub to integrate data between CRMs and manage our sales pipeline, connecting operational tasks. It simplifies by having everything in one place. The automations save time, improve traceability, and add reminders. Its integration with other platforms is excellent. Review collected by and hosted on G2.com.

UI can be made more intuitive and visually appealing to enhance user experience. Review collected by and hosted on G2.com.

With open-source options available, we've been able to tailor the software to suit our specific needs precisely. This level of customization ensures that CrmOne adapts seamlessly to our unique workflows and requirements, enabling us to maximize efficiency and productivity. Review collected by and hosted on G2.com.

The reporting side could be a bit more customisable, especially when it comes to team performance breakdowns and activity tracking. Sometimes filters or exports require a few extra steps. It’s nothing major, but more flexibility and visualisation options would make it even better. Review collected by and hosted on G2.com.

Close solves the challenge of managing leads and communication in a single, streamlined platform. It centralises emails, calls, and tasks, reducing the need to juggle multiple tools and making sure no follow-ups fall through the cracks. For me (or our team), this means we can respond faster, stay organised, and ultimately close more deals while spending less time on admin work. The automation features and smart workflows also help us prioritise high-value leads, which improves efficiency and revenue predictability. Review collected by and hosted on G2.com.

Right now there is nothing that we do not like about the program. We have gone through 3 different CRM programs and this one is perfect for me. Review collected by and hosted on G2.com.

We needed a simple, user friendly way to track deals as they move through the pipeline and easily know how much value is at each stage or what deals are growing stale. We have tried other CRM's but it we had to create custom reports, or create complicated fields. This was simple to set up and it functions exactly like an app called trello that we were using to track deals except this calculates deal values, and is a CRM all in one. I do not know why it took so long to find this. Review collected by and hosted on G2.com.

The platform can feel overly "complex" at times, especially when setting up advanced automations or integrating with external tools. The UI isn’t always as intuitive as it could be... (I think this is a share feeling among AC users as far as I know from other startup founders of my net) It takes a learning curve to unlock its full potential.

Additionally, reporting and analytics could be more robust. For a data-driven marketing team like ours, we often find ourselves exporting data or relying on external tools to get deeper insights into campaign performance and user behavior. Review collected by and hosted on G2.com.

ActiveCampaign helps us solve one of the biggest challenges we face as a growing startup — scaling personalized communication without losing the human touch. As a CMO, I need to ensure every interaction with our users feels relevant, timely, and consistent across channels. ActiveCampaign allows us to automate much of that while still keeping messages tailored to individual user behaviors and needs.

It also bridges the gap between marketing and sales by combining automation with CRM functionality. That’s been invaluable for aligning our teams, tracking leads, and managing our customer lifecycle in one place.

Overall, it’s especially useful for startup CMOs like myself, because it provides enterprise-level automation and segmentation capabilities in an accessible, cost-effective way. It lets us focus on strategy and growth rather than getting bogged down in manual marketing tasks. Review collected by and hosted on G2.com.

It works great, but there are a few things that could improve. It can have some more templates related to each business category and deeper integrations. Review collected by and hosted on G2.com.

Before EngageBay, our inquiry handling was scattered across emails, spreadsheets and whatsapp messges. We often missed follow-ups or lost track of interested customers. EngageBay fixed all of that by giving us:

A single place to manage all our inquiries

Automated follow-ups and reminders

Better visibility of interested leads

faster response times.

Since using EngageBay, our engagement has improved and we have been able to convert more inquiries into actual customers. 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.

I found several issues with Instantly that detracted from my experience. The platform was consistently lagging, which hindered my workflow and made it difficult to manage tasks efficiently. Additionally, the customer support was not helpful; despite multiple attempts to resolve issues, I received little clarity or assistance. The unclear pricing structure was another problem, making it challenging to understand the costs and features associated with different plans. I also faced significant difficulties with lead management; the system did not allow me to work effectively with the collected data, and there was a lack of guidance on utilizing it properly. Furthermore, while I tried to integrate Instantly with other tools, it only managed to work with Slack, which limited its usefulness in a more integrated tech stack. Review collected by and hosted on G2.com.

I find Instantly reaches a large number of potential leads but poses challenges like lagging performance, unhelpful support, unclear pricing, and ineffective lead management. Review collected by and hosted on G2.com.

Nil - We have solution for all technical questions. Hence no flaws at all. Review collected by and hosted on G2.com.

Rsoft CRM is basically managing our leads. It plays a major role in our business by securing our data and ease work flow. Review collected by and hosted on G2.com.

I do wish there were a simpler way to automate messaging to clients without having to rely on an external program that requires an additional payment. However, to be honest, there isn’t much that I dislike overall, and the things I appreciate about the product definitely outweigh the negatives. Review collected by and hosted on G2.com.

The main feature we rely on is tracking how customers progress through the underwriting process for life insurance policies. The pipelines make it easy to monitor this movement seamlessly. Review collected by and hosted on G2.com.

I have thoroughly reviewed it and found no drawbacks. Review collected by and hosted on G2.com.

Bigin by Zoho CRM solves several key problems in customer and sales management. First, it simplifies contact and deal management by consolidating all essential information in one place, helping to avoid losing clients and respond quickly to requests. Second, its visual sales pipeline allows easy tracking of each lead's status and identifying stages where extra effort is needed to close deals. Automation of routine tasks and reminders saves time and reduces the risk of missing important follow-ups.

For me, Bigin brings value by increasing sales team efficiency, improving process organization, and providing quick access to necessary information. Its intuitive interface makes onboarding new employees and daily use straightforward. As a result, sales control improves, and revenue grows due to timely customer interactions and transparent reporting. 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.

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’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.

Good for small firm, but it needs more integrations and better reports.

Easy to use, but the look and features could be more modern. Review collected by and hosted on G2.com.

I use AllClients to do my daily client work, and it really helps me stay organized. I can track conversations, set reminders and to send follow-up emails easily — everything’s in one place, which saves me a lot of time.” 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.

Overall, Mekari Qontak works very well for our needs. If I had to mention one area for improvement, it would be that the reporting and analytics dashboard could be even more detailed. Having more advanced insights would make it easier to measure campaign performance in real time. Review collected by and hosted on G2.com.

With Mekari Qontak, we can reach our customers more easily and quickly, without worrying about being blocked by WhatsApp for bot-like activity. Our WhatsApp account is also verified with the official blue checkmark, which makes customers feel safe and comfortable when interacting with us. Review collected by and hosted on G2.com.

While the platform works really well overall, sometimes the customization options feel limited. I would also like to see more integrations with third-party apps. Additionally, the learning curve at the beginning requires some time, but once you get used to it, the workflow becomes smooth. Review collected by and hosted on G2.com.

Success.ai is helping me save a lot of time in outreach and follow-ups. Earlier, writing and personalizing emails for prospects used to take hours, but now with its AI features I can do it in minutes. It has also improved my response rate and given me clear analytics about what is working and what is not. This has helped me stay more consistent, reduce manual effort, and focus on strategy instead of repetitive tasks Review collected by and hosted on G2.com.

The steep learning curve and complicated interface can be challenging, and I have found the inconsistent customer support to be frustrating. There are also potential hidden costs, particularly when it comes to third-party integrations. Additionally, the CRM features feel clunky, such as having to use multiple screens for simple tasks, and there are missing advanced functionalities that larger clients might expect, which is disappointing given its "all-in-one" promise. Review collected by and hosted on G2.com.

This platform addresses the challenge of managing multiple marketing tools and the complexities of client management for agencies by providing an all-in-one solution that covers CRM, automation, funnels, and communication. Users benefit from reduced costs, improved efficiency, higher lead conversion rates, and the ability to white-label the platform to generate additional revenue streams. By centralizing lead nurturing, reporting, and client engagement, it eliminates the need for several separate subscriptions and simplifies workflows. Features such as automated SMS and email, AI integration, funnels, and scheduling further enhance the user experience and streamline daily operations. Review collected by and hosted on G2.com.