Salesforce Software

The richness of the product requires more serious support from Acumatica that we seem to have difficulty accessing, at times. We currently use Acumatica as our VAR, and they have structural issues that have led to a negative experience. The transition from Sage 100 was initially painful, taking 3 years to convert. Challenges came from end user non-participation and lack of serious commitment. Review collected by and hosted on G2.com.

Acumatica supports our business from lead management to payment collection. It's flexible and easy to use yet robust, and it lets us adapt to market demands in a functionally correct manner. Review collected by and hosted on G2.com.

Probably the only thing that I dislike is that there's a significant learning curve for this platform. It often times feels a little daunting since there are so many different functionalities available. Moreover, as we scale up, we're realising that some features and integrations are getting costlier. Review collected by and hosted on G2.com.

Basically, the reporting and analysis of the Sales Funnel has been streamlined by this platform. It has allowed us to better track the Sales Team's performance and also ensure that it aligns with the set goals. Working in a hybrid organization, this is quite a useful tool for remote collaboration. It centralizes the entire sales process and also the different automations and integrations help us in saving time and other resources. Review collected by and hosted on G2.com.

There are aspects that do not align with Japanese business practices. Review collected by and hosted on G2.com.

I use HubSpot Sales Hub for deal processes, stages, and pipeline management. It helps visualize the pipeline and is also utilized for managing sales prospects. 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.

While NetSuite is powerful, it can feel overly complex for everyday users, especially when simple tasks require deep configuration or workarounds. Some reporting and UI behaviors (such as recalculation delays, limited control over certain system fields, or inconsistent filter behavior between reports and saved searches) can be frustrating. There is also a noticeable learning curve, and changes that seem small on the surface often require admin involvement, scripts, or workflows. Finally, performance and transparency around background processes (like project profitability recalculations) could be improved to help users better trust and understand what they’re seeing. Review collected by and hosted on G2.com.

NetSuite is solving the challenge of fragmented systems and disconnected data by bringing financials, purchasing, inventory, projects, time, and reporting into one integrated platform. This reduces manual reconciliation, duplicate data entry, and errors that occur when information lives in multiple tools. As a result, we have better visibility into job costs, project profitability, and operational performance, which helps us make more informed decisions. The system also enforces consistent processes and controls as the business grows, allowing us to scale operations without losing financial accuracy or oversight. 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.

The only reason my recommendation for Pipedrive isn’t a 10 out of 10 is the lack of being able to link multiple organizations to a single project. The way I track our projects is by linking the organization that is the actual customer, and then also linking the vendors for all purchased components. That way, the CRM almost acts like a version-control solution, and it lets me look back on previous projects to see which companies I used for shipments, procurement, and similar items. It would make a HUGE difference in how I use Pipedrive if multiple organizations could be attached to one project. Right now, I’m using labels to sort of “attach” vendors, but it’s really just a band-aid fix. Review collected by and hosted on G2.com.

Pipedrive is my company’s main CRM, and I also use it as a redundant tracker for project progression. From a CRM perspective, it’s incredibly beneficial thanks to its native features and the level of granular tracking it provides. It’s also very helpful for redundancy, since it pushes me to enter information that effectively becomes an archive I can refer back to later. Review collected by and hosted on G2.com.

Lack of customization options in the dashboard can be a hassle for some users. All-in-all a great tool for all your business needs. Review collected by and hosted on G2.com.

I highly recommend using this business management platform. We were able to increase team collaboration and communication with its smart reporting and advanced analytics functionalities. Review collected by and hosted on G2.com.

Creates precise and comprehensive financial reports as per the accounting standards.

Reduces paperwork, manual errors and instances of data duplicity.

Allows better control through improved financial management and forecasting.

Streamlines the accounts payable process and ensures payment compliance with the end-to-end invoice management system. Review collected by and hosted on G2.com.

The inability to stay logged in on the platform: every time we access, we need a confirmation code, and in the long run, this is an annoyance (even though we know that two-factor authentication protects us). Review collected by and hosted on G2.com.

I have been using Active Campaign for 10 years now, from working as an employee in a marketing agency to working as a freelancer for my clients. I have always considered it a reliable platform, but in the last 3-4 years (when I started using it more intensively again), the advancements in the email builder and automations have been noticeable and impactful, allowing me to work even more smoothly than in the past. Review collected by and hosted on G2.com.

For some business, there are too many options which maybe complex or too powerful for smaller company. Ths tool with help you company grw=p Review collected by and hosted on G2.com.

Having Accounting, CRM, website, third party channel management and more all integrated into one system to easy and awesome to deal with on a dailly basis. Review collected by and hosted on G2.com.

Some advanced features take a little time to understand, especially when setting up detailed automations or reports. The interface can feel slightly busy at first, but once you get familiar with it, navigation becomes smooth. Review collected by and hosted on G2.com.

EngageBay helps manage contacts, email communication, follow-ups, and customer engagement in one place. Earlier, handling these tasks manually was time-consuming and often inconsistent, but EngageBay has made the process more structured and reliable. It has improved response time, reduced manual effort, and helped me maintain consistent communication. Overall, it has increased productivity and made workflow management more efficient. Review collected by and hosted on G2.com.

Xoro has tons of solutions for teams across all departments, which at times could lead the team to not look into external solutions for niche problems. Review collected by and hosted on G2.com.

They work with multiple clients and continue to adapt and refine modules as well as improve connections with existing and new 3rd party partners across wms, shipping, edi, etc. Review collected by and hosted on G2.com.

Like most ERPs, there is a significant learning curve. Success really depends on the quality of training and how disciplined the company is about keeping data clean. The onboarding phase requires a lot of focus and coordination. If a company isn’t fully engaged during this time, it can limit how effectively the system is set up for long-term success. Review collected by and hosted on G2.com.

Before Fulcrum, information may have been scattered across spreadsheets, paper travelers, or legacy ERP systems. Fulcrum centralizes everything into one platform, reducing duplicate data entry and errors. Fulcrum helps us better manage work orders, scheduling, and capacity planning. This ensures we know where each job is in the process and can adjust quickly if priorities change. 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.

The think i disliked is not about MSD 365 Business Central but it's related to it's documentation and lack of learning resources.

Also reporting (especially RDLC layouts) can sometimes be challenging and time-consuming. Review collected by and hosted on G2.com.

Business Central enables organizations to centralize their finance, sales, purchasing, inventory, and operations within a single system. As a developer, I appreciate how it lets me create customized business solutions through AL extensions, all while preserving upgrade compatibility. This approach greatly reduces the effort required for long-term maintenance and allows for quicker delivery of solutions tailored to client needs. 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.

reporting and analytics are quite basic. While they are fine for tracking simple pipelines and activities, they lack deeper insights such as advanced forecasting, custom dashboards, and complex performance metrics. For data-driven decision making, this can feel restrictive. Review collected by and hosted on G2.com.

First, the interface is simple and intuitive. A new user can understand how to add a lead, move it through stages, and set a follow-up task in minutes, not days. There is no heavy training required, which removes the biggest barrier to CRM adoption.

Second, daily tasks are fast and frictionless. Updating deal stages, adding notes, and checking reminders feels natural instead of like “extra work.” This is why the team opens Bigin every day instead of avoiding it like complex enterprise CRMs.

Third, it strikes a smart balance between power and simplicity. You get pipelines, contacts, tasks, and reports without being overwhelmed by endless settings and technical configurations. Review collected by and hosted on G2.com.

Honestly, not much. Any small challenges we’ve run into were quickly handled by their support team. It’s clear they care about continuously improving and supporting their customers. Review collected by and hosted on G2.com.

It’s helped us create a more structured, reliable process across our manufacturing floor. We’re spending less time double-checking data and more time focused on production and growth. It’s made a big difference in helping us scale confidently while keeping everything organized and consistent. Review collected by and hosted on G2.com.

There isn’t much to complain about, though I have noticed that loading larger datasets can occasionally take a bit of time, but that's normal for any software! Review collected by and hosted on G2.com.

DualEntry helps us keep our project and financial records consistent between different systems. Before using it, we had to manually enter the same data in multiple places, which often led to errors or missing information. Now, everything updates automatically, so our job costs, invoices, and reports stay accurate and up to date. It saves us a lot of time and helps us avoid confusion between the office and the field. Overall, it’s made our workflow smoother and a lot more reliable. Review collected by and hosted on G2.com.

Less Annoying has no mobile app, and this forces users to use Desktops

Complex sales processes are not well attended by this app Review collected by and hosted on G2.com.

Less Annoying has streamlined the CRM processes, ensuring that no system bloating or complications

The tool demonstrates contact centralization, which makes each customer feel more secure and alert

The tool supports the task management, a process that ensures easy role sharing

Onboarding and adapting Less Annoying is a stress free experience

The solution ensures easy communication tracking, a process that keeps customers interactions successful Review collected by and hosted on G2.com.