Salesforce Software

as a sales and marketing intern , i found that agentforce sales can feel a little complex when u r new to platform because there are many features and menus to explore, sometimes it take a few extra click to find specific customer details or reports, i also thing some routine tasks, like updating multiple record, could be faster , once i became familiar with the system, it was much easier to use, but a more beginner friendly onboarding experience would make it even better, Review collected by and hosted on G2.com.

agentforce sales solves the challenge of keeping leads , customer information and follow up activities organized in one place, it allow me to track the information, and follow up activities organize in one place, it allow me to track the progress of leads, view customer interaction and support both the sales and marketing teams without relying on spreadsheet or scattered emails. the share data helps everyone stay updated and improves coordination between teams, as a results follow ups happens faster , customer record remains accurate and i can contribute more effectively while gaining practical experience with real sales and marketing workflows. also the performance is excellent Review collected by and hosted on G2.com.

HubSpot Sales Hub gets expensive quickly as team seat costs scale up on higher tiers. The reporting and customization options are noticeably less granular than enterprise rivals like Salesforce. Advanced automation and core features are locked behind high-tier subscriptions like Professional or Enterprise. Additionally, its contacts-based pricing structure can lead to unexpected bills as your database grows. Review collected by and hosted on G2.com.

HubSpot Sales Hub eliminates messy spreadsheets, manual data entry, and fragmented customer communications by unifying sales tools into one platform. Its automated follow-ups and frictionless scheduling save sales reps hours of tedious admin work every week. For businesses, this speeds up the deal cycle, improves pipeline visibility, and keeps prospects from falling through the cracks. Ultimately, it allows sales teams to close more deals faster while maintaining a smooth customer experience. Review collected by and hosted on G2.com.

Generic Inquiries (GIs) are powerful but have a steep learning curve. Simpler drag-and-drop reporting for business users would be welcome.

Low-code workflows have improved significantly, but some complex approval processes still require customization.

Documentation - While documentation is comprehensive, it could include more real-world implementation examples and industry-specific best practices. Review collected by and hosted on G2.com.

Acumatica helps organizations replace disconnected systems, manual processes, and limited accounting software with a single, integrated cloud ERP platform. Many of the companies I work with have outgrown QuickBooks or multiple point solutions for accounting, CRM, inventory, payroll, and project management. Acumatica gives them one source of truth across finance, operations, sales, inventory, purchasing, and field teams.

The biggest benefits I've seen are improved visibility into real-time business performance, streamlined workflows, and better decision-making. Teams spend less time reconciling spreadsheets and duplicate data and more time focusing on customers and growth. Construction companies gain better project cost visibility and profitability, distributors improve inventory accuracy and fulfillment, and professional service organizations benefit from stronger project accounting and resource management.

As a consultant, Acumatica enables me to deliver solutions that are highly configurable without excessive custom development. Its open architecture, modern APIs, and industry-specific editions allow us to tailor the system to each client's needs while maintaining an upgrade-friendly solution. The result is faster implementations, greater user adoption, and measurable improvements in operational efficiency. Review collected by and hosted on G2.com.

The labels could be better, especially on the reporting side. It's frustrating that you can't use combinations like 'this label and that label' or 'this label, but not that one'. You're limited to just using a single label at a time. Review collected by and hosted on G2.com.

Pipedrive helps us track to convert leads faster, and especially to convert the cooler leads by automation, whilst I can focus either to the new hot leads, or those converted by the automated sequences and deals easily with its visual approach, and customising cards lets me see key data at once, making tracking much simpler than conventional CRM. Review collected by and hosted on G2.com.

I think sometimes, NetSuite can be very slow. Also, customer service can be a bit frustrating because when you reach them, they ask you too many questions to get to the bottom of a problem. I expected them to have better knowledge since it feels like they're asking questions as if you're using NetSuite for the first time. So, having better customer support would be helpful. Review collected by and hosted on G2.com.

I use NetSuite as our ERP system to efficiently manage financial data, supply chain, and fixed assets. It simplifies month-end reconciliation, supports global scalability, and is easily customizable. Quick save searches and multitasking enhance its efficiency. Review collected by and hosted on G2.com.

The only real flaw that remains is the inability to schedule an in-person meeting on the calendar (only phone calls or video conferences are available). I find this missing feature a bit out of touch: 100% online businesses aren't the only ones out there—there are tons of companies working in the field, and being able to log sales visits in the CRM is essential. I've already submitted this feedback to the development team and hope they implement it soon. Review collected by and hosted on G2.com.

Managing customer relationships to be able to follow up and don't miss a single opportunity, saving time 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 monday CRM is highly flexible, that flexibility can also create a learning curve. Setting up more advanced automations, formulas, and cross-board workflows often requires trial and error, and some features aren't as intuitive as they could be for new users. More guided setup wizards or contextual help within the platform would make the onboarding experience smoother.

The AI features are promising, but they're still evolving. While they can save time with content generation and summaries, I'd like to see more intelligent workflow recommendations, deeper automation capabilities, and better context awareness across boards. Expanding AI's ability to proactively identify bottlenecks, suggest process improvements, or surface relevant insights would add even more value.

Integrations generally work well, but some require third-party services or higher-tier plans to unlock their full potential. Having more native integrations and fewer limitations on automation actions would make it easier to build connected workflows without additional complexity.

Performance is typically reliable, but very large boards with numerous automations and connected items can occasionally feel slower to load or navigate. Improving responsiveness for larger, more complex workspaces would enhance the overall user experience.

Finally, while monday CRM offers a wide range of features, some of the most valuable capabilities are reserved for higher pricing tiers. Organizations may find themselves needing to upgrade to access essential automation or reporting functionality. Offering more flexibility in feature packaging would provide better value, especially for growing teams. Review collected by and hosted on G2.com.

Before implementing monday CRM, many of our processes were spread across emails, spreadsheets, and manual tracking, making it difficult to keep projects organized and ensure everyone had visibility into the latest updates. Following up on tasks, tracking ownership, and reporting progress often required additional administrative work and frequent status meetings.

With monday CRM, we've centralized our workflows into one platform where teams can collaborate in real time. Automated notifications, status updates, recurring tasks, and workflow automations have significantly reduced manual effort and helped ensure that important steps aren't missed. Team members always know what they're responsible for, and managers have immediate visibility into project status through dashboards and reporting.

The platform has also improved accountability by clearly assigning ownership and providing transparency into deadlines and progress. Instead of spending time gathering updates from multiple sources, we can quickly access real-time information, allowing us to focus on higher-value work.

Another major benefit has been the ability to customize workflows for different departments without requiring separate tools. This has streamlined processes, improved collaboration, and created a more consistent experience across teams. We've also been able to build automations that save hours of repetitive work each week by eliminating manual data entry and routine follow-up tasks.

Overall, monday CRM has helped us increase efficiency, improve communication, reduce administrative overhead, and make better, data-driven decisions through centralized reporting and real-time visibility into our work. Review collected by and hosted on G2.com.

Sometimes when an error pops up, it’s not always clear where to go to solve the problem. There’s also occasional downtime when the bank feeds don’t show up, or they come through later in the day. It doesn’t happen often, and to be fair everything has little niggles now and again. Review collected by and hosted on G2.com.

Time is important in any role, and the manual processes we had in place have now been replaced with a much slicker workflow. From importing bank feeds to creating weekly payment files, everything feels more accurate and efficient. Review collected by and hosted on G2.com.

The initial setup look a little time, especially while deciding how to structure our pipeline stages and scoring rules. A few advanced settings were not immediately obvious, so I spent some time exploring before everything matched our workflow. Once configured, though I haven't had many issues. Review collected by and hosted on G2.com.

Before using EngageBay, it was easy for deals to stay in the same stage longer than they should because there wasn't a clear process. Now everything opportunity has a defined stage, score, owner and next action. It has made follow-ups more consistent and gives us better visibility into the sales pipeline. I spend less time tracking where deals are and more time actually moving them forward. Review collected by and hosted on G2.com.

sometimes it is having some issue while entering the time sometimes the error that we cant fix. improve the loading time Review collected by and hosted on G2.com.

Human capital management, or HCM, is one module that we got hooked on. The employee self-service portal makes our employees more than content. Similarly, in our customer-facing business, an excellent CRM helped our sales, marketing, and after-sales teams align their interests with customers, making them our loyal ambassadors. Review collected by and hosted on G2.com.

I use ePROMIS ERP for entering employees' timesheets. It's easy to understand and use, requiring minimal training. Review collected by and hosted on G2.com.

Rillet is clearly built for the modern finance stack, and it does that very well. If you're in GovCon and need a DCAA-approved accounting system, that's a specific niche it isn't yet designed for, which is worth knowing if you're in that space. For everything else, it covers the bases. Review collected by and hosted on G2.com.

Rillet has completely transformed what my team spends time on. What used to be data entry and manual reconciliation is now handled automatically, which has freed up real capacity to focus on more advanced, higher-value work. The AI takes care of the prep, which means we're spending our time reviewing and making decisions rather than building from scratch every month. Review collected by and hosted on G2.com.

The biggest pain point has been account-level settings that require support intervention rather than self-service. (Ex: our admin subdomain is still tied to our old business domain, and simply updating it isn't something we can do ourselves - it requires opening a support ticket and waiting on the back-and-forth.) For a business that recently began a rebrand, this makes a simple update unnecessarily slow.

We recently ran into an SMTP banner/reverse DNS mismatch tied to a subdomain from our old domain, which took some technical back-and-forth with support to sort out. The underlying issue wasn't ActiveCampaign's fault, but the diagnostic messaging around it wasn't intuitive - it took some digging to figure out what was actually causing the mismatch.

Automation building is powerful, but the interface can feel a little dated compared to some newer competitors. It's not always the most visually intuitive, especially for more complex multi-branch sequences - but I've been pleased with many of the recent updates ActiveCampaign has been rolling out in this regard. Review collected by and hosted on G2.com.

ActiveCampaign helps us maintain consistent, personalized contact with our audience without it becoming a manual, time-consuming task. Before automation, keeping up with re-engagement outreach, educational content, and nurture emails across different segments of our list would have required a lot of manual sending and tracking. Segmentation and automation frees up real time for higher-value work for our team.

Also, by tracking UTM parameters through email into GA4, we can see which specific campaigns and channels are actually converting into bookings and sales, rather than relying on guesswork or vanity metrics. That's directly shaped decisions about where to invest more marketing time and effort. 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.

Overall, we are very satisfied with Bigin by Zoho CRM. If we had to point out a few areas for improvement, we'd like to see more advanced automation options, deeper reporting and analytics, and additional customization for workflows. Expanding native integrations with more third-party applications and offering more flexibility in the mobile app would also make the experience even better. These are minor improvements, and they don't take away from the overall value of the platform. Review collected by and hosted on G2.com.

Bigin by Zoho CRM has helped us organize our entire sales process in one place. Before using it, tracking leads, follow-ups, and customer interactions was time-consuming and often led to missed opportunities. Now, we can manage leads efficiently, automate follow-up tasks, monitor deal progress, and collaborate better as a team. This has improved our response time, increased productivity, and helped us build stronger relationships with our customers while saving valuable time. Review collected by and hosted on G2.com.

The initial setup takes some care. Getting sales channels and customer/delivery records configured the right way isn't always obvious at first, and a few things are easier to do directly in the UI than via import. It's worth investing the time to get it right early, as once it's set up correctly it runs reliably. Review collected by and hosted on G2.com.

It replaced a setup of spreadsheets and a couple of disconnected systems that couldn't scale with us. We now have accurate multi-location stock, faster order processing for our wholesale and trade accounts, and far less manual admin across dispatch and purchasing. We evaluated platforms like Brightpearl and Orderwise and chose Stok.ly for the flexibility and the integrated approach. It has given us proper inventory control and automation as we've grown. Review collected by and hosted on G2.com.

The invoicing feature needs more search options to make it easier to locate specific invoices, and it would also help to have a way to link invoices to packing lists. Review collected by and hosted on G2.com.

It is helping scale our company by leveraging the knowledge of veterans and making that knowledge accessible. Fulcrum feels like a touchstone for developing future leaders in manufacturing. Review collected by and hosted on G2.com.

One thing I don't like about SAP S/4HANA Cloud is that it can take some time to learn, especially if you're new to the SAP ecosystem. Some tasks require multiple steps, and certain customizations aren't as straightforward as I'd like. While it's a powerful platform, the interface and navigation could be more intuitive in a few areas. Review collected by and hosted on G2.com.

SAP S/4HANA Cloud helps bring our core business processes into one system, which reduces the need to work across multiple tools or spreadsheets. Having real-time data makes it easier to track operations, make informed decisions, and identify issues sooner. For me, it saves time, reduces manual effort, and makes day-to-day work more efficient. Review collected by and hosted on G2.com.

Honestly, a few things slow me down. Reporting and analytics still feel a bit thin compared to bigger CRMs like Salesforce — if I want a deeper breakdown of my call-to-meeting conversion by segment, I sometimes have to piece it together manually or export to a spreadsheet. The mobile experience isn’t as polished as the desktop app, so it’s harder to update records on the fly between meetings. Some of the more advanced automation and sequencing features also feel newer and less battle-tested, so I’ve run into the occasional workflow that doesn’t trigger quite right. And since Attio is still growing fast, documentation and support response times can lag behind actual product changes, so I sometimes have to poke around or ask teammates instead of finding a quick answer myself. Review collected by and hosted on G2.com.

Attio is solving the “CRM as a chore” problem for me. Before, keeping data clean meant constant manual entry — updating contact info, tracking who touched which account, remembering to log calls. Attio automates a lot of that through enrichment and activity syncing, so the data stays accurate without me babysitting it. That directly benefits me because I spend less time on admin and more time actually prospecting and talking to leads, which is what actually moves my numbers.

It’s also solving a visibility problem across the team. Since everything updates in real time, I always know the current status of an account Review collected by and hosted on G2.com.

A few minor things. It's best on desktop - we've found it tough to maneuver on iPad and haven't even attempted phone yet, so if your team works on the go, that's something to know upfront. The reporting is plentiful, but there's a learning curve to figure out which reports actually serve your business best. And like most ERPs, learning which fields work for your workflow takes some trial and error - though there are plenty of custom field options to get you where you need to go.go. Review collected by and hosted on G2.com.

We were really struggling with inventory tracking - specifically, getting visibility into serial numbers on the outbound side with our 3PL. We shared the struggle with Xorosoft and they scoped and built out a solution with us. Now we have real systems in place to track inventory out in the world, which means we can service our customers faster and with more accuracy. As we scale, that kind of visibility is everything. Review collected by and hosted on G2.com.