Salesforce Software

I really like the newer tools in Salesforce Sales Cloud like the Agent Force for sales features. This includes tools like the sales development rep agent, the sales coach, and the lead nurturing agent, which bring some sort of AI capabilities to our workflow. These tools significantly reduce the manual tasks we used to do, as they automate a lot of the process. For new teammates, the onboarding agent is also helpful. The sales coach provides good guidance by checking all leads, opportunities, and accounts, offering a holistic view of all the information in one place. The lead nurturing agent automates communication with customers, serving as the first point of contact and saving a lot of time for our human sales reps. I also appreciate that the initial setup is quite easy and straightforward, thanks to the great documentation available from the Salesforce help website. Review collected by and hosted on G2.com.

HubSpot Sales Hub is easy to use and keeps everything in one place: deals, contacts, emails, tasks, and meeting links. The pipeline view is clear, automation saves time on follow-ups, and templates/snippets make outreach consistent across the team. Reporting is strong enough for weekly sales updates without needing extra tools, and the integration options (email, calendar, and other apps) make it fit well into our daily workflow. Review collected by and hosted on G2.com.

It now offers capabilities such as generative AI which makes the user experience very smooth. Review collected by and hosted on G2.com.

Close makes it really easy to manage and track all communication in one place. The built-in calling, email sync, and lead tracking are seamless, and the Smart Views save a lot of time when prioritising outreach. It’s fast, intuitive, and designed around actual sales workflows, not overcomplicated dashboards. Review collected by and hosted on G2.com.

NetSuite is extremely customizable and very consistent. We almost never have downtime, and there's very little it can't do. We have loads of integrations into and out of NetSuite and it continues to perform no matter what we throw at it. We've left several peripheral platforms in favor of leveraging the customization available in NetSuite to handle our diverse practices. Review collected by and hosted on G2.com.

We love how simple and clean the layout is. It is easy and intuitive to know exactly where we are at with each and every deal. It keeps them top of mind and trying to avance each deal through the pipeline. What can be easier than trying to advance each "chess piece" from one side of the table to the other.

We have tried many other CRM tools, but they were just databases that hold information. We were looking for something that specifically helps us track deals as they move through the sales pipeline.

In other CRM's the information gets burried and forgotten about. We were using an app called trello for just this function because it was extremely visual and easy to track. The problem was it did not have the CRM function so we were having to bounce between two difference applications.

Pipedrive has the same visuals, and drag and drop functionality as trello, but is has everything we need in one spot with the CRM. It is working perfectly for me.

It was super easy to get everything set up and dialed in and it was extremely user friendly with almost no learning curve.

The deal pipelines stay open all day long so that advancing deals through the pipeline stays top of mind. This has become our go to program to track sales and we love how simple it is.

I am very pleased that I discovered Pipedrive. It is exactly what I was looking for. Review collected by and hosted on G2.com.

ActiveCampaign is the lifeblood of my business. Without it, my marketing efforts would not be nearly as successful and I would not be able to message my program prospects with relevant information on a timely basis. And Active Intelligence is like having a market researcher, copywrite, graphic designer, and consultant on my marketing team. 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.

Bizautomation is an all in out software for all you business needs. No more marrying multiple systems together. Options of customization to the system to suite your business need. Avoid work around and settle with bare minimum performance. Fast direct to customer service without a tier systems to address your problems. Bizautomation to is a powerful tool for any business. Easy implemention and ease of integration with 3rd party sales. Review collected by and hosted on G2.com.

One of the biggest positives of EngageBay is how easy it is to get started with email campaigns and sequences. The email builder is clean and intuitive, so I didn't have to spend much time figuring things out. Creating campaigns, setting up automated sequences and managing contacts all feel straightforward.

I especially like the automation workflows for email sequences. You can build drip campaigns without overcomplicating things, and the logic is simple enough to manage even if you are not deeply technical. The templates are decent and customizable which helps save time when launching campaigns quickly. Review collected by and hosted on G2.com.

XoroERP is easy to use and fits well with our business processes. The main benefits for us are strong reporting, dynamic dashboards, and smooth integrations with third-party apps. Excellent Customer Support and easy implementation for any processes or new features. Review collected by and hosted on G2.com.

Microsoft Dynamics 365 is an amazing financial platform that facilitates the administration and management of all your business finances, allowing you to automatically record all income related to your business practices.

In addition, this platform offers accessible and reliable record keeping, integrating efficiently with the financial and commercial applications you use to complete your financial transactions. Review collected by and hosted on G2.com.

We’re genuinely really glad to have found Capsule for our CRM needs after spending a long time searching for the right solution. We tested several systems, but many were either too basic or far too complicated. Capsule struck the perfect balance between being powerful and easy to use.

The clean, intuitive interface was a big deciding factor for us. It’s simple to pick up and a pleasure to use day to day. The global word search in particular is brilliant — it feels like an extension of our own computer and allows us to instantly find contacts, emails, notes and history without any hassle.

It’s been very fast and reliable, with none of the lag or downtime frustrations we’ve experienced with other CRMs. It’s also easy to get new team members up and running, with a short and straightforward learning curve.

Managing our client database and relationships is now far more organised and efficient, and the pipeline and forecasting tools give us great visibility when planning ahead. The reports, goal setting, task management and reminders have made a noticeable difference to how we stay on top of things.

We also really appreciate how flexible the custom fields and tags are, which lets us tailor Capsule to how we actually work. The email and calendar integrations fit neatly into our daily workflow and save a lot of admin time.

On top of all that, Capsule offers excellent value for money, especially when compared with bigger enterprise CRMs. We’ve also had a great experience with customer support — always responsive and helpful. Overall, it feels spot on for a growing business: powerful enough to scale with us, without ever feeling overwhelming. Review collected by and hosted on G2.com.

Acumatica stands out with topnotch flexibility and customization to tailor it to suit all our business needs and workflows. I love it as cloud based with access of data and information from anywhere anytime. One of it's major benefit is real-time data access as it's unify all our departments together under one roof for quick and live access of data as it is recorded. Remarkable with real-time reporting for faster, accurate and dependable data-driven decisions. I love it as cost friendly ERP solutions amongst all. Simple and intuitive user interface and dashboard for quickly navigating. Review collected by and hosted on G2.com.

Tally Prime helps to maintain accounting records in a simple and straightforward way. What I like most about Tally Prime is its Education mode option, which allows many people to learn how to use Tally without having to pay anything. Review collected by and hosted on G2.com.

We have been using Fulcrum ERP for approximately 18 months in our aerospace manufacturing environment, and the experience has been very positive overall.

Fulcrum provided us with a dedicated onboarding integration specialist who guided us through the setup process. This individual was not only highly knowledgeable about the software, but also flexible and open-minded in helping us align Fulcrum with our aerospace-specific requirements. That willingness to adapt was critical in ensuring that we could maximize the system’s potential from the start.

Fulcrum stands out as a job shop ERP system designed with manufacturers in mind. One of the strengths of the platform is that it allows customers to either build their processes from scratch or migrate data from an existing ERP system. The software itself is robust, intuitive, and comprehensive, covering a wide range of functions needed to run a manufacturing operation efficiently.

While Fulcrum cannot customize every feature for each individual customer, they actively listen to client feedback and often incorporate widely requested changes into future updates. Compared to other ERP systems we’ve used, Fulcrum demonstrates a clear commitment to leveraging new technology and adapting to industry changes.

After the onboarding phase, Fulcrum transitions customers to a dedicated customer service representative. This continuity has been refreshing — it’s much more efficient to have a consistent point of contact rather than working with a different support agent every time. Both the onboarding team and the ongoing support staff have been knowledgeable, professional, and responsive.

Fulcrum has proven to be one of the most forward-thinking and comprehensive ERP platforms we have worked with. However, as with any ERP investment, success depends heavily on the effort put in by the customer. Clean data and thorough employee training are essential. I cannot overstate the importance of working closely with the onboarding specialist to ensure the system is configured correctly and that your team understands how to use its tools to their fullest potential.

Fulcrum has exceeded our expectations as a modern ERP solution for manufacturers. Their commitment to technology, customer input, and professional support make them stand out in a crowded field. We would recommend Fulcrum to other manufacturers seeking a flexible, evolving, and customer-focused ERP system. Review collected by and hosted on G2.com.

Using Instantly enabled me to reach a large amount of potential leads, which I consider a significant advantage, despite the challenges I faced with other aspects of the software. Review collected by and hosted on G2.com.

I would prefer using Rsoft CRM due to its Speed and Accuracy, User friendly, Best customization support product I have ever worked with, Efficient auto-dialer option in Mobile App which helped my executive dial 450 calls per day.

Escalations are addressed in short span of time.

Great technical support by Chockalingam, Shivani & rest of the team headed by Pradeesh. Review collected by and hosted on G2.com.

Sage Intacct is an incredibly comprehensive system. It allows you to focus with an unrivalled depth into any single aspect of your financials. Regardless of the size of the aspect, the ability to report on it is extensive. I personally love the Financial Report Writer, you can on demand create reports which are tailored to exactly how you need them to be. Allowing for professional, detailed and accurate reporting. Review collected by and hosted on G2.com.

We’ve been using Digit for about a year and it’s been a game-changer for our operation. We use the software daily and we're always able to rely on it. The software is well-structured and intuitive. It’s reliable and consistent, yet still allows us to tailor it for our business needs.

What really stands out is the team behind it. They’re always quick to communicate and genuinely care about helping us succeed. Since putting this system in place, we’ve been able to focus more on growing the business and less on worrying about data integrity or things slipping through the cracks. It’s been a great experience all around. Review collected by and hosted on G2.com.