Salesforce 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.

Accounting for construction requires some customization in addition to configuration. Customizations are required for PSR reporting and Percentage of Completion revenue recognition. That requires either a SuiteApp or customization. Basic setup was easy, but construction functions were a bigger challenge. Review collected by and hosted on G2.com.

NetSuite provides a common structure for managing manufacturing and construction across subsidiaries, offers ease of use, configurability, and detailed financial insights. However, it requires customization for construction accounting tasks. 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.

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.

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.

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.

I would love to see improvements on PO distribution and Inventory visibility with next available date and

fulfillment practices implemented. Review collected by and hosted on G2.com.

XoroERP helps us manage our Manufacturing, Sales Order, and Purchase Order processes. It’s very easy to use, and the team also makes software changes based on the specific needs of our business. Review collected by and hosted on G2.com.

I think this platform offers the most advanced and effective financial resources of its kind, I have nothing negative to say about the performance of all its virtual functions. Review collected by and hosted on G2.com.

As a user of the financial features and resources of Microsoft Dynamics 365, I can say that my business has improved the management and accounting of all its income, facilitating the supervision of each of our financial transactions. 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 love it for being the most cost friendly ERP with simple and intuitive interface for easier navigation.

Implementation takes time but once it's done everything flows nicely.

Dependency on partner with new customizations. Review collected by and hosted on G2.com.

Great with flexible customization to match exactly all our business needs and workflows.

Remarkable with integrating all departments under one roof.

Super scalable as our business grows while maintaining efficiency and productivity as before.

Cloud based with access of data and information from anywhere.

Excellent with real-time data access for accurate, dependable and intelligent data-driven business decisions. 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.

Tally Prime could benefit from improved features for filtering amounts and ledger accounts. Additionally, generating customized reports can be time-consuming when using the current version. Review collected by and hosted on G2.com.

As a new CA article trainee, I often found it challenging to understand how real-world transactions take place, which left me confused and made things seem complicated. However, using Tally has helped me grasp how transactions flow and connect, making the process much clearer. Whenever I work with a client who uses Tally software, I feel relieved because I can handle assignments with greater ease, better understanding, and in less time. Tally also offers a wide variety of reports, which are extremely helpful during company audits. Additionally, the Audit Trail feature is very useful, as it allows us to identify any fraudulent activities carried out by a company. 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.

For someone who has never used a financial system before, the learning curve is steep. Understandably with the product tailored more towards the US market, some terminologies do take some getting used to, but it is just a case of learning. Review collected by and hosted on G2.com.

The system allows you to fixate on the elements of your business that other smaller software cannot tailor to. Because of the sheer level of customization, my processes can be exactly how I need them to be. 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.

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.