Salesforce Software

One drawback is that advanced customization and premium features can increase implementation and licensing costs. Additionally, certain reports or pages may experience slower performance when working with large volumes of data.

Although Agentforce Sales provides robust sales management capabilities, it can be challenging for new users to learn all its features. Some administrative tasks and customizations require technical knowledge, which may increase dependence on administrators or consultants. Review collected by and hosted on G2.com.

Agentforce Sales helps us solve challenges related to managing customer information, tracking sales activities, and maintaining visibility across the sales pipeline. Before using it, data was often scattered across multiple tools, making it difficult to monitor opportunities and follow up with prospects effectively. With Agentforce Sales, all customer and sales information is centralized, workflows are automated, and reporting is more accurate. This has improved team productivity, enhanced collaboration, and helped us make faster, data-driven decisions, ultimately leading to better customer engagement and higher sales efficiency. Review collected by and hosted on G2.com.

Whole platform is excellent, the pricing structure canberather costly for startups and small businesses. The cost scales up quickly, particularly when add more seats for growing users which can make it a heavy investment for small business. Review collected by and hosted on G2.com.

HubSpot Sales Hub has simplified our sales operations by concentrating our sales efforts on a single platform. Before utilising HubSpot, we struggled with disconnected systems and manual data input, often resulting in errors and inefficiencies. Automated workflows handle routine duties like sending follow-up emails and updating data, allowing our team to focus on more strategic operations. The centralised database keeps all customer information up to date and conveniently accessible, which improves our communication and client interactions. Review collected by and hosted on G2.com.

Honestly, there isn’t much to dislike, but the process of migrating from our old system was complex, especially consolidating customers from multiple databases. Integrating new acquisitions and handling multi-currency, multi-tenant setups required extra effort and some creative workarounds, but Acumatica’s flexibility helped us address these challenges. I’d also say that while AI features are promising, we’re still exploring their full potential. Review collected by and hosted on G2.com.

Scalability and flexibility are the biggest strengths for us. Because of features like attributes, we’ve been able to design the underlying data structure so it can live in both big and small buckets, depending on what we need. That makes it easy to add something like a brand attribute for a new product, and then have the data automatically flow throughout the data ecosystem we’ve created. Review collected by and hosted on G2.com.

There are a few minor limitations, mostly around the management of certain data and how some objects interconnect. For example, you can't link a single person to multiple organizations or defining Analytics for Projects could be smoother. That said, these are small frictions and negligible compared to the overall benefit we get. Review collected by and hosted on G2.com.

Pipedrive solves the continuity of information within our team and prevents data loss during turnover - when someone leaves or a deal is handed over, the full history stays in one place. Concretely, it gives us constant, shared access to crucial client information so we can manage over 500 active clients effectively and plan follow-up actions without anything falling through the cracks. Since adopting it, our follow-up consistency has improved and we've cut the time spent on manual handover notes. This fluidity of information is the single biggest benefit for us.

Two quick tips beyond the text itself: the notice also mentions making sure your contact information is complete, so double-check the profile fields (work email, LinkedIn, company) are filled in - that's often what actually blocks "professional experience" verification. And the more you can replace a vague phrase with a number or a named feature, the faster these tend to clear. Review collected by and hosted on G2.com.

While NetSuite is a powerful and flexible platform, there are some limitations that can impact day-to-day usability.

One of the main challenges is with Saved Searches, particularly around complex criteria and advanced filtering. As requirements become more sophisticated, it can be difficult to build or maintain searches without workarounds, and performance can sometimes be impacted.

From a supply chain perspective, there are also limitations in inventory management and demand forecasting capabilities. Forecasting often requires additional customization or external tools to achieve higher accuracy and deeper predictive insights.

Overall, while NetSuite provides a strong foundation, some areas require enhancement or supplementary solutions to fully support advanced analytics and planning needs. Review collected by and hosted on G2.com.

What problems is it solving?

Before NetSuite, our data was trapped in different systems that didn’t talk to each other. We were wasting hours manually moving information between spreadsheets, which led to human errors and outdated numbers.

How is it benefiting you?

It puts everything—finance, sales, and operations—into one place. For me, the biggest benefit is having a single, reliable source of truth. I can see real-time performance dashboards without waiting days for manual reports, which means we can make faster, smarter business decisions. Review collected by and hosted on G2.com.

Close performs well for daily CRM and communication management, but there are a few areas where improvements would be welcome. The reporting section provides useful information, although additional customization options for dashboards and KPI reporting would help users perform deeper analysis without exporting data. Review collected by and hosted on G2.com.

Before using Close, communication records, follow-up tasks, and contact information were often spread across emails, spreadsheets, phone logs, and separate tools. This made it difficult to maintain visibility into ongoing discussions and increased the risk of missing important follow-up actions.

Close solved this problem by centralizing customer, supplier, and stakeholder interactions in a single system. Now communication history, tasks, meeting notes, and follow-up activities are connected to each contact record, making information easier to access and manage.

The automation features help reduce manual administrative work by creating reminders and managing routine follow-up activities. As a result, communication tracking is more consistent, response times have improved, and less time is spent searching for information across different systems.

Overall, Close has helped improve organization, increase visibility into ongoing activities, and reduce manual effort, allowing more time to focus on project execution and stakeholder management rather than administrative tracking. 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.

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.

The platform is generally easy to use, but some automation and workflow settings can take time to understand when setting them up for the first time.

Occasionally, I had to refer to the knowledgebase or support documentation to understand advanced automation conditions and workflow logic. The interface could be improved by making some settings easier to discover Review collected by and hosted on G2.com.

EngageBay helps us centralize lead management, email marketing and customer follow-up activities. We receive leads from multiple channels and use EngageBay to organize contacts, track communication history, segment audiences, and run targeted email campaigns. This has significantly reduced manual data management and improved our ability to follow up with prospect conistently.

Using automation workflows has saved several hours each week that would otherwise be spent sending repetitive follow-ups emails manually. Having all customer interactions and campaign data in one system makes it easier to monitor engagement and manage the sales pipeline effectively. 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.

The UI/UX is overall really clean and easy to use. That said, there are a few improvements that could make simple drill-downs or filtering data a bit easier and more intuitive. Since it’s a newer platform, there are definitely areas that can still be refined, but whenever I’ve raised something with our support team, they’ve been great about taking feedback seriously and offering a solution. Also, the pace of product and feature releases has been pretty incredible. Review collected by and hosted on G2.com.

Rillet has helped us accelerate our month-end close timeline, which has freed up time and energy to focus on process improvements, automation initiatives, and other business-critical projects (e.g., tackling our first-time audit and supporting new product launches). Review collected by and hosted on G2.com.

As our automations became larger, the workspace started feeling harder to organize, especially with lots of tags, lists, and workflows running at the same time. Some integrations also needed extra setup through tools like Zapier when we wanted more customized workflows. Pricing was manageable early on, but costs increased noticeably once our contact lists scaled. Support was decent for common issues, although more technical questions sometimes took longer to resolve.

The AI features are useful for smaller tasks like content ideas, but they still feel limited compared to standalone AI platforms. Review collected by and hosted on G2.com.

Before using ActiveCampaign we were handling email campaigns, lead nurturing and CRM follow-ups across separate systems, which created a lot of manual work and inconsistent tracking. ActiveCampaign helped centralize those processes through automation workflows tied to form submissions, page visits, and customer activity. It improved visibility between marketing and sales teams, reduced repetitive tasks and made campaign execution faster overall. The platform performance has been highly stable for us even when running our largest email campaign sends. The Google Analytics integration also helped us better understand engagement and conversion behavior, while the built in AI tools save some time during campaign setup by helping with subject lines and content suggestions. Review collected by and hosted on G2.com.

As great as all the integration is with Stok.ly, my only minor issue is the lack of integration with TikTok shop, meaning I have to manually place orders, which isn't the most detrimental issue in the world, however, it is a minor inconvenience Review collected by and hosted on G2.com.

I’m very pleased with Stock.ly overall. We moved from a very out-of-date system last year, and as soon as we implemented Stock.ly, it started streamlining the way our business operates. It brought our warehouse and brick-and-mortar shop together and helped squash many of the problems we’d been dealing with before. Review collected by and hosted on G2.com.

It has not yet been able to integrate smoothly with Dental inteligence which was recommended prior to migrating to Sage intacct.That the only complaint l really have with it. Review collected by and hosted on G2.com.

Before migrating to sage intacct l had to manually do Accounts Receivable reconciliations which was time consuming since they made up majority of my bank transactions. Now with sage l don't have to do them individuall l just have to upload one journal and everything will clear up. This has honestly time saving and have reduced my workload by a lot. I do get to download my reports quicker no matter how big the document is. I have not been using it for long but so far it does seem worth it. Review collected by and hosted on G2.com.

Bigin works well for day-to-day project and customer tracking, but there are areas where it can feel limited as requirements become more complex.

The reporting functionality is sufficient for standard tracking, but I would like more advanced dashboard customization and deeper reporting options for analyzing project performance across multiple teams or business units.

Some workflow automation capabilities are also more basic compared to larger CRM platforms. For straightforward processes this is not an issue, but organizations with highly customized workflows may eventually need additional flexibility. Review collected by and hosted on G2.com.

Before using Bigin, project information was spread across emails, spreadsheets, meeting notes, and personal reminders. Tracking follow-ups and maintaining visibility into ongoing discussions required significant manual effort.

Bigin provided a centralized place to manage contacts, project-related activities, supplier communication, and follow-up actions. For example, when coordinating with suppliers during project execution, I can quickly review previous discussions, pending tasks, and upcoming deadlines without searching through multiple systems.

This has improved accountability because tasks are visible, deadlines are easier to track, and communication history remains attached to the relevant project record. It has also reduced the risk of missed follow-ups and duplicate work.

The biggest benefit has been improved organization, faster access to information, better collaboration among stakeholders, and greater visibility into project progress. It has helped create a more structured workflow while reducing manual tracking effort. 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.

The main drawback of SAP S/4HANA Cloud is its rigid customization model and the strict limits it places on legacy custom code (ABAP modifications). Because the cloud edition enforces a “Clean Core” architecture to support seamless, automated upgrades, it becomes extremely difficult to adapt the platform to highly unique or complex, pre-existing business processes. In practice, you’re strongly pushed toward standard SAP best practices, which leaves very little room for truly bespoke development.

On top of that, transport management and deployment in a multi-tenant cloud environment can feel restrictive for technical administrators. Since changes are often tightly bundled, deploying custom logic apps or configuring localized workflow extensions means working through constrained cloud APIs rather than having direct database control. This can create a noticeably steeper learning curve for teams coming from classic, legacy SAP setups. Review collected by and hosted on G2.com.

SAP S/4HANA Cloud addresses the major challenge of data fragmentation and siloed enterprise operations. In many traditional setups, critical business functions such as project management, warehouse processing, purchasing, and cash management run in separate databases, which often creates reconciliation delays and leads to inaccurate or inconsistent reporting.

By centralizing these processes into a single cloud core, the platform becomes a unified source of truth and delivers real-time operational visibility. In my day-to-day work, this has meant moving away from slow, manual batch processing and toward automated, immediate updates. High-priority activities—like tracking purchase orders, reviewing inventory analytics, and monitoring cash flows—are brought together on a centralized dashboard, helping our team make faster, data-driven decisions while keeping the supply chain and finance pipelines aligned and synchronized. 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.

The only thing I dislike is that I can’t granularly choose number formats for currencies or set the first day of the week (Sunday or Monday) independently of the language selection. As soon as you pick a language, those options are automatically applied. That’s not optimal. Review collected by and hosted on G2.com.

I use the Sales Pipeline to keep track of all the leads connected to my professional speaking opportunities, and it’s been a very effective way to stay organized and follow up consistently. Review collected by and hosted on G2.com.

Some functionality wasn't available immediately. As with many growing platforms, there were occasional gaps in functionality that required workarounds while enhancements were being developed. However, the team was proactive in providing temporary solutions and communicating future improvements. Review collected by and hosted on G2.com.

Our team chose Digit because it offered the best combination of functionality, support, and value. As someone new to implementing an ERP system in a startup environment, I was impressed by how closely the Digit team partnered with us every step of the way.

What stood out most was their responsiveness. Whether we had an urgent issue or needed help understanding a complex process, the Digit team, not just customer support, was always available to help. When the platform didn't fully support a specific need, they worked with us to create interim solutions while developing longer-term improvements.

Digit's AI-powered support has also been a great addition. It provides quick answers and helps users find solutions without having to wait for assistance.

Overall, Digit has been more than a software vendor. They've been a collaborative partner in helping us successfully implement and grow with the platform. Review collected by and hosted on G2.com.