Social Selling Software

Typically, Social Selling is a capability of a variety of other G2 Software categories. See more below to select the

best Social Selling Software.

Social selling is a sales strategy wherein salespeople use social media networks to interact with business prospects. The growing prominence of the strategy makes sense-- both salespeople and their prospects are likely engaging with social media on a daily basis, so the social approach allows salespeople to connect with their prospects in a less invasive way than cold calls or emails. Connecting socially breaks down some of the formal barriers between sales professionals and those they’re trying to sell to, creating an open channel for prospects to ask questions or for salespeople to share helpful content that a prospect may find valuable, even if they are not ready to buy yet. To excel at social selling, salespeople need to focus on building their personal brand and building trust amongst their social networks. Salespeople should have fully fleshed out social profiles across a variety of networks related to their industry, then share truly valuable, informative information that prospects might find valuable (but that isn’t necessarily directly pushing a sale). A combination of software products can be used to optimize a social selling strategy. Software categories that can help facilitate social selling include social networks, social media management, social media monitoring, CRM, and Influencer Marketing.
Sprout Social

Sprout Social

(6,877)4.4 out of 5

Sprout Social

(6,877)4.4 out of 5

Sprout Social is an intuitive platform that delivers smarter, faster business impact from social media.. Empower your teams to better connect with audiences, streamline publis

Top Social Selling Software Result from Social Media Suites

Also listed in Social Media Listening Tools, Social Media Management, Social Media Analytics, Social Customer Service


Jose David C.
JC
“Sprout simplifies post approval and centralizes all our networks”
What do you like best about Sprout Social?

With Sprout, we have completed the entire approval process for our social media posts. Since our posts need to be approved by the company's executives, we share all the content with them for review and approval. This has helped us improve processes and integrate each of our networks in one place. Review collected by and hosted on G2.com.

What do you dislike about Sprout Social?

The only downside I see is that the costs are very high for a company, as you need to pay a high subscription fee to manage it easily. Additionally, if you want to add an extra user, the cost increases even more. Review collected by and hosted on G2.com.

What problems is Sprout Social solving and how is that benefiting you?

Having to constantly send a presentation to the executives and then wait for responses via email and WhatsApp, which ultimately were not unified in one place, was very inconvenient. I had to search separately for what was being said about the post on each channel. With Sprout, that issue was resolved. Review collected by and hosted on G2.com.

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Hootsuite

Hootsuite

(7,500)4.3 out of 5

Hootsuite

(7,500)4.3 out of 5

Hootsuite is the leader in social media management, trusted by more than 18 million users. With Hootsuite, you can confidently schedule posts, engage in conversations, and tra

Top Social Selling Software Result from Social Media Management

Also listed in Social Media Suites, Social Media Listening Tools, Social Media Analytics, Social Media Advertising, AI Agents For Business Operations


Sebastian H.
SH
“A Convenient All-in-One Tool for Social Media Management”
What do you like best about Hootsuite?

What I like best about Hootsuite is how easy it makes managing multiple social media accounts from one place. The scheduling tools are very convenient, the dashboard is intuitive, and it saves a lot of time when planning and publishing content across different platforms. I also like having analytics and performance insights available in the same tool, which makes it easier to track results and improve our social media strategy. Review collected by and hosted on G2.com.

What do you dislike about Hootsuite?

One thing I dislike about Hootsuite is that the platform can sometimes feel a bit overwhelming, especially when working with several accounts and features at once. Some tools and reporting options also take time to learn, and certain advanced features are only available on higher-priced plans. Overall, it is a useful platform, but the user experience and pricing could be more flexible. Review collected by and hosted on G2.com.

What problems is Hootsuite solving and how is that benefiting you?

Hootsuite helps solve the challenge of managing multiple social media accounts efficiently. Instead of switching between different platforms, we can schedule, publish, monitor, and review content from one place. This saves time, makes content planning more organized, and helps the team stay consistent with posting. The reporting and analytics features also make it easier to understand performance and adjust our social media strategy based on results. Review collected by and hosted on G2.com.

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Pipedrive

Pipedrive

(5,082)4.3 out of 5

Pipedrive

(5,082)4.3 out of 5

Pipedrive is a web-based sales CRM software that lets sales teams track pipelines, optimize leads, manage deals and automate their entire sales process so they can focus on se

Top Social Selling Software Result from CRM

Also listed in Email Marketing, Sales Analytics, Sales Performance Management, Email Tracking, Online Form Builder


Ted B.
TB
“Training made all the difference”
What do you like best about Pipedrive?

The online videos and the in person onboarding made all the difference for me and my team. I do recommend Pierce Review collected by and hosted on G2.com.

What do you dislike about Pipedrive?

Difficult to differentiate the different crms in the sales process but glad I chose pipedrive Review collected by and hosted on G2.com.

What problems is Pipedrive solving and how is that benefiting you?

Better reporting to manage prices Review collected by and hosted on G2.com.

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SOCi

SOCi

(5,003)4.5 out of 5

SOCi

(5,003)4.5 out of 5

AI-powered marketing solutions for multi-location businesses.

Top Social Selling Software Result from AI Agents For Business Operations

Also listed in AI Content Creation Platforms, Multi-Location Marketing Platforms, Store Locator, Local Listing Management, Chatbots


Management T.
MT
“Bahama Bucks.”
What do you like best about SOCi?

We maintain continual contact with customer reviews, information for customer’s, and many operational functions. Have grown to rely and trust SOCI. Would totally recommend Review collected by and hosted on G2.com.

What do you dislike about SOCi?

Sometimes navigation is a little complex but have always been able to complete desired task. Review collected by and hosted on G2.com.

What problems is SOCi solving and how is that benefiting you?

One stop for operational times and specials as well as fluid response for customer interaction. Review collected by and hosted on G2.com.

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Sell faster, smarter, and more efficiently with AI + Data + CRM. Boost productivity and grow in a whole new way with Sales Cloud.

Top Social Selling Software Result from CRM

Also listed in Sales Planning, Business Scheduling, Revenue Operations & Intelligence (RO&I), Conversation Intelligence, Sales Engagement


Harshita R.
HR
“Powerful Lead Tracking, Though the Many Options Take Time to Learn”
What do you like best about Salesforce Sales Cloud?

I like having customer and prospect information available in one system instead of checking different spreadsheets or email. It helps me understand lead status, review previous interactions, update follow-up activities, and get a basic view of the sales pipelines as a trainee. It also gives me a better understanding of how sales teams manage prospects through different stages. The lead tracking and activity management features are my favorite. I can check the current status of a lead, see previous activities, and understand what follow-up needs to happen next. The interface is structured and provides a lot of information. It took me some time to understand the different sections, but regular use made navigation much easier. The integrations are helpful because sales and marketing activities usually involve CRM, communication, productivity, and project management tools. Connecting these systems reduces repeated data entry and makes collaboration easier. Review collected by and hosted on G2.com.

What do you dislike about Salesforce Sales Cloud?

There are many features and configuration options which can be a little overwhelming initially. I sometimes need guidance to understand which fields, reports, or processes are relevant to my work. The platform becomes easier once I get familiar with the team's setup. Review collected by and hosted on G2.com.

What problems is Salesforce Sales Cloud solving and how is that benefiting you?

It helps keep sales and marketing information organized and reduces dependency on separate spreadsheets for tracking prospects. I can see lead progress, follow-up activities, and customer information in one place. This makes it easier to coordinate with senior team members and understand which prospects or activities need attention. The lead tracking and activity management features are my favorites. I can check the current status of a lead, see previous activities, and understand what follow-up needs to happen next. The performance has been reliable for my daily activities such as checking leads, updating records, reviewing customer information, and monitoring sales tasks. Review collected by and hosted on G2.com.

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Sales Hub is a modern sales software that helps teams build pipeline, accelerate deal velocity, and create stronger customer connections. Powered by HubSpot’s Smart CRM, it co

Top Social Selling Software Result from CRM

Also listed in Conversation Intelligence, Business Scheduling, Sales Engagement, AI Sales Assistant, Sales Enablement


Nykko F.
NF
“Clear Pipelines and Easy Meeting Booking”
What do you like best about HubSpot Sales Hub?

The sales process lives in the same system as everything else. Deal pipelines with clear stages and win probabilities show where every deal stands. Meeting links with round-robin make booking discovery calls easy. Workflows run follow-up and nurture automatically when a deal stalls or closes. Review collected by and hosted on G2.com.

What do you dislike about HubSpot Sales Hub?

Meeting scheduling can't route prospects by location, even on higher tiers. A round-robin page only splits meetings evenly, so we built a routing form in front of three separate links to get territory-based booking. Some automation behaviour is also surprising. Switching on a workflow doesn't enrol records that already match, and the existing ones need a separate manual step. Review collected by and hosted on G2.com.

What problems is HubSpot Sales Hub solving and how is that benefiting you?

Sales Hub gives us one shared view of every deal through staged pipelines with win probabilities, so leadership and reps see the same status. Meeting links with territory routing and round-robin remove scheduling back-and-forth for discovery calls. Workflows automatically nurture stalled and closed-lost deals, so follow-up doesn't depend on anyone remembering. Because sales sits in the same portal as onboarding and delivery, a client's record carries through without retyping. Review collected by and hosted on G2.com.

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impact.com

impact.com

(2,465)4.4 out of 5

impact.com

(2,465)4.4 out of 5

Drive rapid revenue growth through successful affiliate, creator, and referral partnerships—all from one comprehensive platform. impact.com connects you with 250K+ vetted part

Top Social Selling Software Result from Affiliate Marketing

Also listed in Influencer Marketing Platforms, Customer Advocacy, Partner Relationship Management (PRM), Partner Ecosystem Platforms, Attribution


Sonu R.
SR
“Makes Affiliate Partnership Management Easy and Organized”
What do you like best about impact.com?

What I like most about impact.com is that it makes managing affiliate partnerships easy. We can work with publishers, track performance, and see how they help generate revenue. The platform keeps everything organized in one place and helps us understand which partnerships are working well. Overall, it makes our daily affiliate marketing work smoother and saves time. Review collected by and hosted on G2.com.

What do you dislike about impact.com?

Sometimes it takes a little time to find the right information or understand certain features. The dashboard can feel a bit confusing in the beginning, especially when you are new to the platform. It would be nice if some things were simpler to find. Review collected by and hosted on G2.com.

What problems is impact.com solving and how is that benefiting you?

impact.com helps us manage our affiliate partnerships and work with publishers more easily. We can track publisher performance, check results, and understand how our partnerships are helping generate revenue. It keeps most of our work organized in one place and saves time when managing campaigns. Some features take time to understand, but overall, it makes our daily work easier and helps us improve our affiliate marketing results. Review collected by and hosted on G2.com.

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monday CRM

monday CRM

(1,823)4.5 out of 5

monday CRM

(1,823)4.5 out of 5

monday CRM is a dedicated sales platform that enables business owners, sales teams, and RevOps to manage the entire sales cycle from pre- to post-sales — managing all customer

Top Social Selling Software Result from CRM

Also listed in Email Tracking, Sales Performance Management


RP
Original Information
“monday CRM Centralizes Projects and Enhances Team Collaboration”
What do you like best about monday CRM?

What I like most about monday CRM is how it centralizes project information and strengthens collaboration across teams. It allows us to track quotation requests, monitor project progress, assign responsibilities clearly, and manage deadlines more efficiently. Review collected by and hosted on G2.com.

What do you dislike about monday CRM?

One of the least helpful aspects is that some features take multiple clicks to reach, which can slow down routine tasks. Although the platform is highly customizable, configuring and maintaining more complex workflows can be time-consuming, especially for new users. Review collected by and hosted on G2.com.

What problems is monday CRM solving and how is that benefiting you?

monday CRM helps solve the challenge of organizing project information and tracking tasks across different teams. By keeping everything in one platform, it improves visibility, strengthens collaboration, and makes it easier to ensure quotation requests and project milestones are completed on time. Review collected by and hosted on G2.com.

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Vista Social

Vista Social

(1,136)4.8 out of 5

Vista Social

(1,136)4.8 out of 5

Vista Social is a modern all-in-one social management solution that empowers agencies and brand owners to do more with their social media strategy. Feature include a best-in-

Top Social Selling Software Result from Social Media Suites

Also listed in Employee Advocacy, Social Media Analytics, Social Media Management, Social Media Listening Tools, Social Media Advertising


Ronalae V.
RV
“Easy, Clean, and Time-Saving Social Media Management with Vista Social”
What do you like best about Vista Social?

I’ve had a great experience using Vista Social so far. The platform is easy to use, straightforward, and really helpful for managing social media content more efficiently. I especially like how it simplifies the workflow and saves me time when working on my pages.

The interface is clean and beginner-friendly, so it doesn’t feel overwhelming even if you’re just getting started. Overall, Vista Social has been a useful tool for my social media workflow, and I’d definitely recommend giving it a try if you’re looking for a simpler way to manage and grow your online presence. Review collected by and hosted on G2.com.

What do you dislike about Vista Social?

Nothing—seriously! I love everything it has to offer, and I’m really happy with all the features it includes. Review collected by and hosted on G2.com.

What problems is Vista Social solving and how is that benefiting you?

As a social media manager, I really have to monitor data and analytics, reply to customers, keep track of what’s happening on the accounts I manage, and create and post content. This helps me get all of those tasks done in a short period of time. Review collected by and hosted on G2.com.

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Facebook

Facebook

(774)4.3 out of 5

Facebook

(774)4.3 out of 5

Founded in 2004, Facebook's mission is to make the world more open and connected. People use Facebook to stay connected with friends and family, to discover what's going on in

Top Social Selling Software Result from Social Networks


Favour G.
FG
“Easy to Navigate, Secure, and Great for Connecting Communities”
What do you like best about Facebook?

I love that Facebook can be used for different reasons, post pictures and videos, connect with other people, have an online business, also for research on different topics; I also like that it is private and secure; I love the other groups you can connect with depending on what you like, you can have your own community, and the interface is very easy to navigate even as a beginner Review collected by and hosted on G2.com.

What do you dislike about Facebook?

The only thing I would say I do not like is how anyone can message, put you into one chatting group without my consent, it annoys me Review collected by and hosted on G2.com.

What problems is Facebook solving and how is that benefiting you?

Facebook helps me connect with other people online, build my own community, and sell my products. It also helps me reach people all over the world—people I probably would never be able to reach on my own. Its reliable, is fast when using it, its also easy to connect to other apps or website if I have to. It is also free to use, and I don't have to subscribe to use and get access to everything on the app. Onboarding is also very easy for anyone, whatever level of education they have, the AI feature is also easily accessible and very helpful. Review collected by and hosted on G2.com.

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Marketing automation software to help you attract the right audience, convert more visitors into customers, and run complete inbound marketing campaigns at scale — all on one

Top Social Selling Software Result from Marketing Automation

Also listed in AI Marketing Agents, Account-Based Orchestration Platforms, Pop-Up Builder, Conversational Marketing, Customer Journey Analytics


Parth M.
PM
Original Information
“Effortless Automation and Seamless CRM Integration with HubSpot”
What do you like best about HubSpot Marketing Hub?

What stands out most for me is the automation and workflows. HubSpot makes it incredibly easy to set up lead nurturing sequences, automate follow-ups, and segment contacts based on behavior - all without needing deep technical knowledge. The integration with the CRM ensures every campaign action ties directly to sales outcomes, which is a huge plus for tracking performance. Review collected by and hosted on G2.com.

What do you dislike about HubSpot Marketing Hub?

The biggest downside is cost scalability - as you expand your contact list or need premium features like A/B testing, advanced automation, or paid ad tracking, the monthly cost can increase quickly. For smaller teams, that can limit access to some of the best tools. Review collected by and hosted on G2.com.

What problems is HubSpot Marketing Hub solving and how is that benefiting you?

Before HubSpot, managing leads across multiple channels was fragmented. HubSpot Marketing Hub solves that by allowing us to automate lead nurturing, segmentation, and follow-ups in one seamless workflow. This has improved our response time, lead quality, and overall conversion rates. The automation ensures prospects get timely, relevant communication without constant manual effort. Review collected by and hosted on G2.com.

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Close

Close

(2,113)4.7 out of 5

Close

(2,113)4.7 out of 5

Close is an all-in-one sales CRM designed to increase sales productivity for sales teams. With built-in calling, email, SMS, and more, sales teams are able to close more deals

Top Social Selling Software Result from CRM

Also listed in SMS Marketing, AI SDRs, Auto Dialer, Customer Communications Management, AI Sales Assistant


Eric J.
EJ
“Close Just Works: Rock-Solid CRM Reliability and an API That Never Breaks”
What do you like best about Close?

My general feedback in the prior survey was "Close Just Works". We have been using Close for our primary CRM for a few years now and so far I ...

* have yet to have the API break

* have yet to have any kind of outage

* have yet to lose any data

* have yet to have an API / Integration problem I could not quickly and easily solve Review collected by and hosted on G2.com.

What do you dislike about Close?

I don't have any major problems with the system. Minor issues that I've faced have been batch processes sometimes not fully running over entire data sets (but this was transient), and sometimes finding the actual ID of an element (lead id is easy, it's in the URL) like a contact is a bit tricky. Review collected by and hosted on G2.com.

What problems is Close solving and how is that benefiting you?

Close integrates our customer communications through GMail and phone, and this combines with our own data that comes from our back office system through the API. This link enables our sales staff to immediately and clearly understand what type of sales encounter they're embarking on! Review collected by and hosted on G2.com.

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Tracknow

Tracknow

(273)5.0 out of 5

Tracknow

(273)5.0 out of 5

Tracknow is an affiliate software that allows you to connect your E-Commerce website or start your own affiliate marketing platform. Tracknow is a SaaS platform solution that

Top Social Selling Software Result from Affiliate Marketing

Also listed in Influencer Marketing Platforms, Partner Ecosystem Platforms


Shahid Ul I.
SI
“Streamlined Affiliate Management, Needs Mobile Boost”
What do you like best about Tracknow?

I like how the dashboard is exceptionally clean and displays clicks, conversations, and commissions without any lag, which is critical for monitoring high traffic campaigns. It's great to have automated invoice generation that eliminates manual calculations. The system allows affiliates to generate their own invoices based on verified data, providing a seamless and error-free payout process. The fraud detection tools give me peace of mind as they ensure traffic is legitimate and my budget is spent effectively. Real-time data and automation features drastically reduce my administrative burden, save hours of manual work, and support agile decision-making. The ease of initial setup, thanks to personal onboarding support, allowed us to move from manual spreadsheets to an automated system smoothly. I also appreciate the coupon tracking feature for monitoring conversations from video descriptions and social media posts, as it helps identify which content generates the most revenue. Review collected by and hosted on G2.com.

What do you dislike about Tracknow?

There is a minor challenge with the initial learning curve because the platform is so feature-rich, making the dashboard feel a bit overwhelming for a new user during the first few days. I also think the knowledge base and documentation could be expanded. Having more detailed how-to guides or videos for advanced setups, like API integration, would make the self-onboarding process much faster. Lastly, a more robust mobile app for checking stats on the go would be a great addition to the platform. Review collected by and hosted on G2.com.

What problems is Tracknow solving and how is that benefiting you?

Tracknow solves manual tracking and inaccurate attribution issues. It provides real-time data in a centralized dashboard, with built-in fraud prevention and automates communication, calculations, and manage payouts. This ensures transparency and saves hours of manual work, optimizing marketing budget use. Review collected by and hosted on G2.com.

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Birdeye

Birdeye

(4,258)4.7 out of 5

Birdeye

(4,258)4.7 out of 5

Birdeye is the #1 agentic marketing platform for multi-location brands, trusted by over 200,000 businesses to deliver measurable growth with AI. With Birdeye, brands harness t

Top Social Selling Software Result from Online Reputation Management

Also listed in AI Agents For Business Operations, Marketing Automation, Answer Engine Optimization (AEO), Multi-Location Marketing Platforms, AI Content Creation Platforms


Sydney V.
SV
Original Information
“Helpful Integrations, Strong Performance, and HUGE Time Saver”
What do you like best about Birdeye?

The integrations across so many different platforms has been a game changer for our social media and review engagement. Another aspect that has saved us a great deal of time is being able to manage and automate office listings, marketing posts, review responses, etc. for several locations at once. Review collected by and hosted on G2.com.

What do you dislike about Birdeye?

It would be incredible if Birdeye could feed updated information back into our scheduling software. For example, if an email bounces back as non-deliverable, I’d love for it to be flagged or marked in some way so our team knows to update it the next time we interact with that client.

The only other thing I haven’t loved is that, when we were interested in adding mass texting capabilities, we discovered our initial integration wasn’t sufficient. We tried to update our integration using an SFTP file transfer; however, there wasn’t a quick or simple way to filter the necessary data from our software into the correct format to support further integration. Review collected by and hosted on G2.com.

What problems is Birdeye solving and how is that benefiting you?

Birdeye has given our seven locations the ability to consolidate social media, email campaigns, review requests, and online inquiries/leads in one place. It saves us hours each week by automating review requests nightly, letting us create social media posts and schedule them across multiple platforms for all locations at once, and enabling us to communicate with online inquiries/leads in real time. It's easy to use and is customizable to fit our needs. Review collected by and hosted on G2.com.

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Insense

Insense

(374)4.5 out of 5

Insense

(374)4.5 out of 5

Insense is a creative platform that connects a global community of 35k+ video creators with brands to generate custom content at scale.

Top Social Selling Software Result from Content Creation

Also listed in User-Generated Content, Influencer Marketing Platforms


Britney L.
BL
“Streamlining Brand-Creator Collaborations”
What do you like best about Insense?

I love how seamless the entire collaboration process is on Insense. The platform makes it incredibly easy to connect with creators, manage briefs, and manage content all in one place. It saves so much time working on the brand side Review collected by and hosted on G2.com.

What do you dislike about Insense?

When I copy and paste text into a field, the dropdown box no longer expands the way it used to. Instead of the text box opening fully, I have to manually scroll down to see everything I pasted, which makes the process a bit inconvenient. Review collected by and hosted on G2.com.

What problems is Insense solving and how is that benefiting you?

Insense solves the challenge of efficiently connecting with quality creators for authentic content campaigns. Instead of spending hours sourcing talent, managing submissions, and coordinating deliverables, the platform centralizes everything in one place. This allows brands to launch campaigns faster, maintain consistency in messaging, and access a wide variety of creators, ultimately driving better engagement and ROI. Review collected by and hosted on G2.com.

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EngageBay

EngageBay

(780)4.6 out of 5

EngageBay

(780)4.6 out of 5

Simple All-in-One Marketing Software. With awesome software tools backed by a dedicated support team to make every part of your marketing more effective.

Top Social Selling Software Result from Marketing Automation

Also listed in Online Form Builder, Landing Page Builders, A/B Testing, Email Tracking, CRM


Felix M.
FM
“All-in-One CRM and Automation That Keeps Client Feedback Organized”
What do you like best about EngageBay?

What I like most about EngageBay is its all-in-one stack for CRM, marketing automation, and client project communication. It brings lead nurturing, client follow-ups, and stakeholder feedback tracking into one place for our boutique industrial design studio, Form Studio Works. Before adopting EngageBay, our lean 11–50 person team bounced between separate CRM software for prospect tracking, email tools for client check-ins, and shared cloud folders for storing design feedback and prototype approvals. With data spread across disconnected systems, we often missed follow-ups with prospective product clients and struggled to maintain a complete record of feedback threads tied to each design project.

The built-in CRM with custom project fields is the feature I rely on daily. I set up custom fields within each client record to track prototype revision counts, material selection preferences, and milestone deadlines for our industrial design work. When we onboard a new product client, I attach their project brief, reference images, and stakeholder contact details directly to their CRM profile. Last quarter, we took on a consumer hardware redesign project, and every client comment on 3D prototypes was captured on the same contact timeline. Having everything in one unified record saves roughly 6 hours each week that I used to spend hunting through scattered email threads and shared drives to piece together feedback history for our design team.

EngageBay’s email sequence automation is another major asset for our studio. I build segmented nurture sequences for prospective manufacturing clients who download our industrial design case studies from our website. The workflow automatically sends relevant project examples and booking links for discovery calls, and it flags high-intent leads when they open multiple emails or visit our portfolio page. This keeps outreach consistent in a way our small team couldn’t realistically maintain manually, and it frees our senior designers to focus on prototype development instead of chasing follow-up emails.

One unexpected benefit has been the native form builder that’s integrated with the CRM. We embedded custom intake forms on our website for new project inquiries, and we also use those same forms to collect structured client feedback after prototype reviews. When a potential client submits the intake form, their requirements, budget range, and timeline expectations automatically populate a new CRM contact and generate a task for me to review the submission. That removes manual copy-and-paste work that previously took up to 3 hours per week during busy proposal seasons. The form responses remain permanently linked to the client profile, so our design team can revisit the original project scope at any stage without digging through separate documents.

Because our studio doesn’t have dedicated in-house IT staff, EngageBay’s unified platform also reduces the overhead of managing multiple SaaS subscriptions and maintaining integrations between disjointed tools. We can quickly adjust user permissions for contract 3D artists, giving them limited access only to their assigned client feedback threads while keeping sensitive pricing information hidden. Overall, the platform ties lead generation, client communication, and project context into one space, helping our small design studio maintain consistent communication and keep stakeholder feedback organized through prototype iterations and final deliverable handoffs. Review collected by and hosted on G2.com.

What do you dislike about EngageBay?

What I dislike about EngageBay is its limited native file handling and rigid custom reporting, which create ongoing workflow friction for our boutique industrial design studio, Form Studio Works. Our lean 11–50-person team has no dedicated in-house IT, and while EngageBay excels at CRM and marketing automation, it feels built for general sales teams rather than design firms that routinely manage heavy 3D prototype files, high-resolution renders, and multi-round client feedback documentation.

The most frustrating limitation is the platform’s file upload constraints. We often attach product renderings, CAD previews, and prototype test reports to client CRM records, but EngageBay enforces strict per-file size caps and can’t preview heavier design assets directly within the contact timeline. Last quarter, while working on a portable consumer hardware redesign, I tried to attach a 3D prototype render to the client project record and immediately hit the upload limit. I ended up hosting the file in our cloud storage and pasting an external link into the CRM timeline instead. That workaround forces our designers to bounce between EngageBay and our cloud asset library whenever they review client feedback, adding roughly five hours of extra navigation work each week. The platform also lacks native versioning for attachments, so when we upload revised design iterations, we have to manually rename every file to avoid overwriting older, client-approved versions.

Custom reporting is another major pain point. As Design Operations & Client Project Delivery Manager, I need combined reports that track lead source conversion, project timeline delays, and freelance vendor hours for quarterly studio reviews. EngageBay’s default report builder can’t merge CRM lead data with our custom project milestone fields into a single dashboard. For our annual business review, I spent nearly eight hours exporting separate CSV datasets and stitching them together in spreadsheets just to calculate project profitability by lead channel. Even basic design-specific KPIs, like prototype revision cycles, can’t be tracked natively, so I’m forced to maintain manual logs outside the platform.

Granular user permissions also create headaches. We frequently onboard contract 3D artists and freelance industrial designers for short project sprints, and we need to give them access only to their assigned client feedback threads while keeping other client pricing and confidential project records hidden. EngageBay’s permission roles are broad and can’t be narrowed down to individual project contact records. On one recent product design project, I gave a freelance artist limited portal access, and they were still able to view contact names from our other active client accounts. I then spent over four hours auditing contact visibility and adjusting role settings to lock down sensitive client data.

Another downside we uncovered is the limited native integration ecosystem for creative tools. EngageBay has no direct connection to Figma or our 3D asset management software. When client feedback is logged inside our design files, there’s no automatic sync back to EngageBay’s CRM timeline, so team members have to manually copy comments across systems. We rely on Zapier to bridge these gaps, but the extra middleware occasionally breaks syncs and forces manual data validation. Overall, while EngageBay handles lead capture and email follow-up well, its general-purpose architecture doesn’t accommodate the large design files and multi-round feedback workflows that sit at the core of our industrial design operations. Review collected by and hosted on G2.com.

What problems is EngageBay solving and how is that benefiting you?

As the Design Operations & Client Project Delivery Manager at Form Studio Works, our lean 11–50-person industrial design studio previously struggled with scattered lead tracking, inconsistent prospect follow-up, and disconnected client communication records. With no dedicated in-house IT, we were running separate tools for lead capture, email outreach, and contact notes. Client feedback, project scope details, and prospect conversation history lived across email threads and cloud documents, which led to missed discovery calls, incomplete project briefs, and lost context when handing work off to our product designers and 3D artists. EngageBay helps resolve these disjointed workflows by bundling CRM, form capture, and email automation into one unified platform, reducing manual admin and giving our small team clearer visibility across both prospect pipelines and active client projects.

The main problem EngageBay addresses for us is a fragmented lead intake and prospect nurturing process. Before adopting it, we used standalone web forms to collect project inquiries, then manually copied prospect details into a basic contact list and scheduled follow-up emails. That manual workflow took roughly six hours out of my week, and high-intent manufacturing clients sometimes waited days for a reply when we were deep in prototype deadlines. EngageBay’s native form builder and CRM auto-sync remove that duplication. Now, when a potential client submits our project inquiry form on the studio website, their budget, timeline, and product design requirements instantly populate a new CRM contact record and trigger a tailored email sequence. Last quarter, this automation nurtured a prospect for a portable consumer device redesign and flagged them as high priority after they reviewed our case study page, so I could book a discovery call at the right moment without having to chase them manually.

EngageBay also solves our lack of centralized client communication history. Previously, client feedback, revision requests, and scope changes were trapped inside email threads. When our design team kicked off a new prototype iteration, they could spend hours hunting down the original requirements and past feedback. Now I use custom fields within each client CRM record to track prototype revision counts, material preferences, and milestone deadlines, and client emails and comments are appended to the contact timeline. Having everything in one place cuts the time our team spends researching project background by multiple hours each project cycle and reduces misalignment around client expectations.

A third area where EngageBay helps is pipeline tracking for design project proposals. Our old system depended on manual spreadsheet updates, which often fell behind when we were juggling multiple active bids. With the drag-and-drop deal pipeline, I can move opportunities through stages like discovery, concept proposal, and contract finalization, while automated task reminders prompt me to follow up on stalled proposals. This visibility helps me forecast studio workload before new projects are signed, which in turn prevents overcommitting our designers and freelance 3D artists.

One unexpected benefit has been the built-in appointment scheduler that can be embedded directly into email sequences. Prospects can self-book discovery calls in available time slots, which sync to our shared calendar and automatically creates a CRM task. It eliminates the back-and-forth scheduling emails that used to consume several hours each week during our busiest proposal periods.

EngageBay does have limitations for large design asset uploads and for advanced custom reporting, but it still consolidates our lead capture, email nurturing, and client contact history in a way that works well for our team. It removes duplicate data entry, keeps prospect and client context centralized, and frees our creative team to focus on industrial design and prototype development instead of administrative tracking. Review collected by and hosted on G2.com.

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Trackdesk

Trackdesk

(351)4.8 out of 5

Trackdesk

(351)4.8 out of 5

Trackdesk is an enhanced affiliate management platform for SaaS, advertising networks and eCommerce. Built with the user in mind, our dashboard minimises the learning curve co

Top Social Selling Software Result from Affiliate Marketing

Also listed in Marketing Analytics, Influencer Marketing Platforms


JQ
“Handles Spiky Traffic Smoothly with Unlimited Tracking and Slack Reporting”
What do you like best about Trackdesk?

Our traffic is spiky and heavy. On promo weekends, we see volumes that used to make our old setup queue reports for twenty minutes. With this, nothing gets stuck in a queue. “Unlimited clicks and conversions” isn’t a marketing line for us; it’s the reason we were able to stop rationing tracking in the first place. Postbacks also handle our sub-ID structure correctly, so media buyers get the granularity they need. We’ve connected the MCP connector to our internal Slack workflow, and now the team can pull affiliate numbers conversationally, which has cut the “can you send me a report” messages down to almost nothing. Review collected by and hosted on G2.com.

What do you dislike about Trackdesk?

Crypto payout rails still feel narrower than what’s available on the fiat side. Because of that, we currently handle part of the payout flow externally. Based on the direction the product is heading, I expect this gap to close over time, but as of today it’s still a limitation. Review collected by and hosted on G2.com.

What problems is Trackdesk solving and how is that benefiting you?

Early on, we built our own tracking because nothing else fit our needs. Over time, maintaining it turned into a real tax on the engineering team, and it always seemed to fall over at the worst possible moment—right when traffic was at its highest. Review collected by and hosted on G2.com.

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Instagram for Business is a platform designed to help businesses of all sizes connect with their target audience, build brand awareness, and drive sales through visual storyte

Top Social Selling Software Result from Social Networks


Unnati J.
UJ
Original Information
“Instagram Business Helps Showcase Talent Grow Customers Through Reels and Stories”
What do you like best about Instagram for Business?

What I like most about the Instagram business is that we can showcase our talent to thousands of people, and customers can learn about the business very well. I started my nail business a year ago, and since then, many customers have come from there. You have to post stories and reels according to your business, and growth will follow. We can also target customers by age group, which is trending for Gen Z, and we can grow our business on these platforms. More people become aware of the product and page, and we can also spend a lot on advertising, which benefits us. In the future, all business will be conducted in such a way. Review collected by and hosted on G2.com.

What do you dislike about Instagram for Business?

I don't like it when someone posts another person's content; it's so wrong. Someone else's hard work is being taken by someone else, and that shouldn't happen. That can be improved. Safety should be provided to the users. They can use and misuse the content of other people, and that's why appreciation should be more. Review collected by and hosted on G2.com.

What problems is Instagram for Business solving and how is that benefiting you?

The problem that was solved for me is that I didn't have to tell people about my talent and skills; just by following me on Instagram and seeing my content, people support me and give me feedback, which helps me improve. More people support me this way, and it's very useful. I get so many customers and orders through Instagram. It's so beneficial. Review collected by and hosted on G2.com.

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CRMOne

CRMOne

(1,045)4.8 out of 5

CRMOne

(1,045)4.8 out of 5

CRMOne is a comprehensive customer relationship management (CRM) software designed to streamline business operations and enhance customer interactions. It offers a user-friend

Top Social Selling Software Result from CRM

Also listed in Business Scheduling, Website Builder


AN
“A Complete CRM Solution for Growing Teams”
What do you like best about CRMOne?

CRMOne offers a clean and user-friendly interface that makes it easy to manage leads and customer data in one place. The customizable workflows and organized dashboards help sales teams stay aligned and work more efficiently, while the support team is responsive whenever assistance is needed. Review collected by and hosted on G2.com.

What do you dislike about CRMOne?

The initial setup requires some time, especially for teams that are new to CRM tools Review collected by and hosted on G2.com.

What problems is CRMOne solving and how is that benefiting you?

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.

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BrandMentions

BrandMentions

(242)4.8 out of 5

BrandMentions

(242)4.8 out of 5

Is your way to dig every corner of the internet to find all the relevant mentions about anyone or anything.

Top Social Selling Software Result from Social Media Listening Tools

Also listed in Brand Intelligence


Eduardo V.
EV
“User-Friendly UI, Personalized Support, and Great Value”
What do you like best about BrandMentions?

The UI/UX is very user-friendly, and any random bugs seem to get fixed promptly. Support feels personalized, and it has been helpful whenever I’ve needed it. The pricing is also great, especially considering everything that’s included and how it compares with other tools. Review collected by and hosted on G2.com.

What do you dislike about BrandMentions?

It feels like not all mentions are being captured. Some very basic mentions seem to be missing from Facebook, X, website, or Instagram. Metrics are sometimes missing on captured mentions. The AI insights also aren’t great; they definitely read like AI slop. ChatGPT does a much better job analyzing and coming up with insights just by reading the exported Excel file. I understand there are restrictions with APIs and other challenges, but it would be great to improve the tracking, coverage, and overall accuracy. Review collected by and hosted on G2.com.

What problems is BrandMentions solving and how is that benefiting you?

Reporting to clients has been very straightforward. I can build custom reports with an automation script using the exported Excel reports, and overall the workflow works well. The tool I used before stopped including X mentions in its Excel reports altogether, and its custom PDF reports weren’t tailored to what I needed, so it ultimately became a useless tool with a heavy price tag. This one has definitely given me more room to work across different projects and keywords, since the limits feel very reasonable for the price plus I'm saving time every morning. Review collected by and hosted on G2.com.

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