--- title: CRMOne Reviews meta_title: 'CRMOne Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 1045 reviews by the users' company size, role or industry to find out how CRMOne works for a business like yours. aggregate_rating: rating_value: 4.8 review_count: 1045 scale: '5' date_modified: '2026-07-13' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # CRMOne Reviews **Vendor:** CrmOne **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.8/5.0 **Total Reviews:** 1,045 ## About CRMOne The lack of a centralised CRM system can result in data disorganisation, ineffective communication, missed sales opportunities and limited customer insights. Many small to mid sized companies struggle with managing customer relationships without paying the hefty price of different essential features, or multiple subscriptions. However, it doesn’t have to be that way. With CRMOne, businesses can empower themselves with one seamless solution that can manage their customer relationships all in one place without compromising any features that they may need for sales and marketing without breaking the bank. From lead management and sales pipeline tracking to customer support and analytics, CRMOne offers a versatile toolkit to meet the diverse needs of businesses across various industries. CRMOne has a rich history of empowering over 4000 startups, growing businesses, and enterprises worldwide, showcasing a commitment to excellence and innovation. ## CRMOne Pros & Cons **What users like:** - Users value the **effective lead management** of CRMOne, enhancing collaboration and real-time updates across teams. (116 reviews) - Users value the **effective customer management** of CRMOne, enhancing team collaboration and improving support processes significantly. (101 reviews) - Users value the **improved customer support** of CRMOne, noting faster replies and enhanced engagement through AI chatbots. (93 reviews) - Users appreciate the **automated reminders** in CRMOne, greatly enhancing efficiency and response times in task management. (78 reviews) - Users love how **CRMOne saves time** by automating responses and handling customer messages efficiently. (74 reviews) - Users appreciate the **automation of follow-ups** with CRMOne, ensuring no lead is forgotten while enhancing engagement. (71 reviews) - Time Management (71 reviews) - Automation Features (69 reviews) - Lead Generation (69 reviews) - Users appreciate the **integrated communication features** of CRMOne, providing seamless management of all customer interactions. (65 reviews) **What users dislike:** - Users find the **limited customization options** restrict their ability to meet advanced and specialized requirements. (71 reviews) - Users find the **learning curve challenging** , often feeling overwhelmed and needing time to grasp the system. (64 reviews) - Users note a **steep learning curve** with CRMOne, making the onboarding process difficult for beginners to navigate. (41 reviews) - Users find the **limited features** of CRMOne restrict their ability to effectively manage tasks and mobile usability. (33 reviews) - Users find **integration issues** challenging with CRMOne, making connections to other tools difficult and time-consuming. (28 reviews) - Users find the **time-consuming setup** of CRMOne frustrating, impacting efficiency and report generation speed. (28 reviews) - Users find CRMOne lacks **advanced features** for productivity tracking and complex task automation, limiting its effectiveness. (27 reviews) - Chat Functionality Issues (22 reviews) - Slow Loading (21 reviews) - Complexity (20 reviews) ## CRMOne Reviews ### 1. Omnichannel Communication **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising **Reviewed Date:** April 16, 2025 **What do you like best about CRMOne?** Now all our calls, emails, WhatsApp chats, and social media messages show up in one place. We don’t miss anything anymore, and every conversation feels smooth. **What do you dislike about CRMOne?** Handling all communication channels in one place is powerful, but can feel like a lot for small teams. **What problems is CRMOne solving and how is that benefiting you?** Sometimes we missed messages from customers. CrmOne puts all our chats, emails, and calls in one place so we never lose track. **Official Response from CRMOne DM:** > We're glad to hear that CRMOne has helped streamline your communication channels and improve the overall customer experience. ### 2. Intuitive User Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising **Reviewed Date:** April 14, 2025 **What do you like best about CRMOne?** CrmOne is super easy to use. My team didn’t need much training, they got comfortable fast and could finally focus on building better relationships with customers. **What do you dislike about CRMOne?** If someone’s never used a CRM before, they might need a bit of training to get started. **What problems is CRMOne solving and how is that benefiting you?** Before CrmOne, our team was stuck with slow and confusing software. Now it’s easy to use, and we get things done much faster. **Official Response from CRMOne DM:** > We're glad to hear that you find CRMOne super easy to use and that it has helped your team focus on building better customer relationships. ### 3. Aeri Chatbot: Smart Support Faster Replies **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.) **Reviewed Date:** March 07, 2025 **What do you like best about CRMOne?** Since switching to Aeri, our team can handle multiple customer queries at the same time, which means faster responses and happier customers. No more long wait times or missed messages **What do you dislike about CRMOne?** Aeri Chatbot has made customer interactions much smoother, but it sometimes struggles with very industry specific or complex questions. We still step in occasionally, but overall, it saves us a lot of time. **What problems is CRMOne solving and how is that benefiting you?** Before Aeri Chatbot our response times were slow, frustrating customers and costing us sales. Now, inquiries are handled instantly, keeping customers happy. **Official Response from CRMOne DM:** > We're glad to hear that Aeri has improved your team's ability to handle multiple customer queries and provide faster responses. ### 4. Business Growth & Values with CrmOne **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising **Reviewed Date:** April 18, 2025 **What do you like best about CRMOne?** CrmOne isn’t just a tool, it has become the backbone of our daily work. It keeps things simple, saves us time, and helps us grow without stress. **What do you dislike about CRMOne?** To really get the most out of CrmOne, you need to plan and align it with your overall strategy, it’s not just plug-and-play. **What problems is CRMOne solving and how is that benefiting you?** Without CrmOne, businesses lack a unified system to drive growth and long-term customer value. **Official Response from CRMOne DM:** > We're glad to hear that CRMOne has become an essential part of your daily work and is helping you grow without stress. It's great to know that it's saving you time and keeping things simple. ### 5. CRMOne Turned Confusion Into Clarity **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Education Management **Reviewed Date:** June 11, 2025 **What do you like best about CRMOne?** Lead journey, follow-ups, and deals, all tracked in one timeline. **What do you dislike about CRMOne?** New updates sometimes cause small glitches. **What problems is CRMOne solving and how is that benefiting you?** Before CRMOne, we had no clue which deals were moving and who was supposed to follow up it was all cluttered ### 6. Aeri Helped Save Us Hours Each Week **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Commercial Real Estate **Reviewed Date:** June 17, 2025 **What do you like best about CRMOne?** No need to answer the same questions again and again. **What do you dislike about CRMOne?** We can't yet connect the tool with live backend data. **What problems is CRMOne solving and how is that benefiting you?** Without Aeri Chatbot, our agents spent hours answering the same questions over and over. **Official Response from CRMOne DM:** > We're glad to hear that CRMOne has been able to save you time with its Aeri Chatbot feature. ### 7. Aeri Helped Boost Our Form Completion Rate **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software **Reviewed Date:** June 17, 2025 **What do you like best about CRMOne?** Our visitors prefer chatting over filling forms now. **What do you dislike about CRMOne?** We still can’t attach PDFs directly, which is a bit limiting. **What problems is CRMOne solving and how is that benefiting you?** People barely completed our forms, and most of them just left halfway without submitting. **Official Response from CRMOne DM:** > We're glad to hear that Aeri has helped boost your form completion rate by offering a chat option. ### 8. Enhanced Team Collaboration **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Education Management **Reviewed Date:** April 17, 2025 **What do you like best about CRMOne?** Since using CrmOne, our sales, support, and marketing teams are finally on the same page. Everyone gets real-time updates and works together better. **What do you dislike about CRMOne?** CrmOne works best when everyone on the team is using it properly, if even one person isn’t, things can fall behind. **What problems is CRMOne solving and how is that benefiting you?** Our sales, support, and marketing teams weren’t connected. With CrmOne, everyone sees the same info and works together smoothly. **Official Response from CRMOne DM:** > We're glad to hear that CRMOne has helped improve collaboration among your teams. Real-time updates and smooth teamwork are essential for success. ### 9. Aeri Helped Us Lower Support Ticket Volume **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising **Reviewed Date:** June 11, 2025 **What do you like best about CRMOne?** It answers basic queries right away without human help. **What do you dislike about CRMOne?** We can’t respond to users with videos, which would be useful. **What problems is CRMOne solving and how is that benefiting you?** Without Aeri Chatbot, our support team was flooded with tickets that could’ve been handled automatically. **Official Response from CRMOne DM:** > We're glad to hear that Aeri has helped lower your support ticket volume by answering basic queries without human help. Thank you for sharing your experience with CRMOne. ### 10. Turning Cold Visitors Into Warm Leads **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services **Reviewed Date:** June 20, 2025 **What do you like best about CRMOne?** Aeri grabs interest and follows up automatically. **What do you dislike about CRMOne?** There’s no built-in feature yet to send follow-up emails automatically. **What problems is CRMOne solving and how is that benefiting you?** Most visitors left without saying a word, we just couldn’t get them to engage. ### 11. Boosted Sales Pipeline Management **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services **Reviewed Date:** March 25, 2025 **What do you like best about CRMOne?** Tracking sales and managing leads is so much easier now. CrmOne’s pipeline is super clear, and we always know which leads to focus on first. It’s made a big difference for our sales team. **What do you dislike about CRMOne?** The mobile app is quite limited. Most of the useful features are only on the desktop. **What problems is CRMOne solving and how is that benefiting you?** We used to miss follow-ups and our sales process felt very scattered. CrmOne helped us stay organized and on top of every lead. **Official Response from CRMOne DM:** > We're thrilled to hear that CrmOne has made tracking sales and managing leads easier for your team. Our pipeline feature is designed to provide clarity and help prioritize leads effectively. ### 12. We’re Closing Deals Faster Than Ever **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software **Reviewed Date:** June 13, 2025 **What do you like best about CRMOne?** Automated pipeline stages keep the sales process moving fast. **What do you dislike about CRMOne?** Zapier connection isn’t as strong or smooth as we'd hoped. **What problems is CRMOne solving and how is that benefiting you?** Without CRMOne, closing a deal took forever, weeks would go by with no progress. **Official Response from CRMOne DM:** > Thank you for sharing your positive experience with CRMOne's automated pipeline stages. ### 13. Automation for Efficiency **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Dairy **Reviewed Date:** April 15, 2025 **What do you like best about CRMOne?** CrmOne handles boring tasks like sending follow-ups and managing leads for us. This saves time and lets our team focus more on selling and building connections. **What do you dislike about CRMOne?** Setting up workflows takes some attention, if you’re not careful, things can get messy. **What problems is CRMOne solving and how is that benefiting you?** We used to waste hours doing the same things again and again. With CrmOne’s automation, our team saves time and works better. **Official Response from CRMOne DM:** > We're glad to hear that CRMOne is helping you save time and focus on selling and building connections. Our goal is to make your work more efficient. ### 14. Comprehensive Customer Insights **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services **Reviewed Date:** April 14, 2025 **What do you like best about CRMOne?** We love how CrmOne gives us a full picture of every customer. It shows all their interactions in one place, so we never miss a detail. **What do you dislike about CRMOne?** The results are great, but only if your team keeps the data updated regularly. **What problems is CRMOne solving and how is that benefiting you?** We didn’t really know what our customers wanted. CrmOne shows us exactly how they behave so we can reach the right people. **Official Response from CRMOne DM:** > We're glad to hear that CRMOne is providing you with a comprehensive view of your customers' interactions. Keeping data updated regularly is essential for accurate results, and we understand the importance of this for your team. ### 15. Efficient Lead Management with CrmOne **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising **Reviewed Date:** April 19, 2025 **What do you like best about CRMOne?** Thanks to CrmOne’s automated reminders, we never forget to follow up with our leads anymore. Our team stays on track without extra effort. **What do you dislike about CRMOne?** The mobile app doesn’t have all the features we use on desktop, so we have to switch devices often. **What problems is CRMOne solving and how is that benefiting you?** Before CrmOne, we kept losing leads. Now, every inquiry is tracked, and we don’t miss a single chance. **Official Response from CRMOne DM:** > We're glad to hear that the automated reminders are helping your team stay on top of lead follow-ups efficiently. ### 16. Cost-Effective Solution **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services **Reviewed Date:** April 17, 2025 **What do you like best about CRMOne?** The features are amazing for the price. It’s affordable even for small businesses like ours, and we don’t have to sacrifice quality. **What do you dislike about CRMOne?** Because it’s priced so affordably, people might wrongly assume it’s limited, it’s not, but that first impression can happen. **What problems is CRMOne solving and how is that benefiting you?** Many CRMs were too expensive for us. CrmOne gave us all the tools we needed without breaking the budget. **Official Response from CRMOne DM:** > We're glad to hear that you find CRMOne's features amazing for the price. We strive to provide affordable solutions without sacrificing quality. ### 17. Robust Analytics and Reporting in CrmOne **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services **Reviewed Date:** April 16, 2025 **What do you like best about CRMOne?** The reporting tools are great. We can clearly see what’s working, spot issues early, and plan better for the future. **What do you dislike about CRMOne?** Some of the advanced reports are super helpful, but they might take a little time to fully understand. **What problems is CRMOne solving and how is that benefiting you?** Earlier, we made decisions by guessing. CrmOne gives us real numbers and reports, so now we know what’s working and what’s not. **Official Response from CRMOne DM:** > We're glad to hear that you find our reporting tools great and helpful for your business. Thank you for sharing your experience with us! ### 18. CRMOne Unified Our Teams **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software **Reviewed Date:** June 04, 2025 **What do you like best about CRMOne?** Our sales, support, and marketing teams work better together now. **What do you dislike about CRMOne?** It’s not easy to go back and find old activity or history, it takes too much time. **What problems is CRMOne solving and how is that benefiting you?** Different departments were never on the same page. **Official Response from CRMOne DM:** > We're glad to hear that CRMOne has helped improve collaboration among your teams. ### 19. Best AI Ever **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software **Reviewed Date:** June 04, 2025 **What do you like best about CRMOne?** The AI responds differently based on how people talk, that’s smart. **What do you dislike about CRMOne?** Uploading or handling images and files isn’t very smooth, it could be better. **What problems is CRMOne solving and how is that benefiting you?** Our team kept answering the same support questions again and again. **Official Response from CRMOne DM:** > We're glad to hear that you appreciate the AI's adaptability to different communication styles. ### 20. Smart Chat Routing in Every Conversation **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services **Reviewed Date:** June 11, 2025 **What do you like best about CRMOne?** Depending on the answers, it sends people to the right team or content. **What do you dislike about CRMOne?** Some logic flows feel too linear and predictable. **What problems is CRMOne solving and how is that benefiting you?** Visitors often ended up on the wrong pages or forms. **Official Response from CRMOne DM:** > We're glad to hear that you appreciate our smart chat routing feature! It's designed to ensure that customers are directed to the most relevant team or content based on their needs. ### 21. Aeri Gives Customers Clear Helpful Guidance **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising **Reviewed Date:** June 09, 2025 **What do you like best about CRMOne?** Feels like we’ve got a virtual guide walking visitors through our site. **What do you dislike about CRMOne?** We can’t schedule messages directly from the platform yet. **What problems is CRMOne solving and how is that benefiting you?** People couldn’t find what they were looking for on our site. ### 22. CrmOne: A Game Changer for Our Marketing Team **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Education Management **Reviewed Date:** April 19, 2025 **What do you like best about CRMOne?** We started using the email and SMS tools, and honestly, our campaigns are doing way better. We’re finally getting real responses. **What do you dislike about CRMOne?** The reports are detailed, but honestly, it feels too much without proper training. It’s not beginner-friendly. **What problems is CRMOne solving and how is that benefiting you?** Earlier, our marketing was very scattered. CrmOne helped us bring everything together in one place, it’s so much smoother now. **Official Response from CRMOne DM:** > We're thrilled to hear that CRMOne has had such a positive impact on your marketing campaigns! It's great to know that the email and SMS tools are helping you get real responses. ### 23. Flexible Customization feature in CrmOne **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising **Reviewed Date:** April 16, 2025 **What do you like best about CRMOne?** We could set up CrmOne exactly the way we work. From workflows to reports, everything is tailored to our team’s needs. **What do you dislike about CRMOne?** Customizing everything is possible, but sometimes we needed help from support to get it right. **What problems is CRMOne solving and how is that benefiting you?** Other CRMs made us follow fixed steps. CrmOne lets us set things up our own way, and it fits our work perfectly. **Official Response from CRMOne DM:** > We're glad to hear that you find our Flexible Customization feature helpful for tailoring CRMOne to your team's needs. ### 24. An All-in-One CRM That Just Works **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising **Reviewed Date:** June 09, 2025 **What do you like best about CRMOne?** We manage contacts, deals, and workflows, all in one place. **What do you dislike about CRMOne?** Notifications could be more accurate and better organized. **What problems is CRMOne solving and how is that benefiting you?** We had five different tools open just to get through the day. ### 25. CRMOne’s Email Builder Is Powerful and Easy to Use **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services **Reviewed Date:** June 09, 2025 **What do you like best about CRMOne?** We built drag-and-drop campaigns that actually get results. **What do you dislike about CRMOne?** There is no option to check the email spam score before sending. **What problems is CRMOne solving and how is that benefiting you?** Running email campaigns took way too much effort and time. ### 26. CrmOne Made Client Onboarding Simple **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software **Reviewed Date:** May 24, 2025 **What do you like best about CRMOne?** Onboarding is way faster now, thanks to CrmOne’s smart automation. **What do you dislike about CRMOne?** The UI feels a bit cluttered when we use it on smaller screens. **What problems is CRMOne solving and how is that benefiting you?** Getting new team members started is so much quicker now; CRMOne really made onboarding easy. **Official Response from CRMOne DM:** > We're glad to hear that our smart automation has made onboarding faster for you! ### 27. Aeri Was Set Up in Just 5 Minutes **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising **Reviewed Date:** June 10, 2025 **What do you like best about CRMOne?** Got started without any tech skills, super easy setup. **What do you dislike about CRMOne?** Not much flexibility in how the interface looks. **What problems is CRMOne solving and how is that benefiting you?** Setting up a chatbot felt like we needed to hire a developer. ### 28. A Professional Yet Friendly Chat Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising **Reviewed Date:** June 09, 2025 **What do you like best about CRMOne?** We even matched the chat tone with our brand style. **What do you dislike about CRMOne?** Voice chat or voice reply support isn’t available. **What problems is CRMOne solving and how is that benefiting you?** Our chatbot replies felt stiff, not like our brand at all. ### 29. Customers get answers even when we’re offline **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** March 09, 2025 **What do you like best about CRMOne?** One of the biggest benefits is that Aeri Chatbot captures leads even outside business hours. We don’t have to worry about losing potential customers just because our team isn’t available 24/7. **What do you dislike about CRMOne?** The chatbot does its job well, but we wish we could tweak its personality and tone more to better match our brand. **What problems is CRMOne solving and how is that benefiting you?** We were losing potential customers who needed quick answers. Aeri Chatbot now responds instantly, keeping them engaged and converting more leads. **Official Response from CRMOne DM:** > We're glad to hear that Aeri Chatbot is helping you capture leads even outside business hours. We're constantly working to improve our chatbot's features, including the ability to customize its personality and tone to better match your brand. ### 30. CRMOne Took Our Outreach to the Next Level **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Architecture & Planning **Reviewed Date:** June 17, 2025 **What do you like best about CRMOne?** We send SMS, emails, and WhatsApp, all from one place. **What do you dislike about CRMOne?** Getting WhatsApp templates approved takes longer than expected. **What problems is CRMOne solving and how is that benefiting you?** Our outreach was slow, scattered, and inconsistent. **Official Response from CRMOne DM:** > We're glad to hear that CRMOne has taken your outreach to the next level by allowing you to send SMS, emails, and WhatsApp all from one place. ### 31. Tailored CRM for Global and Local Teams Alike **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services **Reviewed Date:** May 06, 2025 **What do you like best about CRMOne?** We love that it supports local languages and currencies, and makes things simple for our team. **What do you dislike about CRMOne?** We faced some challenges connecting CrmOne with a few tools we regularly use, as integration options are still growing. **What problems is CRMOne solving and how is that benefiting you?** Managing clients across different countries was not easy without CrmOne. **Official Response from CRMOne DM:** > We're glad to hear that CRMOne's support for local languages and currencies has been beneficial for your team! ### 32. Aeri Transformed FAQs into Smart Conversations **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software **Reviewed Date:** May 26, 2025 **What do you like best about CRMOne?** It answers common questions clearly, just like a helpful team member. **What do you dislike about CRMOne?** If someone asks something unusual, it doesn’t always handle it well. **What problems is CRMOne solving and how is that benefiting you?** People landed on our FAQ page, got nothing from it, and just left. **Official Response from CRMOne DM:** > We're glad to hear that you find CRMOne's smart conversations helpful in answering common questions clearly. ### 33. User-Friendly CRM Solution **Rating:** 5.0/5.0 stars **Reviewed by:** james b. **Reviewed Date:** April 21, 2025 **What do you like best about CRMOne?** The drag-and-drop website builder made life so easy. We updated our site ourselves, no need to hire anyone from outside. **What do you dislike about CRMOne?** We wanted to manage more social platforms from CrmOne, but options are limited right now. **What problems is CRMOne solving and how is that benefiting you?** Managing customer data used to be a big headache. CrmOne keeps everything neat and easy to find. **Official Response from CRMOne DM:** > We're glad to hear that you found the drag-and-drop website builder easy to use and that it helped you update your site without needing outside help. ### 34. Designed for Fast-Growing Startups **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software **Reviewed Date:** May 29, 2025 **What do you like best about CRMOne?** Templates and automations make our team feel like a big enterprise. **What do you dislike about CRMOne?** There's no option to track finances directly inside the tool. **What problems is CRMOne solving and how is that benefiting you?** We ran everything on Google Sheets and emails, it was total chaos. **Official Response from CRMOne DM:** > We're glad to hear that the templates and automations are making your team feel more efficient and productive! ### 35. Custom Fields Made Data Tracking Simple **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting **Reviewed Date:** June 04, 2025 **What do you like best about CRMOne?** We added custom fields that match our business in seconds. **What do you dislike about CRMOne?** Digging through the activity history could be easier. **What problems is CRMOne solving and how is that benefiting you?** We were trying to make generic tools fit a very specific process. ### 36. All-in-One CRM Solution That Simplifies Workflows **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising **Reviewed Date:** March 25, 2025 **What do you like best about CRMOne?** CrmOne has everything our team needs in one place. It's easy to use, connects perfectly with our email and calendar, and just makes our daily work a lot smoother. **What do you dislike about CRMOne?** Getting everything set up took some time at first. **What problems is CRMOne solving and how is that benefiting you?** Before CrmOne, our team was using different tools for everything. It was messy and slowed us down. Now, everything’s in one place and we work much faster. **Official Response from CRMOne DM:** > We're glad to hear that CrmOne has made your daily work smoother by providing everything your team needs in one place. ### 37. Focused Chat Funnels That Drive Conversions **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising **Reviewed Date:** June 09, 2025 **What do you like best about CRMOne?** Aeri filters and qualifies leads before handing them to our team. **What do you dislike about CRMOne?** Syncing with other CRMs feels a bit limited. **What problems is CRMOne solving and how is that benefiting you?** We had to manually sort every single lead. ### 38. Built-In Reminders Help Us Stay on Track **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software **Reviewed Date:** June 11, 2025 **What do you like best about CRMOne?** Task reminders ensure we don’t miss anything important. **What do you dislike about CRMOne?** Email reminders pop up too often and can feel repetitive. **What problems is CRMOne solving and how is that benefiting you?** Important tasks got buried during our busy weeks. **Official Response from CRMOne DM:** > We're glad to hear that you find the task reminders helpful for staying on track with important tasks. ### 39. Chat Funnel Automation, Made Simple **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services **Reviewed Date:** June 10, 2025 **What do you like best about CRMOne?** The chat understands intent and routes people to the right team. **What do you dislike about CRMOne?** Needs more ready-to-use templates for different industries. **What problems is CRMOne solving and how is that benefiting you?** Leads weren’t reaching the right team fast enough. ### 40. Aeri Chatbot: My Personal Automated Customer Support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising **Reviewed Date:** April 06, 2025 **What do you like best about CRMOne?** Our team used to get overburdened with basic customer questions. CrmOne now handles those automatically, and it’s been a huge relief. **What do you dislike about CRMOne?** It is a struggle to keep up with new types of customer questions unless we keep updating it. **What problems is CRMOne solving and how is that benefiting you?** Since we started using CrmOne’s automated chat, we’re getting more leads. It’s like having an extra team member 24/7. ### 41. CrmOne Helped Us Grow Without Losing Control **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer & Network Security **Reviewed Date:** May 27, 2025 **What do you like best about CRMOne?** All our customer data is neat and accessible across departments. **What do you dislike about CRMOne?** Doesn’t support dark mode yet. Hope they update that feature soon :) **What problems is CRMOne solving and how is that benefiting you?** As we grew, our data got messier and harder to track. **Official Response from CRMOne DM:** > We're glad to hear that CRMOne has helped you keep your customer data organized and accessible across departments. ### 42. Aeri’s Human-Like Chat Delivers Real Value **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software **Reviewed Date:** June 04, 2025 **What do you like best about CRMOne?** Chat feels smooth and real, not robotic. **What do you dislike about CRMOne?** We want more control over who can edit specific fields **What problems is CRMOne solving and how is that benefiting you?** Without Aeri Chatbot, our live agents couldn’t keep up with chat volumes. ### 43. Never Miss a Lead, Even After Hours **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services **Reviewed Date:** April 24, 2025 **What do you like best about CRMOne?** Even after work hours, Aeri talks to visitors and keeps us in the loop. **What do you dislike about CRMOne?** We wish we could make the chatbot talk more like us. It sounds the same every time. **What problems is CRMOne solving and how is that benefiting you?** We missed a lot of leads at night or not in working hours before we had Aeri Chatbot. **Official Response from CRMOne DM:** > We're glad to hear that Aeri has been helpful in keeping you in the loop even after work hours. We appreciate your feedback about the chatbot's conversational style, and we'll take it into consideration for future improvements. ### 44. Accelerate Your Sales Performance with CrmOne **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services **Reviewed Date:** April 03, 2025 **What do you like best about CRMOne?** With CrmOne, we can see where every lead is in the pipeline. It's made follow-ups super easy and our sales process more organized. **What do you dislike about CRMOne?** A lot is going on in the system, and it can be overwhelming for someone new. **What problems is CRMOne solving and how is that benefiting you?** Before CrmOne, Leads got lost, follow-ups were missed, and we didn’t have a clear view of what was going on. **Official Response from CRMOne DM:** > We're glad to hear that CrmOne has helped you see where every lead is in the pipeline and made follow-ups easier. We understand that the system can be overwhelming for new users, and we're continuously working on improving the user experience. ### 45. 24/7 support without hiring extra staff **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** March 07, 2025 **What do you like best about CRMOne?** Basic customer queries are now handled instantly, which has taken a huge load off our team. Instead of spending hours answering the same questions, we can now focus on bigger priorities. **What do you dislike about CRMOne?** For general queries, Aeri Chatbot works great, but unique or highly specific questions can sometimes trip it up. **What problems is CRMOne solving and how is that benefiting you?** Our support team was drowning in repetitive questions before Aeri Chatbot. Now, it handles them automatically, freeing up our team for bigger tasks. **Official Response from CRMOne DM:** > We're glad to hear that CrmOne has been able to help your team by handling basic customer queries and freeing up time for bigger priorities. ### 46. Our sales team actually uses this CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Cosmetics | Small-Business (50 or fewer emp.) **Reviewed Date:** March 07, 2025 **What do you like best about CRMOne?** Tracking deals and follow-ups used to be a challenge, but now it’s completely streamlined. We always know the status of every lead, and our team can stay on top of follow-ups without the usual confusion. **What do you dislike about CRMOne?** The mobile app is handy for quick updates, but we’d love to see more advanced features like on the desktop version. **What problems is CRMOne solving and how is that benefiting you?** Earlier we used to miss leads without CrmOne. Now, we capture and track every opportunity effortlessly. **Official Response from CRMOne DM:** > We're glad to hear that CrmOne has streamlined your deal tracking and follow-ups, making it easier for your team to stay on top of leads. ### 47. Seamless AI-Driven Design, Simplified **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Education Management **Reviewed Date:** May 06, 2025 **What do you like best about CRMOne?** The AI-generated content actually makes sense and saves a lot of time. **What do you dislike about CRMOne?** Hoping for full multi-language support soon.Creating good content used to take too much time, especially with language limitations. **What problems is CRMOne solving and how is that benefiting you?** Since we started using Aeri, managing it’s been faster and much easier. **Official Response from CRMOne DM:** > We're glad to hear that you find our AI-generated content helpful and time-saving. ### 48. A Chatbot That’s Always Available **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software **Reviewed Date:** May 27, 2025 **What do you like best about CRMOne?** We no longer need someone to monitor chat 24/7. **What do you dislike about CRMOne?** We’d like to hand over to a real team member more smoothly. **What problems is CRMOne solving and how is that benefiting you?** After-hours? No one was there to help, we lost leads overnight. **Official Response from CRMOne DM:** > We're glad to hear that CRMOne has helped you with 24/7 chat monitoring. ### 49. Marketing that actually works **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Dairy | Small-Business (50 or fewer emp.) **Reviewed Date:** March 10, 2025 **What do you like best about CRMOne?** The automated emails and SMS features have made follow-ups effortless. Our team doesn’t have to manually check in with leads anymore, the system does it for us, keeping conversations moving and increasing conversions. **What do you dislike about CRMOne?** The analytics dashboard gives us a lot of data, but better filtering options would make it easier to find exactly what we need. **What problems is CRMOne solving and how is that benefiting you?** Without CrmOne, our data was all over the place, making the reporting system cluttered. **Official Response from CRMOne DM:** > We're glad to hear that you're finding our automated emails and SMS features helpful for follow-ups. ### 50. The Ultimate Website Solution for 2025 and Beyond **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Broadcast Media **Reviewed Date:** May 24, 2025 **What do you like best about CRMOne?** It blends smart AI with amazing design.. **What do you dislike about CRMOne?** The AI tool sometimes suggests too many changes that don’t fit our tone. **What problems is CRMOne solving and how is that benefiting you?** Before Aeri, we relied too much on external help to get things done. **Official Response from CRMOne DM:** > We're glad to hear that you appreciate the blend of smart AI and design in CRMOne. We understand your concern about the AI tool suggesting too many changes, and we will work on improving its accuracy and relevance to your tone. - [View CRMOne pricing details and edition comparison](https://www.g2.com/products/crmone/reviews?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-07-14+20%3A48%3A52+-0500&secure%5Bsession_id%5D=1fe0b86f-230b-4a43-9f18-bd27fdaa4c37&secure%5Btoken%5D=fcc9b49beed4277b5231004d5877ea77a5aca1660971fea991c0d79b9538f24e&format=llm_user) ## CRMOne Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics **Integrations** - MS Teams Integration - Email Integration - Zoom Integration - Google Meet Integration - Salesforce Integration **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics **Customizations** - Templates - Drag and Drop - HTML Input - Domain Name **Branding & Customizatio** - Custom Booking Page - Personalized Links - Personalized Web Embed **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Growth** - SEO - Site Analytics - Marketing Tools - E-Commerce - Hosting **Automatic Rules & Configurations** - Set Working Hours - Automatic Updates - Buffer Times **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support **Content** - Email Integrations - Content Management - Permissions **Support** - Customer Support **Agentic AI - Business Scheduling** - Autonomous Task Execution - Multi-step Planning **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Generative AI** - AI Text Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top CRMOne Alternatives - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,265 reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,668 reviews) - [Close](https://www.g2.com/products/close/reviews) - 4.7/5.0 (2,029 reviews)