G2

Ritesh K.

Co-founder

Information Technology and Services

Small-Business (50 or fewer emp.)

7/30/2025

"Excellent, No-Nonsense CRM for a Growing Agency"

4/5

What do you like best about webCRM?

The best part was how quickly we got it running. I'm not an IT expert, and we set up our entire pipeline from tracking leads, meetings, and project revenues - in just a couple of days. For our agency, having one place to see every potential deal and its status was crucial. The interface is clean and purpose-built for sales activities, which meant my team actually used it consistently, a common hurdle with more bloated CRM platforms. Review collected by and hosted on G2.com.

What do you dislike about webCRM?

We did hit a few limitations. For instance, its built-in reporting is good for a top-level view, but I couldn't easily create a custom dashboard comparing the ROI of leads from Google Ads versus our organic content marketing efforts without exporting data to Excel. Also, while the Outlook integration was solid, a deeper, native integration with our marketing automation platform, HubSpot, was missing. We had to use Zapier to connect the two, which worked but added a layer of complexity we wished was unnecessary. Review collected by and hosted on G2.com.

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

webCRM directly solved the problem of our scattered and inefficient sales process. Before, we were managing leads in spreadsheets and tracking meetings in separate calendars, which led to lost opportunities and an unreliable revenue forecast. By centralizing everything into one platform, it gave us a single source of truth. This immediately benefited us by providing a clear, visual pipeline that made our revenue forecasting accurate and dependable. It also drove team accountability, ensuring disciplined follow-up on every lead, which directly increased our conversion rate from initial contact to a signed deal. Review collected by and hosted on G2.com.