Contact Management Software

CRMOne covers most of our automation needs, but some of the advanced features you see in high-end CRMs are missing. Review collected by and hosted on G2.com.

Earlier, we had to manually follow up and track tasks. Now it happens automatically, so our team can just focus on closing deals. Review collected by and hosted on G2.com.

While hubspot sales hub is great overall the pricing can quickly become a concern for small businesses. Many advanced features like custom reporting, multiple pipelines or automation workflows are locked behind higher tier plans which can feel expensive when you are just starting out Review collected by and hosted on G2.com.

HubSpot sales hub helps me stay organized and consistent with my sales outreach . As a small business owner managing multiple clients it was hard to keep track of follow ups , lead stages , and email communication. HubSpot solves this by providing a clear deal pipeline , task reminders and email tracking all in one place Review collected by and hosted on G2.com.

Some parts of the interface can be overwhelming or unintuitive—especially for newer users. At times, it's slow to load or gets laggy during peak hours, and setting up custom reports or dashboards can require help from admins. The learning curve is a bit steep for advanced features, and some processes feel more complex than necessary. Review collected by and hosted on G2.com.

Salesforce Sales Cloud helps solve the problem of fragmented customer data by centralizing all customer interactions, case histories, and transaction details in one place. This makes it easier for me to provide fast, accurate support and track follow-ups without switching between multiple systems. It also helps reduce errors and improves collaboration across teams by allowing us to share updates in real time. With customizable case views and automation features, I can handle more cases efficiently and ensure customers receive consistent and timely updates, which directly improves their experience and satisfaction. Review collected by and hosted on G2.com.

Limited marketing tools - No built-in email marketing or landing pages.

- Basic reporting – Lacks deeper analytics compared to some competitors.

- Mobile app limitations – Less functionality than the desktop version.

- steeper learning curve - Takes time to master all features. Review collected by and hosted on G2.com.

With Close CRM, I always know who was contacted, when, and how —whether by email, phone, or SMS. The platform gives me a complete overview of every conversation, so nothing gets lost. Plus, it automatically logs calls, saving me from manual tracking. Review collected by and hosted on G2.com.

The only thing I can think that Laserfiche could improve on is the ability to link separate business processes together (to run together or otherwise link). The ability to launch one business process from within another would be a game changer. Review collected by and hosted on G2.com.

We have staff and learners spread across a broad geogrphic area. Laserfiche allows for the electronic completion and routing of forms for instant approvals. Review collected by and hosted on G2.com.

Firstly, as an automation tool it's definitely good and I guess there's not much to say anything negative about it. But if I would like to discuss about one limitation, it's that the ease of use can increase or improved quite significantly when you switch from working with plain, pre-built flows to building fantastically customized and complicated ones from scratch. For generating highly accurate workflows, you sometimes must dive in and begin to write a few complex expressions on your own or resort to some other workarounds available. It is not so much a big of a deal when compared to a feature that requires a greater or higher amount of technical skills to master or excel in its entirety. Review collected by and hosted on G2.com.

Basically, its great for getting rid of all the repetitive, manual work. I used it to automate things like scheduling data refreshes and sending reports out, it saved us a ton of time.

The biggest benefit was that we cut our manual work by like 50%. It let me focus in on the more important strategic analysis, instead of just being stuck pushing files around all day Review collected by and hosted on G2.com.

While Pipedrive is exceptional at what it's designed for—managing the sales pipeline—my primary frustration stems from its limitations as an all-in-one CRM solution. I truly wish I could use it as the single source of truth for our entire customer lifecycle, but it falls short once a deal is won. The lack of an integrated customer support or helpdesk feature is a major hurdle. After closing a deal, we're forced to switch to a separate ticketing system to manage client inquiries and support issues. This creates a disconnect, making it difficult to have a unified view of a customer's history and interactions without constantly toggling between platforms or relying on integrations that don't always feel seamless. Furthermore, its marketing capabilities, while improving, are still too basic for our needs, lacking the sophisticated automation and in-depth analytics required for complex nurture campaigns. This means we're juggling a third platform for marketing, a second for support, and Pipedrive for sales. It's an excellent sales tool, but my hope for a single, elegant solution to manage everything from lead generation to long-term customer support within Pipedrive remains unfulfilled. Review collected by and hosted on G2.com.

Pipedrive effectively solves the critical business problem of managing sales chaos by providing instant clarity and control. Its visual pipeline offers a quick, at-a-glance overview of the entire sales process, allowing for easy tracking of day-to-day progress without getting lost in data. When details are needed, a single click on any deal reveals a comprehensive history of all associated contacts, notes, and activities. This dual-view capability is powerfully enhanced by the email tracking feature, which syncs conversations directly to deals and notifies you of opens and clicks. This ensures that no follow-up is ever missed and every team member has the full context, guaranteeing that valuable opportunities don't fall through the cracks. Review collected by and hosted on G2.com.

It takes a while for someone technologically challenged to learn how to use all the tools. In fact, I am positive that I am not using Active campaign to its full potential. Review collected by and hosted on G2.com.

I use it to keep in touch with my list, capture leads from my website and send out automations when people subscribe to certain lists. It is keeping me organized and on top of sales and funnels. Review collected by and hosted on G2.com.

It would be nice to be able to choose different plans for different users within an account - not all users need the advanced reporting and perhaps only have access in order to see customer details, so it can really add to the subscription costs in these instances. Review collected by and hosted on G2.com.

Capsule has greatly improved its reporting and pipeline features over the years, and the outputs available now are really excellent. The enrichment feature was also a welcome addition to company profiles. I also really like the new dashboard modules that were recently added giving an overview to current opportunities and projects - more of this kind of thing is always welcome in my opinion. Review collected by and hosted on G2.com.

I’ve been paying for the “done-for-you” email accounts and using Instantly to send cold emails, but unfortunately, it hasn’t worked most of the time. The email accounts stopped functioning, which means no emails are being sent — yet I’m still being charged.

Support has been incredibly slow and unhelpful. It takes 12+ hours to get a reply, and you’re stuck dealing with what seems to be AI bots rather than a real person. After nearly two weeks of no email activity, they've acknowledged the issue and said they needed to replace the inboxes and restart the warm-up process — which takes another 2–4 weeks. But even now, the new inboxes haven’t been set up.

Given how essential deliverability and uptime are for cold outreach, this level of support and system failure is unacceptable. I’d recommend choosing a platform with a more reliable infrastructure and responsive human support. Review collected by and hosted on G2.com.

Getting new leads. Review collected by and hosted on G2.com.

There are a couple of advanced features not offered by Engagebay, but they really are for once-in-a-blue-moon scenarios and I consider them more nice-to-haves rather than requirements. It's easy to overlook these couple of gaps when weighing up against all the positives. Review collected by and hosted on G2.com.

By far I've found workflow automations to be the most valuable capability of Engagebay. Low-value administrative tasks that were being handled manually are now reliably performed through automations and it's truly been life-changing for this small business's founder. Review collected by and hosted on G2.com.

The new layout of and the sidebar are not exactly easy to understand for those not familiar with the program.

The whole new layout just feels a bit clumpy. Review collected by and hosted on G2.com.

The automations and setting up paths with one button clicks for status has been great. We have learned a lot about ZOHO over the last year and every time there is an issue it ends uphaving an answer for us. Review collected by and hosted on G2.com.

There are some features that I would like to see. It is not a matter of dislike. Just waiting for more features that are coming in the future. Review collected by and hosted on G2.com.

Calendaring, task management, customer centric focus, customizing of forms, customizing of Pipelines that I use for Sales Leads, Consulting projects, Customer service. The workflow makes it very easy to get work done. Review collected by and hosted on G2.com.

❌ Cons

After completing work on a lead, we cannot easily move to the next lead without going back to the previous screen. This makes it difficult to keep track of the leads we’ve already worked on.

Sudden bugs appear, and the system often runs slowly, which hampers productivity.

Storage issues: we cannot delete chat notes files in bulk, which is a significant problem.

WhatsApp conversations are not displayed in an inbox-style view, making them hard to manage.

The dialer app has performance issues.

Duplicate leads are not detected when a client applies again. Review collected by and hosted on G2.com.

✅ Pros

Tried to cover everything in a single platform.

User-friendly interface.

Easy to use.

❌ Cons

After completing work on a lead, we cannot easily move to the next lead without going back to the previous screen. This makes it difficult to keep track of the leads we’ve already worked on.

Sudden bugs appear, and the system often runs slowly, which hampers productivity.

Storage issues: we cannot delete chat notes files in bulk, which is a significant problem.

WhatsApp conversations are not displayed in an inbox-style view, making them hard to manage.

The dialer app has performance issues.

Duplicate leads are not detected when a client applies again. Review collected by and hosted on G2.com.

The TAT for customisation is a bit on the longer side, but the team is transparent and diligent Review collected by and hosted on G2.com.

We needed transparency and predictibality in our sales and a platform to seamlessly integrate with our demand generation and business operations. Happsales was the answer. Review collected by and hosted on G2.com.

While Jotform Workflows is generally fantastic, there are a few areas for improvement. Sometimes, the flowchart-based workflow builder can become a bit cumbersome when dealing with more complex processes. More advanced customization options for the visual interface would be appreciated. Also, the reporting features, while useful, could be more detailed and offer greater flexibility in generating custom reports. Lastly, the learning curve for the more advanced features can be steep for new users. Review collected by and hosted on G2.com.

Jotform Workflows solves several key problems for us:

Manual Tasks: It automates repetitive processes like approvals and notifications, saving time and reducing errors.

Tracking & Visibility: The visual workflow builder gives us real-time insight into task progress, making it easier to manage projects.

Inefficient Communication: Automated notifications keep everyone in the loop without needing constant manual updates.

Tool Integration: It connects seamlessly with tools like Google Sheets and Slack, streamlining our operations. Review collected by and hosted on G2.com.

Redundancy in notifications. I almost always have the portal open, so I don't need the emails as much as maybe someone else would, but the info is clear and shared numerous ways. Review collected by and hosted on G2.com.

Keeping track of leads and opportunities with my sales team leader and the rest of our team. Review collected by and hosted on G2.com.

LocaliQ doesn't have many downsides. The only thing that I can think of is greater flexibility to download reports on a portfolio rather than individual properties/businesses, though I believe they are making headway on implementing that feature. Review collected by and hosted on G2.com.

We need to advertise our products to broad and specific audiences in certain locations and LocaliQ has tools to do just this. They help us create unique campaigns that satisfy our business needs. In property management, LocaliQ has changed the game for us as we have new ways to advertise that are not the traditional listings you often see online. They have clear data to help us attribute leads and prospects to conversions and new residents. We love using LocaliQ for our property businesses. Review collected by and hosted on G2.com.

Truthfully I have not experienced any issues that were not simply user error. Ohanafy has made my life at work much easier, and has led me to become far more efficient during the work day. Review collected by and hosted on G2.com.

Since the program allows us to visualize any and every single data point that we may have, we have been able to be more efficient in making packaging decions, cast smarter sales forecasts, and maintain a sufficient level of inventory of raw materials without ever cutting it close to running dry. Review collected by and hosted on G2.com.

There are no downsides that adversely affect Vobesoft's user experience Review collected by and hosted on G2.com.

Linking data from different sources gives an insight that was not possible with other software. Review collected by and hosted on G2.com.