Lead Management Software

The biggest challenge with HubSpot Marketing Hub is that it can feel limiting when you're trying to build more advanced or custom workflows. The logic builder is solid for most use cases, but if you want to do anything beyond the standard triggers or branching logic, you start running into walls pretty quickly.

It’s also tough to keep things organized at scale. Once you have dozens of workflows and lists running, it’s easy to lose track of what’s live, what’s connected to what, and what might be outdated. Some better workflow documentation or version control features would go a long way.

Overall, it’s a great platform, but once you start pushing the edges of what it was built to do, you start wishing for just a bit more flexibility. Review collected by and hosted on G2.com.

HubSpot helps us stay consistent with how we nurture leads and keep them engaged over time, even when we’re juggling a lot of opportunities. It solves the problem of leads falling through the cracks by giving us automated workflows that are easy to manage and personalize.

We’re also able to better align sales and marketing because everything lives in one place. We can see how contacts are interacting with our content, which emails they’re opening, and where they are in the funnel. That gives us better timing, more relevant conversations, and ultimately, more closed deals.

It’s helping us scale our marketing efforts without needing a massive team, and it keeps our messaging clear and consistent from the first touch all the way through to the handoff to sales. Review collected by and hosted on G2.com.

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.

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.

Nothing. Insider is quite close to perfection, in our opinion. The recommendation would be to add an user manuel showing tips tricks Review collected by and hosted on G2.com.

Insider is a great marketing partner to have, not only for today but for tomorrow. We see the ability to grow as a company alongside Insider as they grow, and we think Insider has a lot to offer for businesses around the world. Review collected by and hosted on G2.com.

We wanted a solid, reliable way of reaching out to our customers across different channels, send them helpful content, be in constant communication with them to encourage them to keep coming to us for more. Insider’s Architect, in combination with Web Push and their web and mobile suite have been awesome for us. We love being able to personalize our website using Insider’s products 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.

I do feel like everytime I go to a different toolkit I get brought up to having to pay more for different features. I wish the bundles covered more of the add ons, if that was the case I would probably pick the guru to know what my set costs are and I can use most of the services. Review collected by and hosted on G2.com.

The keyword magic tool is really magic. Easy to research opportunities, put them in folders and then use their workflows to come up content ideas. Review collected by and hosted on G2.com.

We love Evam’s user interface, but there are occasional small design changes that could further enhance the user experience. Specifically, a more intuitive and user-friendly navigation system could help our teams adapt even more quickly. Review collected by and hosted on G2.com.

Before Evam, we were juggling multiple tools and manual flows. Now, we manage everything batch, real-time, mobile push, in-app, and email on one platform. It has helped us boost activation and usage rates, especially for new customers and product cross-sells. Review collected by and hosted on G2.com.

The only downside or weakness we have right now is that I need to get the data out of WhatConverts and into various spreadsheets and things. It's possible and the reporting options give a workaround, but I know it could be better. Review collected by and hosted on G2.com.

Originally we had NO CLUE about the value of a lead and more importantly, we had no idea about the value our various google ad campaigns were delivering. After 2 months of seeing whatconverts data, we have been able to optimize our campaigns to a level I never thought would be possible. Review collected by and hosted on G2.com.

I haven't found any disadvantages of this software yet. Customer service was quick, so I assume that if I have any questions or suggestions later, they will be considered promptly. Review collected by and hosted on G2.com.

Detrics is solving my difficulty in tracking information from different data sources, and by being able to import data in real-time, automating the workflows of customized spreadsheets, it greatly facilitates the tracking of my marketing campaigns, and also the generation of reports to make strategic decisions in my business. 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.

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.

If I HAD to pick something I dislike…a more user friendly home page when choosing marketing materials. Review collected by and hosted on G2.com.

Setting up and managing marketing campaigns can be time-consuming and complex, especially for businesses with limited resources or expertise. Sproutloud automates the entire process, allowing me to launch campaigns without the need for constant manual intervention. This efficiency saves me time and effort, letting me concentrate on core business activities. Also, maintaining brand consistency while catering to local market nuances can be challenging, especially when selling brand products. With SproutLand, I can tailor marketing strategies to both align with brand guidelines and respect local consumer expectations. This balance helps enhance brand loyalty, and consumer satisfaction. Review collected by and hosted on G2.com.

1. Expensive at times.

2. Too complex sometimes. Review collected by and hosted on G2.com.

1. Saves manual time from redundancy.

2. Elaborated Dashboarding.

3. Easy to access for me. 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.

The automation builder can be a bit complex to navigate, especially on the whiteboard view. Moreover, we’d also love to see campaign activity sorted chronologically within each customer profile. That said, the support team is quick to step in with workarounds and guidance whenever we run into these challenges. Review collected by and hosted on G2.com.

We’ve been able to gain back lost revenue from abandoned sessions and improve engagement and retention. Especially for our returning customers, it’s now easier to keep in touch with them through the platform. In general, the automations and the pop-ups perform well, and our client has seen real results. Review collected by and hosted on G2.com.

I'm probably over 500 hours now in Growth Nirvana and no complaints yet! Review collected by and hosted on G2.com.

I have over half a dozen clients and each one has multiple data sources (Facebook, Google, TikTok, LinkedIn, etc). Prior to Growth Nirvana I was manually pulling the data I was interested in each time I wanted to do an analysis. This was super repetative and ate up so much time. With Growth Nirvana I can connect those sources one time, and create dashboards which update as often as I want, so there is never a need to repeat an analysis and the dashboards never have stale data. Review collected by and hosted on G2.com.

Improved Documentation would be helpful! The tools and integrations are pretty intuitive, but if you run into questions, the help documentation is pretty limited. Review collected by and hosted on G2.com.

We needed to provide a Reporting Dashboard for a client that showed data from across a large number of different tools. We had pulling a lot of monthly reports from multiple sources and wanted to streamline reporting and provide realtime data, instead of monthly reports. After some research into reporting dashboards, Agency Analytics was our choice and has been a great solution so far!

We are able to pull in data from Paid Ads, Email Marketing, Organic Traffic & Search, Google Sheets, and more. We have yet to need an integration that Agency Analytics does not offer. Review collected by and hosted on G2.com.