Sale Tracking Software

High CostsThe subscription fees can be quite expensive, especially for small businesse Review collected by and hosted on G2.com.

Mobile Accessibility: Sales teams can access Salesforce Sales Cloud from anywhere, ensuring they have the information they need on the go.Scalability and Customization: The platform can be tailored to meet the specific needs of businesses of all sizes, making it a flexible solution as companies grow.As selected above it masked it very easy to for lead sourcing and sales analytics.Increased Sales and Revenue: By providing robust tools for lead management and opportunity tracking, Salesforce Sales Cloud helps sales teams close more deals and boost revenue Review collected by and hosted on G2.com.

There's no sandbox environment for when an admin is making changes. Recently we changed Opportunity Types and had to update our queries. Since there's no sandbox to make sure those queries are running correctly, there was a lot of anxiety around making those changes. Especially because there are people working out of Clari while we're making live changes.

There also seemed to be holes with our integration, especially when it came to Groove and activities in general.

I also wish it was easier for Clari Admins to create signals without having to rely so heavily on Support. While I love the Support team, I wish this was something Admins had more control over. Review collected by and hosted on G2.com.

For the most part Clari is keeping end users focused on prospect and customer management without getting lost in some of the noise our CRM often has which gives us the ability to focus on bigger initiatives. Review collected by and hosted on G2.com.

When we imported our data, a few custom fields needed manual edits. Took extra time, but it worked out. Review collected by and hosted on G2.com.

Customers were unhappy because we weren’t following up on time. Review collected by and hosted on G2.com.

1. The Price Creeps Up… Fast

The free CRM is a great gateway drug, but once you get into Sales Hub Pro or Enterprise territory, it can start to feel like you’re paying by the click. Add-ons, extra seats, and advanced features = dollar signs.

2. Feature Lock-In at Higher Tiers

Want full reporting, playbooks, or advanced automation? Better be ready to upgrade. Some pretty basic features are paywalled behind the Pro or Enterprise tiers, which can feel a bit like being charged extra for seatbelts in a car.

3. Customization Can Be Limiting

It’s super user-friendly… until you want to go off-script. For companies with complex sales processes or unique data structures, HubSpot’s “one-size-fits-most” approach can feel restrictive compared to something like Salesforce.

4. Integrations Aren’t Always Plug-and-Play

Yes, HubSpot has tons of integrations—but not all of them are smooth. Some require middleware (like Zapier), and others don’t sync as cleanly as advertised.

5. Can Be Sluggish at Scale

Large databases or very active teams may notice lag when loading records, switching pipelines, or syncing data. HubSpot’s strength is its simplicity—but sometimes that simplicity comes at the cost of performance under heavy load. Review collected by and hosted on G2.com.

Problem 1: Disorganized or Scattered Sales Processes

Solution: A centralized, all-in-one sales platform

Benefit: No more jumping between Excel, your email, a CRM, and a sticky note with someone’s phone number. Everything—contacts, deals, emails, notes, tasks—is in one place. It keeps the team aligned and makes onboarding new reps a breeze.

Problem 2: Wasted Time on Manual Tasks

Solution: Workflow automation and email sequences

Benefit: Reps spend more time selling and less time clicking. Follow-ups, reminders, lead rotation—it’s all automated. This means faster response times and fewer leads slipping through the cracks (aka money left on the table).

Problem 3: Lack of Visibility into Pipeline and Performance

Solution: Real-time dashboards and custom reporting

Benefit: You can forecast sales, track KPIs, and spot bottlenecks without having to chase down team members or build pivot tables. Leadership gets clarity, and reps know exactly where they stand.

Problem 4: Cold, Impersonal Outreach

Solution: Personalization tokens, templates, and contact insights

Benefit: Outreach stays personalized at scale. Your emails sound like a human wrote them (because one did), and prospects are more likely to engage. It helps you build trust and close faster.

Problem 5: Sales and Marketing Silos

Solution: Tight integration with Marketing Hub and CRM

Benefit: Sales gets better-qualified leads. Marketing gets feedback. Everyone stops playing the blame game and starts working toward shared goals. It’s like couples therapy for your revenue teams. Review collected by and hosted on G2.com.

Assigned roles took a bit of work to understand. Once I got the help I needed all was good. Review collected by and hosted on G2.com.

Close is helping me solve all my internal team communication problems. Previously we were quite spread out (work from home and office employees) so outside of Zoom meetings communication was lacking. But with Close we have a 24/7 service outside of messaging apps we can use to stay informed with eachother. Review collected by and hosted on G2.com.

Honestly haven't came across anything that I could dislike. I tried for 2 minutes but since nothing comes to mind, I won't try to come up with flaws just to actually write something. Review collected by and hosted on G2.com.

Actually already answered: I am a gong user and I use it for several purposes: education (I could watch my colleagues work when I was a new-joiner), call recording + notetatking + summaries & todos, and client contact automation using flows. I use flow editor which allows to define multiple steps (omnichannel e.g. mail + linkedin), select if it's an auto-step or a manual one with a reminder, use templates, blocks with dynamic elements and more. Like to check stats and insights from time to time to see how I do vs my co workers. Gong "Anywhere" add-on for Chrome is great - I often use it when I work in Salesforce, mostly by adding new leads to flows 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.

Attention, guidance or training or delegation to someone competent is necessary if you want to use it effectively for several things. Otherwise, you will need to learn with tutorials and test by yourself, taking time. Also, take the time to study the offers proposed for your immediate or medium-term needs and not waste your money on an inflated offer with features or tiers that you might not use. Fortunately, there is the possibility to downgrade your offer if needed. Review collected by and hosted on G2.com.

The main problem that ActiveCampaign solved and that I needed was to gather everything into a single list and be able to segment to personalize the email experience. But then I solved other problems, such as using automation templates for specific cases, easily creating some automations to save time, or importing email templates. Review collected by and hosted on G2.com.

There is a brief learning curve, particularly for executives who are not heavily involved in sales technology. The insights are good, but it took a little while to know where best to apply them within an executive process. Aside from that, the ultimate return on investment is worth the ramp. Review collected by and hosted on G2.com.

Substrata is helping us reduce misalignment in internal and external communications. In a timing-sensitive, tone-sensitive, and subtext-sensitive world more than ever, this platform adds an intelligence layer that prevents misunderstandings before they happen. For an organization like Convene where alignment and clarity are core principles that's of the utmost importance. Review collected by and hosted on G2.com.

Performio could definitely make an improvement with the app. For whatever reason, myself and many of my colleagues struggle to access performio on the mobile app. Most evidently, it requires multiple attempts to sign in and out to successfully sign in and in many instances, it simply does not allow users to login at all. Review collected by and hosted on G2.com.

It provided a clear vision on what I, as a sales based employee need to work on. This is a factor which eases the process of identifying facets which I need to improve on while reducing the use of manual calculation. 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.

The reporting could offer more custom views or integrations, especially for syncing engagement data directly to our CRM. Also, occasionally the UI gets laggy when managing large lists or editing complex sequences. These are minor issues though and don’t impact our core workflows. Review collected by and hosted on G2.com.

Instantly solves the problem of scaling cold outreach without compromising deliverability or personalisation. It allows us to manage multiple inboxes, automate follow-ups, and track engagement all in one place—saving hours of manual work each week. By rotating sending accounts and warming them up automatically, Instantly ensures our emails land in the inbox, not spam. This has significantly improved our reply rates and helped us generate more qualified leads at scale. 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.

While Apollo.io is a powerful tool, there are a few limitations to be aware of. Most of the phone numbers listed are company lines, not direct dials to individual contacts — which can slow down outreach efforts. Additionally, some job titles are occasionally outdated or inaccurate, and in certain cases, the platform is unable to find a verified email for the contact you're targeting. Review collected by and hosted on G2.com.

Apollo.io is solving the problem of inefficient and fragmented lead generation by centralizing prospecting, contact discovery, and outreach automation into one platform. Before using Apollo, I had to rely on multiple tools to find leads, search for emails, and run campaigns — which was time-consuming and hard to scale.

With Apollo, I can identify high-quality prospects from millions of companies worldwide, get verified contact data, and immediately launch personalized email sequences — all in one place. It’s saving me hours each week, helping me stay organized, and allowing me to consistently reach out to the right people at scale. The result: more leads, better targeting, and faster deal flow. 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.

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.

It takes some time to set up initially, especially if you don't have standardized compensation plans. However, they provide excellent support to handle the heavy lifting, making the process much smoother. Review collected by and hosted on G2.com.

GTM comp plans transparency and accuracy Review collected by and hosted on G2.com.