Salesforce 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.

I like this product but there are some issues which i faced during my usage. As a user I have to post multiple transfer entries from one bank account to other. so I cant do this via upload csv for this i have to do multiple manual entries. Review collected by and hosted on G2.com.

Netsuite is mainly helping us in Accounting. It helps us in monitoring Inventory accurately and recording accounts payable via PO. This is very helpful and make our work easy. With the help of this we can easily monitor inventory, In this way it is helping us. As we have multiple transaction with the help of import facility we imported those transactions and easily record the same. 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.

I originally purchased a perpetual license many years ago. Unfortunately, those are no longer offered. My annual maintenance price has not changed each year which was a pleasant surprise. This year I was forced to upgrade to the latest version or I would get penalized 25% each month. It was in the middle of our busy season and nobody wanted to go through a major upgrade that could cause issues. I can understand support not wanting to help if we are on an old version but to force us to upgrade or fine us harshly is just down right abuse from a vendor. If that practice doesn't stop then I can see people leaving.

Don't try hosting this software on a virtual server. It will not perform well. Make sure you get a dedicated server. Also don't use the MySQL database. The only one that works is the MSSQL. Review collected by and hosted on G2.com.

It has saved many labor hours. We actually cut back on staffing. Review collected by and hosted on G2.com.

It would be nice if you could somehow easily switch between users within the same page. Not a big deal though. Review collected by and hosted on G2.com.

Having visibility into all orders and all the details is really easy to do in Xoro. Other ERP's struggle with this. And it's all configurable so you can see only what you want to see. On top of that, the advance search capabilities lets you filters out the orders using almost any criteria. This makes processing/fulfilling orders really simple as you can do them in batches. 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.

Lack of customization options in the dashboard can be a hassle for some users. All-in-all a great tool for all your business needs. Review collected by and hosted on G2.com.

I highly recommend using this business management platform. We were able to increase team collaboration and communication with its smart reporting and advanced analytics functionalities. Review collected by and hosted on G2.com.

Creates precise and comprehensive financial reports as per the accounting standards.

Reduces paperwork, manual errors and instances of data duplicity.

Allows better control through improved financial management and forecasting.

Streamlines the accounts payable process and ensures payment compliance with the end-to-end invoice management system. 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.

There is not much to dislike. Unlike other ERP's, Business Central relies on an intentional action-and-effect process for most workflows in a business. Because of this, user errors are almost always visible and hard to hide. Review collected by and hosted on G2.com.

Business Central has tied in 3 Shopify stores, an EDI platform, a previous business history, and over 60 employees to conduct a multi-million dollar business. In addition, our highly regulated market requires us to be able to customize our system exactly as we require it. Preventing unregulated sales, embedding procedures that feel native to the application, and providing opportunities to employees within Finance, HR, Sales, Customer Support, Warehouse, and Software Design. Review collected by and hosted on G2.com.

The user interface can feel outdated and unintuitive at times, especially for new users. Navigation between modules isn't always seamless, and basic tasks can take a few extra steps compared to other platforms. The reporting tool, while powerful, has a steep learning curve. Building custom reports or adjusting templates often requires technical knowledge or admin-level access, which slows down self-service reporting. Initial implementation takes time and often requires third-party consultants. Some features that should be standard—like advanced billing or multi-entity consolidations—may come at an extra cost. Also, certain modules lack flexibility unless custom-built. Review collected by and hosted on G2.com.

Sage Intacct is helping us streamline and automate our financial processes—especially around accounts payable, receivable, and multi-entity consolidations. Before using it, we struggled with manual data entry, scattered spreadsheets, and delayed reporting. Now, we benefit from centralized data, real-time financial insights, and faster month-end closes. It solves the challenge of managing complex financial operations across departments and entities. With Sage Intacct, we’ve improved accuracy, reduced manual errors, and saved time on reconciliations and reporting. It also ensures compliance with audit trails and supports better decision-making with reliable, timely data. 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.

For some business, there are too many options which maybe complex or too powerful for smaller company. Ths tool with help you company grw=p Review collected by and hosted on G2.com.

Having Accounting, CRM, website, third party channel management and more all integrated into one system to easy and awesome to deal with on a dailly basis. 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.

This error often appears during data splitting and indicates data corruption. Repairing the company data is the recommended solution.

It's good to use but there are some glitch which you can contact to your Tally supporter, who can fix it. Review collected by and hosted on G2.com.

You can handle it without using mouse (by keyboard only), it's make your speed better in work.

It also good because you can use it by some shortcut keys. You can also input your require data reports formate.

It will make your speed for working.

We can easily create any voucher, edit it, also we can cancel it (if there was some mistake). This Software is very familiar.

You can directly make bill and eway bill by system generated. 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.