# Best Sales Analytics Software - Page 3 *By [Julie Jung](https://research.g2.com/insights/author/julie-jung)* Sales analytics software reports on CRM data to reveal sales insights and forecast future performance, giving sales teams and managers visibility into activities, identifying high or under-performing salespeople, products, and communications, and enabling more predictable, data-driven sales strategies. ### Core Capabilities of Sales Analytics Software To qualify for inclusion in the Sales Analytics category, a product must: - Automate and visualize sales pipelines with customizable stages, risk factors, and scoring methods - Report on the performance of salespeople, products, methods, and other available data - Forecast sales numbers based on pipeline factors ### Common Use Cases for Sales Analytics Software Sales managers and revenue operations teams use sales analytics software to make informed decisions and optimize sales performance. Common use cases include: - Tracking pipeline health and identifying deals at risk of stalling or churning - Measuring rep and team performance against quotas and historical benchmarks - Forecasting revenue based on pipeline stage, deal velocity, and win rates ### How Sales Analytics Software Differs from Other Tools Sales analytics products access data solely from sales tools, with core functionality focused on analyzing sales information specifically. Organizations seeking insights across a wider range of business data may opt for [business intelligence software](https://www.g2.com/categories/business-intelligence), which provides cross-functional analytics beyond the sales domain. Sales analytics systems are typically implemented on top of sales force automation and CRM systems and use existing data to surface insights, though some serve as both the CRM system of record and the analytics tool. ### Insights from G2 on Sales Analytics Software Based on category trends on G2, pipeline visualization and sales forecasting accuracy stand out as the most valued capabilities. Improved forecast confidence and better visibility into rep performance stand out as primary drivers of adoption. ## Top Sales Analytics Software at a Glance | # | Product | Rating | Best For | What Users Say | |---|---------|--------|----------|----------------| | 1 | [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) | 4.4/5.0 (24,669 reviews) | AI-native pipeline analytics inside Salesforce | "[Powerful, Customizable Sales Platform—But Needs Onboarding to Tame Complexity](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12936463)" | | 2 | [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) | 4.4/5.0 (13,270 reviews) | CRM-native pipeline analytics with marketing-handoff visibility | "[Excellent CRM for sales teams](https://www.g2.com/survey_responses/hubspot-sales-hub-review-13120963)" | | 3 | [Gong](https://www.g2.com/products/gong/reviews) | 4.7/5.0 (6,504 reviews) | Conversation intelligence with AI-driven deal coaching | "[Actionable Conversation Insights That Keep Teams Aligned.](https://www.g2.com/survey_responses/gong-review-12837945)" | | 4 | [Pipedrive](https://www.g2.com/products/pipedrive/reviews) | 4.3/5.0 (3,045 reviews) | Visual pipeline analytics with deal-stage conversion tracking | "[Simple, Cost-Effective CRM with an Easy-to-Use Visual Pipeline](https://www.g2.com/survey_responses/pipedrive-review-13043351)" | | 5 | [Clari](https://www.g2.com/products/clari/reviews) | 4.6/5.0 (5,503 reviews) | Salesforce-native forecast inspection and pipeline analytics | "[Clari Platform Review from a RevOps Perspective](https://www.g2.com/survey_responses/clari-review-12400239)" | | 6 | [Substrata](https://www.g2.com/products/substrata-substrata/reviews) | 4.9/5.0 (1,094 reviews) | Conversation intelligence for buyer intent signals | "[Real Insights for Real Global Sales Challenges](https://www.g2.com/survey_responses/substrata-review-12617983)" | | 7 | [Close](https://www.g2.com/products/close/reviews) | 4.7/5.0 (2,030 reviews) | Outbound sales activity tracking with unified communications | "[Intuitive All-in-One CRM That Keeps Sales Conversations Organized](https://www.g2.com/survey_responses/close-review-13106165)" | | 8 | [SAP Sales Cloud](https://www.g2.com/products/sap-sap-sales-cloud/reviews) | 4.2/5.0 (890 reviews) | SAP-native lead-to-cash pipeline analytics | "[High volume task handler](https://www.g2.com/survey_responses/sap-sales-cloud-review-11157624)" | | 9 | [CaptivateIQ](https://www.g2.com/products/captivateiq/reviews) | 4.7/5.0 (3,410 reviews) | — | "[Easy to navigate for Sellers and eliminate time usage.](https://www.g2.com/survey_responses/captivateiq-review-11398999)" | | 10 | [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) | 4.6/5.0 (845 reviews) | Visual deal-stage analytics replacing spreadsheet pipelines | "[Excellent CRM for Managing Business Leads Efficiently](https://www.g2.com/survey_responses/bigin-by-zoho-crm-review-13115366)" | ## G2 Grid® for Sales Analytics Software ![G2 Grid® for Sales Analytics Software plotting products by satisfaction and market presence](https://www.g2.com/categories/sales-analytics/grids.png?focus%5B%5D=506&focus%5B%5D=6227&focus%5B%5D=24724&focus%5B%5D=1619&focus%5B%5D=7788&focus%5B%5D=1333617&focus%5B%5D=3296&focus%5B%5D=576) Highlighted products: Agentforce Sales (formerly Salesforce Sales Cloud), HubSpot Sales Hub, Gong, Pipedrive, Clari, Substrata, Close, and Zoho CRM. Underlying data: [Grid® JSON](https://www.g2.com/categories/sales-analytics/grids.json?focus%5B%5D=agentforce-sales-formerly-salesforce-sales-cloud&focus%5B%5D=hubspot-sales-hub&focus%5B%5D=gong&focus%5B%5D=pipedrive&focus%5B%5D=clari&focus%5B%5D=substrata-substrata&focus%5B%5D=close&focus%5B%5D=zoho-crm) ## How Many Sales Analytics Software Products Does G2 Track? **Total Products under this Category:** 203 ### Category Stats (Jul 2026) - **Average Rating**: 4.48/5 The average rating of products in this category, based on all submitted ratings - **Top Trending Product**: Akoonu RevWorks (+3.48%) - Among all products in this category, Akoonu RevWorks recorded the largest rating increase compared to last month *Last updated: July 19, 2026* ## How Does G2 Rank Sales Analytics Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 120,600+ Authentic Reviews - 203+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## Which Sales Analytics Software Is Best for Your Use Case? - **Leader:** [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - **Highest Performer:** [Substrata](https://www.g2.com/products/substrata-substrata/reviews) - **Easiest to Use:** [Substrata](https://www.g2.com/products/substrata-substrata/reviews) - **Top Trending:** [Gong](https://www.g2.com/products/gong/reviews) - **Best Free Software:** [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) --- **Sponsored** ### Opine AI Presales Platform Opine is the first AI-powered presales automation platform that helps Sales Engineers (SEs) turn complex technical evaluations into a repeatable, trackable, and scalable process. Built specifically for presales teams, Opine replaces spreadsheets, scattered notes, and disconnected workflows with a centralized workspace that syncs with your CRM, email, Slack, and call transcripts, so SEs can focus on driving technical wins instead of chasing admin work. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=626&secure%5Bchosen_at%5D=2026-07-20T11%3A42%3A01Z&secure%5Bdisplayable_resource_id%5D=626&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=626&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1439600&secure%5Bresource_id%5D=626&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fsales-analytics&secure%5Btoken%5D=02560f19b0812b14b7e90bffc0046657e87ed47c7766711b8fd3df15252eb868&secure%5Burl%5D=https%3A%2F%2Ftryopine.com%2Fschedule&secure%5Burl_type%5D=book_demo) --- ## What Are the Top-Rated Sales Analytics Software Products in 2026? ### 1. [Pipeline CRM](https://www.g2.com/products/pipeline-crm/reviews) Pipeline CRM is a sales-first CRM designed to help teams close deals faster, automate processes, and drive predictable revenue growth. Our platform eliminates time-consuming admin work with powerful automation, seamlessly moving leads from prospect to customer. With an intuitive interface and highly customizable workflows, sales teams can focus on selling—not data entry. **Average Rating:** 4.3/5.0 **Total Reviews:** 911 **How Do G2 Users Rate Pipeline CRM?** - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.2/10) - **Data Segmentation:** 8.7/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 9.0/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 9.3/10 (Category avg: 8.7/10) **Who Is the Company Behind Pipeline CRM?** - **Seller:** [Pipeline CRM](https://www.g2.com/sellers/pipeline-crm) - **Company Website:** https://pipelinecrm.com/ - **Year Founded:** 2006 - **HQ Location:** Seattle, WA - **Twitter:** @PipelineDeals (2,861 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1073626/ (28 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Manager, President - **Top Industries:** Construction, Marketing and Advertising - **Company Size:** 65% Small-Business, 27% Mid-Market #### What Are Pipeline CRM's Pros and Cons? **Pros:** - Ease of Use (9 reviews) - Intuitive (6 reviews) - Pipeline Management (6 reviews) - Customer Management (5 reviews) - Customer Support (5 reviews) **Cons:** - Limited Features (7 reviews) - Limited Customization (6 reviews) - Integration Issues (5 reviews) - Missing Features (4 reviews) - Slow Performance (3 reviews) ### What Do G2 Reviewers Say About Pipeline CRM? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **ease of use** in Pipeline CRM, making it quick to learn and enhancing productivity. - Users value the **intuitive interface** of Pipeline CRM, enhancing organization and efficiency with minimal training required. - Users appreciate the **organized approach** of Pipeline CRM, allowing seamless management and tracking of leads and deals. - Users appreciate the **user-friendly interface** of Pipeline CRM, making team onboarding and client management quick and efficient. - Users highlight the **responsive customer support** of Pipeline CRM, appreciating quick assistance for their queries. **Cons:** - Users find the **limited features** of Pipeline CRM hinder deep integrations and automation options, impacting overall effectiveness. - Users find the **limited customization** options of Pipeline CRM inadequate for complex sales processes, hindering its effectiveness. - Users face **integration issues** with Pipeline CRM, limiting functionality and causing challenges with third-party app connectivity. - Users identify **missing features** , particularly in the mobile app and integration capabilities, limiting automation and syncing options. - Users face **slow performance** with Pipeline CRM, especially during updates and due to limited third-party integrations. #### What Are Recent G2 Reviews of Pipeline CRM? **"[Pipeline CRM’s Clean, Simple Interface Makes Tracking Deals Effortless](https://www.g2.com/survey_responses/pipeline-crm-review-12996287)"** **Rating:** 4.5/5.0 stars *— Dharamveer p.* [Read full review](https://www.g2.com/survey_responses/pipeline-crm-review-12996287) --- **"[Keeping Follow Ups, Tasks, Timelines, and Daily Workflow More Under Control](https://www.g2.com/survey_responses/pipeline-crm-review-12880667)"** **Rating:** 4.5/5.0 stars *— Ishan S.* [Read full review](https://www.g2.com/survey_responses/pipeline-crm-review-12880667) --- #### What Are G2 Users Discussing About Pipeline CRM? - [What is Pipeline CRM used for?](https://www.g2.com/discussions/what-is-pipeline-crm-used-for) ### 2. [Freshsales](https://www.g2.com/products/freshsales/reviews) Freshsales is an easy-to-use, AI-powered sales CRM software. Trusted by 65,000+ businesses worldwide, Freshsales CRM helps sales teams attract quality leads, engage in contextual conversations, grow sales pipeline, boost conversions, and power productivity. Freshsales CRM provides a 360-degree view of contacts and accounts to empower sales teams with context to sell better. Sellers can manage sales pipelines to visualize deal progress and define and track sales targets. Sales teams can effortlessly engage with prospects and customers with the built-in phone, email, and chat capabilities. Advanced automation features like workflows and sales sequences boost sales productivity and ensure better prospecting. Freddy AI in Freshsales helps sellers draft contextual sales emails, receive actionable deal insights, and never miss out on revenue opportunities. **Average Rating:** 4.5/5.0 **Total Reviews:** 1,199 **How Do G2 Users Rate Freshsales?** - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.2/10) - **Data Segmentation:** 8.3/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 8.2/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 8.4/10 (Category avg: 8.7/10) **Who Is the Company Behind Freshsales?** - **Seller:** [Freshworks](https://www.g2.com/sellers/freshworks) - **Year Founded:** 2010 - **HQ Location:** San Mateo, CA - **Twitter:** @FreshworksInc (19,020 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/freshworks-inc/ (7,505 employees on LinkedIn®) - **Ownership:** NASDAQ: FRSH **Who Uses This Product?** - **Who Uses This:** CEO, Business Development Manager - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 68% Small-Business, 27% Mid-Market #### What Are Freshsales's Pros and Cons? **Pros:** - Ease of Use (103 reviews) - Features (70 reviews) - Helpful (55 reviews) - Customer Support (50 reviews) - Intuitive (41 reviews) **Cons:** - Missing Features (47 reviews) - Limited Features (32 reviews) - Limitations (28 reviews) - Learning Curve (25 reviews) - Limited Customization (21 reviews) ### What Do G2 Reviewers Say About Freshsales? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Freshsales, finding it user-friendly and intuitive for managing tasks. - Users love the **user-friendly interface and extensive features** of Freshsales, enhancing their overall experience and efficiency. - Users find Freshsales to be a **helpful CRM tool** that effectively tracks business development leads and deals. - Users appreciate the **responsive customer support** of Freshsales, enhancing their experience with seamless onboarding and guidance. - Users appreciate the **intuitive design** of Freshsales, finding it easy to learn and navigate across devices. **Cons:** - Users find **missing features** in Freshsales, leading to frustration with reporting, automation, and configuration inconsistencies. - Users find Freshsales to have **limited features** that hinder workflow management and overall user experience, prompting consideration of alternatives. - Users find **configuration complexities** and limited reporting capabilities in Freshsales, impacting their overall CRM experience. - Users find the **learning curve steep** , particularly with reporting and automated workflows in Freshsales. - Users find the **limited customization** options frustrating, particularly with reporting and adding custom fields. #### What Are Recent G2 Reviews of Freshsales? **"[Clean, Easy-to-Use CRM That Streamlines the Entire Sales Pipeline](https://www.g2.com/survey_responses/freshsales-review-12996129)"** **Rating:** 4.0/5.0 stars *— Dharamveer p.* [Read full review](https://www.g2.com/survey_responses/freshsales-review-12996129) --- **"[A Practical CRM for Managing Leads and Customer Interactions](https://www.g2.com/survey_responses/freshsales-review-12946886)"** **Rating:** 5.0/5.0 stars *— Ishan S.* [Read full review](https://www.g2.com/survey_responses/freshsales-review-12946886) --- #### What Are G2 Users Discussing About Freshsales? - [What is Freshsales used for?](https://www.g2.com/discussions/what-is-freshsales-used-for) - 2 comments, 1 upvote - [What are the three benefits of CRM?](https://www.g2.com/discussions/freshsales-what-are-the-three-benefits-of-crm) - 2 comments - [What is Freshsales CRM?](https://www.g2.com/discussions/what-is-freshsales-crm) - 1 comment - [What are the major types of CRM?](https://www.g2.com/discussions/what-are-the-major-types-of-crm) - 1 upvote - [What are the features of CRM software?](https://www.g2.com/discussions/freshsales-what-are-the-features-of-crm-software) - 1 comment ### 3. [Outreach](https://www.g2.com/products/outreach/reviews) Outreach, founded in 2014, is the only complete AI Revenue Workflow Platform that helps sales leaders benefit from connected account visibility, performance insights, and higher forecasting accuracy across every GTM team. Outreach infuses agentic AI to power 100s of use cases across sales motions. From new logo prospecting to renewal and expansion, Outreach AI automates workflows and frees sellers to focus on more strategic conversations and actions. Global organizations use Outreach to power their revenue teams, including SAP, Siemens, Snowflake, and Verizon to name a few. To learn more, please visit www.outreach.io. **Average Rating:** 4.3/5.0 **Total Reviews:** 3,500 **How Do G2 Users Rate Outreach?** - **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 9.2/10) - **Data Segmentation:** 7.6/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 7.4/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 8.1/10 (Category avg: 8.7/10) **Who Is the Company Behind Outreach?** - **Seller:** [Outreach](https://www.g2.com/sellers/outreach) - **Company Website:** https://www.outreach.io/demo - **Year Founded:** 2014 - **HQ Location:** Seattle, WA - **Twitter:** @outreach_io (7,689 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3559595/ (1,609 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Sales Development Representative - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 59% Mid-Market, 22% Enterprise #### What Are Outreach's Pros and Cons? **Pros:** - Ease of Use (80 reviews) - Automation (49 reviews) - Helpful (47 reviews) - Features (41 reviews) - Time-saving (41 reviews) **Cons:** - Missing Features (32 reviews) - Learning Curve (23 reviews) - Limitations (21 reviews) - Limited Customization (19 reviews) - Integration Issues (16 reviews) ### What Do G2 Reviewers Say About Outreach? *AI-generated summary from verified user reviews* **Pros:** - Users enjoy the **ease of use** in Outreach, making follow-ups and tracking contacts extremely straightforward. - Users love the **automation and sequencing capabilities** of Outreach, streamlining tasks and enhancing prospect communication effectively. - Users appreciate how **easy organization and follow-up** with leads is, ensuring consistency and improved response rates. - Users value the **intuitive user interface** and excellent integrations, enhancing their productivity and sales management while using Outreach. - Users appreciate the **time-saving automation** of Outreach, streamlining engagement and enhancing overall productivity. **Cons:** - Users experience **missing features** in Outreach, especially in analytics and automation capabilities, impacting efficiency and performance. - Users find a noticeable **learning curve** with Outreach, making it challenging to master the tool effectively. - Users find Outreach has **navigation difficulties** and requires extra training, complicating the prospect management process. - Users feel that the **limited customization** in Outreach hinders their ability to create tailored reports effectively. - Users experience frequent **integration issues** with Hubspot, affecting productivity and syncing reliability in Outreach. #### What Are Recent G2 Reviews of Outreach? **"[Outreach Streamlines Multi-Channel Sequences and Follow-Ups Effortlessly](https://www.g2.com/survey_responses/outreach-review-12365799)"** **Rating:** 5.0/5.0 stars *— Silvina F.* [Read full review](https://www.g2.com/survey_responses/outreach-review-12365799) --- **"[Effortless Email Tracking and Workflow Optimization](https://www.g2.com/survey_responses/outreach-review-13095207)"** **Rating:** 5.0/5.0 stars *— Navdeep K.* [Read full review](https://www.g2.com/survey_responses/outreach-review-13095207) --- ### 4. [Conga Grid](https://www.g2.com/products/conga-grid/reviews) Conga Grid is a productivity tool within Salesforce that allows users to view, sort, and manage data batches from a single screen. Find and manage the information and insights you need with fewer clicks and less screen switching. With Conga Grid, you can expect to save time, improve data quality, get a clear view into the data you need, and create a more productive workplace in Salesforce to drive growth across your organization. Using our Quick Start Grids, which are pre-built for your use case (Sales, Sales Executive, Case Management, Salesforce Admin), you can get up and running within minutes. Simply put, Grid is the single most effective place to get work done in Salesforce. Create, track, and manage your Salesforce data in one place. Grid provides: Complete data visibility: Conga Grid empowers you to quickly navigate, visualize, and manage Salesforce data across multiple objects from a single grid. Insights that drive growth: Conga Grid makes workflow management easy, with a 360-degree view of your data on a single screen. Increased productivity across your team: Inline editing saves you from clicking through multiple records and screens to access data. Update data faster and increase productivity with bulk edits. **Average Rating:** 4.5/5.0 **Total Reviews:** 51 **How Do G2 Users Rate Conga Grid?** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.2/10) - **Data Segmentation:** 8.3/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 8.9/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 7.5/10 (Category avg: 8.7/10) **Who Is the Company Behind Conga Grid?** - **Seller:** [Conga](https://www.g2.com/sellers/conga) - **Year Founded:** 2006 - **HQ Location:** 3200 Kirby Dr., Suite 500, Houston, TX 77098 - **LinkedIn® Page:** https://www.linkedin.com/company/conga/ (2,116 employees on LinkedIn®) - **Phone:** (303) 465-1616 **Who Uses This Product?** - **Top Industries:** Information Technology and Services - **Company Size:** 40% Small-Business, 38% Mid-Market #### What Are Conga Grid's Pros and Cons? **Pros:** - Affordable (1 reviews) - Customer Support (1 reviews) - Customizability (1 reviews) - Ease of Creation (1 reviews) - Ease of Use (1 reviews) **Cons:** - Learning Curve (1 reviews) - Not Intuitive (1 reviews) ### What Do G2 Reviewers Say About Conga Grid? *AI-generated summary from verified user reviews* **Pros:** - Users value the **affordable pricing** of Conga Grid, making report creation accessible without breaking the bank. - Users value the **customer support** from Conga Grid, finding it essential for creating customizable reports easily. - Users value the **customizability** of Conga Grid, finding report creation easier and more dynamic than ever. - Users value the **ease of creation** with Conga Grid, enjoying effortless customization for dynamic reporting. - Users find **ease of use** in Conga Grid, creating dynamic reports with minimal effort compared to previous methods. **Cons:** - Users note a **learning curve** with Conga Grid, particularly when handling large datasets due to loading delays. - Users feel the **loading times for large datasets** are not intuitive, hindering efficiency and user experience. #### What Are Recent G2 Reviews of Conga Grid? **"[A Golden team player for Data management & Reporting](https://www.g2.com/survey_responses/conga-grid-review-10803130)"** **Rating:** 4.5/5.0 stars *— Verified User in Pharmaceuticals* [Read full review](https://www.g2.com/survey_responses/conga-grid-review-10803130) --- **"[Powerful tool for Salesforce data management](https://www.g2.com/survey_responses/conga-grid-review-8707955)"** **Rating:** 4.5/5.0 stars *— Dorian S.* [Read full review](https://www.g2.com/survey_responses/conga-grid-review-8707955) --- #### What Are G2 Users Discussing About Conga Grid? - [What is Conga Grid used for?](https://www.g2.com/discussions/what-is-conga-grid-used-for) - [What does Conga Grid do?](https://www.g2.com/discussions/what-does-conga-grid-do) - 1 comment - [What is Conga Composer?](https://www.g2.com/discussions/conga-grid-what-is-conga-composer) - [What is conga action grid?](https://www.g2.com/discussions/what-is-conga-action-grid) - [What is conga grid?](https://www.g2.com/discussions/what-is-conga-grid) ### 5. [Workbooks](https://www.g2.com/products/workbooks/reviews) Workbooks is the 'No-BS' CRM: rated #1 CRM for midmarket firms by TechRadar in 2025, Workbooks combines its software platform with outstanding consultancy, implementation and support. Workbooks joins up your entire business with a single cloud-based CRM solution and lowers the cost and risk of your CRM project with co-funded implementation. And with software and services from a single supplier, you can get a made-to-measure CRM, for an off-the-shelf price. **Average Rating:** 4.3/5.0 **Total Reviews:** 534 **How Do G2 Users Rate Workbooks?** - **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 9.2/10) - **Data Segmentation:** 8.3/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 8.6/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 8.2/10 (Category avg: 8.7/10) **Who Is the Company Behind Workbooks?** - **Seller:** [Workbooks](https://www.g2.com/sellers/workbooks) - **Company Website:** https://www.Workbooks.com - **Year Founded:** 2009 - **HQ Location:** Reading, Berkshire - **Twitter:** @Workbooks (2,702 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/225937/ (65 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Managing Director, Director - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 60% Small-Business, 33% Mid-Market #### What Are Workbooks's Pros and Cons? **Pros:** - Ease of Use (16 reviews) - Reporting (8 reviews) - Customer Support (7 reviews) - Customization (7 reviews) - Feature Richness (7 reviews) **Cons:** - Learning Curve (8 reviews) - Limitations (6 reviews) - Limited Features (5 reviews) - Complex Features (4 reviews) - Limited Customization (4 reviews) ### What Do G2 Reviewers Say About Workbooks? *AI-generated summary from verified user reviews* **Pros:** - Users highlight the **ease of use** of Workbooks, appreciating its simple navigation and intuitive interface for tracking clients. - Users value the **powerful reporting tools** in Workbooks, which enhance decision-making and data handling efficiency. - Users value the **friendly and reliable customer support** of Workbooks, always providing timely and insightful assistance. - Users value the **highly customizable options** in Workbooks, allowing tailored solutions for diverse team needs. - Users value the **extensive feature set** of Workbooks, leveraging customization for effective reporting and decision-making. **Cons:** - Users face a **steep learning curve** with Workbooks, struggling with setup and intuitive navigation for advanced features. - Users experience **slow data loading** and lack features like dual screens, impacting overall efficiency and flexibility. - Users find the **limited features** of Workbooks insufficient as their needs grow, impacting overall usability and efficiency. - Users find the **complex features** of Workbooks can be clunky and require extra help for straightforward tasks. - Users find the **limited customization options** in Workbooks restrict their ability to adapt easily and efficiently. #### What Are Recent G2 Reviews of Workbooks? **"[All-in-One CRM with Room for Modernization](https://www.g2.com/survey_responses/workbooks-review-12444760)"** **Rating:** 4.0/5.0 stars *— Tordsen A.* [Read full review](https://www.g2.com/survey_responses/workbooks-review-12444760) --- **"[CRM, projects, marketing, and reporting all in one flow](https://www.g2.com/survey_responses/workbooks-review-12403469)"** **Rating:** 5.0/5.0 stars *— Kumail R.* [Read full review](https://www.g2.com/survey_responses/workbooks-review-12403469) --- #### What Are G2 Users Discussing About Workbooks? - [What is Workbooks used for?](https://www.g2.com/discussions/what-is-workbooks-used-for) - 1 comment ### 6. [Insightly CRM](https://www.g2.com/products/insightly-crm/reviews) Insightly is the modern, affordable CRM that teams love. It’s easy to use, simple to customize, and scales with companies as they grow, solving common pain points that legacy CRMs can't. Insightly helps teams build and convert sales pipeline, increase productivity, and build lasting customer relationships. Centralize and manage all your customer, sales, and business data—leads, contacts, emails, events, quotes, projects, tasks, opportunities, and business reports—in one easy-to-use, flexible and secure CRM that scales with your business. Increase sales efficiency and transparency with Insightly’s enterprise-grade Products, Price books, and Quotes (PPQ) capabilities. Quickly search, track, and manage millions of distinct products and services right inside the Insightly platform. Connect products and services to individual opportunities, eliminating human errors, bottlenecks, and inconsistencies. With Insightly’s PPQ, your field teams can generate custom quotes, contracts, and proposals for their opportunities with just a few clicks. Enjoy complete control and visibility into what you sell, to whom, when, and at what price. Use Insightly’s custom objects and apps to tailor workflows and processes to your unique business needs and preferences, ensuring high adoption and satisfaction. Use AppConnect to integrate Insightly with more than 500 popular apps. Insightly’s native CRM integrations include: Gmail Google Workspace & Google Apps Google Drive Quickbooks Online Xero Slack Dropbox Box MailChimp Evernote Zapier Facebook Lead Ads And more... Manage everything on the go with award-winning mobile applications for both Android and iOS. Scan business cards and upload all information in one click, update projects and records in real time, and enable your field team to create and update opportunities right at the client's location. Powerful in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly is trusted by more than a million users worldwide. **Average Rating:** 4.2/5.0 **Total Reviews:** 925 **How Do G2 Users Rate Insightly CRM?** - **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 9.2/10) - **Data Segmentation:** 8.0/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 7.9/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 8.7/10 (Category avg: 8.7/10) **Who Is the Company Behind Insightly CRM?** - **Seller:** [Unbounce](https://www.g2.com/sellers/unbounce) - **Company Website:** https://unbounce.com - **Year Founded:** 2009 - **HQ Location:** Vancouver - **Twitter:** @unbounce (72,651 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/503432/ (130 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, CEO - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 73% Small-Business, 21% Mid-Market #### What Are Insightly CRM's Pros and Cons? **Pros:** - Ease of Use (28 reviews) - Easy Customization (11 reviews) - Customizability (10 reviews) - Customization (9 reviews) - Feature Richness (9 reviews) **Cons:** - Learning Curve (9 reviews) - Limited Customization (7 reviews) - Limited Features (7 reviews) - Incomplete Information (6 reviews) - Time-Consuming (6 reviews) ### What Do G2 Reviewers Say About Insightly CRM? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **ease of use** of Insightly CRM, highlighting its user-friendly interface and helpful features. - Users appreciate the **easy customization** options in Insightly CRM, enabling quick access to tailored client information. - Users appreciate the **customizability** of Insightly CRM, enabling tailored fields, reports, and layouts for various needs. - Users appreciate the **flexible customization options** in Insightly CRM that cater to specific needs and enhance usability. - Users value the **feature richness** of Insightly CRM, appreciating its intuitive interface and versatility for project management. **Cons:** - Users find the **learning curve steep** , complicating automation and workflow setup for new users. - Users express frustration over **limited customization** options in Insightly CRM, hindering their ability to tailor the tool effectively. - Users find the **limited features** hinder effective use, especially in project management and task customization. - Users struggle with **incomplete information** , facing challenges in documentation and report generation that hinder usability. - Users find the setup process of Insightly CRM to be **time-consuming** compared to other platforms, affecting efficiency. #### What Are Recent G2 Reviews of Insightly CRM? **"[Streamlined Sales and Task Management](https://www.g2.com/survey_responses/insightly-crm-review-12865487)"** **Rating:** 4.0/5.0 stars *— Jeni J.* [Read full review](https://www.g2.com/survey_responses/insightly-crm-review-12865487) --- **"[Keeping Customer Workflows Better Connected](https://www.g2.com/survey_responses/insightly-crm-review-12948095)"** **Rating:** 4.5/5.0 stars *— Ishan S.* [Read full review](https://www.g2.com/survey_responses/insightly-crm-review-12948095) --- ### 7. [Recapped.io](https://www.g2.com/products/recapped-io/reviews) Recapped enables teams to collaborate directly with their clients through the last mile of sales, including pilot management and onboarding. Upload relevant content for clients to engage, assign next steps for clients with due dates (and automatic reminders), and ensure everyone finally stays on the same page. **Average Rating:** 4.6/5.0 **Total Reviews:** 177 **How Do G2 Users Rate Recapped.io?** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.2/10) - **Data Segmentation:** 8.3/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 9.0/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 9.1/10 (Category avg: 8.7/10) **Who Is the Company Behind Recapped.io?** - **Seller:** [Recapped.io](https://www.g2.com/sellers/recapped-io) - **Year Founded:** 2018 - **HQ Location:** New York - **Twitter:** @GetRecapped (175 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/18194833/ (12 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Enterprise Account Executive - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 46% Mid-Market, 44% Small-Business #### What Are Recapped.io's Pros and Cons? **Pros:** - Ease of Use (14 reviews) - Centralization (6 reviews) - Customization (6 reviews) - Sales Process (6 reviews) - Helpful (5 reviews) **Cons:** - Editing Issues (2 reviews) - Branding Issues (1 reviews) - Change Management (1 reviews) - Complex UI (1 reviews) - Difficult Customization (1 reviews) ### What Do G2 Reviewers Say About Recapped.io? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Recapped.io, enjoying its seamless integration and interactive features for sales processes. - Users value the **centralized communication** in Recapped.io, enhancing collaboration and streamlining sales processes effectively. - Users value the **customization options** of Recapped.io, enabling tailored solutions for their unique sales processes. - Users highlight the **collaborative sales process** of Recapped.io, enhancing communication and organization throughout sales cycles. - Users value the **helpful centralization of communication** in Recapped.io, enhancing collaboration throughout the sales lifecycle. **Cons:** - Users find **editing issues** in Recapped.io, like non-chronological date rearrangement and limited table configurations, frustrating. - Users desire **white-labeled invites** for MAP, as current branding affects professionalism and user experience. - Users note that **due date changes don't automatically re-arrange** , requiring manual adjustments for better organization. - Users find the **complex UI** of Recapped.io makes navigation difficult and hampers their overall experience. - Users find **difficult customization** in Recapped.io limits their ability to configure tables easily compared to Excel. #### What Are Recent G2 Reviews of Recapped.io? **"[Great Product, Outstanding Customer Service](https://www.g2.com/survey_responses/recapped-io-review-10914974)"** **Rating:** 5.0/5.0 stars *— Luke G.* [Read full review](https://www.g2.com/survey_responses/recapped-io-review-10914974) --- **"[New user to Recapped.io](https://www.g2.com/survey_responses/recapped-io-review-10776432)"** **Rating:** 5.0/5.0 stars *— Stephen F.* [Read full review](https://www.g2.com/survey_responses/recapped-io-review-10776432) --- #### What Are G2 Users Discussing About Recapped.io? - [What is Recapped.io used for?](https://www.g2.com/discussions/what-is-recapped-io-used-for) - 1 comment ### 8. [Bigtincan Engagement](https://www.g2.com/products/bigtincan-engagement/reviews) We aspire to make every customer interaction successful. Every email, every meeting, and every presentation should provide value and lead buyers to the best decision. Bigtincan Engagement (formerly Clearslide) provides a complete Sales Engagement solution that combines content management, integrated communications, engagement analytics, conversation intelligence, AI-powered meeting automation, and guided selling to power dynamic conversations with buyers. Bigtincan Engagement is designed to enhance sales effectiveness by addressing common challenges faced by sales teams. It aims to increase active selling time, optimize sales interactions, and provide better visibility into buyer needs. Key features include: Centralized Content Management: Sellers can access a variety of content from multiple systems, ensuring they have the most up-to-date materials. Real-Time Buyer Engagement: The platform allows for immediate reactions to engaged buyers through notifications and automates email outreach to focus on active opportunities. Personalized Experiences: Engagement Hub enables the creation of personalized microsites for buyers, allowing sellers to tailor content and interactions based on buyer interests and needs. Analytics and Insights: The platform provides detailed engagement insights, helping sellers understand how buyers interact with shared content, which can uncover hidden needs. Conversation Intelligence: This feature transcribes and analyzes sales calls, providing feedback on tone and articulation, which aids in self-coaching for sales reps. These capabilities are designed to empower sales teams to create engaging, measurable buyer experiences that drive sales success. Bigtincan Engagement customers report: 10%-20% increase in closed deals 25% decrease in time to on-board new reps 50%-80% reduction in selling costs **Average Rating:** 4.1/5.0 **Total Reviews:** 575 **How Do G2 Users Rate Bigtincan Engagement?** - **Has the product been a good partner in doing business?:** 8.2/10 (Category avg: 9.2/10) - **Data Segmentation:** 9.0/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 8.7/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 9.1/10 (Category avg: 8.7/10) **Who Is the Company Behind Bigtincan Engagement?** - **Seller:** [Bigtincan](https://www.g2.com/sellers/bigtincan) - **Year Founded:** 2011 - **HQ Location:** Waltham, MA - **Twitter:** @bigtincan (2,236 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/bigtincan (184 employees on LinkedIn®) - **Phone:** 781-405-2376 **Who Uses This Product?** - **Who Uses This:** Account Executive, Account Manager - **Top Industries:** Computer Software, Internet - **Company Size:** 55% Mid-Market, 28% Enterprise #### What Are Recent G2 Reviews of Bigtincan Engagement? **"[ClearSlide: Real-time A/V/W Conferencing GOAT & BOAT of All Times](https://www.g2.com/survey_responses/bigtincan-engagement-review-7770942)"** **Rating:** 4.5/5.0 stars *— Divya N.* [Read full review](https://www.g2.com/survey_responses/bigtincan-engagement-review-7770942) --- **"[Very good tool.](https://www.g2.com/survey_responses/bigtincan-engagement-review-9428024)"** **Rating:** 5.0/5.0 stars *— Nicolo F. V.* [Read full review](https://www.g2.com/survey_responses/bigtincan-engagement-review-9428024) --- #### What Are G2 Users Discussing About Bigtincan Engagement? - [What is ClearSlide used for?](https://www.g2.com/discussions/what-is-clearslide-used-for) - [What is SalesDirector.ai used for?](https://www.g2.com/discussions/what-is-salesdirector-ai-used-for) ### 9. [GridBuddy Connect](https://www.g2.com/products/gridbuddy-connect/reviews) GridBuddy Connect, from Validity, is the data productivity platform that keeps your team more focused on growing your business than updating your data. Since growth-minded teams need accurate data at their fingertips, GridBuddy Connect combines data from separate systems into an editable, spreadsheet-simple view. Users finally have all insights they need in one place, and they can engage confidently using the right data. Update and work with your data faster. Make in-line updates and quickly navigate your data through a spreadsheet-simple user experience. Zero in on data using filters and expansive search features, bring attention to the fields that matter most with conditional formatting, use actions to expand your grid’s functionality, and use your grids for in-line editable, multi-object reporting. Connect your Salesforce, Microsoft Dynamics 365, and Zendesk data for richer insights. Unite data from separate databases, instead of manually combining exports and clicking between multiple systems. Centralize your Salesforce data from multiple orgs for fast navigation and deeper insights, boost productivity by uniting your Dynamics 365 data into one simplified view, and connect your Zendesk customer data for another layer of knowledge. Utilize job-specific workspaces. Organize your data views to meet the needs of each user. Get up and running faster with preconfigured, ready-to-use ReadyGrids, used tabbed workspaces to create a set of grids based on your team’s workflow, and tailor grids to the personal needs of each user. **Average Rating:** 4.1/5.0 **Total Reviews:** 26 **How Do G2 Users Rate GridBuddy Connect?** - **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 9.2/10) - **Data Segmentation:** 10.0/10 (Category avg: 8.6/10) **Who Is the Company Behind GridBuddy Connect?** - **Seller:** [Validity Inc](https://www.g2.com/sellers/validity-inc) - **Year Founded:** 2018 - **HQ Location:** Boston, Massachusetts - **Twitter:** @TrustValidity (1,151 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/11679353/ (347 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 39% Mid-Market, 25% Enterprise #### What Are Recent G2 Reviews of GridBuddy Connect? **"[The KEY to user adoption](https://www.g2.com/survey_responses/gridbuddy-connect-review-6551327)"** **Rating:** 5.0/5.0 stars *— Emily H.* [Read full review](https://www.g2.com/survey_responses/gridbuddy-connect-review-6551327) --- **"[Good tool](https://www.g2.com/survey_responses/gridbuddy-connect-review-6665568)"** **Rating:** 4.5/5.0 stars *— Clara S.* [Read full review](https://www.g2.com/survey_responses/gridbuddy-connect-review-6665568) --- #### What Are G2 Users Discussing About GridBuddy Connect? - [What is GridBuddy Connect used for?](https://www.g2.com/discussions/what-is-gridbuddy-connect-used-for) ### 10. [Coevera](https://www.g2.com/products/coevera/reviews) Coevera: The AI-Native Revenue Platform Built for How Selling Actually Works Today Coevera is the AI-native revenue platform redefining how modern sales organizations operate, collaborate, and grow. Born from more than a decade of CRM innovation as Pipeliner, Coevera represents the next evolution: a purpose-built system designed not to digitize old sales processes, but to reimagine them for an era where AI is a teammate, not a tool. At the heart of Coevera is a simple conviction—traditional CRMs were built for managers to extract data from sellers. Coevera flips that model. It's built for sellers, with AI woven into every workflow to eliminate busywork, surface insight, and accelerate revenue. The result is a platform where reps actually want to log in, managers get the visibility they need without the chase, and leadership gains a real-time understanding of pipeline health, risk, and opportunity. Coevera is powered by Voyager AI, an intelligent engine that continuously learns from your sales motion to deliver predictive guidance, contextual recommendations, and automated execution. The Collaborator transforms the CRM from a system of record into a system of engagement—a true AI partner that helps sellers prepare for calls, draft communications, navigate complex deals, and stay ahead of every opportunity. The Automatizer workflow engine removes the manual friction that drains seller productivity, while native Model Context Protocol (MCP) integration ensures Coevera connects seamlessly with the broader AI ecosystem your business already relies on. What truly sets Coevera apart is its commitment to being AI-native, not AI-washed. Unlike legacy platforms that bolt generative features onto decades-old architecture, Coevera was rebuilt from the ground up to make intelligence the default state of the system—not a premium add-on. Every dashboard, pipeline view, and workflow is designed to think alongside you. Coevera also champions visual selling, intuitive navigation, and rapid time-to-value. Implementation is measured in weeks, not quarters. Adoption is high because the experience is built around the seller, not against them. For organizations ready to move beyond the limitations of legacy CRM and embrace a smarter, faster, more human way to sell, Coevera is the platform built for what's next. It's not just a new name—it's a new category. Welcome to AI-native revenue. Coevera. Sales, evolved. **Average Rating:** 4.6/5.0 **Total Reviews:** 444 **How Do G2 Users Rate Coevera?** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.2/10) - **Data Segmentation:** 9.0/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 9.3/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 8.9/10 (Category avg: 8.7/10) **Who Is the Company Behind Coevera?** - **Seller:** [Pipelinersales Inc.](https://www.g2.com/sellers/pipelinersales-inc) - **Company Website:** https://www.coevera.com - **Year Founded:** 2007 - **HQ Location:** Los Angeles, CA - **LinkedIn® Page:** https://www.linkedin.com/company/2067987/ (122 employees on LinkedIn®) - **Phone:** (888) 843-6699 **Who Uses This Product?** - **Who Uses This:** Director, President - **Top Industries:** Information Technology and Services, Marketing and Advertising - **Company Size:** 71% Small-Business, 23% Mid-Market #### What Are Coevera's Pros and Cons? **Pros:** - Ease of Use (13 reviews) - Easy Tracking (7 reviews) - Helpful (7 reviews) - User Interface (7 reviews) - User-Friendly (6 reviews) **Cons:** - Limited Customization (6 reviews) - Expensive (5 reviews) - Complexity (4 reviews) - Integration Issues (3 reviews) - Learning Curve (3 reviews) ### What Do G2 Reviewers Say About Coevera? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** of Coevera, appreciating its intuitive interface and seamless functionality for daily tasks. - Users value the **easy tracking** of deals through the intuitive visual sales pipeline, enhancing process management significantly. - Users praise **streamlined lead generation** with Coevera, enhancing productivity and providing clear insights on opportunities. - Users praise the **highly visual and intuitive interface** of Coevera, facilitating quick tracking of deals and performance. - Users appreciate the **user-friendly interface** of Coevera, enjoying its intuitive design and easy navigation for daily tasks. **Cons:** - Users find **limited customization** options in Coevera, which hampers organization and flexibility in document management. - Users find Coevera to be **expensive** , making it difficult for small businesses to afford the service. - Users find the **complexity** of Coevera challenging, especially regarding deployment and managing features effectively. - Users express frustration over **integration issues** , limiting flexibility and making usage less seamless with other tools. - Users find the **learning curve steep** initially due to the complexity of features and limited customization options. #### What Are Recent G2 Reviews of Coevera? **"[The real value showed up when I stopped using it like a database](https://www.g2.com/survey_responses/coevera-review-13022665)"** **Rating:** 4.5/5.0 stars *— Yaroslav B.* [Read full review](https://www.g2.com/survey_responses/coevera-review-13022665) --- **"[Handling Consultation Activities and Follow Up Tracking Feels More Structured](https://www.g2.com/survey_responses/coevera-review-12886493)"** **Rating:** 5.0/5.0 stars *— Ishan S.* [Read full review](https://www.g2.com/survey_responses/coevera-review-12886493) --- #### What Are G2 Users Discussing About Coevera? - [What is Pipeliner CRM used for?](https://www.g2.com/discussions/pipeliner-crm-what-is-pipeliner-crm-used-for) - [What is Pipeliner CRM used for?](https://www.g2.com/discussions/what-is-pipeliner-crm-used-for) - 1 comment ### 11. [ORM Technologies](https://www.g2.com/products/orm-technologies/reviews) ORM Technologies delivers advanced analytics to sales and marketing organizations. The three pillars of Advanced Analytics are: 1. Analyze - Report and measure your historical sales and marketing performance. 2. Predict - Use machine learning and AI to make predictions about where your business is headed based on your current sales and marketing strategy. 3. Optimize - Determine how to invest in sales and marketing to achieve your company's growing revenue goals. ORM Technologies' cloud-based software natively integrates with your marketing automation and customer relationship management platforms to provide key insights and recommendations for your business. 4 Solutions: 1. ORM Marketing Analytics 2. ORM Sales Analytics 3. ORM SaaS Metrics 4. ORM Account Targeting **Average Rating:** 4.6/5.0 **Total Reviews:** 25 **How Do G2 Users Rate ORM Technologies?** - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.2/10) - **Data Segmentation:** 9.2/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 9.2/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 9.2/10 (Category avg: 8.7/10) **Who Is the Company Behind ORM Technologies?** - **Seller:** [ORM Technologies](https://www.g2.com/sellers/orm-technologies) - **Year Founded:** 2011 - **HQ Location:** Dallas, Texas - **Twitter:** @ORMTech (197 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2495955/ (7 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software - **Company Size:** 41% Mid-Market, 41% Enterprise #### What Are Recent G2 Reviews of ORM Technologies? **"[Data Driven Insights for Modern Marketing](https://www.g2.com/survey_responses/orm-technologies-review-8317327)"** **Rating:** 4.5/5.0 stars *— Olivia P.* [Read full review](https://www.g2.com/survey_responses/orm-technologies-review-8317327) --- **"[A 360 view of business and marketing within a single platform](https://www.g2.com/survey_responses/orm-technologies-review-7863266)"** **Rating:** 5.0/5.0 stars *— Pedro B.* [Read full review](https://www.g2.com/survey_responses/orm-technologies-review-7863266) --- #### What Are G2 Users Discussing About ORM Technologies? - [What are the different ORM tools?](https://www.g2.com/discussions/what-are-the-different-orm-tools) - [What does an ORM do?](https://www.g2.com/discussions/what-does-an-orm-do) - [What are examples of ORM?](https://www.g2.com/discussions/what-are-examples-of-orm) ### 12. [DemandFarm](https://www.g2.com/products/demandfarm/reviews) DemandFarm's Key Account Management software suite is purpose-built to help you unlock the full revenue potential of your strategic accounts. DemandFarm gives sales leaders and account managers everything they need to build strategic relationships, uncover expansion revenue blind spots, and close large complex deals faster. A peek into the world’s favorite strategic account management software suite: - Sales account planning software to simplify & standardize account plans - Relationship mapping software to visualize complex account hierarchies - Opportunity management software to boost adoption of any sales methodology and accelerate deal velocity Since 2016, DemandFarm has helped 250+ global organizations like DHL, Zebra Technologies, TaskUs, HCLTech and Belden spot growth opportunities in their key accounts, visualize key relationships, boost upsell and cross-sell revenue, win large deals, and centralize key account intelligence. **Average Rating:** 4.4/5.0 **Total Reviews:** 45 **How Do G2 Users Rate DemandFarm?** - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.2/10) - **Data Segmentation:** 7.1/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 8.3/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 8.1/10 (Category avg: 8.7/10) **Who Is the Company Behind DemandFarm?** - **Seller:** [Demand Farm](https://www.g2.com/sellers/demand-farm) - **Year Founded:** 2016 - **HQ Location:** NY, New York - **Twitter:** @demandfarm (3,314 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/demandfarm (45 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 58% Mid-Market, 33% Enterprise #### What Are Recent G2 Reviews of DemandFarm? **"[Account Manager Tools for Key Accounts](https://www.g2.com/survey_responses/demandfarm-review-8241749)"** **Rating:** 5.0/5.0 stars *— Blanche C.* [Read full review](https://www.g2.com/survey_responses/demandfarm-review-8241749) --- **"[DemandFarm is a useful tool for strategic selling](https://www.g2.com/survey_responses/demandfarm-review-7968562)"** **Rating:** 4.5/5.0 stars *— Timothy C.* [Read full review](https://www.g2.com/survey_responses/demandfarm-review-7968562) --- ### 13. [Fullcast](https://www.g2.com/products/fullcast-inc-fullcast/reviews) Fullcast is a sales performance management platform that provides AI, enabled, end-to-end management of revenue operations, from Plan to Pay. Products include Fullcast Plan (territory management, quotas, and capacity planning), Fullcast Perform (routing and policies), and Fullcast Pay (commissions) solutions. Fullcast empowers sales teams to sell more efficiently with AI-powered sales performance management. Our software and strategic solutions help thousands of go-to-market professionals optimize operations, proactively engage with their customers, and inform go-to-market decisions. We seamlessly connect go-to-market planning activities with tactical sales execution, enabling your operations, sales, finance, marketing, and customer success teams to make continuous adjustments in response to real-time strategy changes. From territory management to commissions and performance tracking, we operate with speed, agility, and AI-powered automation. **Average Rating:** 4.6/5.0 **Total Reviews:** 453 **How Do G2 Users Rate Fullcast?** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.2/10) - **Data Segmentation:** 7.7/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 10.0/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 8.3/10 (Category avg: 8.7/10) **Who Is the Company Behind Fullcast?** - **Seller:** [Fullcast, Inc.](https://www.g2.com/sellers/fullcast-inc) - **Company Website:** https://www.fullcast.com/ - **Year Founded:** 2017 - **HQ Location:** Salt Lake City, UT - **LinkedIn® Page:** https://www.linkedin.com/company/fullcast-ai/ (388 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Founder, Account Executive - **Top Industries:** Marketing and Advertising, Computer Software - **Company Size:** 62% Small-Business, 30% Mid-Market #### What Are Fullcast's Pros and Cons? **Pros:** - Helpful (13 reviews) - Insights (12 reviews) - Ease of Use (9 reviews) - AI Summary (8 reviews) - Intuitive (8 reviews) **Cons:** - Learning Curve (5 reviews) - Data Management Issues (4 reviews) - Data Inaccuracy (3 reviews) - Integration Issues (3 reviews) - Lack of Detail (3 reviews) ### What Do G2 Reviewers Say About Fullcast? *AI-generated summary from verified user reviews* **Pros:** - Users value the **data-driven insights** of Fullcast, enhancing proactive coaching and actionable team feedback significantly. - Users value the **data-driven insights** from Atrium, enhancing proactive coaching and improving overall team performance. - Users appreciate the **ease of use** of Fullcast, enabling intuitive data visualization and effortless tracking of metrics. - Users appreciate the **actionable insights** provided by Atrium, enhancing team performance tracking and coaching opportunities. - Users find the **intuitive AI features** of Fullcast invaluable for coaching and improving sales performance effectively. **Cons:** - Users note a **steep learning curve** with Fullcast that can hinder initial productivity and navigation efficiency. - Users struggle with **data management issues** in Fullcast, causing delayed and inaccurate insights that hinder effective coaching. - Users frequently experience **data inaccuracy** with Fullcast, leading to confusion and ineffective management decisions. - Users encounter **integration issues** with Fullcast, as data lacks real-time updates and may lead to inaccuracies. - Users express a need for more **configuration options** in Fullcast to enable detailed analysis and opportunity tracking. #### What Are Recent G2 Reviews of Fullcast? **"[Copy.ai is a great business writing assistant](https://www.g2.com/survey_responses/fullcast-review-6756970)"** **Rating:** 5.0/5.0 stars *— Jan-Paul B.* [Read full review](https://www.g2.com/survey_responses/fullcast-review-6756970) --- **"[Powerful, Flexible Territory Modeling with Seamless Salesforce Integration](https://www.g2.com/survey_responses/fullcast-review-12908457)"** **Rating:** 4.0/5.0 stars *— Jess T.* [Read full review](https://www.g2.com/survey_responses/fullcast-review-12908457) --- #### What Are G2 Users Discussing About Fullcast? - [Do you recommend Ebsta Inbox for Salesforce integration, and what benefits have you observed?](https://www.g2.com/discussions/do-you-recommend-ebsta-inbox-for-salesforce-integration-and-what-benefits-have-you-observed) - [What is Copy.ai used for?](https://www.g2.com/discussions/what-is-copy-ai-used-for) - [What is Ebsta Inbox used for?](https://www.g2.com/discussions/what-is-ebsta-inbox-used-for) - [What is Ebsta's Revenue Intelligence Platform used for?](https://www.g2.com/discussions/what-is-ebsta-s-revenue-intelligence-platform-used-for) - [What is Commissionly used for?](https://www.g2.com/discussions/what-is-commissionly-used-for) ### 14. [Airspeed](https://www.g2.com/products/glyphic-airspeed/reviews) Airspeed is a type of B2B AI software solution designed to assist modern revenue teams in enhancing their sales processes. By leveraging artificial intelligence, Airspeed addresses the critical gap between sales activities and their execution, enabling teams to derive actionable insights from customer conversations. This innovative platform is tailored for sales representatives, managers, and revenue leaders at growing B2B companies, focusing on improving visibility, consistency, and overall deal outcomes. The primary audience for Airspeed includes sales professionals who are looking to streamline their workflows and enhance their performance through data-driven insights. The software is particularly beneficial for teams that engage in complex sales processes, where understanding customer interactions is crucial for success. By automating the capture and analysis of customer conversations throughout the sales funnel, Airspeed transforms these interactions into reliable CRM data, insights, and workflows, making it easier for teams to manage their pipelines effectively. Key features of Airspeed include an intuitive dashboard that allows users to oversee their sales pipeline, manage follow-ups, and conduct forecasting and deal close analysis. The platform provides win/loss insights that help teams understand the factors influencing their success or failure in closing deals. Additionally, Airspeed offers AI-supported coaching, which can guide sales reps in refining their approaches based on real customer feedback. The configurable AI agents adapt to a team’s specific go-to-market (GTM) strategies, ensuring that the insights generated are relevant and actionable. One of the standout benefits of Airspeed is its ability to significantly reduce the time sales teams spend on administrative tasks. By automating data entry and analysis, sales professionals can focus more on executing deals with confidence. The platform enhances data quality, minimizes manual work, and provides clear visibility into deal health and potential risks. This leads to improved forecasting accuracy, smoother transitions between team members, and a more strategic approach to selling, all driven by genuine customer interactions. Overall, Airspeed empowers sales teams to operate more efficiently and effectively in a competitive B2B landscape. **Average Rating:** 4.9/5.0 **Total Reviews:** 61 **How Do G2 Users Rate Airspeed?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.2/10) - **Data Segmentation:** 10.0/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 10.0/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 10.0/10 (Category avg: 8.7/10) **Who Is the Company Behind Airspeed?** - **Seller:** [Airspeed](https://www.g2.com/sellers/airspeed-2026-06-25) - **Company Website:** https://www.goairspeed.com/ - **Year Founded:** 2022 - **HQ Location:** London, GB - **Twitter:** @GlyphicAI (99 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/go-airspeed/ (40 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 60% Mid-Market, 37% Small-Business #### What Are Airspeed's Pros and Cons? **Pros:** - Ease of Use (7 reviews) - Time-saving (7 reviews) - Accuracy (5 reviews) - Features (5 reviews) - Helpful (5 reviews) **Cons:** - Inaccuracy (3 reviews) - Integration Issues (2 reviews) - Recording Issues (2 reviews) - AI Limitations (1 reviews) - Complexity (1 reviews) ### What Do G2 Reviewers Say About Airspeed? *AI-generated summary from verified user reviews* **Pros:** - Users find Glyphic's **ease of use** exceptional, enhancing productivity and simplifying meeting management effortlessly. - Users benefit from the **time-saving capabilities** of Glyphic, enhancing efficiency in their daily administrative tasks and meetings. - Users praise Glyphic for its **high accuracy of insights** , enhancing sales communication and overall effectiveness. - Users appreciate the **seamless integration** of Glyphic with their sales processes, boosting efficiency and engagement significantly. - Users value Glyphic for its **conversation intelligence** and actionable insights, enhancing communication and boosting sales effectiveness. **Cons:** - Users experience **inaccuracy issues** with Airspeed, particularly with transcripts and AI features affecting usability. - Users face **integration issues** with Airspeed due to limited API access and lack of detailed transcript downloads. - Users report **recording issues** with Airspeed, impacting their ability to take accurate notes during client meetings. - Users note the **AI's occasional inaccuracies** in sentiment and closing strategies, hoping for improvements with more usage. - Users find the **complexity of company tagging** in Airspeed occasionally cumbersome during calls with guests. #### What Are Recent G2 Reviews of Airspeed? **"[Easy-to-Use Call Notes, Smart Reminders, and Real-Time Performance Insights](https://www.g2.com/survey_responses/airspeed-review-13103864)"** **Rating:** 4.0/5.0 stars *— Kane H.* [Read full review](https://www.g2.com/survey_responses/airspeed-review-13103864) --- **"[Lightning-Fast Transcriptions and AI Notes That Save Time](https://www.g2.com/survey_responses/airspeed-review-13108219)"** **Rating:** 5.0/5.0 stars *— Luis F.* [Read full review](https://www.g2.com/survey_responses/airspeed-review-13108219) --- ### 15. [FunnelStory](https://www.g2.com/products/funnelstory/reviews) FunnelStory is a Customer SuperIntelligence Platform that combines enterprise structured and unstructured data to generate super­intelligence, driving a 90% reduction in surprise churn, tripling customer success productivity, and delivering leading indicators of risk/opportunity 3-9 months in advance. In Addition, FunnelStory Renari's AI Reasoning engine enables customers to perform custom AI searches and reasoning over enterprise data, as well as create and execute custom Agentic AI workflows in place of manual tasks. **Average Rating:** 4.8/5.0 **Total Reviews:** 13 **How Do G2 Users Rate FunnelStory?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.2/10) - **Data Segmentation:** 9.7/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 9.1/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 9.5/10 (Category avg: 8.7/10) **Who Is the Company Behind FunnelStory?** - **Seller:** [FunnelStory](https://www.g2.com/sellers/funnelstory) - **Year Founded:** 2022 - **HQ Location:** Los Altos, US - **Twitter:** @FunnelStory (41 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/funnelstory/ (16 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer & Network Security - **Company Size:** 62% Mid-Market, 31% Small-Business #### What Are FunnelStory's Pros and Cons? **Pros:** - Analytics (6 reviews) - Customer Support (6 reviews) - Ease of Use (5 reviews) - Helpful (5 reviews) - Automation (3 reviews) **Cons:** - Limited Customization (3 reviews) - Complexity (2 reviews) - Expertise Required (2 reviews) - Learning Curve (2 reviews) - Data Management (1 reviews) ### What Do G2 Reviewers Say About FunnelStory? *AI-generated summary from verified user reviews* **Pros:** - Users rave about FunnelStory's **out-of-the-box analytics** , offering insightful visualizations and robust predictive capabilities for decision-making. - Users praise the **responsive customer support** of FunnelStory, valuing quick modifications and seamless integration assistance. - Users find **FunnelStory exceptionally easy to use** , enjoying seamless integration and intuitive setup for data analysis. - Users commend FunnelStory's **responsive team and actionable insights** , enhancing their understanding of customer data effectively. - Users appreciate the **automation capabilities** of FunnelStory, enhancing customer journey mapping and engagement effortlessly. **Cons:** - Users note the **limited customization** options in FunnelStory, wishing for more control over insights and reports. - Users find the **complex setup process** of FunnelStory to be daunting and time-consuming, impacting initial deployment. - Users find that **expertise is required** for setup and SQL queries, complicating initial experiences with FunnelStory. - Users find the **steep learning curve** of FunnelStory challenging initially, despite the support from the team. - Users note the **complex data management setup** requiring collaboration and extended time for implementation with sensitive data. #### What Are Recent G2 Reviews of FunnelStory? **"[FunnelStory - twice the output with less effort](https://www.g2.com/survey_responses/funnelstory-review-11788177)"** **Rating:** 4.5/5.0 stars *— Bill W.* [Read full review](https://www.g2.com/survey_responses/funnelstory-review-11788177) --- **"[Revolutionized Customer Retention with Impressive Accuracy](https://www.g2.com/survey_responses/funnelstory-review-11965197)"** **Rating:** 5.0/5.0 stars *— mark p.* [Read full review](https://www.g2.com/survey_responses/funnelstory-review-11965197) --- ### 16. [Outdoo AI](https://www.g2.com/products/outdoo-ai/reviews) Outdoo is the enterprise AI training and roleplay platform for customer-facing teams, designed to translate training into execution and measurable revenue outcomes. By connecting AI Tutor-led learning, pre-call roleplays, real customer conversations, and post-call analysis, Outdoo closes the loop from preparation to performance. Outdoo AI delivers realistic multi-persona and video roleplays, AI Tutors that transform resources into live training, and unified AI scorecards that apply the same methodology across training and real customer conversations. With workflow simulation, personalized learning paths, SCORM and xAPI support, and 120+ integrations, Outdoo helps organizations drive consistent performance at scale. Trusted by 250+ enterprises worldwide, including Globe Life, Cvent, Invitation Homes, and Keller Williams. Ranked #1 in customer satisfaction on G2. Key features include: \* AI-powered roleplay simulations grounded in real customer scenarios \* Unified scorecards for both practice sessions and live interactions \* Personalized micro-learning tied to skill gaps \* Manager dashboards for tracking readiness and coaching effectiveness \* Enterprise integrations across LMS, CRM, and conversation intelligence platforms Outdoo is used by organizations seeking structured, measurable coaching processes that link training directly to real-world performance. **Average Rating:** 4.6/5.0 **Total Reviews:** 168 **How Do G2 Users Rate Outdoo AI?** - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.2/10) - **Data Segmentation:** 9.3/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 9.0/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 9.1/10 (Category avg: 8.7/10) **Who Is the Company Behind Outdoo AI?** - **Seller:** [Outdoo AI](https://www.g2.com/sellers/outdoo-ai) - **Company Website:** https://www.outdoo.ai/ - **Year Founded:** 2022 - **HQ Location:** San Francisco, US - **Twitter:** @OutdooAI (68 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/outdooai/ (21 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Customer Success Manager, Account Executive - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 46% Small-Business, 45% Mid-Market #### What Are Outdoo AI's Pros and Cons? **Pros:** - Ease of Use (67 reviews) - Helpful (47 reviews) - Recording (40 reviews) - Call Recording (36 reviews) - AI Summary (34 reviews) **Cons:** - Call Issues (17 reviews) - Accuracy Issues (15 reviews) - AI Inaccuracy (15 reviews) - Missing Features (11 reviews) - Recording Issues (11 reviews) ### What Do G2 Reviewers Say About Outdoo AI? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Outdoo AI, making data analysis and call management straightforward and efficient. - Users find Outdoo AI to be a **helpful mentor** , greatly enhancing their sales pitch and objection handling skills. - Users value the **effective call recordings** of Outdoo AI, facilitating focused reviews and team performance improvements. - Users value the **detailed and concise call summaries** provided by Outdoo AI, enhancing focus during discussions. - Users appreciate the **time-saving call summaries** that provide clear insights and highlight main discussion points effectively. **Cons:** - Users experience **call issues** such as unfair grading and confusion with call participation and recording notifications. - Users report **accuracy issues** with ratings on calls, leading to confusion and mixed results in assessments. - Users find the **AI inaccuracies** in Outdoo AI concerning, as it often misinterpret call content and ratings. - Users note a lack of **customizable analytics** and CRM integrations, affecting usability and functionality of Outdoo AI. - Users report **recording issues** such as inaccurate transcriptions and delays in processing times, affecting overall usability. #### What Are Recent G2 Reviews of Outdoo AI? **"[Outdoo gives us unparalleled visibility into Sales conversations and pipeline progress](https://www.g2.com/survey_responses/outdoo-ai-review-11528226)"** **Rating:** 4.5/5.0 stars *— Luka B.* [Read full review](https://www.g2.com/survey_responses/outdoo-ai-review-11528226) --- **"[User-Friendly Automation That Boosts Productivity](https://www.g2.com/survey_responses/outdoo-ai-review-12971039)"** **Rating:** 4.5/5.0 stars *— Kishan K.* [Read full review](https://www.g2.com/survey_responses/outdoo-ai-review-12971039) --- #### What Are G2 Users Discussing About Outdoo AI? - [What is MeetRecord used for?](https://www.g2.com/discussions/what-is-meetrecord-used-for) - 1 comment ### 17. [FunnelSource](https://www.g2.com/products/funnelsource/reviews) Intuitive intelligence **Average Rating:** 4.3/5.0 **Total Reviews:** 18 **How Do G2 Users Rate FunnelSource?** - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.2/10) - **Data Segmentation:** 8.0/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 8.1/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 8.2/10 (Category avg: 8.7/10) **Who Is the Company Behind FunnelSource?** - **Seller:** [Funnelsource](https://www.g2.com/sellers/funnelsource) - **Year Founded:** 2008 - **HQ Location:** San Francisco, CA - **Twitter:** @funnelsource (229 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/344946 (6 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software - **Company Size:** 35% Mid-Market, 35% Small-Business #### What Are Recent G2 Reviews of FunnelSource? **"[FunnelSource--the ultimate tool for managing and understanding your business](https://www.g2.com/survey_responses/funnelsource-review-2077111)"** **Rating:** 5.0/5.0 stars *— Peter B.* [Read full review](https://www.g2.com/survey_responses/funnelsource-review-2077111) --- **"[Simplified Opportunity Management](https://www.g2.com/survey_responses/funnelsource-review-2744746)"** **Rating:** 5.0/5.0 stars *— Candi B.* [Read full review](https://www.g2.com/survey_responses/funnelsource-review-2744746) --- #### What Are G2 Users Discussing About FunnelSource? - [What is FunnelSource used for?](https://www.g2.com/discussions/what-is-funnelsource-used-for) ### 18. [CONQUER](https://www.g2.com/products/conquer/reviews) Conquer.io is a leading sales engagement platform designed to empower revenue teams to achieve their goals with greater efficiency and effectiveness. Our mission is to transform the way teams engage with prospects and customers, unlocking new opportunities for growth and success. By unifying communication channels, automating repetitive tasks, and providing actionable insights, Conquer.io helps organizations close deals faster and foster meaningful customer relationships. Our platform offers a comprehensive suite of tools, including auto-dialing, SMS capabilities, AI-powered cadencing, conversational intelligence, call sentiment analysis, and more, all seamlessly integrated into your CRM. With a proven track record of enhancing sales productivity, reducing time-to-close, and increasing pipeline coverage, Conquer.io is trusted by some of the most innovative and successful teams across a variety of industries. By partnering with Conquer.io, organizations gain access to a scalable, customizable solution that adapts to their unique needs, ensuring sustained competitive advantage in an ever-evolving marketplace. SOLUTIONS: Conquer.io has multiple offerings depending upon customer need. These include our Conquer Voice or Conquer Cadence modules, as well as our full Conquer Platform for organizations looking to accelerate their sales to the next level. 1. Conquer Voice: Boost productivity, engage more leads, and close deals faster with Conquer’s advanced voice dialer. Native to Salesforce, Conquer Voice revolutionizes your sales process without having to leave Salesforce, empowering reps to reach their full potential across voice, SMS, and social channels. Additionally, Conquer Voice has been ranked as the leader in dialer quality compared to other popular dialers on the market. 2. Conquer Cadence: Reach buyers on their terms with the only sales engagement platform native to Salesforce. Conquer’s optimized sales cadence empowers your team to build meaningful connections, shorten sales cycles, and close more deals—all with seamless automation that enhances every engagement. 3. Conquer Platform: Includes access to both Conquer Voice and Conquer Cadence, as well as a suite of next-level sales acceleration capabilities: • Omnichannel communication: Boost rep productivity with enterprise-grade multichannel sales management that connects voice, SMS, and social channels—all within your CRM. • AI-driven Insights: Turn data into revenue with AI sales coaching that refines your sales strategy, predicts outcomes, and drives decisions that boost your bottom line. Conquer’s AI insights give your team real-time guidance, identifying high-impact actions. Say goodbye to guesswork and watch your revenue grow like never before. • Dynamic Battlecards: CRM-integrated insights provide real-time objection-handling tips and strategy recommendations based on competitive intel—helping reps confidently navigate negotiations and close deals faster. • Sales Optimization Analytics: Gain a competitive edge with Conquer’s sales optimization analytics. Our platform not only streamlines processes but also provides powerful analytics that unveil trends and performance metrics. By harnessing this data, your team can make informed decisions, optimize strategies, and drive consistent growth. Don’t just manage your pipeline—master it. • Customization and Scalability: Our platform is highly customizable to fit the specific needs of each customer, whether a small team or a global organization. **Average Rating:** 4.3/5.0 **Total Reviews:** 119 **How Do G2 Users Rate CONQUER?** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.2/10) - **Data Segmentation:** 8.8/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 7.3/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 8.9/10 (Category avg: 8.7/10) **Who Is the Company Behind CONQUER?** - **Seller:** [CONQUER](https://www.g2.com/sellers/conquer) - **Year Founded:** 2007 - **HQ Location:** Reno, NV - **LinkedIn® Page:** https://www.linkedin.com/company/727098/ (82 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** District Manager - **Top Industries:** Sports, Human Resources - **Company Size:** 36% Enterprise, 35% Mid-Market #### What Are CONQUER's Pros and Cons? **Pros:** - Ease of Use (4 reviews) - Automation (2 reviews) - Call Recording (2 reviews) - Customizability (2 reviews) - Customization (2 reviews) **Cons:** - Call Issues (3 reviews) - Call Management Issues (2 reviews) - Difficult Implementation (2 reviews) - Implementation Challenges (2 reviews) - Missing Features (2 reviews) ### What Do G2 Reviewers Say About CONQUER? *AI-generated summary from verified user reviews* **Pros:** - Users find CONQUER's **ease of use** exceptional, enabling quick calls and effortless recording of dispositions. - Users appreciate the **seamless automation** features of CONQUER, making it easy to train and utilize effectively. - Users value the **efficient call recording** feature, enhancing their workflow and simplifying employee training. - Users value the **customizability** of CONQUER, allowing tailored experiences that enhance representative autonomy and effectiveness. - Users value the **customization options** of CONQUER, enhancing autonomy and aligning with specific needs effectively. **Cons:** - Users report significant **call issues** , including audio delays and unreliable call recordings, posing major compliance risks. - Users face **call management issues** , including tricky voicemail, missing recordings, and lack of user-friendliness, impacting compliance. - Users find the **difficult implementation** process lengthy, though support remains helpful throughout the experience. - Users find the **implementation challenges** of CONQUER frustrating, despite helpful support during the lengthy setup process. - Users report **missing features** in Conquer, including unreliable call recording and syncing issues with reports. #### What Are Recent G2 Reviews of CONQUER? **"[Conquer has made our team more efficient!](https://www.g2.com/survey_responses/conquer-review-10554746)"** **Rating:** 4.5/5.0 stars *— Justice H.* [Read full review](https://www.g2.com/survey_responses/conquer-review-10554746) --- **"[Very customizable Salesforce platform with a great vendor relatioship](https://www.g2.com/survey_responses/conquer-review-9728321)"** **Rating:** 5.0/5.0 stars *— Nurcan S.* [Read full review](https://www.g2.com/survey_responses/conquer-review-9728321) --- ### 19. [Kluster](https://www.g2.com/products/kluster/reviews) Kluster is a revenue predictability platform specifically designed to assist Software as a Service (SaaS) companies in achieving their growth targets consistently each quarter. By providing a comprehensive suite of tools, Kluster empowers revenue leaders to develop effective strategies, create actionable plans, and execute precise deal and pipeline management. This platform is tailored for organizations that seek to enhance their revenue operations and ensure alignment across various teams. The target audience for Kluster primarily includes revenue leaders, sales teams, and executives within SaaS companies looking to optimize their revenue processes. With its user-friendly interface, Kluster enables these professionals to define winning strategies and engineer plans that lead to successful outcomes. The platform's capabilities extend to facilitating key revenue meetings, such as board-level analyses, revenue planning sessions, forecast calls, and pipeline reviews, ensuring that all stakeholders are aligned around critical revenue insights and workflows. One of Kluster's standout features is its integration speed, which allows for seamless connectivity with existing systems and tools. This capability is complemented by live forecasting, enabling users to make informed decisions based on real-time data. The platform's workflows are curated from the best practices of global revenue leaders from some of the fastest-growing companies, ensuring that users benefit from proven methodologies that are continuously refined. This aspect of Kluster not only enhances operational efficiency but also instills confidence in users that their organization is leveraging cutting-edge strategies. Kluster has garnered trust from notable scaling software companies such as GoCardless, ExtraHop, Ometria, Attest, and Harness. These organizations utilize Kluster as their predictable revenue playbook, which aids them in navigating their respective markets effectively. By aligning with Kluster, companies can expect to enhance their revenue predictability and drive growth through a structured approach to strategy and execution. Overall, Kluster serves as an essential tool for SaaS companies aiming to optimize their revenue operations. By providing a platform that integrates strategy, planning, and execution, Kluster enables organizations to not only meet but exceed their revenue targets, positioning them favorably within their competitive landscape. **Average Rating:** 4.4/5.0 **Total Reviews:** 299 **How Do G2 Users Rate Kluster?** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.2/10) - **Data Segmentation:** 8.3/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 8.2/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 8.7/10 (Category avg: 8.7/10) **Who Is the Company Behind Kluster?** - **Seller:** [Kluster](https://www.g2.com/sellers/kluster) - **Year Founded:** 2016 - **HQ Location:** London - **Twitter:** @kluster (345 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/10858730 (32 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Senior Account Executive - **Top Industries:** Computer Software, Financial Services - **Company Size:** 88% Mid-Market, 7% Small-Business #### What Are Kluster's Pros and Cons? **Pros:** - Forecasting (10 reviews) - Ease of Use (9 reviews) - Analytics (7 reviews) - Insights (7 reviews) - Helpful (6 reviews) **Cons:** - Dashboard Issues (7 reviews) - Limited Customization (6 reviews) - Filtering Issues (4 reviews) - Limitations (4 reviews) - Slow Loading (4 reviews) ### What Do G2 Reviewers Say About Kluster? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **forecasting simplicity** of Kluster, enabling easy visualization of pipeline health and sales performance. - Users value the **ease of use** of Kluster, finding its dashboards and metrics easy to navigate and understand. - Users value the **insightful analytics** in Kluster, enabling easy visualization of performance metrics and pipeline health. - Users appreciate the **valuable insights** provided by Kluster, aiding in target tracking and actionable recommendations. - Users find Kluster's **clean revenue dashboards** invaluable for visualizing pipeline health and tracking sales performance effortlessly. **Cons:** - Users face **dashboard issues** due to limited customization and flexibility, often needing to verify data accuracy elsewhere. - Users find the **limited customization** in Kluster frustrating, especially regarding color schemes and dashboard configurations. - Users find the **filtering issues** in Kluster frustrating, as they experience lag and lack of customization options. - Users find **data syncing and customization options limited** , making verification and in-depth analysis challenging. - Users report **slow loading speeds** and syncing issues that hinder deal tracking and overall performance of Kluster. #### What Are Recent G2 Reviews of Kluster? **"[Account Executive](https://www.g2.com/survey_responses/kluster-review-11213574)"** **Rating:** 4.5/5.0 stars *— Verified User in Computer Software* [Read full review](https://www.g2.com/survey_responses/kluster-review-11213574) --- **"[Great product which provides incredible insights for the business on both past and future prospects](https://www.g2.com/survey_responses/kluster-review-11224390)"** **Rating:** 4.5/5.0 stars *— Peter E.* [Read full review](https://www.g2.com/survey_responses/kluster-review-11224390) --- #### What Are G2 Users Discussing About Kluster? - [What is Kluster used for?](https://www.g2.com/discussions/what-is-kluster-used-for) ### 20. [iSEEit](https://www.g2.com/products/iseeit/reviews) Implement MEDDIC or any other sales methodology (MEDDPICC, SPIN Selling etc.) right within Salesforce with iSEEit. Configure and visualize your sales process, define qualifiers and empower sales teams to qualify the opportunities more accurately and deliver evidence-based forecasts. Instantly identify gaps and take preemptive measures to close deals. No more excel sheets or 3rd party apps. iSEEit provides a centralized location for real-time data entry, retrieval and reporting. Product Features: ● Available on Salesforce Professional, Enterprise and Unlimited Editions ● Compatible with Classic and Lightning ● Fully configurable sales process (MEDDIC out-of-the-box), qualification criteria, exit criteria and checklists ● Build Opportunity and Account Org Charts within Salesforce ● Create fully configurable Sales Playbooks based on your team's best practices ● Visually aided and data-driven forecasting ● Ready to be rolled out in a few hours Services: ● iSEEit remote setup & implementation ● iSEEit product training ● iSEEit sales process configuration workshop ● MEDDIC foundation training ● Deal Reviews & Forecasting training ● Unlimited technical support **Average Rating:** 4.4/5.0 **Total Reviews:** 20 **How Do G2 Users Rate iSEEit?** - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.2/10) - **Data Segmentation:** 8.3/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 6.7/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 5.0/10 (Category avg: 8.7/10) **Who Is the Company Behind iSEEit?** - **Seller:** [iSEEit GmbH](https://www.g2.com/sellers/iseeit-gmbh) - **Year Founded:** 2013 - **HQ Location:** Vienna, Austria - **Twitter:** @NOW_ISEEit (152 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/iseeit-inc-/ (8 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 72% Small-Business, 28% Mid-Market #### What Are Recent G2 Reviews of iSEEit? **"[Sales Manager](https://www.g2.com/survey_responses/iseeit-review-105760)"** **Rating:** 5.0/5.0 stars *— Bartosz N.* [Read full review](https://www.g2.com/survey_responses/iseeit-review-105760) --- **"[Great collaboration platform ](https://www.g2.com/survey_responses/iseeit-review-100164)"** **Rating:** 5.0/5.0 stars *— Djordje V.* [Read full review](https://www.g2.com/survey_responses/iseeit-review-100164) --- #### What Are G2 Users Discussing About iSEEit? - [What is iSEEit used for?](https://www.g2.com/discussions/what-is-iseeit-used-for) ### 21. [Optymyze](https://www.g2.com/products/optymyze/reviews) Optymyze Sales Performance Management is a no-code solution designed to help enterprises manage and automate sales compensation processes efficiently. The solution allows users to design, modify, and deploy compensation plans without requiring coding expertise. Optymyze provides commission, quota and territory management, and sales crediting to promote accuracy and transparency. The solution integrates with CRM, ERP, HRIS, and data warehouses, enabling seamless data flow and real-time insights into sales performance. Its scalable data processing engine supports complex compensation structures, handling 100+ billion transaction volumes while maintaining accuracy and compliance. Automated workflows help reduce administrative workload, improve data integrity, and streamline compensation management. Optymyze is designed for organizations looking to improve operational efficiency, compensation accuracy, and sales team motivation through automation and analytics-driven insights. For more information, visit www.optymyze.com. **Average Rating:** 3.7/5.0 **Total Reviews:** 12 **How Do G2 Users Rate Optymyze?** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.2/10) - **Data Segmentation:** 9.2/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 9.0/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 8.3/10 (Category avg: 8.7/10) **Who Is the Company Behind Optymyze?** - **Seller:** [Optymyze](https://www.g2.com/sellers/optymyze-8b8dc8f5-b7e8-4773-9178-e14c564b9c56) - **Year Founded:** 2013 - **HQ Location:** London, UK - **Twitter:** @Optymyze (1,055 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/optymyze/ (76 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 42% Enterprise, 42% Mid-Market #### What Are Recent G2 Reviews of Optymyze? **"["OPTYMYZE OPTYMYZES BUSINESS OPPORTUNITIES & VENTURES LIKE NO ONE'S BUSINESS"](https://www.g2.com/survey_responses/optymyze-review-9636920)"** **Rating:** 5.0/5.0 stars *— Anderson G.* [Read full review](https://www.g2.com/survey_responses/optymyze-review-9636920) --- **"[An efficient and effective tool.](https://www.g2.com/survey_responses/optymyze-review-9645250)"** **Rating:** 4.5/5.0 stars *— Wu Y.* [Read full review](https://www.g2.com/survey_responses/optymyze-review-9645250) --- ### 22. [Accelo](https://www.g2.com/products/accelo/reviews) Most PSA platforms tell you what happened. Accelo tells you what's coming. Professional services firms running on disconnected tools are making critical decisions on data that's always a few weeks behind: a project tool here, a resourcing spreadsheet there, an invoicing system that talks to neither. Scope drifts unnoticed. Margins erode before anyone sees them. Resourcing decisions get made on gut feel. And 42% of professional services firms are losing revenue they've already earned as a result. Accelo is an AI-powered PSA platform that connects project delivery, resourcing, and financials in one place and tells you what's coming before it becomes a problem. Not another tool to add to the stack. The platform that replaces the gaps between them. Where traditional PSA software records and reports, Accelo forecasts and flags. AI surfaces scope drift and margin risk in real time, while there's still a conversation to have, not a write-off to explain. Intelligent resourcing matches people to work based on skills, workload, and past performance, not just who has an opening in a spreadsheet. Capacity gaps show up against your live pipeline before they affect delivery, not after a hiring decision goes wrong. Accelo's AI is embedded across the platform, not bolted on as a separate module or a marketing claim. Predictive risk flagging monitors projects, resourcing, and financials simultaneously, surfacing early warning signals before they escalate. AI-predicted project completion dates update in real time as delivery data changes. Automated time capture logs billable hours as work happens, closing the gap between hours worked and revenue collected. Intelligent resource matching evaluates skills, workload, and past project performance (not just calendar availability) to recommend the right person for every engagement. For teams already using AI tools in their workflow, Accelo connects natively to ChatGPT, Claude, Gemini, and Microsoft Copilot via MCP, enabling natural language queries against live project, resource, and financial data without leaving the tools your team already uses. Every project your team completes makes the platform's recommendations sharper. Accelo serves agencies, consulting firms, IT services companies, and other professional services businesses with 20 to +500 employees managing a mix of project and retainer work, where leadership is making decisions based on incomplete or delayed data and the cost of finding out too late is already showing up in the margins. **Average Rating:** 4.3/5.0 **Total Reviews:** 661 **How Do G2 Users Rate Accelo?** - **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 9.2/10) - **Data Segmentation:** 7.7/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 7.0/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 7.7/10 (Category avg: 8.7/10) **Who Is the Company Behind Accelo?** - **Seller:** [Accelo](https://www.g2.com/sellers/accelo) - **Company Website:** https://www.accelo.com/ - **Year Founded:** 2011 - **HQ Location:** Denver, Colorado - **Twitter:** @accelo (2,980 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/6652457/ (73 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Project Manager, CEO - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 72% Small-Business, 25% Mid-Market #### What Are Accelo's Pros and Cons? **Pros:** - Ease of Use (34 reviews) - Project Management (29 reviews) - Efficiency (26 reviews) - Client Management (24 reviews) - Task Management (24 reviews) **Cons:** - Missing Features (20 reviews) - Learning Curve (19 reviews) - Limited Features (16 reviews) - Complexity (12 reviews) - Limited Customization (12 reviews) ### What Do G2 Reviewers Say About Accelo? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Accelo, enjoying seamless access and efficient project management across departments. - Users value the **comprehensive project oversight** of Accelo, enhancing coordination, efficiency, and profitability across tasks. - Users value the **seamless integration** of Accelo, enhancing efficiency across multiple business functions for scalable growth. - Users appreciate the **integrated client management** features of Accelo, enhancing efficiency and supporting business growth. - Users value the **effective task management** provided by Accelo, enhancing project tracking and minimizing manual overhead. **Cons:** - Users express frustration over **missing features** in Accelo, impacting usability and complicating task management. - Users struggle with the **steep learning curve** of Accelo, requiring extensive configuration and causing frustration for small businesses. - Users criticize Accelo for its **limited features** , which hinder efficiency and contribute to poor overall performance. - Users find Accelo's **complexity** overwhelming, noting its steep learning curve and confusing multitude of options. - Users find the **limited customization** in Accelo frustrating, hindering ability to tailor workflows to their unique needs. #### What Are Recent G2 Reviews of Accelo? **"[Total control of projects and billing in an integrated and agile platform](https://www.g2.com/survey_responses/accelo-review-12720113)"** **Rating:** 4.0/5.0 stars *— Antonio H.* [Read full review](https://www.g2.com/survey_responses/accelo-review-12720113) --- **"[Streamlined Project Management, But Setup Can Be Overwhelming for Small Businesses](https://www.g2.com/survey_responses/accelo-review-11856029)"** **Rating:** 4.5/5.0 stars *— Ifeoma E.* [Read full review](https://www.g2.com/survey_responses/accelo-review-11856029) --- #### What Are G2 Users Discussing About Accelo? - [What is Accelo used for?](https://www.g2.com/discussions/what-is-accelo-used-for) - 1 comment ### 23. [Weflow](https://www.g2.com/products/weflow/reviews) Weflow is a Revenue AI Platform that captures every customer interaction and unlocks AI insights to help you convert and forecast your pipeline. Weflow offers a suite of products: - Activity Capture ($19/user/month (billed annually) - Conversation Intelligence ($39/user/month (billed annually) - Deal Intelligence & Forecasting ($39/user/month (billed annually) Pick single modules from above or bundles to save: - Revenue AI Foundation : Unify your GTM data with automated Salesforce data capture. Use AI to handle rep workflows and coach your team. - Revenue AI Business: Everything in Foundation, plus full deal and account intelligence. AI-powered scoring, summaries, and pipeline visibility, built in. - Revenue AI Enterprise: Everything in Business, plus AI-powered forecasting. Predict revenue, analyze pipeline, and run forecasts across your org. Transparent pricing, no platform fees. Premium support included. Learn more at: weflow.ai **Average Rating:** 4.6/5.0 **Total Reviews:** 121 **How Do G2 Users Rate Weflow?** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.2/10) - **Data Segmentation:** 9.2/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 9.3/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 9.7/10 (Category avg: 8.7/10) **Who Is the Company Behind Weflow?** - **Seller:** [Weflow](https://www.g2.com/sellers/weflow) - **Year Founded:** 2021 - **HQ Location:** Berlin, DE - **Twitter:** @getweflow (56 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/getweflow/ (27 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive - **Top Industries:** Computer Software, Marketing and Advertising - **Company Size:** 48% Mid-Market, 26% Enterprise #### What Are Weflow's Pros and Cons? **Pros:** - Accuracy (1 reviews) - Analytics (1 reviews) - Customer Support (1 reviews) - Data Accuracy (1 reviews) - Ease of Use (1 reviews) **Cons:** - Salesforce Integration (1 reviews) ### What Do G2 Reviewers Say About Weflow? *AI-generated summary from verified user reviews* **Pros:** - Users value the **80% data accuracy** of Weflow, enhancing conversations about pipeline management and forecasting. - Users value the **data accuracy** of Weflow, enhancing discussions about pipeline management and improving overall CRM experience. - Users value the **exceptional customer support** of Weflow, aiding seamless data integration for improved sales collaboration. - Users value the **80% higher data accuracy** of Weflow, enhancing conversations and connections in revenue management. - Users love the **ease of use** of Weflow, simplifying data management and enhancing communication with sales teams. **Cons:** - Users find Weflow to be just another **widget on Salesforce** , lacking integration depth and seamlessness. #### What Are Recent G2 Reviews of Weflow? **"[No more writing up notes after client calls](https://www.g2.com/survey_responses/weflow-review-12870542)"** **Rating:** 5.0/5.0 stars *— Laszlo P.* [Read full review](https://www.g2.com/survey_responses/weflow-review-12870542) --- **"[Weflow changed how I manage my meetings allowing me to focus on the client, not on my notes.](https://www.g2.com/survey_responses/weflow-review-12856790)"** **Rating:** 5.0/5.0 stars *— Angel Rene L.* [Read full review](https://www.g2.com/survey_responses/weflow-review-12856790) --- #### What Are G2 Users Discussing About Weflow? - [What is Weflow used for?](https://www.g2.com/discussions/what-is-weflow-used-for) ### 24. [goodmeetings](https://www.g2.com/products/goodmeetings/reviews) Goodmeetings is an AI-powered Meeting Insights & Automation Platform that transforms customer-facing revenue teams into productive high-performance units. Sales and customer success teams can focus solely on customers during meetings, while the Goodmeetings AI meeting wizard handles the rest. Goodmeetings records, transcribes and generate AI-powered Human-level notes, action items which are pushed into Email, Slack and CRM. With Goodmeetings, revenue and product teams can easily search for specific recordings, browse through summaries, topic mentions, behaviours & sentiment, and scan AI-picked video reel of Moments that matter. Teams can review hours of meetings in minutes, and collaborate by sharing coachable moments and customer feedback with the team and assigning actions. Sales and Customer Succes Leaders get full and crisp visibility on customer conversations and can save deals/accounts at risk proactively by reviewing summaries and Moments that Matter. Leaders can now coach their team on the right actions and behaviors armed with meeting insights and develop winning playbooks. G2 Users have rated Goodmeetings as one of the Top 50 Sales Software for 2023. In addition, Goodmeeings also features as a - High Perfomer: - Momentum Leader For more information, visit https://goodmeetings.ai **Average Rating:** 4.7/5.0 **Total Reviews:** 70 **How Do G2 Users Rate goodmeetings?** - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.2/10) - **Data Segmentation:** 8.1/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 7.5/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 7.9/10 (Category avg: 8.7/10) **Who Is the Company Behind goodmeetings?** - **Seller:** [Kharavela Technologies](https://www.g2.com/sellers/kharavela-technologies) - **Year Founded:** 2021 - **HQ Location:** Bengaluru, IN - **Twitter:** @GoodmeetingsAI (64 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/goodmeetings/ (14 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 68% Small-Business, 28% Mid-Market #### What Are goodmeetings's Pros and Cons? **Pros:** - Ease of Use (10 reviews) - Team Collaboration (7 reviews) - Convenience (4 reviews) - Navigation Ease (3 reviews) - Reliability (3 reviews) **Cons:** - Limited Integrations (6 reviews) - Limited Features (5 reviews) - Missing Features (5 reviews) - User Interface (4 reviews) - Integration Issues (3 reviews) ### What Do G2 Reviewers Say About goodmeetings? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Goodmeetings, facilitating effortless meeting data capture and analysis. - Users love the **seamless team collaboration** facilitated by Goodmeetings, enhancing productivity and communication across multiple teams. - Users value the **convenience** of easily recording and accessing meeting data for effective follow-up and analysis. - Users appreciate the **navigation ease** of Goodmeetings, finding it intuitive for reviewing and engaging in discussions. - Users love the **reliability** of goodmeetings, noting its stability and hassle-free experience for recordings and insights. **Cons:** - Users are hoping for more **integration options** in the future to enhance flexibility and functionality. - Users find the **limited features** of goodmeetings somewhat restrictive, particularly in real-time call interactions. - Users express concerns about **missing features** , like integration and UI improvements, affecting overall usability. - Users note that the **user interface could be improved** , impacting overall usability and user experience in Goodmeetings. - Users face **integration issues** with goodmeetings, highlighting the need for better compatibility with CRM platforms. #### What Are Recent G2 Reviews of goodmeetings? **"[Great tool for analyzing user feedback](https://www.g2.com/survey_responses/goodmeetings-review-9071912)"** **Rating:** 5.0/5.0 stars *— Ajay S.* [Read full review](https://www.g2.com/survey_responses/goodmeetings-review-9071912) --- **"[Best Meeting notetaker !](https://www.g2.com/survey_responses/goodmeetings-review-9637736)"** **Rating:** 5.0/5.0 stars *— Verified User in Information Technology and Services* [Read full review](https://www.g2.com/survey_responses/goodmeetings-review-9637736) --- #### What Are G2 Users Discussing About goodmeetings? - [What is goodmeetings used for?](https://www.g2.com/discussions/what-is-goodmeetings-used-for) ### 25. [Zixflow](https://www.g2.com/products/zixflow/reviews) Zixflow redefines how we manage & engage contacts. It's agile, customizable, and AI-driven. A unified workspace to shape your CRM, automate workflows, and drive engagement through Email, SMS & WhatsApp. What makes Zixflow different? ✅ Sleek and user-friendly UI ✅ All-in-one workspace ✅ Highly customizable for diverse use cases ✅ Transparent pricing and pay-as-you-go for campaigns ✅ Make engagement and automation flows seamlessly ✅ Zixflow AI to work for you ✅ Robust data security and precise user permission control What's Inside Zixflow? 📍 Track interactions with your customers 📍 Create contact lists for every use case 📍 Visualize data with table and kanban views 📍 Run outreach campaigns via SMS, Email, and WhatsApp 📍 Manage replies in a unified inbox 📍 Easily find and verify email addresses 📍 Capture leads with sleek and modern forms 📍 Zixflow AI for custom fields, personalization, and spontaneous ice-breakers 📍 Automate with cadences and workflow automation **Average Rating:** 4.9/5.0 **Total Reviews:** 28 **How Do G2 Users Rate Zixflow?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.2/10) - **Data Segmentation:** 9.8/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 9.5/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 9.8/10 (Category avg: 8.7/10) **Who Is the Company Behind Zixflow?** - **Seller:** [Prem](https://www.g2.com/sellers/prem) - **HQ Location:** Delaware, US - **LinkedIn® Page:** https://www.linkedin.com/company/salessimplify (25 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 79% Small-Business, 17% Mid-Market #### What Are Zixflow's Pros and Cons? **Pros:** - Customizability (1 reviews) - Data Accuracy (1 reviews) - Ease of Use (1 reviews) - Easy Tracking (1 reviews) - Intuitive (1 reviews) **Cons:** - Bugs (1 reviews) - Data Inaccuracy (1 reviews) - Email Issues (1 reviews) - Email Management (1 reviews) - Learning Curve (1 reviews) ### What Do G2 Reviewers Say About Zixflow? *AI-generated summary from verified user reviews* **Pros:** - Users value the **customizability** of Zixflow, enhancing data with verified emails and personalized AI fields. - Users value Zixflow for its **data accuracy** , enhancing their experience with verified emails and custom AI fields. - Users find Zixflow to be **user-friendly** , enjoying seamless navigation between modules once accustomed to the system. - Users praise Zixflow for its **easy tracking** of leads, enhancing organization and support for effective lead nurturing. - Users appreciate the **intuitive interface** of Zixflow, enabling seamless navigation between modules once familiarized. **Cons:** - Users report frequent issues with the **email finder and validation** , resulting in invalid addresses being identified. - Users experience **data inaccuracy** with Zixflow, as email finder often fails to validate or find correct addresses. - Users often face issues with the **email finder and validation** , leading to invalid email address returns. - Users report that the **email finder and validation** occasionally fail to retrieve valid email addresses, causing frustration. - Users find the **learning curve challenging** , but appreciate the detailed help center for guidance in navigating the platform. #### What Are Recent G2 Reviews of Zixflow? **"[Streamlining Workflow: A Comprehensive Review of ZixFlow's Efficiency and Functionality](https://www.g2.com/survey_responses/zixflow-review-9222511)"** **Rating:** 5.0/5.0 stars *— Shruti M.* [Read full review](https://www.g2.com/survey_responses/zixflow-review-9222511) --- **"[An excellent software for enriching our data](https://www.g2.com/survey_responses/zixflow-review-9189731)"** **Rating:** 5.0/5.0 stars *— Alex E.* [Read full review](https://www.g2.com/survey_responses/zixflow-review-9189731) --- ## What Is Sales Analytics Software? [Sales Tools](https://www.g2.com/categories/sales-tools) ## What Software Categories Are Similar to Sales Analytics Software? - [CRM Software](https://www.g2.com/categories/crm) - [Sales Performance Management Software](https://www.g2.com/categories/sales-performance-management) - [Email Tracking Software](https://www.g2.com/categories/email-tracking) - [Sales Coaching Software](https://www.g2.com/categories/sales-coaching) - [AI Sales Assistant Software](https://www.g2.com/categories/ai-sales-assistant) - [Sales Engagement Software](https://www.g2.com/categories/sales-engagement) - [Revenue Operations & Intelligence (RO&I) Software](https://www.g2.com/categories/revenue-operations-intelligence-ro-i) --- ## How Do You Choose the Right Sales Analytics Software? ### What You Should Know About Sales Analytics Software ### What is Sales Analytics Software? Sales analytics software estimates the likelihood of sales outcomes using algorithms based on existing [CRM software](https://www.g2.com/categories/crm) data. In other words, sales analytics tools are meant to simplify sales forecasting and present predictive sales data in the form of statistical datasets and reports. Data is collected, modeled, analyzed, and then deployed within the tool in a readable manner that sales teams can filter and analyze. One of the major perks of sales analytics software is the ability to automate sales pipeline pattern tracking, eliminating the time-consuming task of tracking this data manually via spreadsheets. In terms of forecasting, teams can analyze pipeline activity over a period of time and compare multiple forecast models without the hassle of manually building a report. Key Benefits of Sales Analytics Software - View sales data in a variety of different ways - Improve sales forecasting - Evaluate sales performance more precisely - Identify challenges encountered by your sales team - Manage your sales pipeline and solve problems before they arise ### Why Use Sales Analytics Software? This type of tool ultimately helps sales teams make more successful decisions. It also helps teams analyze their overall sales process and recognize better sales opportunities. Compiled datasets can be used to examine pipeline insights in an effort to understand where sales are being lost, which industries generate the most success, and which sales tactics are most effective. While this feature is the lifeblood of the tool, there are a few other reasons to implement a sales analytics software: **More quick wins —** Sales analytics help visualize sales projects and cross-selling opportunities that are considered easy to win based on forecasting patterns and pipeline location. This data helps sales teams prioritize projects that are most likely to make it through to the end of the pipeline and ultimately become a customer. The datasets also visualize the potential for risky sales, allowing managers to spend more time planning and analyzing the correct pathway to a win. **Team analytics —** Not only do sales analytics tools help visualize sales data, but they also measure team analytics. Sales managers are able to keep track of the progress and performance of each sales team member, easily identifying the most successful team members and the efficiency of the team overall. [Sales gamification software](https://www.g2.com/categories/sales-gamification) can typically be integrated with sales analytics software for additional team motivation. **Integrations —** Sales analytics solutions easily integrate with other types of sales software offerings. By integrating with other sales software tools, you will also likely be able to simplify the workflow of your sales team. Rather than having several different tools open at a time, all of the information from all of your software will be accessible from one spot. ### Who Uses Sales Analytics Software? Sales analytics software is, unsurprisingly, a big asset to sales teams as a whole. Depending on the department, the tool is helpful in a variety of ways: **Sales representatives —** Sales teams use sales analytics tools for forecasting sales outcomes, which efficiently helps with prioritizing easy versus difficult sales projects and helps measure the potential of closing sales. **Sales operations —** Sales representatives often use sales analytics on their own, but sales operations teams help representatives filter and understand the effectiveness of particular datasets and help convey project success, where needed. The goal of sales operations teams is to help representatives focus on selling, so operations teams typically handle the project management and training with the tool depending on the experience representatives have with understanding the datasets involved. **Sales managers —** Sales managers are able to keep track of the progress and performance of each sales team member, easily identifying the most successful team members and the efficiency of the team overall. ### Sales Analytics Software Features **Dashboards —** Sales analytics tools differ in the type and customizability of their dashboards. Some products offer dashboards that are highly dynamic, allowing you to view data in a large number of ways by segmenting information. Others have dashboards that are more static, so sales teams cannot customize them. These options are often less expensive and typically easier for sales representatives to manage. **Forecasting analytics —** Forecasting analytics alleviates human error by automating forecasting predictions and eliminating the need for modeling manually via spreadsheets. The forecasting features provide informative datasets in a visual format to help sales teams predict sales outcomes. **Mobile capabilities —** Sales teams, especially outside sales teams, are often on the go and rely on mobile phones to take care of a lot of their sales functions. Many solutions offer dataset visualization across multiple platforms, including mobile. **Lead analytics —** A beneficial use for sales analytics software is predictive lead scoring, which identifies trends in the customer pipeline and uses these trends to predict how far along a lead is in the pipeline. This allows sales teams to qualify and prioritize opportunities based on which leads are most likely to close. This feature works similarly, and can be integrated with, [sales intelligence software](https://www.g2.com/categories/sales-intelligence). ### Trends Related to Sales Analytics Software **AI capabilities —** While sales analytics tools already incorporate machine learning algorithms to evaluate sales performance, as well as predict future sales outcomes, artificial intelligence (AI) is gearing up to make a bigger impact on the tool and sales software in general. AI is predicted to help incorporate more real-time insights for more on-demand sales opportunities. With real-time models and instant datasets, sales teams can make more sales in shorter periods of time without additional manual effort. ### Software and Services Related to Sales Analytics Software [**Predictive analytics software**](https://www.g2.com/categories/predictive-analytics) **—** Predictive analytics software is a tool used to create algorithmic statistical datasets based on historical data patterns to better understand customers, products, and partners. It also helps identify potential risks and opportunities for a company overall. [**AI sales assistant software**](https://www.g2.com/categories/ai-sales-assistant) **—** Like sales analytics software, AI sales assistant software is also a time-saving tool for sales teams. The software’s main features include automating tasks and processes like lead qualification, lead follow-up, pipeline management, forecasting, meeting scheduling, and data entry. --- ## What Are the Most Common Questions About Sales Analytics Software? *AI-generated · Last updated: April 27, 2026* ### Which solution supports multi-channel sales data tracking? Based on G2 reviews, several products are used to centralize activity from multiple sales channels. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) -- reviewers frequently use it to track emails, calls, deals, tasks, and pipeline activity in one place, with repeated mentions of integrations across other business tools. - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) -- users describe it as a central system for leads, opportunities, customer data, and cross-team sales activity, often highlighting integrations and a unified customer view. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) -- recent reviewers highlight its ability to organize deals, emails, activities, reminders, and integrations in a clear pipeline-focused workflow. - [Gong](https://www.g2.com/products/gong/reviews) -- reviewers use it to capture calls, emails, meeting history, and account context, helping teams analyze customer interactions across channels. ### Which vendor offers real-time sales KPI dashboards? Based on G2 reviews, these products are often used for live visibility into sales activity and pipeline progress. - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) -- reviewers repeatedly mention dashboards and reports for pipeline visibility, rep performance tracking, and monitoring KPIs in one place. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) -- users often reference dashboards for tracking deals, team activity, forecasts, and customer progress with real-time updates. - [Clari](https://www.g2.com/products/clari/reviews) -- reviewers highlight forecast views, pipeline visibility, and dashboard layouts that help teams monitor business performance and deal movement. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) -- users describe visual dashboards and reporting that make it easier to track pipeline stages, activities, and sales performance trends. ### Which vendor provides AI-powered sales performance insights? Based on G2 reviews, these products are commonly mentioned for AI-assisted analysis and coaching. - [Gong](https://www.g2.com/products/gong/reviews) -- reviewers frequently mention AI summaries, call analysis, coaching insights, forecasting support, and surfacing risks or next steps from conversations. - [Clari](https://www.g2.com/products/clari/reviews) -- users describe AI-assisted forecasting, predictive views, and pipeline signals that help sales teams understand deal progress and expected outcomes. - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) -- reviewers often cite AI-driven lead scoring, opportunity insights, automation, and reporting that support sales productivity. - [Substrata](https://www.g2.com/products/substrata-substrata/reviews) -- recent reviews emphasize AI-generated insights from conversations, buyer intent signals, and guidance that supports prioritization and deal strategy. ### What is sales analytics software? Sales analytics software helps teams organize and interpret sales activity, pipeline movement, customer interactions, and performance trends in one place. Across recent reviews in this category, users consistently describe these tools as a way to replace scattered spreadsheets and disconnected systems with clearer visibility into deals, forecasts, tasks, and team activity. Common use cases include tracking leads and opportunities, monitoring dashboards and reports, reviewing customer conversations, and identifying where follow-up or coaching is needed. Review themes also show that buyers value automation, centralized data, and easier reporting, while often noting that setup, customization, or learning the interface can take time depending on the product. ### How do teams use AI and automation in sales analytics? According to verified users, teams most often use AI and automation in sales analytics to reduce manual work and surface clearer next steps. Recent reviews repeatedly mention automated follow-ups, task reminders, call summaries, forecasting support, lead scoring, and faster access to account history or pipeline changes. Users also describe AI helping analyze customer conversations, identify risk signals, summarize meetings, and highlight where reps may need coaching. At the same time, reviews show a common theme that these features work best when the underlying data is organized well. Buyers often value the time savings and visibility, but they also mention a learning curve when adopting more advanced workflows, dashboards, or AI-driven insights.