--- title: Strategic B2B CRM Reviews meta_title: 'Strategic B2B CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how Strategic B2B CRM works for a business like yours. aggregate_rating: rating_value: 4.5 review_count: 3 scale: '5' date_modified: '2026-01-20' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Strategic B2B CRM Reviews **Vendor:** StrategicERP **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.5/5.0 **Total Reviews:** 3 ## About Strategic B2B CRM In Business to Business, Volumes of the transaction are quite high and the value per transaction is much higher which cannot be stored and managed haphazardly. StrategicERP B2B CRM system helps businesses in a situation like launching a spaceship into outer space. We understand every opportunity worth millions plus and businesses will require a smart tool to break from the gravitational powers and get the highest business effectiveness with automation of B2B CRM solution. Here, StrategicERP B2B CRM software is comprehensive for the B2B segment. ## Strategic B2B CRM Reviews ### 1. Great Software **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** July 11, 2024 **What do you like best about Strategic B2B CRM?** hese systems often include tools that facilitate better communication and collaboration within the sales team and with other departments. This can lead to more cohesive strategies and a unified approach to customer management. **What do you dislike about Strategic B2B CRM?** The initial cost of purchasing and implementing a CRM system is high. Additionally, there may be ongoing costs for maintenance, updates, and training. **What problems is Strategic B2B CRM solving and how is that benefiting you?** Manual sales processes can be time-consuming and prone to errors. ### 2. Client Management Through CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Ravi k. | Mid-Market (51-1000 emp.) **Reviewed Date:** June 08, 2023 **What do you like best about Strategic B2B CRM?** You can enter as much information as required in regard to the client so that anyone in the Organisation is aware about the progress. It helps people avoid assumptions. **What do you dislike about Strategic B2B CRM?** Sometimes required information is there on the portal but not able to check or filter the Information fast. search options shall be improved. **What problems is Strategic B2B CRM solving and how is that benefiting you?** It helps me collates all the data in regards to client at one place and helps me to share the same with team without any confusion. Data can be accessed from anywhere. ### 3. It is easy to use and provide customisation **Rating:** 4.5/5.0 stars **Reviewed by:** Pragati P. | Sr. Executive , Small-Business (50 or fewer emp.) **Reviewed Date:** June 10, 2023 **What do you like best about Strategic B2B CRM?** The user interface is very interactive and provides customisation according to the needs. It also helps in generating follow upps with potential clients. **What do you dislike about Strategic B2B CRM?** Required a few optimisation in some modules for a good user experience. **What problems is Strategic B2B CRM solving and how is that benefiting you?** It helps in customising the user interface for the required clients. - [View Strategic B2B CRM pricing details and edition comparison](https://www.g2.com/products/strategic-b2b-crm/reviews?qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-08-10+00%3A42%3A07+-0500&secure%5Bsession_id%5D=5791f0ad-86a5-4fbc-b5a8-2cf78efd48bf&secure%5Btoken%5D=97dc6ba889fdd3322c8f4c4a2e7741779e6849fa5d21d83c0bf6aba1f7048df7&format=llm_user) ## Strategic B2B CRM Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management - Contract/License Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation ## Top Strategic B2B CRM Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,687 reviews) - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - 4.4/5.0 (14,242 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,299 reviews)