Contact Management Software

The main downside is the learning curve. New users often find the interface a bit overwhelming because there are so many features and settings. Sometimes simple actions take more clicks than expected, and system updates occasionally change the layout, which requires re-adjustment. Apart from that, most things work well once you get used to it. Review collected by and hosted on G2.com.

Before adopting Salesforce Sales Cloud, our team struggled with scattered data - leads, contacts, and opportunities were often tracked in spreadsheets, emails, or different tools. This caused confusion, duplicate work, missed follow-ups, and lack of clarity about the sales pipeline.

With Sales Cloud, we now have a unified, central system where all sales data lives. That means every lead, contact, opportunity, and customer interaction is organized in one place. The result: fewer missed follow-ups, clearer visibility into deal stages, and better coordination across team members.

Automation features (like reminders, workflows, and validation rules) further reduce manual work and human error. The dashboards and reports provide real-time insight into pipeline health, conversion rates, and performance metrics , enabling smarter, data-driven decisions.

In short: Sales Cloud helps us work more efficiently, stay organized, avoid mistakes, and focus energy on selling rather than managing spreadsheets. Review collected by and hosted on G2.com.

Pricing increases quickly with advanced features

Sales Hub is very effective, but many of its most valuable capabilities—like advanced automation, forecasting, and reporting customization—are locked behind higher-tier plans. As your team grows and you need those features, the costs can ramp up quickly. Review collected by and hosted on G2.com.

Centralizes sales activities and pipeline tracking in one place, making it easier to stay organized. It reduces manual follow-up through sequencing and automation, so routine outreach takes less effort. Rep productivity improves thanks to templates and built-in meeting scheduling that streamline day-to-day work. It also provides clearer pipeline visibility, which helps with forecasting accuracy. Overall, its ease of use increases CRM adoption across the team. Review collected by and hosted on G2.com.

The initial setup requires some time, especially for teams that are new to CRM tools Review collected by and hosted on G2.com.

Before using CRMOne, we relied heavily on spreadsheets and disconnected tools, which led to duplicate data, missed follow-ups, and limited visibility into our sales pipeline. Review collected by and hosted on G2.com.

If I’m being honest, the main downside for me is that Close can sometimes feel a bit rigid. It does what it’s designed to do really well, but when you want deeper customization or very detailed reports, you may hit some limits. There’s also a bit of a learning curve at the beginning, especially if you’re coming from a simpler tool. That said, none of these are deal-breakers. Review collected by and hosted on G2.com.

Close solves the problem of having sales work scattered across too many tools. Instead of jumping between a CRM, a dialer, email, and spreadsheets, everything is in one place. That alone saves a lot of time and mental energy. For me, it’s made follow-ups more consistent, calls easier to manage, and my pipeline much clearer. I spend less time organizing my work and more time actually talking to leads and moving deals forward, which has been a big win. Review collected by and hosted on G2.com.

I use it with JustCall as well as Shopify. What would be nice though is if I could directly call from Pipedrive and it goes directly into JustCall so I'm not having to copy and paste the number into JustCall. Review collected by and hosted on G2.com.

I use Pipedrive to organize my clients and calls. It lets me see all my information on one page, making it easy to track who I've contacted and follow up efficiently. It organizes my clients in different columns, which is very helpful. Review collected by and hosted on G2.com.

When your computer or network experiences delays, Power Automate may fail to recognize certain steps and display an error in red. That’s why it’s important to set the right wait time during the design process—not too short. Also, if the webpage changes or something pops up during automation, you’ll get the same error and need to reconfigure the flow. Review collected by and hosted on G2.com.

Microsoft Power Automate helps automate repetitive tasks, such as exporting reports, which saves me a lot of time and effort. Its user-friendly interface means I don’t need any coding or programming knowledge to set up workflows. However, I’ve noticed that if there are delays in my computer or network, or if the webpage changes or unexpected pop-ups occur, errors can happen and I may need to reconfigure the flow. Despite these challenges, Power Automate still benefits me by streamlining my work and making routine processes much more efficient. Review collected by and hosted on G2.com.

Although I am able to obtain the information I need, the reporting function seems a little clunky. On the creative side, Active Intelligence doesn't seem to have much creativity when designing a campaign. Review collected by and hosted on G2.com.

My primary reason for moving to Active Campaign was deliverability and open rates. According to recent statistics, my previous CRM averaged 47% deliverability while ActiveCampaign averaged in the high 90s. My open rate languished in the mid- to upper teens and then doubled when I started using ActiveCampaign. Review collected by and hosted on G2.com.

Heavy document workflow leads to performance problems and lags

Laserfiche has a cloud version that still needs more improvements and support Review collected by and hosted on G2.com.

Laserfiche has brilliant document storage technology that ensures centralized access and easy sharing

Most of document related roles including approvals, signing among others, notifications and others are effectively automated

Laserfiche ensures successful compliance and proper access policies are deployed

The tool has streamlined the search option, which makes it easy to get access to specific documents

Laserfiche has robust process standardization, something that eliminates performance issues or errors Review collected by and hosted on G2.com.

The UI, while functional could be slightly more polished in some areas. Also, advanced email design customization is a bit limited compared to enterprise tools, but for most use cases, it gets the job done well. Review collected by and hosted on G2.com.

EngageBay helps us manage email campaigns, track engagement and maintain a clean contact database all from one place. Instead of juggling multiple tools for CRM and email marketing, everything is centralized which saves time and reduces errors.

It has improved our email open rates and engagement by allowing better segmentation and timely automation. For small to mid sized teams, it delivers strong value without the complexity or cost of enterprise platforms. Review collected by and hosted on G2.com.

sometimes, navigating to find a topic, item or function is complex Review collected by and hosted on G2.com.

Based on my experience, for any organization looking to enhance its online image, Jotform is indispensable. The platform offers unparalleled aesthetic control, allowing me to fully customize forms with my corporate branding, custom fonts, and even custom CSS. This ensures every client interaction is cohesive, polished, and professional, directly improving my brand perception. Review collected by and hosted on G2.com.

None so far as it works perfectly for us. But looking ahead perhaps in the future some form of integration ability with accounting softwares Review collected by and hosted on G2.com.

Capsule solved our main issues around disorganisation, missed follow-ups and lack of visibility across contacts, emails and opportunities. Everything now lives in one clear place, which has made us more organised, faster and more proactive. The search function saves us time every day, the pipeline gives us proper visibility of what’s coming in, and overall it’s made team collaboration and follow-ups far smoother. Review collected by and hosted on G2.com.

The only minor drawback is the pricing structure; many of the most powerful and useful features are locked behind the second-tier subscription, which can feel a bit limiting if you are just starting on the basic plan. Additionally, while the interface is generally great, the Inbox Manager could benefit from more advanced organization and filtering options when handling a massive volume of campaigns at once. However, given the results and the time saved, these are small trade-offs for the overall value the platform provides. Review collected by and hosted on G2.com.

The biggest headache Instantly solved for me was the constant 'deliverability anxiety.' Before, I was juggling three different tools just to keep our domains safe and our emails out of spam. Now, everything from the automated warmup to the actual sending is under one roof. Review collected by and hosted on G2.com.

On the starting We use to request email for each and every problem sort out. Now a days it is very user friendly. That issues also been sort out by them in the recent month. Review collected by and hosted on G2.com.

They have customized the report sheet as we prefer. often we request them to change user name and password for the new joining staff. But now they have customized it now. Now days admin can change or edit the staff details. And also last 50 crm entries are visible to all the employee so they can easily updated day to day reviews and follow ups of others also . Review collected by and hosted on G2.com.

Some advanced features, such as mandatory rules by stage or more complex automations, are not available in the free plan, which somewhat limits the full evaluation in the initial trial. For teams with very complex processes, it may fall short without upgrading to paid plans. Review collected by and hosted on G2.com.

Bigin helps resolve the lack of order and visibility in the commercial process. It allows you to know at what stage each opportunity is, improve tracking, and avoid losses due to lack of control, which benefits both sales and management. Review collected by and hosted on G2.com.

Less Annoying has no mobile app, and this forces users to use Desktops

Complex sales processes are not well attended by this app Review collected by and hosted on G2.com.

Less Annoying has streamlined the CRM processes, ensuring that no system bloating or complications

The tool demonstrates contact centralization, which makes each customer feel more secure and alert

The tool supports the task management, a process that ensures easy role sharing

Onboarding and adapting Less Annoying is a stress free experience

The solution ensures easy communication tracking, a process that keeps customers interactions successful Review collected by and hosted on G2.com.

nothing as far as i know from usage till now. Review collected by and hosted on G2.com.

HappSales solves forgetfulness, opacity, dependency, and self-deception in sales.

And it benefits you by replacing chaos with visibility, and visibility with control — without needing to hover. Review collected by and hosted on G2.com.

There’s very little to dislike about Ohanafy—it’s been a strong solution for our business. If I had to point out one area for improvement, incorporating accounting and financial software directly into the system would streamline operations and reduce the need for external tools.

We’ve had a great experience with Ohanafy and truly appreciate the level of support and customization it offers. The platform is intuitive, flexible, and provides real-time data that helps us make informed decisions quickly.

Given how well Ohanafy aligns with our business needs, we would like to move away from QuickBooks entirely as our external accounting provider. Integrating accounting functionality directly into Ohanafy would make it a complete solution for us. This would be my recommendation for this solution to fully round out their product offering. Review collected by and hosted on G2.com.

Ohanafy has helped us solve several operational challenges, bringing efficiency and ease to our daily workflows.

Simplified Purchase Orders & Forecasting - One of the biggest benefits is the ability to generate and send purchase orders directly from the forecasting tool. This integration streamlines our product purchasing process and saves valuable time.

Advanced ASN Creation & Pallet Management - The system offers improved flexibility when creating ASNs, allowing us to sort by package style, product category, or warehouse location. Pallets are auto-built based on our setup, but the drag-and-drop functionality makes adjustments quick and intuitive. It’s extremely user-friendly.

Effortless Reporting - Reporting is another area where Ohanafy shines. Unlike platforms that use complex parent-child naming structures, Ohanafy makes it easy to build reports in minutes where we used to spend hours. Live reports with predetermined fields give our sales team instant access to the data they need, right at their fingertips.

Overall, Ohanafy has significantly improved our operational efficiency and data accessibility. Review collected by and hosted on G2.com.

There is no issue about the Mekari Qontak so far. Review collected by and hosted on G2.com.

Before using Mekari Qontak, we have some problem. Such as our whatsapp don't have blue tick, the customer was uncertain about us, they doubt we are fake. After using Mekari Qontak, everyone put in trust, and there is no doubt again to us. Our social media become in one dashboard, no need again using more devices to login our account. And now we can share broadcast message for giving promo or information to our customer in one time, handling our customer more efficiently, and make more productive. Review collected by and hosted on G2.com.

Redundancy in notifications. I almost always have the portal open, so I don't need the emails as much as maybe someone else would, but the info is clear and shared numerous ways. Review collected by and hosted on G2.com.

Keeping track of leads and opportunities with my sales team leader and the rest of our team. Review collected by and hosted on G2.com.

There are no downsides that adversely affect Vobesoft's user experience Review collected by and hosted on G2.com.

Linking data from different sources gives an insight that was not possible with other software. Review collected by and hosted on G2.com.