Lead Management Software

Hubspot can be very rigid as it’s clear things are intended to work within the Hubspot ecosystem. However with SF as our primary crm and our sales reps working out of outreach, our data feels more disjointed than it should but really it’s using the data that’s a pain. The sf campaign object worked in Hubspot to some extent, I can add to a campaign as a specific status but I can’t use that status as a field in a list of example. At best it forces me to redo work to mirror what we have built in another tool, at worst I have to export and import and other manual processes.

There are a lot of functionality that is half baked and can be used in some places but not othered. Property value changes work as a workflow entry method but I can’t use that same logic on a list. Review collected by and hosted on G2.com.

Effective segmentation and ability to engage our prospects. Previously we were using Marketo and my company was hiring jr level marketers. I was hired right after the move to Hubspot with a consultant background in many tools. I don’t feel limited in Hubspot like I have in other platforms Review collected by and hosted on G2.com.

We are quite happy with the power that HubSpot Sales has. We know options are good and it just takes time to figure out best fit for the functionality but this is where the sales team at HubSpot have helped. Review collected by and hosted on G2.com.

HubSpot Sales Hub allows our team to capitalize on repeat business opportunities, as well as delivering full view to our team who manages files throughout the application process as part of our service offering to clients. Multiple personnel can be involved and the 360 degree view allows for everyone to keep a pulse on what is happening with clients. We can track very easily the communication that is sent out and action accordingly. We have noticed that our clients are appreciating the reach outs and support as a result of our visibility with the dashboards. The analytics help our business partners understand and pull reports on the different types of applications. Review collected by and hosted on G2.com.

I especially find it useful, and all I can think is how to use it another day and how I am supposed to get to know all the features, rather than finding any flaws. It is almost flawless, but sometimes, when the server is down, that's when it frustrates me a bit. Every other time it's just a new feature, and new idea, and a new implementation. It is slow for a few tasks, but it is something manageable. Nothing that worries me even one bit when it comes to Salesforce. All I had to do was have a plan in my mind about how to structure my work and just get it done. Review collected by and hosted on G2.com.

As a Salesforce developer, i always strive for excellence, and it's not just something personal, but I also seek professional excellence always. So this is where Sales Cloud comes into the picture. It allows me to do analytics and planning with ease.I can do email tracking as well as sales coaching using the platform. Sometimes, as part of my job, i get to take part in management activities and that is where the usage of AI Sales Assistant comes to work. The AI assistant just makes it lot of things easier, like planning calls and scheduling meetings, and acting as a sales agent for the end users and whatnot. The conversation intelligence is something I admire a lot about Salesforce.Sales enagagement happens very actively among our sales team and customers using the AI and this as part of our sales processes is what we thrive on. Review collected by and hosted on G2.com.

We wish we could make the chatbot sound more like our brand. There aren’t many options to change its tone or personality. Review collected by and hosted on G2.com.

We didn’t realize how many leads we were losing after working hours. Aeri Chatbot now talks to those visitors and brings in leads. Review collected by and hosted on G2.com.

The calling was hard to set up at first because there were a lot of verification steps for my country. But I got there eventually. If this could be made to be easier that would be good. Review collected by and hosted on G2.com.

Helps me and my crew stay in touch with our leads and clients. Email is especially helpful because we have multiple lead forms for ads. Close is solving the problem of company organization. Review collected by and hosted on G2.com.

We could probably spend more closer time with active campaigns learning more about how the system could support our business. Review collected by and hosted on G2.com.

Time saving and structure with marketing and sales activities. Review collected by and hosted on G2.com.

Insider's panel show's real time results and data from each campaign. However, the data is a bit hard to understand without further information or explanation on the panel. Most of the time we rely on the consultant to help us understand where the numbers coming from. Would appreciate if the panel is a little easier to decipher for ourselves so we can be more self served. Review collected by and hosted on G2.com.

We wanted to increase and improve the traffic and its quality coming into our website. We also needed solutions to help us increase the exposure for our marketing campaigns and better user engagement. Insider’s web push solved the problem of traffic for us, and their onsite templates like the banner overlay and spinning wheel solved the problem of improving user engagement and retention. Review collected by and hosted on G2.com.

Slight surprise about the definition of a lead which is rather a first step to the deal than a differentiation on "person" level Review collected by and hosted on G2.com.

Customer Base -> CRM with 360 degree view from new leads and prospects to existing customers

Sales analytics: Deal pipeline, upcoming opportunities, sales workflow and ARR/... measurement (all relevant KPIs available in easy to use Dashboards and even AI featured reports) Review collected by and hosted on G2.com.

As the CRM is a very large software, the loading time of it bit high. If you could help with that, that would save more time for us. Review collected by and hosted on G2.com.

it gives us complete solution to track and keep my date to day work . Through tasks creation n Zoho's daily alert I could keep complete my daily task up to date. Review collected by and hosted on G2.com.

The only (minor) thing I’d point out is that if someone calls and saves the number to their phone, any future calls from that contact are still counted as new leads—which we end up paying for. Not a huge deal, but something to be aware of. Review collected by and hosted on G2.com.

WhatConverts is helping us solve key attribution challenges, especially around call tracking and lead source clarity. It gives us automated conversation tracking and accurate reporting, which is crucial for the local businesses we work with. Being able to confidently show where leads are coming from has made our campaigns more effective and our reporting far more valuable to clients. Review collected by and hosted on G2.com.

If I HAD to pick something I dislike…a more user friendly home page when choosing marketing materials. Review collected by and hosted on G2.com.

Setting up and managing marketing campaigns can be time-consuming and complex, especially for businesses with limited resources or expertise. Sproutloud automates the entire process, allowing me to launch campaigns without the need for constant manual intervention. This efficiency saves me time and effort, letting me concentrate on core business activities. Also, maintaining brand consistency while catering to local market nuances can be challenging, especially when selling brand products. With SproutLand, I can tailor marketing strategies to both align with brand guidelines and respect local consumer expectations. This balance helps enhance brand loyalty, and consumer satisfaction. Review collected by and hosted on G2.com.

Customer support leaves much to be desired. Callrails ability to help you via chat is great but over the phone is like pulling teeth. The only problem with the Chat is you have to leave your account and access it most times from call rails website home page then you have to copy and past your account info from lead center. Review collected by and hosted on G2.com.

If a customer states they where told something by us. we can double check who said what with ease. We can make sure whether we have a miss understanding or for lack of a better term someone trying to get one over. As silly as it says its an amazing feature that keeps everyone honest. Review collected by and hosted on G2.com.

While SEMrush is incredibly powerful, the sheer number of features can feel overwhelming at first. It takes time to fully understand and use all the tools effectively. Some features also feel a bit hidden or buried in the interface. Additionally, the pricing may be a bit steep for small teams or solo marketers, especially if you're not using all the advanced tools regularly. Review collected by and hosted on G2.com.

SEMrush helps us solve several key challenges in digital marketing. It simplifies keyword research, tracks our SEO performance, and gives us a clear picture of what our competitors are doing. We no longer need to use multiple platforms for backlink tracking, site audits, or content planning—everything is in one place. This saves time, improves our strategy, and helps us stay ahead in a competitive market. For us in real estate, it’s especially useful for identifying local search trends and optimizing listings for visibility. Review collected by and hosted on G2.com.

1. Expensive at times.

2. Too complex sometimes. Review collected by and hosted on G2.com.

1. Saves manual time from redundancy.

2. Elaborated Dashboarding.

3. Easy to access for me. Review collected by and hosted on G2.com.

Capsule CRM is great as it is, so far I haven't found anything I disliked about it. Possibly the integration would be easier if you could choose which segment you want to import to Transpond, and not all of your existing contacts in Capsule. Review collected by and hosted on G2.com.

Capsule CRM helps me stay organized by allowing me to track and update marketing results from various campaigns in one place. It also makes it easy to add and manage new contacts, ensuring I have a clear overview of our outreach efforts and can follow up effectively. This improves efficiency and helps me make data-driven decisions for future campaigns. Review collected by and hosted on G2.com.

I'm probably over 500 hours now in Growth Nirvana and no complaints yet! Review collected by and hosted on G2.com.

I have over half a dozen clients and each one has multiple data sources (Facebook, Google, TikTok, LinkedIn, etc). Prior to Growth Nirvana I was manually pulling the data I was interested in each time I wanted to do an analysis. This was super repetative and ate up so much time. With Growth Nirvana I can connect those sources one time, and create dashboards which update as often as I want, so there is never a need to repeat an analysis and the dashboards never have stale data. Review collected by and hosted on G2.com.

Nothing! I genuinley do not have a single fault to note. Review collected by and hosted on G2.com.

Before using AgencyAnalytics, we used a very manual method of reporting, including typing out results/metrics from each platform into a spreadsheet, which took hours and hours, now we spend less than 30 minutes per client report as opposed to around 4-5 hours. It's completely changed the way our agency works! Review collected by and hosted on G2.com.

Integration with clever tap is a little time-consuming and also the pricing can be better for small enterprises. Review collected by and hosted on G2.com.

Clevertap helps us solve a lot of issue in helping us manage customer behaviour and detailed segmentation with functionalities like Events, Creating user funnel, Trends, Pivots, and Flows which gives us better insights in decision making with omnichannel like WhatsApp, web push, App push, sms, Emails. Additionally to all this the cohorts help us understand the customer pattern over multiple revenue channels and segmentation like RFM segments can help us treat customers based on the intentand it makes easy for the brand to optimize the marketing channel and remarketing strategy. Review collected by and hosted on G2.com.

After consistent use, I haven't encountered any significant flaws or deal-breaking issues. Of course, like any platform, EngageBay might have limitations depending on specific business needs, but so far, everything has worked smoothly for my use case Review collected by and hosted on G2.com.

EngageBay's all-in-one CRM solves the hassle of using multiple tools by combining marketing, sales, and support in one platform. What makes it better is their amazing customer support- quick, helpful, and always there when I need them. It made managing everything so much easier and less stressful Review collected by and hosted on G2.com.

Painfully slow Customer Service and broken features

Onbording program is non existent, although its reasonably intuitive to work it all out if you have a few hours to spare. That said there are a lot of features/options/settings to consider, and so many areas to access, its easy to miss or forget stuff, especially when you are running lots of campaigns.

The reports on usage are a complete waste of time, as the numbers don't stack up. Im on a 25k of email credits per month. and Ive only used 9.8k but ran out again ??? - same every month, and the customer support is so painfully slow on chat only - no phone numbers. So you get a short reply from one of their team, then you respond and have to wait another 4 hours to get the next communication. It drives you mental.

The other thing that I hate is that stuff just disappears. I saved a search twice the other day and its disappeared both times.

Instantly - Sort this out FFS - you could have an amazing business. I want to scale my company with you, but you scare the hell of me with these issues.

Get your Customer Success right or people will start leaving you - Review collected by and hosted on G2.com.

Everything in one place Review collected by and hosted on G2.com.