Lead Management Software

One of the main limitations I've experienced with HubSpot Marketing Hub is the lack of creative flexibility, especially when customizing forms.

For example, while building a CSAT survey for our customers, I found the native form customization options too restrictive to achieve the user experience and visual design I wanted. I ended up developing a custom HTML solution outside HubSpot to deliver a more polished and user-friendly interface.

As someone who works with UX and digital marketing, I believe HubSpot could offer greater control over form layouts, styling, and interactions without requiring custom development.

The platform is powerful, but improving its design flexibility would make a significant difference for teams that care about creating more tailored customer experiences. Review collected by and hosted on G2.com.

HubSpot Marketing Hub helps us solve one of the biggest challenges in marketing: keeping campaigns, customer data, and performance insights connected in one place.

Instead of managing multiple disconnected tools, we can organize campaigns, build landing pages, automate communications, and track customer interactions within the same ecosystem.

One practical benefit is being able to manage customer engagement initiatives, such as CSAT surveys, while keeping the results connected to our broader marketing and customer experience strategy.

For me, the biggest advantage is having better visibility into the customer journey and reducing the time spent on operational tasks. This allows our team to focus more on strategy, improving customer relationships, and making data-driven decisions. Review collected by and hosted on G2.com.

What I dislike about Pipedrive is that some advanced features and customization options are limited to higher plans. The reporting could also be more flexible, especially when you need detailed sales analysis. Managing a large number of activities and leads can sometimes require additional customization. Review collected by and hosted on G2.com.

Pipedrive helps solve the challenge of managing a large number of leads, follow-ups, and ongoing deals in one place. It gives me a clear view of where each lead is in the sales process and helps me stay organized with follow-up activities. This saves time, improves lead management, and reduces the chances of missing potential opportunities. Review collected by and hosted on G2.com.

There are many features and configuration options which can be a little overwhelming initially. I sometimes need guidance to understand which fields, reports, or processes are relevant to my work. The platform becomes easier once I get familiar with the team's setup. Review collected by and hosted on G2.com.

It helps keep sales and marketing information organized and reduces dependency on separate spreadsheets for tracking prospects. I can see lead progress, follow-up activities, and customer information in one place. This makes it easier to coordinate with senior team members and understand which prospects or activities need attention. The lead tracking and activity management features are my favorites. I can check the current status of a lead, see previous activities, and understand what follow-up needs to happen next. The performance has been reliable for my daily activities such as checking leads, updating records, reviewing customer information, and monitoring sales tasks. Review collected by and hosted on G2.com.

It does not help me to keep track of cadences with my calls Review collected by and hosted on G2.com.

HubSpot Sales Hub helps solve the challenge of managing multiple prospects, conversations, and sales activities across a busy pipeline. It keeps everything organised in one place, improves visibility into deal progression, and ensures that follow-ups don't fall through the cracks. The automation and reporting features also reduce manual administration and make it easier to identify what's working in the sales process. Ultimately, it helps me work more efficiently, prioritise high-value opportunities, and maintain a more consistent and structured approach to prospecting and pipeline management. Review collected by and hosted on G2.com.

I'm not a fan of the piecemeal features. I felt like every time I went to use a feature, I would be prompted to set up a subscription. I understand why it's set up that way, but maybe an alternative is offering a la carte subscriptions (like it is now) and perhaps an all-inclusive package that contains everything at a discount (and maybe this already exists and I don't realize it because we chose the a la carte? :-) Review collected by and hosted on G2.com.

It's helping me clean up my website - mostly formatting issues. It has also helped start me on the path to improving our AI visibility. That has been a huge help. I'm a single person marketing team and I need things to be easy and efficient. SEMRush is both of these things. Review collected by and hosted on G2.com.

ActiveCampaign can be quite complicated to use, especially when setting up forms and automations.

What I find particularly frustrating is the Double Opt-In setup. Not every form requires Double Opt-In. Sometimes I simply want to collect information or allow someone to register for an event without an additional email confirmation.

I would appreciate a simpler and more flexible way to choose whether Double Opt-In is needed for each form. Overall, I wish the platform were more intuitive and easier to use. Review collected by and hosted on G2.com.

ActiveCampaign helps me organize my contacts, manage my email marketing, and communicate with potential and existing clients more efficiently. As a self-employed coach and therapist, it allows me to stay connected with my audience, share valuable content, and promote my workshops, courses, and services.

The automation features help me save time by sending follow-up emails and managing communication without having to do everything manually. This allows me to focus more on working with my clients and growing my business. Review collected by and hosted on G2.com.

One area for improvement that would make the system truly ideal for complex fields like retirement planning is deeper nested tracking within a single client record ('tracking within tracking'). A single retirement file involves multiple parallel sub-processes across different pension funds and tax authorities, each with its own status, deadlines, and follow-ups. While subitems offer a good starting point, having stronger automation capabilities and dedicated tracking views at the sub-process level inside each client card would take complex case management to the next level. Review collected by and hosted on G2.com.

How we worked before: Managing retiree files relied on Excel spreadsheets, calendar reminders, and email folders. Because a retirement process spans months and requires follow-ups with tax authorities, employers, and multiple pension funds, it was hard to get a real-time overview of each client, requiring extensive manual effort to ensure forms and approvals didn't get stuck.

How we work today with monday CRM: Every retirement case runs through a clear, visual workflow—from initial data collection and pension clearinghouse reports, through submitting tax and fund requests, to final approvals. Automated reminders prompt timely follow-ups with institutions, and all communication history and documents live in one place. The result: zero missed deadlines, hours saved every week, and a smoother, more reassuring experience for the client. Review collected by and hosted on G2.com.

Braze has some limitations around Context Variables, payload size, and debugging complex Liquid logic, which can make development challenging. Some advanced reporting and data manipulation capabilities could be improved. Pricing can also become a concern as customer volumes and usage scale. Better documentation, more transparent troubleshooting, and expanded AI-assisted debugging and campaign creation would further improve the overall experience. Review collected by and hosted on G2.com.

Braze simplifies customer engagement by centralizing campaign management, automating customer journeys, and enabling real-time personalization across channels. Its intuitive UI, integrations, and reliable performance reduce manual effort and improve campaign execution. Canvas and Liquid help create targeted experiences efficiently, while analytics support better optimization and ROI. Overall, Braze improves operational efficiency, accelerates campaign delivery, and enables more personalized customer interactions at scale. Review collected by and hosted on G2.com.

When a lead has multiple contacts, the main contact may not have a phone but another contact in there has a phone and it shows as no phone. This is very situational but has been a bit tedious to realize I missed a lead that has a number. Review collected by and hosted on G2.com.

Allows me to call many leads, have it be organized, be able to see from previous peoples calls and emails the situation for a specific lead and best prepare myself before calling. The integrations of the emails showing up in close is a major point of ease of use. Review collected by and hosted on G2.com.

The biggest frustrations I run into with EngageBay all tie back to the strict ISO 9001 traceability and batch-tracking requirements we need as a UK electronics manufacturer. It works well for basic CRM and support workflows, but it was clearly not built with manufacturing quality engineers and corrective action processes front of mind, and those gaps create real audit headaches for our team.

The first major limitation is its rigid custom reporting engine. While you can build simple dashboards for sales conversion and ticket volume, it cannot run layered cross-object reports that join serial numbers, batch codes, non-conformance tickets, supplier records and CAPA status together. Last quarter, our production team spotted a recurring solder joint failure linked to a specific batch of resistors from one component vendor. I needed to pull every customer complaint, test result and follow-up action tied to that batch number for our UKAS audit. Instead of generating a single filtered report, I had to export three separate CSV files from deals, tickets and contact records, then manually cross-reference them in Excel. That took me almost four hours, and there was a real risk I’d miss a linked customer case, which would leave us non-compliant during ISO surveillance audits. The built-in filters don’t support multi-level grouping around manufacturing identifiers like batch or part numbers, which is a showstopper for quality trend analysis.

I’m also disappointed by the shallow, limited admin change log. ISO 9001 mandates that we track who modified quality records, what was altered, and when the change happened. Right now, EngageBay only logs high-level events such as “deal updated”, with no before-and-after snapshot of custom field values. If one of my junior quality technicians accidentally edits the root-cause field on an open 8D non-conformance record, there is no way to pull an immutable audit trail of the original entry. We once had a near-miss where a supplier’s RoHS compliance document link was overwritten, and we had zero native way to prove what the original attachment had been. We’ve had to add an extra manual logging spreadsheet just to cover this gap, which adds redundant admin and breaks our single source of truth for quality records.

Third, the native integration ecosystem falls short for our manufacturing stack. We run a dedicated QMS platform for controlled documents, production travelers and CE marking technical files, but there is no pre-built connector between EngageBay and our QMS. The API is functional but narrow; it does not support bulk sync of batch and serial metadata back and forth. When we close out a corrective action in EngageBay, we cannot automatically push that sign-off status into our QMS to update the linked batch release record. Instead, our quality team manually duplicates updates across both systems, which creates opportunity for human error and version mismatch. This also slows our ability to lock batches or flag suspect stock when a customer complaint surfaces.

I also find the bulk import and deduplication logic unreliable for supplier data. We regularly onboard dozens of new component vendors and need to import structured records with part numbers, material declarations and test certificates. If two imported rows share a similar company name but different contact or batch data, EngageBay often merges them incorrectly, wiping out critical compliance documentation. We now have to clean every CSV in a separate validation sheet before import, which adds another layer of work for our procurement and quality admin.

My core recommendations would target manufacturing and regulated quality use cases specifically. First, expand the report builder to support cross-object joins and grouping by custom alphanumeric identifiers such as batch, serial and part numbers, so we can build CAPA and non-conformance trend reports natively. Second, enhance the activity audit log to store field change snapshots, so every edit to quality records is fully reconstructible for ISO auditors. Third, expand the API schema and build certified connectors for mainstream manufacturing QMS platforms, to support two-way sync of corrective action and batch status data. Finally, refine bulk import deduplication rules to give granular control over which fields trigger matches, rather than relying on loose company-name matching. These updates would not turn EngageBay into a full QMS, but they would close the compliance gaps that currently stop it from being a fully trusted tool for regulated UK electronics manufacturing teams like ours. Review collected by and hosted on G2.com.

We struggled with disconnected customer feedback, scattered supplier communications, and no single shared record trail for our non-conformance and CAPA workflows, but now we can log, route, and track every quality complaint and vendor compliance request within one unified platform, which has resulted in us cutting the time we spend compiling audit evidence by roughly 55% and reducing missed follow-ups on critical component compliance documentation.

Before EngageBay, our UK electronics manufacturing site ran customer quality feedback on a messy mix of standalone Outlook email threads, shared Excel trackers, and hand-filled CAPA forms stored on our network drive. When an OEM customer reported a product defect or flagged a CE marking documentation gap, the complaint would land in our sales inbox first. Sales would forward it to our quality team, we’d manually create a new corrective action log, then chase the procurement team for supplier test data separately. Information got siloed very easily. A single non-conformance case might span four or five different files, and if a team member was off sick or rotated off the project, critical context would disappear. We also had no automated reminders for chasing suppliers for RoHS declarations and batch test certificates. It was common for these requests to slip for weeks, putting our ISO 9001 surveillance audits and CE product approvals at risk. On average, our quality team spent around six hours each week just copying, reconciling, and cross-checking these records instead of running shop-floor defect analysis and lean improvement activities.

EngageBay solved that fragmentation for our customer and supplier-facing quality workflows. We built custom deal stages mapped directly to our 8D corrective-action process: non-conformance intake, containment action, root cause investigation, corrective action implementation, verification, and formal closure. When our sales team receives a customer complaint, they create a new deal record in EngageBay, tag the relevant production batch number, attach photos of the failure, test results and customer correspondence, and assign the ticket straight to our quality team. We built reusable email sequences for recurring follow-ups, like chasing vendors for updated material compliance certificates, so those routine nudges go out automatically without manual calendar prompts.

The integrated service ticketing system is equally useful. Smaller quality enquiries from our customers turn into tickets tied directly to their company record and open orders, so we can quickly pull up past complaints and check whether this is a recurring failure pattern. All emails, notes, attachments and status updates live permanently attached to that one record. We don’t need to hunt through archived email chains anymore. For example, last month we had a repeat issue with poor connector crimping coming from one of our sub-component suppliers. We pulled up every open and closed deal linked to that supplier within EngageBay in minutes, identified three separate customer reports linked to the same component batch, and triggered containment before more finished goods shipped out. That avoided a costly full product recall and preserved our customer relationship.

I want to be clear that EngageBay does not replace our dedicated QMS system for controlled technical files and formal ISO document approvals. It is not built to manage our full production traveler or batch release sign-offs. But it fills the vital gap between frontline communications and our formal quality system. It gives every stakeholder from sales, procurement and quality one shared view of customer complaints and supplier compliance requests. Since rolling it out, our overdue vendor document follow-ups have dropped by more than half, and our auditors have commented that our customer feedback evidence pack is far easier to assemble during UKAS audits. The biggest win for me personally is that it frees up my engineering hours to focus on process improvements that actually reduce defects on our production line, rather than endless administrative record chasing. Review collected by and hosted on G2.com.

I wish Attentive had more intuitive AI for segmentation and journeys, so I could target consumers with messaging that’s relevant to them. The AI campaign writing is way off and not on brand, and I wish it could learn our brand voice better. The white glove team was helpful during setup, but they didn’t quite nail the branding, so I had to update it afterward. Review collected by and hosted on G2.com.

I can write email and SMS campaigns easily in one place; having both integrated is faster and easier than using two platforms, and makes pulling analytics quicker. Review collected by and hosted on G2.com.

Although the assistance from Insider is excellent, we would recommend to have longer training session and products discovery. They did provide online guides and PDF with other important information to understand all their products also they provided blogs to read Review collected by and hosted on G2.com.

Insider has provided valuable data from A/B testing landing pages, website elements and various email and other communication channels A/B test data to sharpen our marketing strategy and draft nice marketing materials. Insider also helping us to make an urgent campaigns to test the data, build Architect journeys to target our potential customer on their buying journey and most importantly the reporting to understand overall impact. Review collected by and hosted on G2.com.

CallRail is useful for call tracking, but I have faced some limitations in my experience.

1. Limited form tracking compatibility: CallRail works well with standard forms such as WordPress contact forms, Gravity Forms, Elementor, and supported HubSpot forms. However, tracking custom forms, GoHighLevel (GHL) forms, and forms embedded through iframes can be challenging or unsupported in some setups. In these cases, we may need to configure manual integrations through Zapier to send form submission data to CallRail. This adds extra setup and maintenance, making the tracking process less efficient than I would prefer.

2. Google Ads integration issues: CallRail offers a Google Ads integration that can help import call conversion data into Google Ads. However, in some of my implementations, calls recorded in CallRail were not successfully exported to Google Ads as expected. This required additional troubleshooting to verify conversion tracking and ensure that call data was being reported correctly.

Overall, CallRail is a useful platform, but improving support for custom and embedded forms and making Google Ads conversion imports more reliable would significantly improve the user experience. Review collected by and hosted on G2.com.

Yes, as an analytics expert, I’ve found that CallRail solves many call-tracking challenges for my clients. Previously, my clients had limited visibility into their call activity and couldn’t clearly understand where calls were coming from or how they were performing. With CallRail, they can now track call sources and attribution, call duration, caller information, and call recordings. This gives them valuable insights into their phone leads, helping them measure performance, make better business decisions, and identify opportunities to improve their results in the future. Review collected by and hosted on G2.com.

Consolidated cross-brand reporting still feels like it’s developing. The single-brand views are excellent, but the roll-up view isn’t as strong, so I end up doing some of that combining outside the platform. Review collected by and hosted on G2.com.

Consolidated cross-brand reporting still feels like it’s developing. The single-brand views are excellent, but the roll-up view isn’t as strong, so I end up doing some of that combining outside the platform. Review collected by and hosted on G2.com.

We have at times been unable to identify the root cause of poor deliverability and low metrics.

I would like a greater variety of triggers for automations, an example: I have struggled with screen views and have needed to create segments to allow for this.

I would like to build broadcast workflows for single sends in a similar UI to automations. Review collected by and hosted on G2.com.

My focus is on in-app usage so delivering targeted and personalised push and in-app messaging to our users increases feature engagement and stickiness. We previously had very few in-app messaging capabilities and a poor push system. We have now seen an increase in usage across a variety of areas since implementing better communication strategies that have been significantly easier to build and manage. Review collected by and hosted on G2.com.

Our collaboration with ContactPigeon has been consistent and easy to manage from an agency perspective. We work with the team across several shared accounts, and even when it’s difficult to join scheduled calls, communication continues through phone and email with no issues. The team is responsive and pragmatic, which helps when priorities shift or quick decisions are needed. Earlier this year, we also onboarded our own agency website onto the platform, which gave us a more hands-on view of the tool and reinforced our confidence in using it for client work. Review collected by and hosted on G2.com.

Due to busy schedules on both sides, we don’t always manage to schedule calls as often as we’d like. That said, follow-ups through other channels usually cover what’s needed, so it hasn’t affected delivery. Review collected by and hosted on G2.com.

We recommend maintaining open communication channels and flexibility in scheduling to ensure seamless collaboration. Review collected by and hosted on G2.com.

For us, ContactPigeon helps keep execution and communication organized across multiple accounts. Having a partner that understands agency pace, adapts to different client needs, and stays accessible outside formal meetings makes our work more efficient and helps us move faster when required. Review collected by and hosted on G2.com.

Building scenarios with many conditions can get complex. For our more advanced cases, we sometimes need support from the Evam team to set things up the right way. They’re always helpful, but it takes a bit of time. Review collected by and hosted on G2.com.

We wanted to manage the whole customer lifecycle in a more proactive way, from activating new customers to winning back inactive ones. With Evam, we can trigger the right action at each stage based on real customer behavior. This has improved activation and retention in our key segments and made our CRM work much more targeted. Review collected by and hosted on G2.com.

Although Omnisend automates a lot of repetitive work for businesses, I feel it can be a bit costly for a small, growing business when it comes to accessing the more advanced features. Also, if you’re using it for the first time, it may take a little while to fully understand all the automation settings and integrations. Review collected by and hosted on G2.com.

Omnisend solves a very real problem that businesses, especially e-commerce platforms face every day: sending emails to different customers for many purposes, from welcome emails to order update emails, cart reminder emails, and promotional emails. Doing all of this manually can require a team of 3–4 people, but with Omnisend you can connect your business to it and automate these processes while still keeping customer communication under control. It saves time, reduces manual effort, and helps you stay connected with customers more effectively.

We’ve been actively using Omnisend in our organization to send welcome emails and promotional emails, find leads, and integrate Omnisend into our client projects as well. Review collected by and hosted on G2.com.

No interface in French. By default, I’d like the dashboard to show today’s information when I log in, rather than the last 7 days. Review collected by and hosted on G2.com.

I’ve linked Claude to SendPilot. From within Claude, I request the Excel file containing the campaign report. Here’s what the AI provides me with. Review collected by and hosted on G2.com.

Some advanced automation rules are less flexible, requiring workarounds for cross-region customer journeys. The reporting dashboard lacks deep customization for EU compliance exports and wholesale-specific KPIs like repeat-order campaign ROI. Integrations with some smaller German logistics and accounting tools require extra setup instead of native connectors. The user interface can feel less modern, and certain bulk actions take more steps than expected. SMS deliverability to certain EU countries can be inconsistent, which affects time-sensitive restock alerts. Review collected by and hosted on G2.com.

Comarch Marketing Automation unifies our leads, preventing lost data and automating communications, saving hours of manual outreach. It scores and segments customers, focuses on high-value buyers, and reduces inconsistencies, improving conversion rates. Review collected by and hosted on G2.com.