Sale Tracking Software

When building dashboards, some metrics require extra configuration before they show the exact view you want. It works well once set up, but it can take some time to organize reports the way management prefers. Review collected by and hosted on G2.com.

HubSpot Sales Hub helps solve the problem of unclear pipeline visibility. With all deals and activities recorded in the CRM, it becomes easier to understand where opportunities are slowing down and where the team is performing well. This makes sales reviews more productive and helps guide coaching conversations with the team. Review collected by and hosted on G2.com.

What I dislike about Salesforce Sales Cloud is that it can feel complex and overwhelming, especially for new users. The initial setup and customization can take a lot of time and often require a fair amount of expertise. On top of that, the licensing costs can be high for small businesses. With so many features available, the interface can also end up feeling cluttered and less intuitive than I’d like. Review collected by and hosted on G2.com.

Salesforce Sales Cloud addresses the issue of scattered customer and sales data by consolidating everything into one centralized system. It lets me track leads, opportunities, and customer interactions in real time. This gives me clearer visibility into the pipeline, cuts down on manual work through automation, and supports faster, data-driven decisions. Overall, it saves time, boosts productivity, and makes the entire sales process more organized and efficient to manage. Review collected by and hosted on G2.com.

While I find the information provided through Substrata to be useful, sometimes it does take time for some of the insights to process within the application. Additionally, it would be beneficial if the dashboard were a little more user-friendly so that I could easily navigate through multiple conversations at one time. Review collected by and hosted on G2.com.

Substrata provides me with a way to quickly understand customer sentiment and engagement, which allows me to respond to my customers more quickly as well as manage our relationship with them in a more effective manner. Review collected by and hosted on G2.com.

Support. Absolutely the worst part about Pipedrive.

Our account executive, Zachary Phillips, offered us a discount during our trial. We accepted it, he said to add our billing details to the account, we did, and then he stopped responding. 5 days and two follow-up emails later, still no reply and no autoresponder saying he was out. And there is no way to reach anyone else in sales because they have no sales email and support was not able to provide me a way to contact sales. I finally got a response from the sales team lead, Spencer Smith, who just made excuses and said that Zachary has been out for a while. No acknowledgement of the fact that I had been ghosted or that they provide no other way to reach the sales team when someone is out for an extended period of time.

During that time, I also reached out to support and had a chat with Ricardo that was probably the worst customer support I've ever received. He kept insisting that I should do things that weren't possible in their software. I told him it was not an option in their software, but he insisted. I sent him a Loom screen recording showing him, and then he made up a new answer, which was also incorrect. It seems that rather than get help or admit he didn't know, he prefers to make up answers and insist they are correct. His manager, Carolyn, ended up following up the conversation by telling me that what I had said was not possible, was indeed not possible, though she said it like she was informing me. I didn't need to be told, it was their own support team who doesn't seem to know how their software works.

I also had reported a bug to support at the start of the week, spent almost an hour answering their questions and providing a Loom screen recording at their request, just to have them tell me it was a known issue. This is why most software companies use a bug tracker, so that they can know about bugs without wasting the customers time.

Overall, I found their team to be very poorly trained, not at all knowledgeable about their own software and extremely disorganized. It was bad enough that I'm writing a negative review for the first time to warn other people not to use Pipedrive. Review collected by and hosted on G2.com.

The software solves the problem of keeping track of sales leads and marketing efforts. Which is a bit ironic since they seem to, by their own admission, have trouble keeping track of their sales leads. The fact that their own sales team struggles with managing leads is not a very good sign for the effectiveness of Pipedrive. Review collected by and hosted on G2.com.

Sometimes updates or changes made in Close dont reflect immediately, so I have to refresh the page to see the latest activity. This can be a little annoying when I’m in a hurry to check if a reply was sent or a note was saved. Also, I feel the notification alerts could be more reliable, because I still end up checking manually to make sure nothing is missed. Review collected by and hosted on G2.com.

Earlier in my daily work, I used to keep enquiry details in my phone notes or try to remember follow-ups in my head. On busy clinic days, a few things would slip through, and I had to double-check messages again and again. With Close, I can quickly see who contacted me, what we discussed earlier, and what I still need to do next, all on one screen. This reduces back-and-forth and saves time during the day. It also helps me keep a simple history of patient communication, so when someone messages again after a few days, I don’t start from zero. At last, it makes handling enquiries feel less messy and more controlled. It gives me a clearer view of pending work without adding extra steps. 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.

I can't think of anything negative or unfavorable related to Clari's financial features and resources, my experience has been positive and professional and I am satisfied with the use of each of its digital features. Review collected by and hosted on G2.com.

Clari is the financial platform that has allowed me to improve the overall management of my business's finances, improving the visualization and control of all our commercial operations and facilitating the management and analysis of each of our commercial sales. Review collected by and hosted on G2.com.

The interface can surface a lot of data and alerts, which sometimes creates noise if teams are not disciplined about how they use it.

Some of the AI insights are helpful but still require human interpretation, especially in complex enterprise sales cycles.

It works best when teams actively review and use the recordings. If adoption is low, much of the value is lost. Review collected by and hosted on G2.com.

Eliminates the need to rely on memory or incomplete notes from customer calls.

Creates a searchable record of customer conversations that can be referenced later for details around requirements, objections, or commitments.

Helps sales teams review real conversations to improve messaging and positioning.

Allows leadership to understand what is happening in deals without sitting on every call. Review collected by and hosted on G2.com.

The tool has constantly improved, what I don't like is that for changing the payment card you have to wait and there's no option for immediate payment. They do provide support, in your language, but I hope they soon add the option to load or change your card and be able to pay now, which would be a plus, while keeping the automatic processing option, just adding the pay now option. Review collected by and hosted on G2.com.

more diffusion of the tool is needed, I had already heard about it but what I have seen is that business owners or independent entrepreneurs would find the tool useful for their meta ads campaigns and for them to know that they can achieve the benefits, or come up with a basic plan especially for potential client forms on meta and lead automation via email. if they communicate that, there is a better business opportunity, although with limited functions they can attract clients who pay with a subscription like Canva. Review collected by and hosted on G2.com.

Some settings,especially around automation and reporting,could be simplified. It takes a bit of trial and error to get everything configured the way you want, but it’s manageable with regular use. Review collected by and hosted on G2.com.

Before EngageBay, communication and follow-up tracking required manual reminders and separate tools. Now everything is centralized, which makes it much easier to stay organized and consistent. This has reduced missed follow-ups, improved overall workflow visibility, and made daily operations smoother and more efficient. Review collected by and hosted on G2.com.

I have no complaints so far, everything has gone smoothly up to this point. Review collected by and hosted on G2.com.

New advisors require a quick path to confidence, along with consistent messaging and smooth handoffs. In the past, we depended on slide reviews and webinars, which helped people grasp the concepts but didn’t prepare them for real-time conversations. With SmartWinnr, I can launch a brief course, include an AI roleplay, and certify readiness. Representatives get to practice needs analysis, suitability questions, objection handling, and policy clarifications. Managers are able to coach based on clear evidence rather than assumptions. This approach speeds up onboarding, ensures message delivery remains consistent, and keeps compliance language within approved guidelines. Review collected by and hosted on G2.com.

"With great power comes great responsibility", it's not so much an issue with the software but more a warning for organisations who would like to use it. Just because you can do anything you want doesn't mean you should. Review collected by and hosted on G2.com.

Number one problem it helps solving is keeping all commissions related activities in one place. The ease of use ensures that even when we acquire a company Captivate is never a barrier and we can have new plan up and running allowing us to give us reporting and control we need. The flexibility it offers also enables us to accommodate unique SPIFFs and special scenarios. Finally the power it offers gives us a way to test scenarios by simply creating parallel inactive plans where we can test our scenarios and have results much more accurate than any excel mockup. Review collected by and hosted on G2.com.

If I have to mention something, from a constructive perspective, it is the greater customization of some reports. More configurable dashboards, more advanced simulators, greater analytical depth, more granular filters. Review collected by and hosted on G2.com.

I use Remuner to manage payroll and variables, control the salary structure, and keep the compensation policy aligned. It solves disorder, lack of cost visibility, and errors by scaling administrative processes. It provides me with clarity, real-time visibility, strategic decisions with clear data, and scalability. Review collected by and hosted on G2.com.

Automation is solid for simple follow-up tracks, but more advanced workflow rules are clunky or just not available. Things like auto-assigning deals based on source or triggering updates across related records take extra steps or aren’t possible natively. Review collected by and hosted on G2.com.

Capsule CRM centralizes all client data and interactions, giving my team context for client conversations. It provides a clear view of our sales pipeline, preventing lost deals, and automates follow-ups, reducing manual workload. Review collected by and hosted on G2.com.

Since I’m still new to the platform, I’m still exploring some of the more advanced features. At first, it took me a little time to understand how to customize certain fields and workflows the way I wanted. I would love to see even more beginner-friendly walkthroughs for first-time users, but overall the learning curve hasn’t been too bad. Review collected by and hosted on G2.com.

Bigin by Zoho CRM is helping me solve the problem of keeping my leads, follow-ups, and client communication organized in one place. Before using it, I was juggling emails, notes, and spreadsheets, which made it easy to miss small details. Now I can clearly see where every client is in my pipeline and what needs to happen next.

For my consulting business, this is a big benefit because it saves me time and reduces stress. I feel more in control of my workflow, and I’m less worried about forgetting to follow up with a potential client. It’s helping me stay organized and look more professional as I grow. Review collected by and hosted on G2.com.

On the flip side, the user experience can feel pretty frustrating. The interface has a clunky, super outdated feel that reminds me more of software from a decade ago than a modern SaaS tool. Navigation isn't exactly intuitive, largely because of the confusing heading names; I often find myself clicking through multiple menus just to find a basic report because the labels don't clearly describe what's inside. It’s a bit of a letdown that such powerful data is wrapped in a design that feels so clunky and unintuitive to navigate. Review collected by and hosted on G2.com.

Performio is primarily solving the headache of manual commission tracking and the "shadow accounting" I used to do just to make sure my payouts were accurate. By eliminating the reliance on messy, error-prone spreadsheets, the platform provides a much-needed "single source of truth." The biggest benefit for me is definitely having that consolidated view; I no longer have to hunt through different systems to see my progress, which saves me a ton of time and anxiety.

However, the benefit is a bit of a double-edged sword because of the platform's delivery. While it solves the data problem, it introduces a navigation problem—the clunky and outdated interface makes the software feel sluggish, and the confusing heading names often make it hard to find the exact data I need. Ultimately, while the system benefits me by ensuring I get paid correctly and giving me transparency, I still have to wrestle with an unintuitive design to get to those insights. Review collected by and hosted on G2.com.

I am almost two months in and have experienced no results from the product. I have reached out to see if I could get some support on boosting results. There is no one in this company that is willing to help customers. You have access to an AI bot and a weekly webinar. That's it.

Also, I was not impressed by the pre-sales process. My rep did a quick demo and sent a few emails back and forth. Right before I was ready to make a decision I asked the rep to setup a call to address some questions I had before making the purchase. He told me he could not make time for the call and that his focus was prioritizing new leads. Prioritizing new leads over end of the funnel sales opportunities?! Make it make sense. What a slap in the face. I am spending close to $400 a month with this company for no results and zero customer service. Not $10. Review collected by and hosted on G2.com.

none. i have gotten zero results in almost 2 months Review collected by and hosted on G2.com.

One thing we observed is that sync timing and field mapping occasionally need monitoring, especially wen dealing with large or fast moving datasets. There were moments where updates didn`t reflect instantly or required a quick check to confirm everything aligned correctly. It didn`t break workflows, bt it did mean we stayed attentive to data consistency when campaigns were scaling, Review collected by and hosted on G2.com.

SalesTaget.ai helps reduce the disconnect between prospecting activity and CRM visibility. Instead of outreach data living in Isolation, it becomes part of the broader sales record. That makes reporting cleaner, follow ups easier to manage and collaboration between teams more structured. It essentially turns outbound from a siloed function into something that fits naturally into the wider revenue workflow. Review collected by and hosted on G2.com.

Nothing as of now.Happsales CRM very convenient for Managing Customer Data. Review collected by and hosted on G2.com.

Almost all the problems wrt accounts and lead management system. 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.