# edge CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is edge CRM the right Sales Tracking solution for you? Explore 33 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/185769/edge-CRM/reviews --- edge CRM 4.6 (33) [View alternatives](https://www.capterra.com/p/185769/edge-CRM/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of edge CRM Ease of use 4.6 Customer Service 4.8 ## Pros and Cons in Reviews DT Devang T Business Development AssociateMedia Production, 51 - 200 employeesUsed the software for: Less than 6 months. “Simple interface, strong lead tracking, and smooth task flow help boost overall team productivity.“ June 5, 2025 DJ Devendra J Mobile shopElectrical/Electronic Manufacturing, 11 - 50 employeesUsed the software for: More than 2 years. “The all user interface is too easy and all employees love to work with this software“ September 10, 2022 ## Showing most helpful reviews Showing 1-25 of 33 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use AG Anvesha G. marketing associate Marketing and Advertising Used the software for: Less than 6 months ### "Go for it!" June 5, 2025 5.0 Smooth, Easy Overall, it’s been a helpful tool. It made our workflow faster and kept the team on the same page. Pros Made everything so much easier! Great It’s super easy to use and helps keep everything organized. I liked how it made tracking leads and follow-ups really simple. Cons Nothing specific comes to mind at the moment — still exploring all the features and getting used to the platform. Review Source DT Devang T. Business Development Associate Media Production Used the software for: Less than 6 months ### "Efficient platform for easy workflow" June 5, 2025 4.0 Edge CRM made our sales process smoother and improved collaboration across the whole team. entire team can easly track and work on the priority Pros Simple interface, strong lead tracking, and smooth task flow help boost overall team productivity. It makes the task supper easy Cons Would love to see even more advanced features added to enhance what’s already a great platform and custom reporting features could be more flexible Review Source Suresh S. Head - BD Machinery Used the software for: 2+ years ### "Feedback " July 13, 2022 3.0 i would rate 5 out 10 Pros The software is very useful - but the ease of access is a little complicated. Our company has most of the sales team, who is on file most of the time - also it's difficult during travel. Customer service is a little poor Cons Some information is not required - where that has been emphasized more in CRM. There has been regular feedback given to the team. Reason for choosing edge CRM because of effective People who could sell the product and the pricing. Review Source DS Dhaval S. Product Manager Information Technology and Services Used the software for: 1-2 years ### "CRM Review after using for 18 month " September 8, 2022 4.0 Can track my subordinate’s followup & how frequently they are contact client for deal closure. Pros Quotation with customised PDF setting with support of CRM team is most impactful feature. Vey easy to use on Desktop as well as mobile version, Cons Unable to save 2 different requirement of same client as 2 different lead Reason for choosing edge CRM Support / revert from team is prompt and they are supportive to do customization as per our need. Review Source RS Ram S. AGM Sales Machinery Used the software for: 2+ years ### "Good CRM by Good people" July 11, 2022 4.0 It's been one pleasant experience. Pros The product is at par with world class CRM products with a cost that allowed us to begin using the platform affordably. On boarding team in the form of \[SENSITIVE CONTENT\] were very helpful. \[SENSITIVE CONTENT\] have ensured their patience and humility has percolated throughout the team . It's nice to deal with Edge team . Cons They have improved most of the negatives in due time. OCR needs to improve to capture visting card pictures. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[Freshsales](https://www.capterra.com/p/155563/Freshsales/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing edge CRM Responsiveness. Customisation. Cost Review Source PJ Pranay J. RD Manager Information Technology and Services Used the software for: 1-2 years ### "Easy to use CRM." September 1, 2022 5.0 It has been a good experience. Easy to use CRM, Good responsive support team and customization team that will help you mold the CRM according to your liking. Pros Easy to use CRM. With various features including Email Integration and Lead tracking and Lead management. Cons We shouldn't be able to add product without any tax amount or Quotes shouldn't be drafter without tax amount. Review Source DJ Devendra J. Mobile shop Electrical/Electronic Manufacturing Used the software for: 2+ years ### "Want to Expand business then its heavily recommended its my personal experience " September 10, 2022 5.0 It is too good experience and also helps us to expand our business and market Pros The all user interface is too easy and all employees love to work with this software Cons Their are not any complaints or bugs in this software so its pretty good for us Review Source AB Ankit B. Team Leader Information Technology and Services Used the software for: 2+ years ### "Crm perfact 10" August 11, 2022 5.0 Customer needs Pros Good very good valuable information for customer Cons if future may be calling is very good impact Review Source DS Divyansh S. Executive Sales Assistant Market Research Used the software for: 1-2 years ### "Lead Management & Tracking our sales is easy " August 30, 2022 4.0 due to tracking & streamline all sales process my closure is increased Pros sales tracking, reminder , product catalog, and Proposal sharing make easy to increase our sale Cons if this can connect to our Outlook than it is east because gmail is not looking good in front of corporate customer Review Source TS Tejaswi S. Sales Manager Computer Hardware Used the software for: 2+ years ### "A great support in tracking leads" August 23, 2022 5.0 Excellent. Sometimes we have issues where we are unable to send emails but then we get the support on one call. Pros I get all the leads in one software once loaded it will show all the details like when the quotes were given and how many followup done and what the client said during the followup. No need to remember or note it down anywhere else. Its all available on the single platform. Also a very nice and professional look it gives to the proposal which sets a good first impression on the client. Cons Nothing as such. Its has majorly covered all the aspects. Review Source YS Yogesh S. Sales coordinator Information Technology and Services Used the software for: 1-2 years ### "User friendly " August 20, 2022 5.0 Pros Crm is very easy to use. It's also kept records for all leads and keep updates me time to time. Cons There is no option of deal closed successfully. Review Source SB Saify B. Director - HR and IT Plastics Used the software for: 2+ years ### "Using Edge CRM for systematic approach to Sales" July 7, 2022 4.0 Pros Tasks and Calendar, Lead Management and Sales Cons Email features from and to the CRM system needs improvement. providing hyperlink within the text boxes needs improvement The font is too light and needs better clarity Review Source BM Bhakti M. Telecaller Information Technology and Services Used the software for: 2+ years ### "CRM Review : Bhakti Mehta " August 23, 2022 5.0 Best Experience to use the same Pros Easy to adapt & use . Concept is easy to understand & Operate Cons No Such Feature which cant be Liked . Its the best Reason for choosing edge CRM Easy to Understand & use Review Source RJ Riya J. Executive Utilities Used the software for: 6-12 months ### "Review on CRM" September 6, 2022 5.0 Lead management and customer record Pros It's very convenient to use and accessible Cons There are some tricky features which is easy to learn. Review Source AR Ashish R. Sales executive Information Technology and Services Used the software for: 1-2 years ### "Good service " August 17, 2022 5.0 Good Pros Quotation seat to make and share, Helfhull and easy to use Good software Daily basis update and reminder Cons Good software Already recommended my colic Review Source DM Dhruv M. Sales executive Information Technology and Services Used the software for: 2+ years ### "Excellent reviews" August 27, 2022 5.0 Pros The software is very easy to use .Makes the stuructre clear.Give clearity to make estimates. Cons Very thing is good and perfect No complains. Review Source CD Chirag D. Business Development Manager Marketing and Advertising Used the software for: 1-2 years ### "Edge Crm " August 23, 2022 5.0 all features are good to use if you are using CRM on daily basis . I am using CRM from last 2 years and it helps me track my all proposal and client list on one platform . Pros It helps to track our enquiry , easy to give proposal and maintain all sales proposal in one platform . you can send Proposal to PI everything on single click . Cons if you can match mobile version and desktop version on same platform so it would be easy to use on android tablet no need to login on laptop . Review Source VM Vidya M. Lead Manager Computer & Network Security Used the software for: 2+ years ### "Best Software to keep Data Track" August 27, 2022 5.0 Wonderful Pros process is very easy to keep data tracking Cons nice product easy to use & explain to new joiner Review Source tL tanushree L. purchase manager Computer Hardware Used the software for: 2+ years ### "Crm " September 21, 2022 5.0 Pros This software is very good. friendly user. Cons This software is very helpfull our Organisation Review Source AK Ashwini K. Sales Executive Electrical/Electronic Manufacturing Used the software for: 1-2 years ### "Very Good Software" July 15, 2022 5.0 Its good Pros Tracking the order and easy way to make quotation. Cons If we again sell same product to customer the software not taking the lead Review Source JJ Jyoti J. Sales Coordinator Machinery Used the software for: 2+ years ### "Easy functioning" July 7, 2022 4.0 Overall It is good. Pros Everything is good about the software. easy to use & data accessibility Cons Mobile CRM doesn't support as much as the website. Review Source JK Jitesh K. Manager Sales Machinery Used the software for: 6-12 months ### "Sales POV" July 11, 2022 4.0 The sales and leads tracking is very easy and convenient Pros I like the data analytics. The data is sorted which is very easy to handle and review Cons The spamming of mails hahah. There is repetition of mails and notices Review Source sK shital K. Executive Assistant Import and Export Used the software for: 2+ years ### "User Friendly" July 12, 2022 5.0 edge CRM help us manage our data through proper channel. team edge CRM is very co-operative. Pros the whole system is very user friendly, and we can modify it as per our requirement. Cons we are using egde CRM from more than two years now, and we dont have any complaints as of now. Review Source GK Govinda K. Replacement Incharge Information Technology and Services Used the software for: 6-12 months ### "Very good software and it is required in every pc. Highly recommended to everyone. " September 30, 2022 5.0 Best Software i had used till now. It is the need of every Pc. Pros Very good software and it is required in every pc. Highly recommended to everyone. It makes work more easy. Cons Nothing to complaint about Software. It has everything that a Software needed. Review Source NB Nilesh B. Sales Engineer Machinery Used the software for: 1-2 years ### "Useful Software" August 20, 2022 5.0 Very easy to interact with customers & fast process , activities to meet all requirements of customers. Pros Time Saving & very quick reply to customer. Software features is very systematic & user friendly functions. Cons Some functions need to be improvement like editable of work orders. Presently there is no any amendment facility available. 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