“Automation and learning work fantastically”

Pros

The intelligent process automation brings real order to all business activities. Setting up automation rules in each pipeline has been incredibly helpful for keeping control and proper follow-up on every stage. At my company, the knowledge base has been used a lot to train staff on how to use the application and that has made the learning curve much faster. The way social networks are consolidated into open channels is fantastic and creates a very valuable learning environment as well.

Cons

One limitation is that the telephony feature does not offer available numbers for Ecuador and although it's possible to use numbers from other countries, that usually doesn't give customers enough confidence to answer calls. I know there are other ways to implement telephony but it has still been difficult to get it working. Also since this seems to be a newer improvement, the initial inventory load has to be done through third-party software, though I believe that will get better over time.

“Updates keep coming, customization works”

Pros

Using it is not a hassle and the frequent updates keep the platform improving all the time. Another big plus is the number of options available to customize it the way you need.

Cons

The downside is that they do not offer a plan for small businesses or solo entrepreneurs so you end up missing out on some of the pro-level benefits.

“Great CRM for new users”

Pros

A really interesting CRM tool especially for people who are just getting started.

Cons

It is a bit complex at first but after a few interactions, it becomes much easier to understand.

“Daily view feels secure and practical”

Pros

It gives me confidence when it comes to data security and the day to day workflow feels dynamic with a clear visual layout.

Cons

There are still some gaps especially the lack of reports. The board can also feel a bit fragile because cards get moved by accident and then it is hard to put them back the way they were. I also miss having more color options on the cards. Another frustrating point was the recent change in plan items since some features I originally subscribed to are no longer available. On top of that using the app can be difficult.

“Support really drops the ball”

Pros

The layout is good, the tools and marketplace are useful, there are plenty of features available and accessing the platform is convenient.

Cons

Support is weak. I really do not like being passed from one support level to another. Responses take too long, probably because of the time zone but for an online platform that should not be happening. There needs to be more closeness with the customer as they usually send step-by-step instructions instead of speaking directly, asking for remote access and actually trying to understand the issue. The tools themselves have too many problems. Proper training on how to use the platform is missing. It is very complex and does not have short explanatory videos. The email marketing feature does not work the way they said it would. I also think your forms tool is limited and could be more like Jotform. The mobile version feels very amateurish.

“Practical layout that works well”

Pros

I really like the way the platform is structured because I can quickly find everything I need.

Cons

Honestly there's nothing in particular that I don't like.

“Keeps organized teams running smoothly”

Pros

Having so many services gathered in one place is really useful and the projects area is excellent for keeping the whole team well organized.

Cons

A lot of the tools are restricted to the more expensive plans especially the automation features which really should be available in a lower-tier plan.

“Years of steady innovation here”

Pros

I've been using it since 2018 and the evolution has been noticeable. Since then, they've introduced several interesting innovations that have made the platform better over time.

Cons

There are still some settings especially in tasks and projects, that used to be really good but were removed. Even after asking for them to bring those options back, I've been ignored.

“Fancy interface, hard to learn”

Pros

Even on the free plan it still offers a decent number of features that are actually usable.

Cons

Using it is frustrating because the usability, layout, graphic settings and overall experience come with a very steep learning curve. The whole platform is overly ornate from the colors, positioning, fonts and notifications to the general system design and the features are far from user friendly.

“Complete Kanban board view”

Pros

In my opinion what stands out most about the platform is the Kanban page. It makes organizing the CRM much easier by bringing together all the relevant and necessary information on a single screen.

Cons

So far I have not identified any negative points. For what I need in my field, the tool meets all my requirements.

“Automation speeds everything up nicely”

Pros

The ability to automate processes and tasks helps a lot in day to day work and makes things much more practical.

Cons

The document signing, meetings and briefings section still needs improvement.

“Visual planner keeps things organized”

Pros

The planner is one of the best parts for me, with tasks arranged in a very organized way and a layout that is both visually pleasing and practical to use.

Cons

In the latest free versions, the time tracking and project features were removed. Since I run a very small business and basically work as an independent professional, the product feels too expensive if I have to pay to get those tools back.

“Dynamic and helpful in use”

Pros

The system is very dynamic, adaptable and user friendly. It really helps organize the work routine and makes daily tasks much more efficient.

Cons

The meetings section still feels a bit too basic to me. It would be better if it included AI transcription, a notes area, background options and similar features.

“Delivers well at good price”

Pros

It's a tool that truly meets business objectives and on top of that, it has a fairly reasonable cost.

Cons

I would also like it to include AI tools with equally accessible pricing for example an AI chatbot, customer segmentation and other additional features.

“Features drive real engagement”

Pros

It comes with a lot of useful features and does an excellent job of encouraging interaction and engagement. Overall I think it's an outstanding tool.

Cons

Honestly I don't have any real complaints because the tool is excellent. The only thing I wish is that there were a version available on the Play Store as a personal manager for anyone to use. Since we use it at the office, I only organize my work tasks there but it would be fantastic to use it for my personal life too.

“Hidden extras, support costs extra”

Pros

Tadashi has been really helpful whenever I needed assistance and I appreciate how available he is. The downside is that once something gets more complex, we have to pay extra and even things that should be simple end up becoming difficult in this tool.

Cons

The task kanban is a nice idea but it lacks any kind of prioritization so if a task is urgent it does not automatically stay at the top of the column. On top of that any extra help you need from support ends up being paid and the tool's design is quite poor and not very user friendly, with several functions hidden away. Even their course which is supposed to teach you how to use it, does not really help in any deep or practical way.

“Interactive screens plan contacts excellently”

Pros

The screens keep people engaged, they're very interactive and the contact planning works really well.

Cons

I don't have any objections to it.

“Visual and stays well organized”

Pros

Everything feels accessible and well arranged, with a very visual and easy-to-follow layout.

Cons

At times less would be better such as using more icons and dropdowns would make the interface cleaner and more organized.

“Complete platform for business management”

Pros

It's the most complete system available on the market for business management and organization.

Cons

The online store setup section still needs attention especially when editing payment details, delivery options, taxes and the way the shopping cart is handled.

“Site builder with sleek design”

Pros

The layout looks really nice and the simplicity of creating websites is what sets it apart for me.

Cons

Managing the CRM well can be difficult.