Small Business, 11-50 employees
“Great tool for Managing Customers and Projects”
Pros
I find this system really helpful for collecting client information and managing projects tailored to specific customer types. It lets me assess client details to create different functionalities and work requirements for particular projects. What I appreciate most is how it keeps valuable client data secure while making it accessible across the sales desk and entire sales team.
Cons
I love this tool and I think they should do a better job at marketing it.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
8
Mid Market, 101-500 employees
“Needs improvements”
Pros
It makes me able to move clients between different sales reps when needed.
Cons
I find it a bit complicated to use. Too many steps for my liking.
Rating Distribution
Ease of use
4
Value for money
3
Customer Support
6
Functionality
5