Total 14 reviews

4.5

All reviews are from verified customers

Rating Distribution

5

Stars

50%

4

Stars

50%

3

Stars

0%

2

Stars

0%

1

Stars

0%

Satisfaction score

Ease of use

9

Value for money

9

Customer Support

9

Functionality

9

N

Nelson

Environmental Services, 1-10 employees

More than a year

5.0
May 2022

Excellent CRM

Pros

Data CRM is user friendly, practical and easy to navigate. As anyone with basic knowledge can use it and the quote design is something I like the most.

Cons

When editing quotes it is done through HTML programming and there is not enough support to configure it exactly as I want. So I feel like more assistance in this area would be helpful.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

9

M

Maribel

Chemicals, 1-10 employees

Less than a year

5.0
April 2022

Great tool for handling clients

Pros

What I like the most is its integration with email, WhatsApp Business and digital marketing. Plus I can easily and for free create landing pages.

Cons

Sometimes if the system stays inactive while creating a quote the data gets lost. I think an auto-save feature would be a great addition.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

D

Diego

E-Learning, 11-50 employees

Less than 6 months

4.0
April 2022

I'd recommend it

Pros

It is a practical, user friendly tool with an amazing interface. And compared to other options on the market it offers great value for money and adapts well to our business processes.

Cons

I think the tool could benefit from more support during its implementation.

Rating Distribution

Ease of use

8

Value for money

7

Customer Support

4

Functionality

8

DC

Diana Carolina

Financial Services, 1-10 employees

Less than a year

5.0
April 2022

Simplifies your daily work

Pros

One of the best things to me about it is how easy it is to use and how well everything is organized. Plus it really makes work smoother.

Cons

You can only upload one attachment at a time which I see as a limitation.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

S

Sofia

Civil Engineering, 51-100 employees

Less than a year

5.0
April 2022

An amazing tool to have

Pros

It is very user-friendly and helps us speed up and standardize processes that used to take days.

Cons

Well I like it more if there was an option to connect with Google Calendar and Gmail.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

W

Walter

Facilities Services, 11-50 employees

More than a year

4.0
April 2022

works as promised

Pros

Data CRM software allows me to track my sales team and establish a results driven work discipline.

Cons

Putting accents sometimes causes issues for me. Additionally communication about billing matters is not always easy.

Rating Distribution

Ease of use

8

Value for money

10

Customer Support

10

Functionality

8

JC

juan carlos

Primary/Secondary Education, 11-50 employees

More than a year

5.0
April 2022

Stands out as the best CRM

Pros

Everything is pretty easy, reliable and user friendly. Overall it has become an essential tool for our sales team. And it is great for daily work as well as auditing for the commercial management team. I also find it excellent for decision making.

Cons

The system changes the day at 7 PM and occasional system crashes have occurred. And since the new WhatsApp integration we have noticed the software has become a bit slower.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

9

Functionality

9

A

Anonymous

Wireless, 51-100 employees

More than a year

4.0
April 2022

Great CRM option

Pros

It is easy to use and manage. Plus it works great on our mobile devices and is very practical.

Cons

We need to open a lot of tabs to use the software properly.

Rating Distribution

Ease of use

9

Value for money

8

Customer Support

8

Functionality

8

JP

jean pierre

Primary/Secondary Education, 500+ employees

Less than a year

4.0
April 2022

Useful tool to improve your sales and management

Pros

My favourite thing about it is that it acts as a practical assistant helping me keep track of the most important and urgent tasks giving me the tools needed for more effective sales closures.

Cons

Let me tell you that a stable internet connection is very important if you want to work from anywhere as the system relies heavily on it.

Rating Distribution

Ease of use

8

Value for money

8

Customer Support

8

Functionality

10

R

Rafael

Health, Wellness, and Fitness, 1-10 employees

More than a year

4.0
April 2022

recommend this CRM for sure

Pros

It has helped me organize my business and track potential clients which has led to an increase in production. So I highly recommend it.

Cons

I have not received enough guidance on how to run email campaigns. Also integrating the forms from my website into the CRM was difficult.

Rating Distribution

Ease of use

7

Value for money

10

Customer Support

8

Functionality

10

YE

Yazmin Edith

Wholesale, 11-50 employees

Less than a year

5.0
April 2022

Outstanding tool for the job

Pros

Data CRM software is a very functional tool that helps us track and organize our processes and services. Plus it is organized, quick and easy to use.

Cons

When sending emails or contacting people directly not all users are included which is an issue for us.

Rating Distribution

Ease of use

10

Value for money

6

Customer Support

10

Functionality

10

S

sonia

Information Technology and Services, 11-50 employees

More than a year

4.0
April 2022

Decent tool

Pros

In my opinion it is easy to implement and has a user-friendly design that makes it a tool that anyone can comfortably interact with.

Cons

Sometimes we need to re enter information that already exists in the system because it does not automatically associate data like when creating a user with known client details.

Rating Distribution

Ease of use

9

Value for money

8

Customer Support

10

Functionality

6

J

johan

Education Management, 500+ employees

Less than a year

5.0
April 2022

Simple and intuitive tool

Pros

It simplifies scheduling and managing each client as well as showing daily, weekly and monthly activities. Also it provides us easy access for post sales clients.

Cons

I would like it more if it were easier to access from mobile devices especially phones.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

8

I

Isabel

Computer Software, 11-50 employees

Less than a year

4.0
April 2022

Pretty perfect

Pros

The CRM is user friendly and easy to use and most importantly, it allows us to customize fields according to our company's core business. Also the post sales service is excellent.

Cons

Building automatic tasks can be tricky at times. Plus I feel like it would be nice if the integration with RD was more efficient especially in terms of viewing historical data of prospects/clients from RD within the CRM.

Rating Distribution

Ease of use

8

Value for money

10

Customer Support

8

Functionality

8