Small-Business, 11-50 employees
“Conversion Tracking is outstanding”
Pros
It really stands out when it comes to tracking conversions at the source level, plus the timely follow up and reminder calling features work great. I appreciate being able to monitor advance payment status and keep tabs on post sales payment tracking with proper followup.
Cons
For certain clients, I cant set up automated reminder schedules like following up every 25th of the month. I have to track these manually which is a problem. Also, the report customization features could use some serious improvement to make them more appealing and user friendly.
Rating Distribution
Ease of use
8
Value for money
6
Customer Support
6
Functionality
8
Mid-Market, 51-100 employees
“Comprehensive client management solution”
Pros
I can reach my business goals much more easily with this system and it really helps me manage CRM processes better. Having all customer data available in real time for detailed reporting has been a game changer for my workflow.
Cons
Nothing comes to mind that I'd want changed, right now
Rating Distribution
Ease of use
9
Value for money
8
Customer Support
8
Functionality
9
Enterprise, 500+ employees
“Decent experience overall”
Pros
The flexibility really draws me in and keeps me engaged with this platform.
Cons
I find it pretty expensive for what I get which makes it tough for me to fully benefit from all the features.
Rating Distribution
Ease of use
6
Value for money
4
Customer Support
5
Functionality
6