Heartland Retail Reviews

“Solid CRM with great features

Pros

I find the sales order management really smooth and tracking interactions works seamlessly. The email marketing features are solid with an interface that's easy to use. Managing customer databases feels smooth and I love how everything updates in real time and it keeps me on top of things without any delays.

Cons

The deployment process can occasionally feel rushed, and while the learning curve is short, I sometimes wish there were more advanced customization options available.

“Poor functionality for business needs

Pros

I haven't been able to identify any features that actually stand out compared to other solutions in the market.

Cons

The inconsistencies are really frustrating to deal with. I can't email purchase orders directly to suppliers, have to export and attach them manually instead. Meanwhile, I can email receipts to customers but there's no way to add a personal note. If we close a P.O. thinking we're done and need to push it to accounting, any mistakes mean recreating the entire thing from scratch. That's hours of wasted time right there. Special orders are a nightmare. first I create the customer order, then copy/paste the order number, open a separate P.O. enter all the info again, paste the special order number, save to get the P.O. number, paste that back and finally save it. Then I still have to go to another section to find the supplier's email and attach everything manually. The workflow makes no sense and you'll regret this purchase decision.

“Poor Customer Service Experience

Pros

It worked well before the ownership change but now I'm dealing with terrible support and constant crashes every day.

Cons

The BigCommerce integration is a complete waste of money since it crashes every single day. I end up having to manually enter all my orders anyway which defeats the entire purpose of paying for the integration in the first place.

“Incredibly User Friendly System

Pros

I love how quick checkout becomes with this system. Scanning items and processing payments happens in seconds which keeps customers happy. The sales reporting is fantastic too and I can pull up daily, monthly or quarterly numbers without any issue.

Cons

The only minor issue I've noticed is that our credit card reader occasionally takes a longer to load, though I'm not entirely sure if thats related to the software itself or something else.

“Immature software with security concerns

Pros

I appreciate the solid search functionality for both customers and items, plus the open API is really useful. Being able to run everything on my iPad or tablet is a nice touch that adds flexibility to my workflow.

Cons

The sales order doesn't connect well with the point of sale system. permissions and requirements just dont carry over properly. Security settings are too rigid with an all or nothing setup that doesn't give you much flexibility. There's no way to organize your reports or custom fields which makes finding things frustrating. The accounting system integration is pretty weak too. We also lack a dedicated account manager for support, so getting help can be challenging.