Marco Concordano
Consumer Services, 500+ employees
Less than a year
“Reliable CRM with great features”
Pros
Feature set is excellent. This customer relationship management tool has been very effective for our needs and it's reliable.
Cons
This tool has been working really well for our team and I honestly don't have anything I dislike about it.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
10
Functionality
10
Laura MacKellar
Construction, 11-50 employees
Less than 6 months
“ActiveCampaign integration win”
Pros
We chose it because the integration with ActiveCampaign was easy and it saved us from having to do the same work twice.
Cons
It seems to be built more with larger organizations in mind but we were still able to get great value from it.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
10
Functionality
10
Enrico Mosca
Consumer Services, 500+ employees
Less than a year
“Excellent capabilities”
Pros
Its capabilities have been excellent and it has been a very user-friendly customer relationship management tool.
Cons
I honestly do not have any complaints about it at all. It has been the best.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Jesse Koepke
Media Production, 1-10 employees
Free Trial
“Helpful training and growth”
Pros
They provide a lot of training and educational resources which has been really useful. It's also a powerful platform that can scale with you as your business grows.
Cons
As a solo freelancer, I only needed the basics like tracking clients and remembering follow-ups. I know the system can do that but those functions felt buried under a pile of other tools. It took more time than I had to get up and running.
Rating Distribution
Ease of use
7
Value for money
9
Customer Support
9
Functionality
7
Jarrett Wise
Automotive, 1-10 employees
Less than a year
“simple categories and links”
Pros
Using this software feels very simple and easy. The category organization is really well done and having useful contact details and links built in makes it even more helpful.
Cons
Honestly, there isn't anything I dislike about it.
Rating Distribution
Ease of use
9
Value for money
10
Customer Support
10
Functionality
10
christie morgan
Cosmetics, 1-10 employees
Less than a year
“Sales and inventory made simple”
Pros
Keeping up with sales and monitoring products is very easy with this software.
Cons
One issue I run into from time to time is that the mobile app tends to crash quite often.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
10
Functionality
9
Damien Bradshaw
Design, 1-10 employees
Less than 6 months
“Quick setup and reliable contacts”
Pros
Getting everything set up and running was very easy and adding new contacts to my database has been completely hassle-free.
Cons
I haven't run into any problems at this point and managing the database has been very easy.
Rating Distribution
Ease of use
9
Value for money
10
Customer Support
9
Functionality
9
Giovanni Ostemberg
Logistics and Supply Chain, 101-500 employees
More than a year
“RevOps onboarding done right”
Pros
It feels very approachable with this tool and it's simple to put in place while keeping track of those first important steps. The IT knowledge base is also a really valuable resource for learning and refining the best way to manage deals from the start of the sales process all the way through customer retention.
Cons
For more advanced analysis, it's still important to carefully verify the data and rely on standard charts. That said, the IT team has clearly improved these capabilities a lot and the accuracy is much better now than it was three years ago when I began using the platform.
Rating Distribution
Ease of use
9
Value for money
8
Customer Support
7
Functionality
8
Jaime M
Financial Services, 101-500 employees
Less than 6 months
“simple pipeline builder”
Pros
The platform is very user-friendly and creating pipelines is easy and simple.
Cons
Exporting data can be a bit frustrating at times and email notifications tend to arrive late.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
9
Functionality
10
Joy Ahamad
Consumer Goods, 1-10 employees
Less than 6 months
“CRM certificates were fantastic”
Pros
Back in college, we were encouraged to use this CRM to earn certificates and it turned out to be a really positive experience. We even had the chance to visit the office which was a very cool bonus and made it even more memorable.
Cons
I honestly didn't run into any issues with it. Everything worked quickly and it was very simple to use.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
9
Functionality
9
Anonymous
Marketing and Advertising, 1-10 employees
More than a year
“Flexible workflows that scale”
Pros
It can be as simple as you need at the beginning or as advanced as your team requires later on. You can start with basic data collection and easy tasks, then gradually turn it into a multi-user workflow that helps keep the entire company organized and on schedule.
Cons
CRM pricing works well for me but the marketing tools feel a bit overpriced.
Rating Distribution
Ease of use
9
Value for money
8
Customer Support
10
Functionality
10
Rexie MacAdie
Transportation/Trucking/Railroad, 1-10 employees
Less than a year
“Great visibility and quick setup”
Pros
Getting this up and running was very easy and because it's web-based, training other people to use it didn't take much effort either. The productivity overviews are really useful and it's simple to pull up client details, communication history, pipeline tasks and deals from several different views.
Cons
Pricing felt higher than some other tools that offer similar functionality.
Rating Distribution
Ease of use
10
Value for money
8
Customer Support
10
Functionality
9
Luiza Haba
Newspapers, 1-10 employees
Less than 6 months
“simple setup and rich features”
Pros
Getting everything set up and importing contacts was incredibly easy. The interface feels simple to navigate and my team had no trouble using it right from the start. It also includes a surprisingly generous set of features in the free version which is pretty amazing.
Cons
Honestly, I haven't come across any downsides with it.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
10
Functionality
10
Anonymous
Computer Software, 101-500 employees
Less than a year
“Feature-packed and user-friendly”
Pros
Really great product with plenty of features and it's very simple to use.
Cons
At times some features take a few minutes to load results so it's not always instant.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
8
Anonymous
Information Technology and Services, 101-500 employees
Less than 6 months
“Limited reporting capabilities”
Pros
The integration features are great and being able to import and export data is really useful.
Cons
Reporting is almost nonexistent, probably because of the plan we're on but even then it should still be much better than what they currently offer.
Rating Distribution
Ease of use
6
Value for money
5
Customer Support
7
Functionality
4
Elvis Pincay Becilla
Not Specified, 1-10 employees
Less than a year
“Excellent contact and deal tracking”
Pros
It's incredibly efficient for keeping track of the contacts and deals I create at work.
Cons
Some of the configuration options are a bit tough.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Daniel de Zayas
Arts and Crafts, 1-10 employees
More than a year
“WordPress lead capture powerhouse”
Pros
Right out of the gate, it works easily with our WordPress site to capture leads and automatically build out a prospective customer workflow. Whenever our WordPress contact plugins stop working, this integration has been a reliable backup and keeps things from slipping through the cracks. We're using the free plan and even at that level it still gives us plenty of functionality and covers key pieces of our client relationship process.
Cons
The hardest part is really deciding which features to use because there's a lot packed into the platform. Even so, getting started with a basic setup is quick and then you can build on it as needed. We began by using it for new inbound lead capture, explored the other tools available and then tailored the pipeline based on what fit our process.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
10
Functionality
8
Anonymous
Staffing and Recruiting, 101-500 employees
Less than a year
“simple interface and automation”
Pros
Interface feels very simple and I really appreciated how comprehensive the feature set is. The automation tools are also quite powerful which is one of the things I liked most about using it.
Cons
A downside is that some of the more advanced features aren't included in the free version and may cost extra. That can be a limitation for smaller businesses or anyone trying to stay within a tight budget.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
10
Functionality
8
Pedro Lima
Information Technology and Services, 1-10 employees
More than a year
“Simple to use and affordable”
Pros
It's actually easy to use and the pricing is good as well.
Cons
I'd like it to have better integration with a wider range of external solutions.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
10
Functionality
8
Victoria Nicolini
Publishing, 500+ employees
Less than a year
“Helpful trial and lead management”
Pros
Getting the chance to test the software for free is always a big plus. That trial period is usually when I learn the most and can decide more confidently whether it is worth buying. Even though the free version has limited features, it still gave us enough room to contact the help desk and work through the issues we ran into. It does a great job of supporting contact management, lead tracking and business growth and it also feels like a promising option for smaller organizations.
Cons
Honestly, there is not much to complain about with this software. It is easy, clear and simple to use.
Rating Distribution
Ease of use
9
Value for money
8
Customer Support
7
Functionality
8