Patrick Mojica
Human Resources, 101-500 employees
More than a year
“Flexible CRM with automation”
Pros
Using it gives me a lot of freedom to tailor the entire CRM experience to fit exactly what I need. The automations and workflows are fairly easy to create once you get a great grasp of the properties and functions. It also helps that the platform includes modules and learning resources so whenever I want to dig deeper and understand the system better, the materials are already there.
Cons
Coming into it without any CRM background can feel a bit overwhelming at first and getting around the platform may be challenging in the beginning. Still, the more time you spend exploring and learning how it works, the more it becomes clear that this is actually one of the more user-friendly CRM tools available.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
10
Functionality
10
Rob Lea
Information Technology and Services, 101-500 employees
More than a year
“limited sales reporting”
Pros
It's easy to use and the mobile app is great.
Cons
Sales reporting is much more limited than in other platforms like Salesforce. Dealing with duplicates is frustrating and requires a lot of manual effort. Workflow setup can be a bit tricky as well. The tools for building sales account plans and stakeholder maps feel awkward and inconvenient. It also doesn't offer as many ready-made integrations as Salesforce and isn't nearly as customizable. Overall, I'd say it works better for smaller teams or marketing-focused teams.
Rating Distribution
Ease of use
6
Value for money
5
Customer Support
4
Functionality
5
David Larouche
Information Services, 101-500 employees
Less than a year
“Stable and simple integration”
Pros
Its stability really stands out and the integration with email and calendar tracking works very well. The navigation is simple which makes the platform pleasant to use day to day.
Cons
Getting the full value from the investment is still quite complex and proper use usually requires support from a specialized company to handle the initial integration correctly. On top of that, the cost is very high.
Rating Distribution
Ease of use
8
Value for money
8
Customer Support
8
Functionality
10
Arotiana Randrianasolo
Computer Software, 11-50 employees
Less than a year
“Daily work made simpler”
Pros
This tool takes a lot of the hassle out of everyday work tasks and helps simplify many parts of the daily routine.
Cons
I really don't have any major complaints though it may not feel very simple for every kind of user at first.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Sam Fang
E-Learning, 1-10 employees
Less than a year
“All-in-one platform”
Pros
One of the best parts for me is having sales, marketing and customer service all handled in one place. The platform feels simple to use and comes with a broad set of tools, including email tracking, lead scoring and in-depth analytics. It also connects easily with other IT systems and third-party apps which makes it a flexible option for businesses of any size.
Cons
The weakest part is definitely the documentation. Finding detailed, current instructions or best practices for some of the more advanced features can be frustrating. It would really help if a dedicated team regularly reviewed and updated the documentation.
Rating Distribution
Ease of use
7
Value for money
8
Customer Support
8
Functionality
7
Allan De Brincat
Education Management, 101-500 employees
Less than a year
“Reliable platform with strong value”
Pros
One thing that really stood out was how rarely users needed to contact support which says a lot about how dependable the platform was.
Cons
Cost was definitely on the expensive side but the quality and value made it feel worth the price.
Rating Distribution
Ease of use
9
Value for money
8
Customer Support
10
Functionality
9
Richard Heron
Information Technology and Services, 500+ employees
Less than a year
“All-in-one sales powerhouse”
Pros
Having everything in one place is a big plus. It really does work as an all-in-one sales and marketing platform and it's easy to use.
Cons
Because it comes packed with so many features, it can feel a little confusing or take some time to locate everything that's available. That said, once you've spent some time with it, it starts to feel quite simple.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
10
Functionality
8
Juan Pablo Paredes Rueda
Computer Software, 11-50 employees
More than a year
“Dashboard and integrations”
Pros
Getting started with it was easy, the dashboard reports are great and it works flexibly with third-party integrations.
Cons
It's not especially helpful when it comes to generating Journeys and there are still some reports that can't really be laid out properly on the dashboard.
Rating Distribution
Ease of use
9
Value for money
10
Customer Support
8
Functionality
9
Carla Sanchez
Real Estate, 1-10 employees
Less than 6 months
“Professional feel with fast access”
Pros
Using it gives off a very professional vibe. It really makes you feel like someone who knows how to manage resources well and get better results. I also really appreciate how fast it is to find interactions.
Cons
It didn't feel all that simple at first. It's the kind of tool you need to spend some time practicing with before it starts to feel natural.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Julie Cadiente
Sporting Goods, 11-50 employees
Less than a year
“CRM-linked email but rough onboarding”
Pros
One thing that works well is having the email marketing tied directly into the CRM.
Cons
Getting started took quite a while and support is only available through chat or email which means replies can be delayed. That becomes especially frustrating during onboarding when problems keep coming up at different steps. I ran into issues while trying to import the CSV file and finishing a mass email campaign was also much harder than it should have been.
Rating Distribution
Ease of use
6
Value for money
6
Customer Support
3
Functionality
7
Anonymous
Information Technology and Services, 101-500 employees
Less than a year
“Feature-rich and flexible”
Pros
There are plenty of features available and you can turn on the ones you need.
Cons
Downside is that adding more of those features can get expensive pretty quickly as you scale up.
Rating Distribution
Ease of use
8
Value for money
7
Customer Support
9
Functionality
9
Jonathan Guzman
Marketing and Advertising, 1-10 employees
More than a year
“Automation and chat sync”
Pros
Over the past few years, the platform has added a ton of features and we believe AI will make it even more valuable. For our team, the biggest benefit is how it helps move leads through the pipeline using different automations while also assigning self-qualified leads to the right team members so they can book calls directly through the calendar. Beyond the automation side, we're also really pleased with how the chat tools connect with other social networks which is essential for linking leads to sales and customers to support.
Cons
Lead capture feature still isn't as flexible as form builders like Typeform. It would be better if there were an option that didn't overwhelm visitors right away with too many input fields.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
9
Functionality
8
Leo Waldman
Venture Capital & Private Equity, 11-50 employees
More than a year
“Workflow automation powerhouse”
Pros
From contact, company and deal creation to associations, email marketing and automation, it does a lot exceptionally well. It really comes into its own once the Workflow features are turned on. You can build automations that are honestly limited only by your imagination. For instance, a form submission on your website can automatically trigger emails, add a contact to a list, move them into a sales pipeline or kick off hundreds of other actions.
Cons
The biggest challenge is usability. Employees need a fair amount of onboarding before they can use it confidently and as the database gets larger, it can feel overwhelming and confusing for new team members. With so many features and small details to manage, companies without great documentation may find that new employees make data mistakes pretty easily.
Rating Distribution
Ease of use
9
Value for money
10
Customer Support
8
Functionality
10
Django Bola
Computer Software, 11-50 employees
More than a year
“Pipeline visibility that delivers”
Pros
One part I especially value is the section where I can see all of my deals in one place. It's really useful that I can track exactly how long it has been since I last worked on a deal and whether I've already planned next steps, either with or without the customer. That gives my manager a much clearer view of my pipeline while also saving me from constantly having to explain what I've been doing all day. On top of that, account management is very easy and I can quickly build a cadence and send it out to potential customers.
Cons
At first, I had a few doubts about it especially because I moved over from Salesforce. I assumed in the beginning that it probably wouldn't be as capable as Salesforce. In the end though, I was wrong. For our organization, it fully meets our needs and makes sense for the cost.
Rating Distribution
Ease of use
10
Value for money
8
Customer Support
10
Functionality
9
Lidiane Antunes
Not Specified, 1-10 employees
More than a year
“Agile sales centralization”
Pros
Bringing the whole team's sales process into one place has made our service much more dynamic and agile.
Cons
On the free plan, there are only a limited number of options for creating templates and copy and the lead qualification setup feels pretty limited.
Rating Distribution
Ease of use
7
Value for money
7
Customer Support
9
Functionality
7
Saviour Mwewa
Computer Software, 11-50 employees
Less than a year
“Contact tracking that works”
Pros
Keeping contact information organized and tracked in this software has been really effective and the interface is very simple to use.
Cons
Paid plans feel a little pricey for me especially since my company is still small.
Rating Distribution
Ease of use
9
Value for money
8
Customer Support
10
Functionality
10
raymond tan
Financial Services, 101-500 employees
More than a year
“CRM features with cluttered interface”
Pros
It covers a broad range of CRM-related tasks and generally supports most of the core functions you'd expect.
Cons
The platform feels too cluttered to use comfortably. The UI and UX really need major improvement.
Rating Distribution
Ease of use
6
Value for money
7
Customer Support
5
Functionality
5
Mia Wilkinson
Medical Devices, 101-500 employees
Less than 6 months
“Lead tracking that works”
Pros
Most of my time with this tool is spent logging leads and it also helps a lot that all the customer information is kept in one place. It's very easy to navigate and staying on top of everything is simple.
Cons
One thing that bothers me is that the currency keeps switching back to USD even after I've already selected GBP.
Rating Distribution
Ease of use
9
Value for money
10
Customer Support
9
Functionality
10
Rodrigo Pamplona
Automotive, 11-50 employees
More than a year
“Custom fields and clean interface”
Pros
The interface is very user-friendly and the option to customize fields makes this a CRM I keep coming back to.
Cons
I do wish the reporting tools were more comprehensive and offered deeper insight into customer data.
Rating Distribution
Ease of use
8
Value for money
7
Customer Support
7
Functionality
8
Pedro Lorenzo
Consumer Electronics, 11-50 employees
Less than 6 months
“Automation and integrations”
Pros
Using it day to day has been a big plus for my business. It's easy to work with, connects with a wide range of other tools and the flexibility to customize things the way I need has been really valuable. The automation features have also made a noticeable difference by aligning my workflow and saving time.
Cons
Free plan covers the basics but the cost of unlocking the more advanced features can feel pretty high for a small business. On top of that, the reporting tools could be stronger and offer more customization options.
Rating Distribution
Ease of use
9
Value for money
8
Customer Support
10
Functionality
10