Legrand CRM Reviews

“Fantastic tool for our dealership needs

Pros

The QuickBooks connection works really smoothly for us. Our rep jumps on any problems right away when they come up. What I really appreciate is being able to store multiple contacts for each company, plus having all the sales transaction history right there where we need it.

Cons

I wish I could view sales transactions for each customer without switching tabs. Also missing the ability to import different customer price levels which would be really helpful.

“Strong foundation software

Pros

It works perfectly with SQL and integrates smoothly using triggers with our other applications. This serves as our main customer database, though we do have some duplication in other systems. It's really effective for gathering and organizing customer details and contact info.

Cons

The customer selection doesn't have that smooth type-ahead feature anymore and the old version was so much better at this. We're using Sybiz Vision and its way easier to navigate compared to having to force entries into the search box. Sometimes documents get created without me even asking for them which can be really frustrating.

“Smooth QuickBooks Integration Experience

Pros

The interface is very user friendly and I picked it up right away without any training. Having access to complete customer interaction histories has been a game changer for my decision making process. The email integration works smoothly and keeps everything organized in one place.

Cons

The reporting features for CRM activities are pretty basic, so we ended up needing extra software just to get the reports we actually needed. Sales tracking within the CRM doesn't offer much functionality either.