Zach Hayden
Not Specified, N/A employees
Less than a year
“Helpful email tracking”
Pros
Having a system like this was really useful for keeping track of everything. I especially appreciated how well email was built into the platform since it let me monitor all the communication and activity without having to leave the system.
Cons
Running a small business, I wanted access to the features included in the higher-tier plans but I couldn't really justify paying more when I can handle some of that tracking with a free tool like Trello. Finding the right balance between the available features and the cost is tough.
Rating Distribution
Ease of use
10
Value for money
6
Customer Support
8
Functionality
7
Brandon Hien
Computer Software, 11-50 employees
Less than 6 months
“Sales pipeline tracking”
Pros
What I really like is being able to keep track of my deals through every stage of the sales cycle without any hassle.
Cons
If I had to point out anything, I'd say the reporting could be a bit more advanced. That said, it's meant to stay simple so it's not a major issue for me.
Rating Distribution
Ease of use
8
Value for money
10
Customer Support
8
Functionality
8
Anonymous
Computer Software, 101-500 employees
Less than 6 months
“Flexible pipeline customization”
Pros
One of the best parts of this software is how customizable it is. It can be adjusted to match your sales pipeline really well which makes it feel customized to the way your team already works. The APIs are another big plus especially if you need to connect it with your own software and build out integrations.
Cons
There really is not much to complain about. If I had to point out something, it would be helpful to add multiple users to a deal at the same time but that has barely been an issue in actual use.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Denise Tua
Construction, 11-50 employees
Less than a year
“Useful sales tracking insights”
Pros
It helps us keep track of sales and maintain a clear record of buyer data which is very useful for forecasting future sales and planning ahead.
Cons
One issue is that the system updates without any prior notice so there's no time to adjust properly. That slows down the automation of recordkeeping and its migration capabilities are not very flexible.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Luis Gomez
Not Specified, N/A employees
Less than 6 months
“Clear structure for business ideas”
Pros
Getting started with it is pretty easy and it gives a very direct view of the overall concept you're trying to present. It also helps keep ideas organized based on their current status which makes planning much more manageable.
Cons
Feature I'd still want is a better way to add more detail about the ideas I plan to include in the business section, ideally from a single place within the software.
Rating Distribution
Ease of use
10
Value for money
8
Customer Support
8
Functionality
7
Anonymous
Retail, N/A employees
Less than a year
“Clean layout and great CRM value”
Pros
The visual design and overall feel of the product are really appealing, on top of the clear advantages you get from using a CRM. Our company has been working with it for the past couple of years.
Cons
The notifications and reminder features could use some improvement although to be fair, the product is continuously being updated and refined.
Rating Distribution
Ease of use
8
Value for money
8
Customer Support
8
Functionality
7
Jeff Watson
Not Specified, N/A employees
Less than a year
“Sales autonomy that works”
Pros
Even though I'm not in sales myself, I worked with the team I bought this for to replace some outdated platforms and this turned out to be a really great fit. The biggest advantage has been how much autonomy it gives them which keeps the team happy and lets me stay out of the day-to-day sales side of things.
Cons
At times, it almost feels a little too simple, if that makes sense. Because the menus and interface are so stripped down, there are moments when it's not immediately obvious where you're supposed to go.
Rating Distribution
Ease of use
7
Value for money
8
Customer Support
10
Functionality
10
Krzysztof Karolczak
Not Specified, N/A employees
Less than a year
“Powerful sales features”
Pros
It covers all the core features I was looking for, sales funnels and a kanban-style board, contract values and forecasting, two-way email sync, plus email tracking and templates. The interface is easy, quick to pick up and doesn't feel cluttered with unnecessary tools.
Cons
Pricing is on the expensive side especially when adding a larger team across sales and customer success. A few teammates on Macs also struggled with the switch from desktop CRMs since it doesn't connect very well with the Mac ecosystem. Like many CRMs, it also lacks a great LinkedIn integration though that seems more related to LinkedIn limiting API access.
Rating Distribution
Ease of use
10
Value for money
8
Customer Support
7
Functionality
8
Catie Maylath
Not Specified, N/A employees
Less than 6 months
“Helpful contact organizer”
Pros
Keeping track of contacts and prospective patients for the student clinic has been much more manageable with this app. It helps me stay organized with details like where I met people which organization they belong to, their phone numbers and other important information.
Cons
I really don't have any complaints about this software and I'd definitely recommend it to other students too.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Francis Garcia
Automotive, 11-50 employees
Free Trial
“great sales growth platform”
Pros
It's impressive how much this platform helps with improving vehicle sales, supporting promotions, building offers and creating customer acquisition strategies. Calls and emails can be organized without much hassle and the setup is easy enough that any user or company can customize it to match their preferences or specific needs. The interface is well optimized and really helps keep productivity centered on both administrative work and personal development inside the organization, while also connecting very well with the available applications. Another strong point is how much it is built around helping the sales department grow, with scalability that honestly feels 100% adaptable compared to many other tools on the market. On top of that, the price-to-value ratio is excellent and it does not feel expensive considering everything that can be done for sales performance and business growth.
Cons
Do not have any major complaints because it delivers on everything it was designed to do. The only thing I would still like to understand better is how much its language support could be improved and optimized for Latin American countries.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
9
Functionality
10
Kinga Odziemek
Information Technology and Services, 11-50 employees
Less than a year
“Useful insights for every team”
Pros
One thing that really stood out across our team was how useful this has been beyond sales. It helps with tracking progress on the sales side but it also gives valuable insights to leadership, managers, marketers and even content writers. The platform feels simple while still being quite advanced so pretty much anyone can start using it without much trouble.
Cons
There honestly are not many downsides that come to mind. If anything, I might revisit the design a bit although the current simple layout does have its advantages since it keeps everything from feeling too overwhelming despite all the features.
Rating Distribution
Ease of use
9
Value for money
10
Customer Support
10
Functionality
8
Sandeep H
Not Specified, N/A employees
Less than 6 months
“Clean interface for small teams”
Pros
The interface is clean, simple and neatly laid out. It could work well for smaller teams although it didn't really match what we needed when compared with other CRM options.
Cons
One thing it's missing is the ability to read incoming emails the way sequences do in HubSpot. These days, being able to detect incoming replies and automatically trigger follow-up actions feels essential.
Rating Distribution
Ease of use
10
Value for money
8
Customer Support
7
Functionality
7
Eugenia Tokmakova
Not Specified, N/A employees
Less than a year
“perfect integrations”
Pros
It was very easy to use and the interface is simple to understand. The mobile apps are also really good which helps a lot when working on the go. On top of that, it's very flexible and connects with plenty of integrations which makes it even more useful.
Cons
Biggest downside is the cost and in Ukraine it's also inconvenient that payments can't be made in USD. I'd also prefer to see contact pictures directly in the contacts list instead of only on each person's page. Even with that, it's still my favorite tool overall.
Rating Distribution
Ease of use
10
Value for money
8
Customer Support
10
Functionality
10
Anonymous
Not Specified, N/A employees
Less than 6 months
“excellent contact visibility”
Pros
One thing that's really impressive is how the enterprise setup lets you control contact visibility very precisely so users only see the specific contacts they're supposed to access.
Cons
The downside is that building a custom setup can get pretty expensive when you have specialized requirements. Bringing contacts over from another system and mapping them correctly was also difficult.
Rating Distribution
Ease of use
9
Value for money
8
Customer Support
10
Functionality
8
Alejandro Safdie
Banking, 11-50 employees
Less than a year
“Flexible platform”
Pros
Getting started with this CRM was easy and the setup didn't take much effort. It offers a lot of flexibility and the import/export functionality works very well. Overall, it delivers great value for the price.
Cons
It doesn't include as many features as some other CRMs. The developer tools could be more capable and the API is fairly difficult to work with.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
8
Functionality
7
Kasia Hall
Media Production, 101-500 employees
Less than a year
“Simple setup with some limits”
Pros
The platform keeps everything easy and organized, with a layout that feels a lot like a Kanban board. It also gives everyone across the organization visibility into what others are working on which helps a lot with coordination. The reminder feature is useful too especially for flagging items that are overdue.
Cons
Managing additional users with different levels of access has been challenging. There are also quite a few situations where the finer details are difficult to represent using the options available.
Rating Distribution
Ease of use
5
Value for money
6
Customer Support
4
Functionality
5
Gerson Chacon
Not Specified, N/A employees
Less than 6 months
“Helpful automation for growing teams”
Pros
Starting a business makes it hard to figure out product marketing, client management and how to keep everything organized and this tool handles those jobs really well. It automatically tracks emails and calls which frees up time to focus on higher-priority work. With so many automation features, the team can spend more energy on tasks that truly need a human touch. It also helps keep customers satisfied, keeps them updated on progress and supports the growth and visibility of the business.
Cons
It's a fairly basic application so it doesn't include all the capabilities you would get from a more advanced CRM. If you need a higher-level feature set, this probably isn't the right choice and you may want to consider another option.
Rating Distribution
Ease of use
8
Value for money
8
Customer Support
10
Functionality
7
Anonymous
Not Specified, 11-50 employees
Less than 6 months
“Customizable mobile features”
Pros
The mobile app covers everything I need and the level of customization is a big plus. File uploads work well and the color-coded icons for expired activities are especially helpful for keeping things organized.
Cons
One thing that's frustrating is how poorly the inbox sync works. At this point, I mostly rely on the BCC function instead since it gets the job done and lets me be more selective.
Rating Distribution
Ease of use
8
Value for money
8
Customer Support
8
Functionality
10
Richard Pichardo
Automotive, 101-500 employees
Less than a year
“Clean layout and useful funnel”
Pros
Right away, the clean and simple flat layout made the software feel very approachable. Our team picked it up quickly without much training which was a big plus. I also really appreciated being able to see my leads clearly at every stage of the funnel. On top of that, the Zapier integration has been very useful for connecting it with other tools.
Cons
What it still lacks is some reporting functionality. Even so, it hasn't been a major issue for us since we can export the data and analyze it in other software.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
9
Functionality
9
Jason Sooter
Not Specified, N/A employees
Less than 6 months
“Clear sales process control”
Pros
It helps create a very clear and easy-to-follow sales process so everything can be carried out without missing steps or small details and potential leads are much less likely to slip through the cracks.
Cons
There's no built-in integration for making phone calls. I've had better results with other sales tools that include calling features since it cuts down on hassle and keeps all the related data in one place.
Rating Distribution
Ease of use
9
Value for money
10
Customer Support
10
Functionality
8