Enterprise, 500+ employees
“Simple interaction analysis and scaling”
Pros
Tracking customer interactions and scaling operations has become simpler for me with this system.
Cons
Hard to connect with the software we already use
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
8
Construction, 101-500 employees
More than a year
“Powerful custom tools”
Pros
The team worked with us to set up a custom prospect system with specific reports that have become a key part of how our sales group operates.
Cons
There could be better training for people just starting out and continued tips for getting the most out of all its features.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
9
Functionality
8
Facilities Services, 11-50 employees
More than a year
“Great personal assistant”
Pros
It's like having my own personal secretary built into my phone. It logs all my day-to-day tasks and sets up meetings for me. I just open the app on my cell phone, talk about my interactions with clients and prospects and it handles the rest.
Cons
I'd love a feature that lets me send messages to clients directly through the platform.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
9
Functionality
8
Transportation/ Trucking/ Railroad, 101-500 employees
More than a year
“Lifesaver for travel”
Pros
This is an absolute lifesaver for my job. I'm constantly traveling and having the history of past calls and what we discussed right there in my hand is a game-changer.
Cons
I wasn't a fan of the audio note function before because you couldn't remove a recording. But now that you can listen back and re-record a message, it's a huge improvement.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Transportation/ Trucking/ Railroad, 101-500 employees
More than a year
“simple system with great tools”
Pros
My favorite things are how simple it is to operate, all the tools it includes and the huge advantages we get from using it.
Cons
Truly, I don't have anything bad to say about it. Each week we discover a different way it can support our everyday work.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Wholesale, 11-50 employees
Less than a year
“great daily reminders”
Pros
Best part for me is how it keeps me on track every single day. It alerts me about the small, easy-to-forget items I need to follow up on.
Cons
I have no issues. The platform is simple to operate and really helps me keep everything in order.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Telecommunications, 101-500 employees
Less than a year
“Speeds up work”
Pros
This program absolutely does what it's supposed to. Every part of it is built to speed up your work and make things run smoother. Once you learn the hotkeys and use the foot pedal, you can fly through your tasks.
Cons
While it works it's often really slow. I use it daily and constantly have to shut it down and restart it because it freezes up or stops working. For some reason, it also gets much slower when others in my home are using the internet, which is weird because no other app I have does that.
Rating Distribution
Ease of use
7
Value for money
7
Customer Support
7
Functionality
6
Mid Market, 51-100 employees
“Ideal for outside sales reps”
Pros
The transcription and virtual assistant capabilities make this CRM something people actually want to use. Being able to call in notes and tasks while driving to my next appointment was a game changer. Having someone listen to my messages, input all the information and set up the necessary reminders and follow ups saved me lots of effort and time.
Cons
The system really struggles when you're dealing with heavy inside sales volume.
Rating Distribution
Ease of use
8
Value for money
9
Customer Support
9
Functionality
9
Management Consulting, 101-500 employees
More than a year
“A virtual assistant that organizes everything by voice”
Pros
Every salesperson dreams of having an assistant. I loved using this and giving it to my group because we could just speak into the app and a virtual helper would organize everything in the right spot. It let us focus on closing deals while still keeping perfect records for each client.
Cons
The browser version for our office staff could use a visual refresh.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
9
Functionality
8
