White Fluffy Cloud Reviews

“fantastic remote team CRM”

Pros

Working remotely has been much more effective for my team because this system lets all of us share information instantly and stay fully updated. We rely on several features every day. Contact Management keeps all our business contact details, including corporate clients and conference venues, in one place which helps us work faster and more efficiently. The software can also be tailored to suit our needs. We make a lot of use of the tag feature to group contacts into relevant segments which is really useful for e-marketing and reporting. The VoIP phone system is excellent because it makes it seem to callers as though we are all based in one office even though we work remotely. We can transfer calls between team members immediately and every call is automatically recorded against the relevant contact. The integrated e-marketing tool allows us to create our own professional email campaigns and it is much more user-friendly than other e-marketing platforms while still being very good value. The calendar is also essential for a remote team, as it gives us a clear visual overview of where everyone is, helps us track appointments and keeps us informed about what the rest of the team is doing. Unlimited file storage is another huge benefit for our business because we can share documents easily and attach files directly to contact records.

Cons

We are genuinely very satisfied customers and honestly do not have any negatives to mention. We have looked at other CRM systems on the market but none of them have matched our needs as well as this one has.

“Simple to use”

Pros

It's very simple to use and convenient for me.

Cons

The software could have more options, but the team is working with our accounts department to expand features.

“all client records together”

Pros

Having every client contact record in one place has been really helpful. It keeps everything organized and makes it much easier to manage client information without jumping between different sources.

Cons

Haven't run into any issues with it so far.

“powerful tools at low cost”

Pros

Simple to get started with yet it still offers high-end functionality without the hefty price tag. The telephony integration works really well too.

Cons

Because it's cloud-based, it depends on having an internet connection although thankfully that's rarely a problem these days.

“excellent support and clean emails”

Pros

Working with the team at I Complete has been a really positive experience and the email layout and formatting look polished and professional.

Cons

I haven't run into any downsides so far.

“Reliable web-based platform!!”

Pros

Being web-based makes it really convenient to access, the system is easy to use and the UK-based customer service has been excellent whenever help is needed.

Cons

E-marketing templates feel a bit buggy, database segmentation through tag searches could be more flexible and having an offline version on a local hard drive would be very useful when travelling.

“VOIP perks”

Pros

Having VOIP built in means every document stays securely stored in the cloud and I can get to everything anytime from anywhere. The call recording feature is incredibly useful because nothing gets lost, I can always go back and check what was said on either side of a conversation. Automated one-to-one emails also cut down a huge amount of manual work. I haven't come across another CRM that offers voice recording integration, missed-call forwarding or an ansaphone setup like this. The tagging features, including client identity and rating, are also really helpful and there are plenty of other tools included as well. On top of that, it's very affordable and highly customizable.

Cons

Only thing missing is a notification for incoming emails although to be fair I haven't seen that offered in other CRMs either.

“handy tagging and client tracking”

Pros

Using this has been pretty easy. The tagging works really well and is simple to manage, the suggestions box is a nice addition and checking a client's status is quick and convenient.

Cons

Uploading data lists could be more easy at first but after doing it a few times, it becomes perfectly manageable.

“all contacts in one place”

Pros

Having all our contacts stored in one place has been a big plus and it's really helpful that the whole team can access the data at the same time.

Cons

There's honestly nothing I dislike about it.

“Simple with excellent support”

Pros

The platform feels very simple to use and the customer support team has been friendly and professional whenever needed. It's also customizable and offers great VOIP integration.

Cons

I haven't come across any issues yet.

“helpful reminders and client history”

Pros

Reminder system does a really good job of keeping required customer contact on track. Getting to client history and stored files is easy and the software is quick to pick up without much training. The extra tools are useful too especially the client dispersal mapping feature.

Cons

At times, when I edit existing notes, the contact file suddenly closes and I have to exit with F5 and open it again. I also run into an issue where the note field sometimes switches to double line spacing by default and I'm unable to fix it.