Anonymous
Small-Business, 11-50 employees
“Simple setup and responsive support”
Pros
This tool was really easy to use and the support team has been incredibly quick to respond whenever needed. It's also very simple to train others to use and the HubSpot integration works easily.
Cons
A few advanced branching features still feel limited and I think those capabilities should be available more broadly than they are right now.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
7
Functionality
7
Jessie S.
Mid-Market, 500+ employees
“Useful templates and tracking”
Pros
Right away, the platform felt simple and customizing it for clients has been really easy. Being able to build templates and then tailor those templates even further is fantastic and it genuinely feels like the product was created with Customer Success teams in mind. The HubSpot sync is another big plus since it lets us track plan activity without extra hassle. I also appreciate the task-based planning because it makes it very obvious who is waiting on what. On top of that, the automatic reminder emails for overdue client tasks have been incredibly useful.
Cons
At this point, it's meeting my expectations across the board. If I had to ask for anything more, it would be deeper insights and dashboards around client activity across different plans even though some of that already exists in the tool. I'd also love to see more ways for account managers to compare plans side by side and quickly figure out which ones should be prioritized.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
10
Functionality
10
Lizzie N.
Small-Business, 11-50 employees
“HubSpot reporting game-changer”
Pros
Being a HubSpot partner agency, the integration with HubSpot has completely changed things for us. We finally have a platform that lets us build detailed reports on the service side of our business which helps us refine and improve what we deliver to clients.
Cons
One thing that could be better is making the commenting feature more visible and improving how well it syncs with our other internal tools, like Slack. That said, the team is very open to feedback and it's obvious they genuinely want to keep improving the system for users.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
8
Functionality
8
Dylan C.
Small-Business, 11-50 employees
“flexible onboarding”
Pros
From both the admin and customer side, this tool feels very simple. On the admin end, it's simple to build a clear, linear path for customers to follow and it's also incredibly flexible when those custom situations inevitably come up. On the customer side, we haven't had anyone get stuck or pause their onboarding because of the platform. If an issue does come up, we usually catch it right away through Slack or HubSpot notifications and it's typically because we added an incorrect step or didn't explain something well enough. That makes it very manageable to fix on the spot.
Cons
Not every scenario can be anticipated. Since we're still a young company, we're also still figuring out what works best for our onboarding process itself. There are times when we drift away from the planned flow and continue the conversation over email instead but I see that as part of the learning process. Those lessons should help us refine our strategy so we can stay inside the platform all the time. This is really a company-specific challenge but going back to the positives, the tool makes it very simple to insert steps in the middle of a plan and adjust things to keep the customer on track.
Rating Distribution
Ease of use
8
Value for money
10
Customer Support
8
Functionality
10
Michael O.
Small-Business, 11-50 employees
“Great onboarding visibility”
Pros
Our customers genuinely enjoy using it during onboarding which has been a big win for us. The team is incredibly receptive to feedback and always pleasant to work with. I also appreciate the customizable push notifications, they help us stay on top of where customers are in the process and alert us when it's time to step in and offer support.
Cons
One thing that would make it even better is being able to view what customers entered in each field or any comments they left, directly from the main screen, maybe through a dropdown. Right now, you have to open each individual task to check the details.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
8
Functionality
10
Anonymous
Small-Business, 11-50 employees
“all-in-one hub”
Pros
Having everything for customer onboarding in one place has been a huge plus. I can add videos, help docs, resources, links, pretty much anything I need and keep it all organized in a single hub.
Cons
I'd still love to see more automation and trigger options for my team especially to remind us when customers are taking too long to finish tasks. It would also help if the daily digest emails included more detailed information.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
8
Functionality
10
Sarah B.
Not Specified, N/A employees
“Onboarding win for our team”
Pros
Bringing this in really helped us unify our onboarding process and made things much simpler for our customers. We're able to build templates for different subscription types, monitor each customer's progress through onboarding and communicate clearly with anyone who gets stuck on a particular step. Shareil has also been a huge help in getting everything launched and adopted by our users.
Cons
At this point, I honestly haven't come across any real problems with it. There are still future improvements I'd love to see especially deeper HubSpot integrations but the workflows we've set up already do exactly what we need them to do.
Rating Distribution
Ease of use
9
Value for money
10
Customer Support
10
Functionality
8
Naor C.
Not Specified, N/A employees
“HubSpot-powered onboarding”
Pros
Everything ties right into HubSpot which makes it really convenient to build out our two-way customer onboarding using a platform we already know well and rely on.
Cons
The only thing I'd still like to see is more flexibility with task due dates. We want to be able to set a task to be due a certain number of days after the previous one is finished. That update is already on the way though so I really don't have any other complaints. The team is also very quick to respond to feedback and product ideas.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
8
Functionality
8