Skalin

Pros

Using it feels very fluid overall the home hub is clear and easy to read and automating animations through playbooks is a real plus.

Cons

HubSpot connection is a bit delicate to handle because of the large number of clients.

Pros

The dashboards are really useful and the health score can be customized by customer type which makes the follow-up much more relevant. Renewal tracking and forecasting are also valuable and having access to client login logs helps a lot. The task playbooks, email summaries and notifications are all practical features. On top of that the support and guidance from the it team have been very helpful.

Cons

We do not have visibility into customer payments.

Pros

Keeping track of connection status in our SaaS tool is very easy and the new scoring model is a real plus especially with the option to add a manual touch when needed. It's also helpful to monitor the tasks linked to each customer and the playbooks do a great job of automating as many client touchpoints as possible.

Cons

There are still some missing integrations with key tools on the market. I'd also appreciate stronger dashboard capabilities to get a more synthetic overview of customers since I still end up exporting to Excel and filtering there from time to time. On top of that there's not quite enough flexibility when it comes to bringing in manual data.