Skalin Reviews

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.

Pros

Connection with HubSpot and the ability to pull logins from our platform have been really valuable for us. On top of that the support team has been excellent and consistently high quality.

Cons

A few limitations are there that should hopefully be addressed soon. For example, it would be useful to be able to tag colleagues in comments and to send emails directly from the platform outside of the automations that already allow it.

Pros

The interface feels very fluid and getting started with it is very easy.

Cons

One small downside is that there's no option to add variables to the MRR but honestly it's not a major issue.

Pros

Integration with our other tools was very easy and the product is pleasant to use every day.

Cons

The reporting section is still being improved but it should soon make activity tracking more effective.

Pros

Right away the customer support stood out for how responsive it is and how clearly the information is explained. Getting started with the platform feels fluid and the interface design helps present the information in a very clear and readable way.

Cons

At times there can be some slowness and certain pages do not display properly. There is also a lack of video tutorials for the playbooks and setting them up can be a bit challenging at the beginning for someone new to it.

Pros

Using it is easy and the dashboards are clear and precise. The Health Score is genuinely useful and the playbooks add a lot of value to the overall experience.

Cons

HubSpot connection was not very simple to set up. The platform also tends to slow down when handling a high volume of clients and there is still not enough customization available for emails.

Pros

The design is really appealing and the integrations with other tools are very useful for recording interactions and connection history. The simple look and feel also makes it convenient to store, find and review all the data in one place.

Cons

It would be helpful to have the option to sort clients by level of importance.

Pros

Getting this platform up and running was very simple and quick and it really doesn't require any special expertise. The interface is very user-friendly the design is pleasant to look at and the features feel simple to use. Client management is much easier with it and it also gives us the option to create personalized CS scores based on several different criteria. On top of that the IT team is extremely responsive, with excellent support and answers to even our smallest questions within the same day.

Cons

At the moment, we barely use the dated task system.

Pros

Working as an Onboarding Manager, I've come to rely on it as an essential tool for rolling out programs for my clients especially because of the playbooks feature. It has helped us align our onboarding processes and automate certain tasks. On top of having a simple platform the responsiveness and support from the it team really set it apart from other tools. They are always available and consistently give helpful advice.

Cons

My experience with the tool has been completely satisfactory.

Pros

Setup is easy and the software is also easy to use every day. The 360-degree view is clear and easy to read the health score is useful and relevant and the automations are well designed.

Cons

Nothing in particular to report at the moment. The platform works perfectly.

Pros

The software is really easy to use and the information comes through quickly, clearly and without any complications.

Cons

We would still like to have more options to customize the platform based on our needs.

Pros

Day to day I rely on it to monitor my clients' activity, pull up their contact details, log my interactions and keep track of related tasks. It's one of those tools I use constantly so I always have the it tab open and ready. It helps me a lot and is very useful for keeping client activity and interactions organized and on track.

Cons

There are a few minor bugs from time to time, mainly with syncing or the precise tracking of client activity but nothing too serious.

Pros

The interface feels simple and clear which makes it quick to get started and very easy to learn.

Cons

Okay so... I'm looking forward to seeing the integration between it and our CRM once it's finished.

Pros

Being able to track my portfolio is honestly what I value most in it. It gives me a clear overall view of which clients need to be contacted and helps me quickly identify who is in a risky position so I can take action and correct things before they get worse.

Cons

It would be even better if there were a way to see each client's daily connection activity but aside from that, I have nothing else to complain about.

Pros

The biggest advantage is how deeply configurable and customizable the tool is which makes it fit our needs perfectly. On top of that the teams are always very available and quick to respond to requests.

Cons

Getting started with the tool is a bit complex but that makes sense given how many features it offers and the wide range of settings available.

Pros

Right away the playbook management has been a real plus, along with the daily task view and the freedom to build my workflow exactly the way I want. Customer interactions are recorded very clearly and the health score makes it possible to see at a glance where each client stands. The tags are also very useful for highlighting the most important customer information instantly and the activity history on every client record is a big help. On top of that, every time I send Nicolas an email, I get a quick reply which is genuinely very pleasant.

Cons

I've only been using it for a few months so I haven't had time yet to explore everything, like the alerts but that should happen soon. When a feature could be improved, it's also very easy to submit enhancement requests. So at this stage, nothing to complain about.

Pros

For me keeping track of our clients' activity is much simpler with this software.

Cons

The tagging concept is useful and we rely on it a lot but it still lacks the structure we need for proper analysis.

Pros

Interface is well designed, easy to use and fluid in everyday use.

Cons

It would be even better if every column in every view could be filtered.