Skalin Reviews

Pros

From installation through learning how to use it the whole process was easy for me. I was able to get comfortable with the platform without needing much time or effort.

Cons

A few features are still on the way and can be missing for now, like a more complete native integration with Pipedrive especially around activities. That said the it team is actively working on a product that fits the needs of the CSM team.

Pros

After several months, we're really happy with how the platform has worked for us. It has helped our CSM team stay more organized and gives us a complete 360-degree view of all our accounts. We no longer have to depend on Excel sheets or HubSpot to keep track of everything.

Cons

The tool still doesn't offer enough customization yet, like adding properties for each client or sending email sequences during onboarding but these are areas that should improve as the platform continues to evolve.

Pros

Platform felt very user-friendly from the beginning and its simple design helped us get up and running quickly during implementation as well as in everyday use. The onboarding support has also been well organized, reliable and genuinely helpful for our team.

Cons

Since it is still a relatively young company, a few features that would be useful for us are not available yet. That said they are currently being developed. Even so the team works efficiently and we have never been disappointed by a feature release compared with the timelines they announced.

Pros

Well-designed interface made the software pleasant for me to use right from the start. I was able to get comfortable with it and build my skills very quickly. Within a few days, it had become an important tool for managing our CSM work, while also helping with daily tasks by keeping actions easy to track and giving me quick access to customer conversations and how they use our solutions.

Cons

A strong product keeps improving and this one has been especially responsive when it comes to requested enhancements. We are therefore hoping to soon have truly effective team management tied to objectives, such as health scores and number of interactions, along with the ability to handle customers using multiple solutions which is the case for us.

Pros

Built with the Customer Success Manager role and end users in mind, this tool is very easy to use. Being able to feed in how our customers actually use our platform and factor that into the satisfaction score is excellent and it's also very simple to configure.

Cons

Read-only access rights for users could be a little more advanced, as long as it doesn't add too much complexity to something that should stay simple.

Pros

Getting started with it is fairly easy. It lets us monitor clients almost in real time, receive alerts for risky situations and even define our own indicators to match what we need.

Cons

The only thing really missing is a section that would let us track customer NPS.

Pros

Right from the home customer dashboard, everything feels clear and concise which makes it pleasant to use.

Cons

Note-taking part is where it falls short a bit. I'm using "strategy," but it doesn't really feel ideal.

Pros

Biggest advantages of this software are how simple it is to use and how clearly it highlights the most relevant information which makes managing and optimizing the customer portfolio much more effective.

Cons

With such strong support from the IT teams and new features being made available on a regular basis, I really don't have any negatives to point out.

Pros

Honestly the software is really easy to use. Adding a new team member takes no more than 20 minutes and it also has useful features like task management and user activity tracking.

Cons

Document management section is still fairly basic for now although it should improve soon.

Pros

Getting this tool connected to HubSpot CRM and all of your CS team's Gmail inboxes takes just one click which makes the rollout very fast and easy. It's also quick to get comfortable with the platform and the key data is easy to read thanks to simple filtering. The Health Score, alerts and Time Profitability features are especially valuable because they have a real impact on the actions taken by the CS team.

Cons

At the moment, a few filters are still missing for some relevant data points. It would also be very useful to have a Sellsy connection that automatically pulls contract or agreement information into the platform.