“total CRM confusion”

Pros

There honestly aren't any positives I can point to with this tool. It completely misses the point of what a CRM is supposed to do and it feels like the platform has no understanding of that at all.

Cons

Getting leads into Brivity feels like an endless battle and you can waste an incredible amount of time just trying to figure out whether it's even possible. When I asked their team for help, they seemed confused about what I meant by wanting leads to come into the CRM which is a huge red flag.

“helpful reminders that keep me on track”

Pros

One thing I really appreciated was the automatic reminders for tasks I set up, whether they were daily, weekly, quarterly and so on.

Cons

The filtering options could be broader especially the ability to filter clients by date instead of only by the date of their last activity.

“Sales failures ruined setup”

Pros

I was hoping this software would give me more flexibility and peace of mind but that never happened. The sales process was mishandled multiple times and I ended up spending more time fixing those issues than actually getting anything implemented. The sales rep was honestly one of the worst I've dealt with.

Cons

Because of all the mistakes from the sales rep, I barely got to use the platform at all. Most of it never got set up properly. On top of that, the basic CRM doesn't include market reports or drip campaigns which makes no sense for a CRM.

“fantastic database and market reports”

Pros

The database feature has been a big plus making contact management easy and giving us really effective touch plans to work with. The listing tools and market reports are also excellent.

Cons

The weaker part for me was the admin side of client management and business tracking. While using this CRM, it just didn't measure up to other options like SISU.