Melisa W.
Health, Wellness and Fitness, 500+ employees
Less than a year
“Perfect fit for our industry”
Pros
Right from the start this software has played a huge role in helping us work more efficiently and stay effective. The amount of thought and detail built into it especially around the specific needs of our company and industry, has been incredibly valuable for both my business and the rest of my team.
Cons
One small frustration is sorting through the hundreds of contacts pulled in from platforms like Instagram. A lot of those end up being celebrities or company accounts rather than actual contacts so it takes extra time to filter them out instead of simply approving the right ones for my list.
Rating Distribution
Ease of use
7
Value for money
9
Customer Support
7
Functionality
9
Terri L.
Cosmetics, 500+ employees
More than a year
“Updates are smart”
Pros
Even without being very tech savvy, using it has been really easy for me. It links directly to my back office, stays current automatically and clearly tells me what actions I should take.
Cons
Honestly the team behind it really stays on top of everything. They keep rolling out updates and new features all the time and they usually seem to be a few steps ahead of what I need.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
9
Functionality
9
Yvonne B.
Health, Wellness and Fitness, 500+ employees
Less than 6 months
“contacts come in handy always”
Pros
I find it easy to set up and run and downloading my contacts and starting to use it felt simple and convenient.
Cons
I did run into some duplicate contacts and I still had to come up with my own scripts.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
9
Functionality
9
Jenny R.
Cosmetics, 500+ employees
Less than a year
“allows us to stay organized”
Pros
Keeping track of my contacts used to mean relying on a Google spreadsheet and it was such a mess trying to remember who to reach out to, when to follow up and how long I should wait in between. Penny has made that whole process much more manageable. Now I can sign in from either my phone or my computer and immediately see the tasks I need to get done that day. It's also really helpful that all of our company resources are already built into the app.
Cons
At times it loads more slowly on my computer than I'd prefer.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
9
Functionality
7
Lorraine S.
Health, Wellness and Fitness, 1-10 employees
Less than 6 months
“organized without any hassle”
Pros
It's helping me stay organized and keep better control of my contacts.
Cons
I have not run into any issues yet and it seems to be handling exactly what I need.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
9
Functionality
10
Lori C.
Consumer Goods, 1-10 employees
Less than a year
“Stays consistent day after day”
Pros
The tool is user friendly. Also I really like how well it keeps me organized and I love that it lays out what I need to do each day.
Cons
One thing I don't like is having to use a laptop or desktop computer to sync contacts instead of being able to do it from a tablet or phone.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
9
Functionality
10
Michelle H.
Cosmetics, 500+ employees
Less than a year
“prioritization happens smartly every day”
Pros
Penny takes care of organizing my day which saves me from having to figure out who needs my attention first.
Cons
At this point every feature I thought was missing has been added to the software especially because I kept sharing regular feedback.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
8
Giselle K.
Cosmetics, 1-10 employees
Less than a year
“Daily sales assistant comes in handy”
Pros
Keeping up with reminders, follow ups and outreach to potential customers seems effortless with this program which is why I use it every day. Its simple design really keeps me engaged and to me it stands out as the best virtual assistant.
Cons
It doesn't seem fully updated with the latest customer status shown on my company website.
Rating Distribution
Ease of use
8
Value for money
8
Customer Support
10
Functionality
9
Anna J.
Cosmetics, 1-10 employees
Less than a year
“Prospecting stays completely on track”
Pros
It helps me stay consistent with reaching out to new prospects and keeping in touch with my existing customers.
Cons
The only thing I'd like to see added is Face ID login for the mobile app on my phone.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
10
Functionality
9
Cameron M.
Health, Wellness and Fitness, 1-10 employees
Less than a year
“reminders help contacts sync perfectly”
Pros
Keeping social media contacts in sync saves me a lot of time. The recommendations and reminders help me stay organized and on track. Getting notified when customers or clients review content is also really useful for business.
Cons
It would be a big plus if customized packs or deals could be imported directly from the company website. There also really needs to be a way to manually add or edit social media contacts when duplicate names belong to two different people.
Rating Distribution
Ease of use
9
Value for money
7
Customer Support
7
Functionality
7
Liz Z.
Consumer Services, 1-10 employees
Less than a year
“Contact tracking makes real difference”
Pros
Penny does a fantastic job of keeping my contacts organized and letting me stay on top of who I have interacted with.
Cons
At times reloading seems a little slow and it can take a moment to catch up.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
10
Functionality
9
Anonymous
Health, Wellness and Fitness, 1-10 employees
Less than 6 months
“Back office integration proves really helpful”
Pros
One thing that's been really valuable is how well it integrates with my back office. And when the support team is available, they've been amazing to work with.
Cons
There's a bug that prevents people's profile photos from showing on some of my Facebook profiles inside it. It doesn't impact how the system functions but it does make the experience feel a bit less personal. The time zone differences can also occasionally affect getting support in real time.
Rating Distribution
Ease of use
8
Value for money
7
Customer Support
7
Functionality
7
Paula H.
Health, Wellness and Fitness, 500+ employees
Less than a year
“Follow ups finally stay more consistent”
Pros
The random reachout selection has been really useful. It's helped me stay much more consistent with contacting people and keeping up with my follow ups.
Cons
One thing that was frustrating was not being able to find a way to delete people I didn't want in my prospect list. I had to mark them as not interested but sometimes they still show up again.
Rating Distribution
Ease of use
9
Value for money
7
Customer Support
7
Functionality
9
Sue F.
Health, Wellness and Fitness, 1-10 employees
Less than 6 months
“great value for price”
Pros
It is easy to use. Importing contacts, connecting Facebook and finding my way around the platform all felt simple and it comes with built-in content and tutorials that are actually useful.
Cons
Honestly there's not much to complain about. Anytime something came up, the team seemed to listen to user feedback from the field and address it quickly.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
8
Functionality
10
Julie D.
Retail, 1-10 employees
Less than a year
“Works really smartly”
Pros
Penny takes care of the heavy thinking for me and keeps all my leads organized in one place. It's very user friendly and simple to navigate.
Cons
One thing I'd really want is two separate follow up tabs such as CHECKING IN and OTHER. There are times when I am only checking in with a lead and not exactly reaching out. I also may not be talking specifically about R+F. The current options don't always fit the kind of follow ups I am doing since the available choices are Chance, Hot Prospect, Potential Client and Not Interested.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
9
Kortnie A.
Wholesale, 1-10 employees
More than a year
“Social media integration truly helps”
Pros
Connecting it to my social media accounts has been really helpful.
Cons
A frustrating part is how hard it is to find existing customers or search for contacts. I also cannot add other contacts I have outside of social media.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
8
Functionality
10
Christie N.
Health, Wellness and Fitness, 1-10 employees
Less than a year
“saves me valuable time”
Pros
Penny's intelligence gives me back a lot of valuable time so I can focus on growing my business instead of getting stuck working inside it.
Cons
Honestly my only complaint is that it didn't come into my life sooner.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
9
Functionality
9
Ellen L.
Cosmetics, 1-10 employees
Less than a year
“best so far”
Pros
It's been really impressive how well it integrates with my social media platforms.
Cons
I do wish the scripts and images worked together more properly.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Dawn G.
Health, Wellness and Fitness, 1-10 employees
Less than a year
“overall decent”
Pros
Penny has had several features tailored specifically for Isagenix which has made the tool more and more practical for Associates to use. Being able to view customers previous orders as well as upcoming ones is especially useful. The content provided is helpful too.
Cons
One limitation is that custom lists cannot be refined enough so all 100 people on a list end up showing in daily tasks. Since I prefer checking off tasks every day, that makes custom lists something I avoid using. Another frustration is that the tags it assigns to current customers can be very long and on some screens the only way to save changes is to scroll all the way to the bottom past every tag.
Rating Distribution
Ease of use
7
Value for money
5
Customer Support
5
Functionality
5
Amanda S.
Consumer Goods, 101-500 employees
More than a year
“allows me to stay focused”
Pros
If you work in direct sales, it looks like one of those apps you really want to keep around. It keeps my contacts organized and even points me toward the people I should be reaching out to each day. On top of that it assigns customer service follow up tasks so I can stay connected with my clients consistently. I have been using the free version for a little over two years now and it has done exactly what I need for my business. They recently added an in-app purchase with extra features but honestly the free version still covers what I need.
Cons
The only part I am not a fan of is the monthly pricing for the premium features they added recently. If it were a one-time payment, I'd seriously consider upgrading but I just don't feel the extra options justify an ongoing subscription.
Rating Distribution
Ease of use
9
Value for money
8
Customer Support
9
Functionality
8