Jelfry Sanchez
Facilities Services, 101-500 employees
Less than a year
“better customer experience”
Pros
This platform really changed how we interact with our customers by giving us the tools to strengthen relationships and improve the overall customer experience. It works well for companies of any size, whether you have 10 agents, 100 agents or a much larger team. They even offer AI agents which adds even more capacity when it comes to handling customer interactions.
Cons
No complaints. We've been using it for around two years and it has been a real plus for our team. The agents adapted to it very quickly and the option for each person to create personalized shortcuts makes communication with customers even more efficient.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
9
Functionality
10
Carli Nunn
Furniture, 101-500 employees
Less than a year
“everything on track”
Pros
It keeps up with pretty much everything that gets done.
Cons
Honestly can't think of any real downsides. It has been far more helpful than the software we were using before.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
9
Functionality
10
Elena Sanchez
Biotechnology, 11-50 employees
Less than a year
“built for teams”
Pros
This tool works really well for medium to large enterprises and feels very practical for that kind of business setup.
Cons
At first, it doesn't feel very simple or organic to use but in our case they provided support and a tutorial that helped us get comfortable with it.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
9
Functionality
10
Tracy Utterback
Non-Profit Organization Management, 11-50 employees
More than a year
“easy to use”
Pros
After using it for 20 years, I still appreciate how simple it is to use and how much you can customize it. It's also been impressive to see how the application has evolved and improved over the years.
Cons
Sometimes, it can be difficult to keep up with how fast the technology changes.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
10
Functionality
10
Kenidra Stinnett
Retail, 500+ employees
Less than a year
“all in one place”
Pros
One thing that really helps is how customer information fills in quickly which saves time and keeps everything moving. It also works as a one-stop shop for handling customer needs so I can get a lot done in one place.
Cons
Honestly, I don't have any complaints. I use it at work every week and it's been consistently reliable.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Michael Herbert Elam
Retail, 500+ employees
Less than 6 months
“strong reporting”
Pros
The reporting and analytics tools are very comprehensive so they give us a clear big-picture view of how we're doing. On top of that, the platform offers a high level of customization which makes it a strong fit for tailored workflows and specific business needs.
Cons
It can feel a little overwhelming since there's a lot to learn at first. It also takes a fair amount of time and investment to get the whole system fully set up and running for everyone.
Rating Distribution
Ease of use
8
Value for money
7
Customer Support
8
Functionality
8
Gino Dela Cruz
Packaging and Containers, 500+ employees
Free Trial
“clear pipeline view”
Pros
One thing that really makes this stand out is how clearly it lays out sales stages, deals and revenue forecasts. It also takes a lot of manual work off the table by automating repetitive tasks, offering predictive insights and helping with lead scoring.
Cons
Getting started can feel overwhelming for new users because there are so many features, menus and customization options to work through.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
10
Functionality
10
Karan Kapoor
Accounting, 500+ employees
Less than a year
“all in one tool”
Pros
Having everything in a single product is really convenient and it comes with some wonderful features. It lets us handle multiple tasks using just one tool which is very useful.
Cons
The downside is that the product does not feel very updated or advanced compared to newer options.
Rating Distribution
Ease of use
7
Value for money
7
Customer Support
7
Functionality
8
Anonymous
Non-Profit Organization Management, 11-50 employees
More than a year
“simple interface”
Pros
Once everything is configured, the software is very user friendly. Entering client and case information feels easy and simple to manage.
Cons
Customizing it to fit specific data collection needs often takes an expert or a lot of training. On top of that, creating or locating reports can be difficult.
Rating Distribution
Ease of use
7
Value for money
7
Customer Support
8
Functionality
8
Alessandro Lotti
Health, Wellness and Fitness, 500+ employees
Less than a year
“useful features”
Pros
It comes with lots of features and is simple to use both on the app and on a PC.
Cons
Creating reports is difficult and the integration with Excel is limited.
Rating Distribution
Ease of use
7
Value for money
7
Customer Support
8
Functionality
8
Orcun Ersezgin
Construction, 101-500 employees
More than a year
“fits business needs”
Pros
This tool fits what we need for handling the sales process in our construction company and covers our requirements well.
Cons
Feature set is quite good overall but the pricing could definitely be lower.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
10
Functionality
10
Anonymous
Information Technology and Services, 11-50 employees
Less than a year
“mobile friendly”
Pros
The software adapts well to specific business requirements and the mobile app is especially useful for field sales teams working across different locations.
Cons
Upfront setup cost is quite high and the onboarding process also takes a long time. Those are two areas that really need improvement.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
9
Functionality
10
Chansa Catherine Kapapula
Information Technology and Services, 1-10 employees
Less than a year
“easy to customize”
Pros
Adding new functions is easy and it's honestly one of the best CRM platforms I've worked with.
Cons
The downside is the price since it's noticeably more expensive than many other CRM options.
Rating Distribution
Ease of use
9
Value for money
8
Customer Support
10
Functionality
10
Anonymous
Information Technology and Services, 500+ employees
Less than a year
“better teamwork”
Pros
Their built-in Chatter tool has been really helpful for working with internal teams since it lets me share updates and documents in one place.
Cons
Compared with other CRM platforms on the market, the per-user pricing feels higher. It would make more sense if they offered usage-based pricing instead of bundling too many features into a single package.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
10
Functionality
10
Ramnath Reddy
Information Technology and Services, 11-50 employees
Less than 6 months
“saves time”
Pros
Sales automation has been a big win for me. It takes care of repetitive work like reminders, follow-ups and even lead prioritization which I really appreciate. That has ended up saving me a lot of time.
Cons
Learning curve is quite steep because there are so many features and customization options to go through. On top of that, the per-user license cost is higher compared with other CRM providers in the market.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
9
Functionality
10
Jonathan Jackson
Computer Software, 11-50 employees
Less than a year
“Clunky reports and navigation”
Pros
A handful of the reports are actually useful and have been helpful at times.
Cons
Interface feels awkward and overly complicated. It's genuinely hard to locate information and run the reports you need.
Rating Distribution
Ease of use
3
Value for money
3
Customer Support
3
Functionality
4
Dana Toma
Information Technology and Services, 500+ employees
More than a year
“big improvement!!!”
Pros
Getting started with this tool was easy and it covers a lot while still being simple to tailor to our business needs. Keeping up with sales cycles is very manageable and I really appreciate that we can connect other tools like CPQ to it. My company took some time before finally switching over but I'm really glad we did because it has completely changed how sales works here.
Cons
There have been times in the past when latency issues and downtime came up.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
9
Functionality
8
Alfiya Mukadam
Computer & Network Security, 500+ employees
More than a year
“smart insights”
Pros
One thing that really stands out is the predictive analysis powered by Einstein. It offers a much more aligned way to monitor customer activity, including their likes, dislikes and overall behavior. That makes it a lot easier to shape marketing strategies and ads around what customers actually prefer. The API integration is also a big plus since it connects well with other products that rely on this customer data to deliver a more customized experience.
Cons
Pricing is on the higher side compared with similar tools on the market. The learning curve can feel slow at the beginning because the platform is fairly complex for beginners. The UI could also be more modular and better adapted to the overall customer experience.
Rating Distribution
Ease of use
7
Value for money
7
Customer Support
7
Functionality
7
Jon Zimmerman
Computer Software, 11-50 employees
Less than a year
“Clean interface but limited options”
Pros
The interface is easy to use and pages load within a reasonable amount of time.
Cons
It falls short when it comes to features and customization so it doesn't feel powerful enough for more specific needs.
Rating Distribution
Ease of use
6
Value for money
5
Customer Support
5
Functionality
6
Musonda Kapapula
Airlines/Aviation, 101-500 employees
Less than 6 months
“organized data”
Pros
Organization of client information in one place has made a real difference for us. It's simple to use and keeping important customer details on hand makes tracking activity and offering the right sales and products much more manageable.
Cons
Biggest challenge was that it took some time to get coworkers comfortable with switching over to the new software.
Rating Distribution
Ease of use
7
Value for money
8
Customer Support
8
Functionality
8