Bhumi Hardev
Real Estate, 500+ employees
Free Trial
“Well laid out and simple”
Pros
Everything is organized really well and it's very easy to use especially for someone who isn't very tech-savvy.
Cons
Honestly, I didn't run into any downsides since it included everything I was looking for.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
10
Functionality
10
Vanessa Cervantes
Construction, 101-500 employees
Less than a year
“Flexible CRM customization”
Pros
It adapts well to different business and CRM needs and you can customize it as deeply as required.
Cons
There's definitely a learning curve and getting it fully integrated into your business takes some time.
Rating Distribution
Ease of use
9
Value for money
10
Customer Support
10
Functionality
10
Aaron Gray
Non-Profit Organization Management, 101-500 employees
More than a year
“Team-wide convenience”
Pros
Using it across large teams is really convenient and that broad usability is one of its biggest strengths.
Cons
Not a con but there is a steep learning curve and some processes take a while before they really click.
Rating Distribution
Ease of use
9
Value for money
10
Customer Support
9
Functionality
10
Alvonda White
Marketing and Advertising, 101-500 employees
More than a year
“Sales engagement boost”
Pros
Switching to the Sales Engagement plug-in from Salesloft has been a really positive change for us. It's been working really well and has turned out to be a strong replacement.
Cons
One frustrating part is when emails bounce, an error sometimes comes up and it's hard to find a workaround inside Sales Engagement once that happens.
Rating Distribution
Ease of use
9
Value for money
10
Customer Support
10
Functionality
10
Pebbles Smith
Insurance, 1-10 employees
More than a year
“All client details in one place”
Pros
Having all the client information I need gathered in one place makes a big difference. It also includes multiple security measures which helps protect client privacy and keeps sensitive data well secured.
Cons
System can be quite sensitive and very specific. Certain tasks only work if you follow the exact steps required.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
10
Functionality
10
Sunil Basnet
Non-Profit Organization Management, 101-500 employees
Less than a year
“Customizable CRM that delivers”
Pros
This CRM covers everything in one place and can be tailored to fit a business's specific needs which makes it really useful.
Cons
Even though it offers an all-in-one setup, the pricing can be too expensive for smaller businesses and may not be the most budget-friendly option.
Rating Distribution
Ease of use
8
Value for money
5
Customer Support
8
Functionality
8
Joe Richardson
Marketing and Advertising, 101-500 employees
More than a year
“great client tracking”
Pros
Working as a sales agent, managing my pipeline and keeping up with clients has been very easy.
Cons
Call-back and calendar feature could use some improvement especially by adding more space.
Rating Distribution
Ease of use
7
Value for money
8
Customer Support
8
Functionality
8
Kelvin kyle Ventura
Outsourcing/Offshoring, 101-500 employees
Less than a year
“perfect support templates”
Pros
It covers all the key customer support needs and comes with ready-made templates that make replying to customer concerns quick and convenient.
Cons
There can be a bit of latency at times but it's minimal and usually doesn't get in the way of responding to customer concerns.
Rating Distribution
Ease of use
9
Value for money
10
Customer Support
9
Functionality
10
Ashley G
Information Technology and Services, 11-50 employees
Less than a year
“good contact tracking”
Pros
Keeping tabs on contacts, sent emails and exactly where a company stands in the account-closing process is really helpful. It gives a clear view of everything in one place.
Cons
Nothing negative comes to mind that affects my workflow personally. It's also highly customizable which makes it fit my needs well.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
9
Functionality
10
Mike Comer
Information Technology and Services, 500+ employees
More than a year
“Sales lifecycle visibility”
Pros
Being able to follow the full lifecycle of a sales opportunity and connect new revenue with related dollars or future business is really valuable.
Cons
Needing to switch back and forth between Lightning Sales and the Service Console can be a bit inconvenient.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
9
Functionality
10
Narender Pal
Financial Services, 500+ employees
More than a year
“smooth feeds and reports”
Pros
Feeds, ticket closure reports and the overall interface are very user-friendly and simple to work with.
Cons
It would be better to have an option to schedule a callback and leave comments on feeds.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
9
Functionality
10
Angel Fuente
Automotive, 11-50 employees
More than a year
“Helpful insights and limited reporting”
Pros
Using this software feels pretty simple and it gives really valuable insights into customer data. Working with my team is simple and I can also get to everything while I'm away from my desk.
Cons
I do wish the reporting tools offered more customization and the setup at the beginning can feel a bit overwhelming for someone new to the platform.
Rating Distribution
Ease of use
5
Value for money
5
Customer Support
6
Functionality
6
Paulo Cesar Garcia
Insurance, 500+ employees
More than a year
“Versatile page builder”
Pros
Its versatility for building pages and managing objects has been really impressive.
Cons
At times, handling relationships between objects can be a bit tricky.
Rating Distribution
Ease of use
9
Value for money
10
Customer Support
9
Functionality
10
Aunella Meco
Construction, 11-50 employees
Less than 6 months
“Progress tracking that motivates”
Pros
Seeing my progress is really motivating and being able to track my daily schedule too makes it even better.
Cons
I honestly don't have any complaints because everything works the way you want it to.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
9
Functionality
10
Ishwinder Singh
Government Administration, 11-50 employees
Less than 6 months
“Reliable website services”
Pros
Their website software services have been really good and I've been happy with what they offer.
Cons
At the very least, I also appreciate their IT website software solutions and development work.
Rating Distribution
Ease of use
9
Value for money
10
Customer Support
9
Functionality
10
Oliver Koller
Internet, 11-50 employees
More than a year
“User-friendly data hub”
Pros
A very user-friendly system with centralized data management which makes handling information much more organized and convenient.
Cons
Cost is on the higher side and adapting it to fit specific business needs can take a lot of effort.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
9
Functionality
10
Michael Hartmann
Internet, 11-50 employees
Less than a year
“great tool”
Pros
It covers pretty much everything a sales team needs, from lead and opportunity management to forecasting and automating recurring tasks.
Cons
Pricing is high, the setup and implementation can be quite complex and extra features often come with additional costs.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
10
Functionality
10
Raudi Navarro
Accounting, 1-10 employees
Less than a year
“Flexible integrations I appreciate”
Pros
One thing I really value is that it can integrate with almost any other software which makes it very flexible to use.
Cons
Honestly, I haven't run into anything I dislike about it.
Rating Distribution
Ease of use
8
Value for money
7
Customer Support
7
Functionality
8
Keven Ramsarran
Entertainment, 1-10 employees
Less than a year
“Helpful progress tracking”
Pros
The progress bar is a really nice touch because it makes it clear where an account currently stands.
Cons
At times, creating fields can be a bit difficult.
Rating Distribution
Ease of use
7
Value for money
7
Customer Support
7
Functionality
8
Anonymous
Market Research, 101-500 employees
Less than a year
“Strong features and flexibility”
Pros
Packed with powerful features and the platform feels very dynamic in the way it works.
Cons
A few features are not very simple and certain tasks can be difficult to carry out at times.
Rating Distribution
Ease of use
7
Value for money
9
Customer Support
9
Functionality
10