Cody Euliss
Retail, 101-500 employees
Free Trial
“AI-powered CRM workflow”
Pros
The AI features built into it have been a huge plus. They've made all of my CRM data much more efficient and convenient across my entire organization.
Cons
I haven't come across any downsides while using it.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
10
Functionality
10
Brian C
Real Estate, 1-10 employees
Less than a year
“Real-time insights that deliver”
Pros
With real-time data and actionable insights, this software helps my company make faster decisions when timing matters.
Cons
One downside is that the cost has gone up every year.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
10
Functionality
10
Tessa Hatley
Retail, 1-10 employees
More than a year
“Fast checkout and clear navigation”
Pros
Right away, the layout felt very simple to move through. It made it quick to find the right products and the checkout process for customers was effortless.
Cons
At times, there were delays when traffic or volume got especially high.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Anonymous
Information Technology and Services, 500+ employees
More than a year
“Custom reports that help”
Pros
One of the best parts is how customizable it is. Being able to build your own reports and tailor pages around what you actually need makes it really useful.
Cons
Latency is the biggest downside. At times some information doesn't load, gets stuck on the screen or the system just stops responding.
Rating Distribution
Ease of use
8
Value for money
7
Customer Support
7
Functionality
8
Jimena Rodriguez
Food Production, 500+ employees
More than a year
“Sales growth and client tracking”
Pros
Since we started using it at our company, our sales performance has improved noticeably and client management has become much more effective. Overall, it has been a very valuable partner for supporting our business. It has helped us boost performance, improve communication with stakeholders and grow our sales.
Cons
One of my favorite things about it is how simple it is to navigate and the company can customize its features to match its specific needs. The BI tool is also very useful because it helps us identify sales opportunities and improve how we drive sales more effectively.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
9
Functionality
10
Anonymous
Computer Software, 500+ employees
Less than a year
“A workflow booster”
Pros
The interface is super simple to use and it's been incredibly helpful in keeping my workflow on track.
Cons
Honestly, I can't point to anything I dislike about it.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Bilma Paez
E-Learning, 101-500 employees
More than a year
“Amazing reports and simple setup”
Pros
Getting started with it was very easy and the reports are absolutely amazing!
Cons
The filters aren't very user-friendly right now and could definitely use an upgrade.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
10
Functionality
10
Kenny Moore
Non-Profit Organization Management, 11-50 employees
More than a year
“Feature-rich CRM for enterprises”
Pros
This platform comes with a wide range of capabilities that cover what you'd expect from an enterprise CRM.
Cons
If you're running a small or mid-sized business, the software can feel a bit overwhelming and broader in scope than you really need.
Rating Distribution
Ease of use
8
Value for money
7
Customer Support
7
Functionality
8
Brandon McGee
Transportation/Trucking/Railroad, 101-500 employees
Less than a year
“Tracking every engagement”
Pros
It keeps all your interactions organized in one place, whether you're tracking finances or managing contacts.
Cons
There's a lot packed into the platform so getting comfortable with everything comes with a pretty steep learning curve.
Rating Distribution
Ease of use
7
Value for money
10
Customer Support
10
Functionality
10
Nabila Raisa
Capital Markets, 1-10 employees
Less than 6 months
“Donor database tools”
Pros
I've been using it to manage and maintain our donor database and it handles that job really well.
Cons
This tool feels like it can do a lot but figuring out all those capabilities isn't very simple.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
10
Functionality
10
Jessica Gaudin
Insurance, 500+ employees
Less than a year
“Highly customizable platform”
Pros
This software feels very complete and its flexibility allows for deep customization along with a wide range of integrations.
Cons
It can be somewhat difficult to master at first and requires a real time investment to get the most out of everything it offers.
Rating Distribution
Ease of use
5
Value for money
7
Customer Support
7
Functionality
8
Alexis Rojas
Commercial Real Estate, 500+ employees
Less than a year
“Simple CRM setup”
Pros
Coming into this CRM with no prior experience, I was pleasantly surprised by how easy it was to use.
Cons
A couple of features weren't quite as user-friendly so I needed help from IT to figure them out.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
9
Functionality
10
Shriniketh Venkatkrishna
Information Technology and Services, 500+ employees
More than a year
“Reporting and case tracking”
Pros
One of the biggest strengths is the reporting across accounts, contacts and leads. The history is also laid out clearly especially when it comes to opportunity stages and ownership changes. Case management is another part of the platform that works really well.
Cons
Search could definitely be more simple. There are also times when the interface feels awkward, dense and a bit overwhelming to work through.
Rating Distribution
Ease of use
7
Value for money
7
Customer Support
8
Functionality
8
Anonymous
Graphic Design, 1-10 employees
Less than 6 months
“CRM tools for project tracking”
Pros
Having all client conversations, project history, leads, opportunities and customer details in one place has been really valuable for graphic design work. The CRM features are excellent for keeping communication organized across design projects and it's much easier to shape creative work around each client's specific needs when everything is tracked in one system.
Cons
The downside is that it can feel a bit overwhelming for a graphic designer, mainly because the platform is built more around sales and client management than design-specific workflows.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
10
Functionality
10
Leslie Rodriguez
Staffing and Recruiting, 101-500 employees
More than a year
“User-friendly and practical tool”
Pros
Everything about it feels user friendly and very much based on common sense so it's easy to work with.
Cons
Every now and then, sending emails through it can be a bit inconsistent, with occasional attachment or formatting glitches. It doesn't happen often but it does come up.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
9
Functionality
8
David Cole
Media Production, 500+ employees
More than a year
“Fast year-end filtering”
Pros
Handling year-end custom filters is quick and effective so getting that work done doesn't take much time.
Cons
One thing that's frustrating is that I can't seem to share those custom filters with friends.
Rating Distribution
Ease of use
8
Value for money
8
Customer Support
8
Functionality
8
Abby Johnson
Consumer Goods, 1-10 employees
Less than 6 months
“Quick fixes and handy storage”
Pros
One thing that really works well is how quickly issues get resolved and it gives me simple, practical ways to store everything I need for my business.
Cons
Overall, I'm happy with it and there's a lot to like though I do think their customer service could respond and react better at times.
Rating Distribution
Ease of use
7
Value for money
8
Customer Support
7
Functionality
8
THRASSOS VRYONIDES
Marketing and Advertising, 11-50 employees
More than a year
“All-in-one platform”
Pros
Everything is in one platform, with a wide range of features and plenty of connectivity options.
Cons
It can be pricey for a small business and it may include more features than anything other than a mid-sized or large company would really need.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
10
Functionality
10
Sam shamsaldin
Computer Software, 1-10 employees
Less than a year
“Flexible CRM that delivers”
Pros
One of the biggest advantages is how customizable it is for different business needs. It gives you a flexible and easy way to organize customers and manage deals. Reporting is fast and accurate as well which makes it much easier to monitor performance and make informed decisions. The integrations with other tools, along with the mobile app, also make it very convenient for sales teams to stay productive from anywhere.
Cons
At the same time, it can feel a little overwhelming when you first start using it. There are a lot of features and settings so it takes some time to really learn the system and feel comfortable with everything. The customization is useful but if you need something very specific, it can require stronger technical skills or even help from a developer. It's definitely a powerful platform though the setup process and learning curve can be tough for new users or smaller teams without much technical support.
Rating Distribution
Ease of use
6
Value for money
7
Customer Support
7
Functionality
8
Jemma Barrett
Apparel & Fashion, 1-10 employees
Less than a year
“Simple team collaboration”
Pros
Very easy to use and it works well when multiple people need to use it together.
Cons
Website does crash from time to time which can slow down the workflow.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
10
Functionality
9