Total 3044 reviews

4.8

All reviews are from verified customers

Rating Distribution

5

Stars

81%

4

Stars

16%

3

Stars

2%

2

Stars

0%

1

Stars

1%

Satisfaction score

Ease of use

9

Value for money

9

Customer Support

9

Functionality

9

EA

Elynor Agcaoili

Outsourcing/Offshoring, 500+ employees

More than a year

5.0
October 2024

Easy navigation

Pros

Navigating our day-to-day operations feels much more manageable with this tool. Since we work in sales, being able to move through our claimants' information quickly really matters and this system makes that information very accessible.

Cons

This tool can be a little sensitive at times. It doesn't happen often but if some information is entered incorrectly, it won't save.

Rating Distribution

Ease of use

9

Value for money

10

Customer Support

10

Functionality

10

JR

Jack Roney

Machinery, 500+ employees

More than a year

4.0
October 2024

Flexible reporting for teams

Pros

Reporting is one of the best parts. I'm able to build pretty much any kind of report I need for my team.

Cons

The interface feels a bit awkward at times and the mobile app UI doesn't always work well when I'm trying to view reports.

Rating Distribution

Ease of use

8

Value for money

7

Customer Support

8

Functionality

8

BH

Blake Hare

Computer Software, 500+ employees

More than a year

5.0
October 2024

Account reporting tools

Pros

One of the best parts is how dynamically I can report on and slice and dice information across my accounts, contacts, opportunities and more.

Cons

Navigation can feel a little awkward at times when moving from page to page or trying to locate specific details although they have made improvements like adding different modes to help with that.

Rating Distribution

Ease of use

10

Value for money

9

Customer Support

9

Functionality

10

AR

Alberto Redondo

Telecommunications, 1-10 employees

More than a year

4.0
October 2024

Simple for the whole team

Pros

The platform is easy to use and simple enough for the entire team to understand.

Cons

It has an older structure which gives the software a reliable feel.

Rating Distribution

Ease of use

8

Value for money

7

Customer Support

7

Functionality

8

SL

Sam Lehman

Consumer Services, 1-10 employees

Free Trial

5.0
October 2024

Quick to learn

Pros

Getting around the software was easy and I was able to navigate it quickly without much effort.

Cons

Pages and content took a while to load and the buttons felt a bit too small.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

DC

Danillo Cabral

Banking, 101-500 employees

Less than a year

4.0
October 2024

CRM with flexible automation

Pros

Compared with other systems in this space, the CRM features here feel far more capable. Being able to tailor it to fit our specific needs and automate a lot of our workflows is a big reason I enjoy working with this product.

Cons

This platform does lean toward the expensive side. The setup and customization process can also get pretty involved so it really helps to learn the platform ahead of time and expect some trial and error along the way.

Rating Distribution

Ease of use

7

Value for money

6

Customer Support

6

Functionality

8

AC

Alex Coomber

Financial Services, 101-500 employees

Less than a year

5.0
October 2024

Customer insights that matter

Pros

It gives me great control over customer relationships and offers analytics that are especially useful for tracking e-commerce feedback.

Cons

At the beginning, getting around the platform on my own was a bit challenging but the internal team helped me learn the tools and understand how everything works.

Rating Distribution

Ease of use

9

Value for money

10

Customer Support

9

Functionality

10

CT

Chi Thike

Financial Services, 500+ employees

Less than a year

4.0
October 2024

perfect marketing customization

Pros

Very capable and highly customizable. It works really well for marketing, communication and relationship management.

Cons

The email builders are decent but they could be more user-friendly and include more widgets without having to edit code.

Rating Distribution

Ease of use

8

Value for money

7

Customer Support

7

Functionality

8

MK

Marc Kirschbaum

Biotechnology, 500+ employees

Less than 6 months

4.0
October 2024

Flexible platform with integrations

Pros

One thing I really appreciate about this software is how flexible and adaptable it is. The AI features are a valuable addition and while they still need to prove their full usefulness in practice, the potential is definitely there. Once you're already familiar with Salesforce, the interface feels user-friendly enough to work with comfortably. The integration across different apps is also a big advantage and makes the platform more useful overall.

Cons

At the same time, the overall complexity can feel overwhelming especially at first. The aligned interface is also not very simple and can be difficult to use.

Rating Distribution

Ease of use

5

Value for money

7

Customer Support

7

Functionality

8

AP

Arpit Panwar

Staffing and Recruiting, 101-500 employees

More than a year

5.0
October 2024

Lead insights that help

Pros

From managing leads to surfacing AI-driven insights, this platform gives our sales team the tools to prioritize opportunities and close deals with clients more effectively. The customizable dashboards are especially useful because they let us focus on the information that matters most.

Cons

Getting the most out of the platform takes dedicated training and proper onboarding so there is definitely a learning curve. On top of that, the higher cost compared to other CRM options can be a drawback for smaller businesses working with tighter budgets.

Rating Distribution

Ease of use

9

Value for money

9

Customer Support

10

Functionality

10

RR

Rick Reiman

Computer Software, 101-500 employees

More than a year

5.0
October 2024

Pipeline visibility and automation

Pros

As a frontline salesperson, this has been the perfect tool for keeping up with my pipeline, sales opportunities, contacts and tasks. The dashboards that come preinstalled are simple to tailor which makes it easy to review and analyze my team's performance. The newer AI integration also takes care of certain tasks automatically and helps me update and assess my accounts much faster.

Cons

Reporting feature is definitely powerful but customizing it can get pretty complicated. I can usually pull the data I need though there are times when I have to check the help files to figure things out.

Rating Distribution

Ease of use

9

Value for money

10

Customer Support

9

Functionality

10

A

Anonymous

Electrical/Electronic Manufacturing, 101-500 employees

Less than a year

5.0
October 2024

Flexible CRM for sales teams

Pros

One thing I really appreciate is how much you can customize the platform to fit your organization. Even when something is not available out of the box, there is usually a way to make it work, either by finding a third-party solution on AppExchange or building custom code for your specific use case. The training resources on Trailhead are also a big plus especially with the badges and valuable certifications you can earn there. On the sales side, it gives you everything needed to manage the full sales process in one place. It also feels very simple for beginners and is simple to work with.

Cons

Only real drawback to me is the pricing. It is definitely one of the most expensive CRM options out there although I can understand the reason behind it. If someone only looks at the cost without knowing what it offers, it will probably seem overpriced. But once you see the value it brings through sales automation and reducing manual work for sales or support teams, the price starts to make a lot more sense.

Rating Distribution

Ease of use

10

Value for money

7

Customer Support

7

Functionality

10

A

Anonymous

Information Technology and Services, 500+ employees

Less than a year

4.0
October 2024

powerful and adaptable tool

Pros

It's a very powerful platform, highly customizable to fit specific needs and it offers strong integration especially with IT software. It brings major productivity gains to just about any process.

Cons

Cost is high and the interface can feel confusing at first if you're not already familiar with how it works.

Rating Distribution

Ease of use

5

Value for money

5

Customer Support

7

Functionality

8

KN

Kevin Noonan

Medical Practice, 500+ employees

More than a year

4.0
October 2024

Custom deployment for sales teams

Pros

Having both on-premise and cloud options is a real plus and it does an excellent job of aligning sales workflows and contact management.

Cons

Getting started can feel a little complicated at first and the pricing is somewhat on the higher side but those are my only real complaints.

Rating Distribution

Ease of use

7

Value for money

7

Customer Support

8

Functionality

8

DH

Davinee Hiner

Computer Software, 11-50 employees

Less than a year

4.0
October 2024

All records in one place

Pros

A single shared hub for customer information and business records has been incredibly useful for our team.

Cons

It can be a little difficult for someone who isn't very familiar with dashboard terminology and report parameters to get the hang of.

Rating Distribution

Ease of use

6

Value for money

7

Customer Support

8

Functionality

8

RC

Rebecca Collins

Construction, 101-500 employees

More than a year

5.0
October 2024

Automation and sales insights

Pros

Right away, the automation features have been really useful for handling routine work like customer data entry and follow-ups. The AI tools have also helped us boost sales with smarter prospecting and lead scoring. It gives us a secure, well-structured place to store all of our customer data and information and the reporting features are excellent for providing valuable insights into our sales results and overall performance.

Cons

Up to this point, we honestly haven't run into any issues worth mentioning.

Rating Distribution

Ease of use

9

Value for money

9

Customer Support

9

Functionality

10

NB

Nabil B

Marketing and Advertising, 1-10 employees

More than a year

5.0
October 2024

Great for custom deal flow

Pros

It works very well for enterprise companies that have specific deal-flow processes and unique lead management needs.

Cons

Because the product is highly customizable, getting everything configured takes a fair amount of time. The interface also feels pretty outdated and isn't especially user-friendly.

Rating Distribution

Ease of use

9

Value for money

9

Customer Support

9

Functionality

10

JC

Jérôme Combet

Information Technology and Services, 11-50 employees

Less than a year

5.0
October 2024

Top cloud CRM

Pros

This is a top-notch CRM solution and the online cloud version makes it even more complete.

Cons

There really isn't much to complain about. If anything, the price could be a concern but the quality justifies it.

Rating Distribution

Ease of use

10

Value for money

9

Customer Support

10

Functionality

10

NS

Nityam Shah

Education Management, 500+ employees

Less than a year

5.0
October 2024

Clean interface and reliable records

Pros

Interface looks really well designed and compared with other CRMs, it was much simpler to maintain and keep data properly recorded.

Cons

At times, glitches were an issue and the pricing felt quite expensive.

Rating Distribution

Ease of use

9

Value for money

7

Customer Support

9

Functionality

8

AK

Ashkan Kazi

Accounting, 500+ employees

More than a year

5.0
October 2024

Reporting and integration tools

Pros

Between the convenient integration with other IT products and the detailed reporting features, this software gives businesses the insights they need to make smarter, data-driven decisions and improve sales performance.

Cons

Cost can be on the higher side which may be tough to justify for smaller businesses.

Rating Distribution

Ease of use

9

Value for money

9

Customer Support

9

Functionality

10