Christine McKenzie
Computer Software, 11-50 employees
More than a year
“Top-tier CRM features”
Pros
Hands down, this is a best-in-class CRM. The functionality is incredibly powerful and the platform is familiar to pretty much any IT expert you work with.
Cons
The downside is that the interface feels dated and that still applies even with the newer Lightning version.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
10
Functionality
10
Ian Christian Delos Santos
Consumer Services, 500+ employees
Less than a year
“Team visibility that helps”
Pros
Getting around the tool feels very easy. As a supervisor, I can manage my team without any hassle by using the omni supervisor and it gives me a complete view of everything.
Cons
If I could change one thing, it would be the color scheme. I'd love to see something more lively or even a dark mode for people who prefer that but aside from that, I'd say it's perfect.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
9
Functionality
10
Ronald Moore
Computer Hardware, 500+ employees
More than a year
“Fantastic team communication”
Pros
Communication with team members and forecasting was really simple and that's what I loved most about using it.
Cons
The pricing is a major stumbling block with this software.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
9
Functionality
10
Francesca Hernandez
Non-Profit Organization Management, 11-50 employees
More than a year
“Organization for complex work”
Pros
Its ability to organize information is on another level. You can break lists into segments, monitor performance across multiple projects at the same time and store detailed individual records for both people and organizations...and that still only covers part of what it can do.
Cons
Getting comfortable with the platform definitely takes time. There's a real learning curve and having help from someone experienced makes onboarding much easier. Even after using it for years, I still feel like I'm only tapping into about half of what the system is capable of.
Rating Distribution
Ease of use
7
Value for money
7
Customer Support
7
Functionality
8
Donovan Vogel
Financial Services, 500+ employees
More than a year
“Reliable CRM for business”
Pros
One thing that really works well for us is how positive this CRM has been for our business and the way we use it day to day.
Cons
A feature I don't enjoy is how much time I end up spending in SF every week.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Jacob Word
Packaging and Containers, 1-10 employees
Less than a year
“Customer tracking done right”
Pros
Keeping up with customers and what they need became incredibly simple with this.
Cons
One update removed the quick note option on customer accounts so now the only workaround is attaching a Word document.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
9
Functionality
10
Adam Phillis
Real Estate, 11-50 employees
Free Trial
“great sales team support”
Pros
This is a really helpful tool for managing a sales team and keeping everything organized.
Cons
I've only recently started using it so I can't really point out any downsides yet.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Anonymous
Computer Software, 500+ employees
More than a year
“Helpful database and document tools”
Pros
Interface is simple to navigate and it works really well for managing customer and sales databases. I also appreciate that multiple documents can be uploaded and kept for future reference.
Cons
The licensing cost is quite high and the available options feel limited.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
10
Functionality
10
Eduardo Moreno
Graphic Design, 1-10 employees
Less than a year
“Client management boost”
Pros
What I've appreciated most about it is how it brings all my client information together in one place. That makes it much easier to personalize my interactions and improve communication. The interface feels quite simple so using it is easy and the automation tools help me save time and focus on what actually matters, building relationships. Overall, it has been a really valuable tool for improving my productivity as a freelancer.
Cons
One downside is that getting started can be a bit tricky. It comes with so many features that it may feel overwhelming for people who are just beginning. On top of that, the price can be high for freelancers or small businesses. Customizing certain parts may also require some technical knowledge which can be challenging if you do not have prior experience. In the end although it is a very useful tool, it is not always simple to use or affordable for everyone.
Rating Distribution
Ease of use
5
Value for money
7
Customer Support
7
Functionality
8
Tung Le
Construction, 101-500 employees
Less than a year
“Better for nonprofits”
Pros
The platform was easy to use for work-related tasks.
Cons
It feels like this product is more widely used in the nonprofit space than in the business world.
Rating Distribution
Ease of use
6
Value for money
5
Customer Support
6
Functionality
6
Daria Perederii
Information Technology and Services, 101-500 employees
Less than a year
“Handy client reporting”
Pros
It's really convenient for handling client interactions, putting together commercial pipeline reports and using internally across the team.
Cons
Interface feels a bit outdated and it can become pretty complicated when you're dealing with a lot of data sources and information.
Rating Distribution
Ease of use
7
Value for money
7
Customer Support
8
Functionality
8
Crystal Vartkessian
Computer Software, 101-500 employees
More than a year
“All customer info in one place”
Pros
Keeping all customer information in a single place makes it very convenient to access whenever needed.
Cons
Certain reports can be difficult to generate when using the specific filter parameters required.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
10
Functionality
10
MICHAEL MPOFU
Banking, 101-500 employees
Less than a year
“Better navigation throughout”
Pros
Using it felt easy and the navigation was better than with other options I've tried.
Cons
It's a user-friendly piece of software with navigation that's simple to follow.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
9
Functionality
10
Anonymous
Education Management, 500+ employees
Less than a year
“Top choice for customer management”
Pros
Running a large company gets a lot more manageable with this CRM because it gives real insight into customer management. To me, it stands out as the number one option for businesses especially bigger organizations. It helps keep track of just about everything across the company, from scheduling and advertising to email campaigns and much more. Overall, it's a really valuable tool for organizations.
Cons
This tool has improved a lot over time especially with the regular interface updates that make it more user-friendly. At this point, I really don't have anything to complain about.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
9
Functionality
10
Sukesha Wadalia
Real Estate, 101-500 employees
Less than a year
“CRM process runs smoothly”
Pros
This CRM tool has been really great and helps align the entire process.
Cons
At this point, I haven't come across any drawbacks in the app.
Rating Distribution
Ease of use
8
Value for money
7
Customer Support
7
Functionality
8
Felipe Villarroel
Staffing and Recruiting, 11-50 employees
Less than a year
“Great choice for enterprises”
Pros
Among the tools in this category, this one stands out as the strongest option. It's pretty much essential for large companies and it offers a lot of power. If you need custom functionality, there's plenty of room to build and code tailored solutions.
Cons
It comes at a very high price, feels quite heavy and has a steep learning curve.
Rating Distribution
Ease of use
7
Value for money
9
Customer Support
10
Functionality
9
Martin Bussmann
Chemicals, 500+ employees
More than a year
“Sales automation boost”
Pros
Right from the start, this software has helped us automate most of our repetitive sales tasks which means we can move deals forward and close them much faster. The reporting tools are flexible so we can customize reports and pull exactly the information we need without extra hassle. It also includes collaboration features that give our teams a shared space to work together on sales more effectively. On top of that, the quoting features are simple to use and let us create quotes much more quickly.
Cons
Honestly, everything about it has won us over. At this point, there is nothing we dislike.
Rating Distribution
Ease of use
9
Value for money
10
Customer Support
10
Functionality
10
Mahmut YILMAZ
Food & Beverages, 500+ employees
Less than a year
“simple interface with strong reporting”
Pros
Coming from a very tough CRM program, it really becomes clear how simple a CRM service like this can feel to use. The interface is easy to understand and the reporting section is one of its strongest features.
Cons
The downside is that it's an expensive product and it can still be difficult for some people to use.
Rating Distribution
Ease of use
6
Value for money
5
Customer Support
8
Functionality
8
Mateusz Gowor
Human Resources, 500+ employees
More than a year
“User-friendly and quick”
Pros
Everything about it feels very user friendly. The system is fast and simple and training new employees on it doesn't take much time at all.
Cons
It does slow down occasionally when too much data is being loaded at the same time.
Rating Distribution
Ease of use
7
Value for money
7
Customer Support
8
Functionality
7
Sade McDougal
Non-Profit Organization Management, 101-500 employees
More than a year
“Flexible customer tracking”
Pros
It works wonderfully as a database for customer information, case tracking and correspondence management. Another big plus is how customizable it is which makes it adaptable to different workflows and needs.
Cons
There is a bit of a learning curve when it comes to tailoring it to fit your organization's specific requirements.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
10
Functionality
10