Bill Lennox
Education Management, 1-10 employees
Less than a year
“Complete customer view”
Pros
Having everything in one place really helps, customer data, account details and past interactions are all centralized so our team gets a full picture and can manage relationships much better.
Cons
To be honest, the cost can climb pretty fast and you have to keep an eye on the extra fees. It also takes some time to get used to. I wouldn't call that a full negative but when things don't click quickly some people tend to give up halfway through.
Rating Distribution
Ease of use
7
Value for money
7
Customer Support
8
Functionality
8
Anonymous
Outsourcing/Offshoring, 500+ employees
More than a year
“Reliable platform for scaling teams”
Pros
Back when I was starting out in BPO and outsourcing, this was the first major platform I got hands-on with and it made a strong impression right away because of how efficient and user-friendly it was. The interface feels simple, the data is dependable and getting everything set up is surprisingly quick so teams can get up and running without much training. It's a powerful tool that has helped many businesses simplify operations, strengthen customer management and achieve real, measurable growth. The overall impact is genuinely impressive and I have no doubt it still plays a big role in helping organizations grow and succeed.
Cons
After using it for many years, I can honestly say that even if I don't point out every single feature, I have a lot of confidence in how the platform keeps evolving. It has consistently shown a strong ability to innovate and I'm sure there are even more useful improvements and advanced features still to come. As technology keeps moving forward, this tool continues to adapt as well which helps it stay modern and capable of meeting the changing needs of businesses.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
9
Ljs Sgn
Information Technology and Services, 500+ employees
More than a year
“Sales data hub”
Pros
It's a full CRM packed with features and it lets you manage the entire sales cycle in one place. It really serves as the central hub for all sales data.
Cons
Interface could be more user-friendly and there's definitely a learning curve. It can feel complicated to learn and use especially for someone using it for the first time.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
10
Functionality
9
Jim Chou
Information Technology and Services, 500+ employees
More than a year
“Flexible ticket tracking”
Pros
Setting up an issue tracking form for customers to submit and follow their tickets was pretty easy with this. It also works well for connecting with our internal bug tracking system which has been very useful.
Cons
It still takes some training to make changes to the workflow especially for things like hard/soft consults, escalation steps and case routing rules.
Rating Distribution
Ease of use
9
Value for money
10
Customer Support
10
Functionality
10
Robin Weir
Health, Wellness and Fitness, 101-500 employees
Free Trial
“Centralized lead tracking”
Pros
Working in dental marketing, I've appreciated having one central place in Sales Cloud to capture and manage every inquiry coming in from Google Ads, Facebook and our website. The automated lead assignment is especially helpful because it makes sure new patient calls and form submissions don't get missed. I also like that the lead stages can be customized so our practice can build pipelines around consultations, insurance verification, treatment plans and follow-up sequences.
Cons
For a single-location practice, this program may not be the best fit. It can come across as expensive and a bit too much compared with simpler dental CRMs. Bringing it to front desk staff can also be a challenge since training on another system may feel overwhelming when they're already balancing phones, scheduling, insurance tasks and patient interactions.
Rating Distribution
Ease of use
6
Value for money
6
Customer Support
8
Functionality
8
Anonymous
Non-Profit Organization Management, 500+ employees
More than a year
“All-in-one sales tool”
Pros
Having everything in one place is a big plus. It brings together all sales data, including how much revenue has been made, seller details like phone numbers and addresses and even the time spent on projects.
Cons
There are so many settings, features and details packed into the software that a new user can easily feel overwhelmed and get confused while trying to navigate it.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
10
Functionality
9
Anonymous
Information Technology and Services, 500+ employees
More than a year
“Top-tier pipeline visibility”
Pros
Across a lot of organizations, this has consistently felt unmatched to me. The opportunity and pipeline tracking are powerful and the reporting and dashboards are very strong as well.
Cons
Only real downside is that whenever customization is needed, every single change seems to come with a very high price tag.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
10
Functionality
9
Martin Lococo
Computer Networking, 500+ employees
More than a year
“Customer tracking suite”
Pros
It covers a lot in one place, letting you keep up with customers, opportunities, quotes and even contracts. It also comes with plenty of built-in reports and creating your own or filtering the data the way you need is very easy.
Cons
There really isn't much to complain about. Since it's such a full-featured platform, the cost is a bit higher compared with simpler CRM options.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
10
Functionality
9
Liz Stoin
Medical Devices, 101-500 employees
Less than a year
“Great interface and value”
Pros
This platform has been fantastic to use. The interface feels phenomenal, getting everything set up was really easy, scheduling is simple and overall usability is easily a 9.5.
Cons
Honestly, I've loved pretty much everything about it. It may be a little pricey but that feels pretty subjective these days and the value for money is definitely there.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
10
Functionality
10
Ramona Lee
E-Learning, 101-500 employees
Less than a year
“Clear dashboards”
Pros
Having everything in one place really helps keep my pipeline organized. It works well for tracking opportunities, staying on top of follow-ups and checking progress at a glance. The dashboards are clear and simple to customize which makes it easier to focus on the deals that matter most.
Cons
At times, it does feel a little awkward or slow especially when moving between different views. That part can definitely be frustrating.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
10
Functionality
9
Anonymous
Logistics and Supply Chain, 11-50 employees
Less than a year
“amazing pipeline and fast support”
Pros
A clear pipeline of this software has made a big difference since I can easily stay on top of every lead, activity and deal stage. It has also done a really good job of reducing manual work. On top of that, the customer support is quick to respond and the interface is simple enough to understand without much trouble.
Cons
It can feel a little complex for new users at first and setting everything up properly takes time along with someone experienced to manage it well. The cost can also become quite high especially when you start adding extra modules or integrations.
Rating Distribution
Ease of use
8
Value for money
7
Customer Support
8
Functionality
7
John Galante
Accounting, 500+ employees
Less than a year
“Client view and dashboards”
Pros
Having a 360-degree client view really improves relationship tracking and gives much better visibility into the pipeline. The visual dashboards make reporting clearer and the workflow automation helps the team work more efficiently while uncovering useful insights.
Cons
As the team grows, the overall cost climbs quickly because of licensing, add-ons and additional seats. It's also a bit too easy to delete data by mistake and the interface can feel cluttered at times.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
10
Functionality
10
Milena C
Marketing and Advertising, 1-10 employees
More than a year
“Customer tracking made easy”
Pros
It's a very detailed customer management system with a wide range of information you can store organize and track. Even with how much data it handles, managing everything still feels easy.
Cons
Biggest downside is the price. The full version can be expensive for a small business and getting help from customer support also adds to the overall cost.
Rating Distribution
Ease of use
8
Value for money
6
Customer Support
6
Functionality
8
Anonymous
Banking, 101-500 employees
Less than a year
“Reliable support and scheduling”
Pros
Bugs and technical issues are usually rare and customer support has been very helpful whenever we've needed assistance. The scheduling features work well and do a good job of keeping the team updated on ongoing tasks and activities.
Cons
Sometimes customizing fields and moving through the platform settings can take longer than it should. The interface is decent but for the price and the size of the company behind it, I expected module setup to feel more convenient.
Rating Distribution
Ease of use
8
Value for money
7
Customer Support
8
Functionality
7
Philip Milano
Education Management, 500+ employees
Less than 6 months
“Helpful data hub but complex tool”
Pros
One thing that's nice is having all the data aggregated and kept together in a single place. It also includes a system for escalating issues which helps route them to the right team.
Cons
The platform can be difficult to work with and isn't very user friendly. You really need training to make proper use of its functions and it's expensive as well.
Rating Distribution
Ease of use
4
Value for money
4
Customer Support
6
Functionality
4
Lance LaRosa
Internet, 101-500 employees
Less than a year
“Great across teams”
Pros
It's been incredibly helpful across multiple teams and everything feels very fluid. Absolutely love using it, it's awesome.
Cons
Mobile app and Canvas still need a lot of updates for our techs and sales team and those changes can feel tough. Would really love to see the bugs fixed.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
10
Functionality
9
Ryan C.
Real Estate, 101-500 employees
More than a year
“Reliable CRM insights”
Pros
This CRM handles the job it's meant to do and gives each user the data they need. Running queries is easy and simple enough to work with.
Cons
I really don't have any complaints at this point. My team doesn't use it very often but whenever we do, it works without any problems.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Jennsy Suyapa Flores Caceres
Writing and Editing, 101-500 employees
Less than a year
“Helpful order visibility”
Pros
During customer support calls, having the client details and the latest order activity visible in one section of the screen is really useful. It gives a quick overview of the ticket and helps build an immediate understanding of the situation. Each company can manage things independently and in our case it also helped keep every agent's actions clear.
Cons
One frustrating part is that the system doesn't flag duplicate messages when the same information is entered twice which can easily create confusion during a call or while resolving a ticket when you only have a few minutes to fix a client issue. We also had times when the system went down during peak season and that was very frustrating.
Rating Distribution
Ease of use
8
Value for money
8
Customer Support
8
Functionality
7
Chris Combo
Sports, 101-500 employees
Less than a year
“Reporting for every level”
Pros
From high-level summaries to very detailed reporting, it covers every reporting detail I need to work with. It can be as broad or as granular as necessary which makes it useful for all levels of management.
Cons
At times, moving from one opportunity to another feels a bit awkward. On some pages, it also takes several clicks before the information finally loads.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
10
Functionality
10
Oliver Kim
Telecommunications, 500+ employees
Less than a year
“Sales workflows and insights”
Pros
Using it has helped me align my processes so I can close deals more quickly and strengthen relationships with clients. Having everything centralized on one platform makes it much easier to track negotiations and spot more sales opportunities through consistent follow-up. I also appreciate how fully it connects marketing, e-commerce and customer service which gives me a lot more flexibility in the way I work. The features it offers are exactly the kind I need to fit into my day-to-day routine.
Cons
Honestly, the platform itself has worked flawlessly for me. The only downside I've noticed over time is that the training can be very long and, with so much information packed in, it sometimes becomes tedious to get through.
Rating Distribution
Ease of use
8
Value for money
10
Customer Support
10
Functionality
10