Anonymous
Philanthropy, 500+ employees
Less than a year
“Built around business needs”
Pros
Right from the start, this felt like a very dynamic platform that could be fully tailored to match our organization's requirements. Other tools we looked at just couldn't handle our process properly without needing major enhancements or extra integrations.
Cons
At the beginning, we didn't have any in-house expertise so we were entirely dependent on our integration partner. We've since addressed that though and it has helped us respond to changes much faster.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
9
Functionality
10
Anonymous
Consumer Services, 500+ employees
More than a year
“Valuable CRM solution”
Pros
After spending some time learning how it works, it turns into an incredibly valuable CRM tool. The ticketing side is clean and fairly simple and a lot of the workflow runs automatically once your settings are in place. It covers all the essential functions too, like sending emails, adding comments, storing contacts and more. There's also chat functionality and if that is automated, it can help customers reach you in just a few clicks. As a knowledge base, it feels very complete because everything that happens in the system stays there for anyone to check later, including not just articles but previous tickets as well.
Cons
Learning curve can be a bit tough especially for brand-new users so it is not the most beginner-friendly platform at first. Since it keeps all CRM data in one place, searching for something very specific can also become frustrating if your keywords are not precise enough. Even though the results are organized by type, you can still end up with too many matches to go through manually.
Rating Distribution
Ease of use
8
Value for money
9
Customer Support
10
Functionality
10
Loren Anne Barabat
Outsourcing/Offshoring, 500+ employees
More than a year
“Fast and easy to use”
Pros
Navigation feels very simple, the pages load quickly and the overall design looks really well done too.
Cons
At this point, I haven't come across anything in the app that I dislike. Everything has been going well so far.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
10
Functionality
10
Umang Rai
Packaging and Containers, 500+ employees
More than a year
“Centralized account management”
Pros
Functionality is really great and having all sales and account management activities in one central place has been a big advantage.
Cons
One challenge has been the lack of training and limited understanding among some other team members.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
9
Functionality
10
Anonymous
Computer Software, 101-500 employees
Free Trial
“Flexible and user friendly”
Pros
The interface feels simple and welcoming and the customizable features make it adaptable to different needs.
Cons
Getting everything configured at the beginning can be a bit complicated and the pricing can end up feeling costly for users.
Rating Distribution
Ease of use
7
Value for money
9
Customer Support
9
Functionality
10
Tiffany Sodano
Electrical/Electronic Manufacturing, 500+ employees
Less than a year
“Organized client management”
Pros
Having all accounts, clients and leads gathered in one place is the biggest advantage. It makes client management much more organized and it also helps a lot when a sales rep leaves unexpectedly because someone else can step in and take over the account without much trouble.
Cons
I do think the tool needs more training and support for users. It would also be better if the platform were more user-friendly.
Rating Distribution
Ease of use
8
Value for money
7
Customer Support
7
Functionality
8
Sean McKenna
Food & Beverages, 500+ employees
More than a year
“Powerful customization options”
Pros
Level of customization is the biggest advantage. Getting it configured to match the way your business operates isn't always easy but if you're committed, you can make it work really well.
Cons
Right out of the box, it doesn't offer much value and really needs a lot of customization before it fits your business properly.
Rating Distribution
Ease of use
9
Value for money
10
Customer Support
10
Functionality
10
John Badlato
Food & Beverages, 101-500 employees
Less than a year
“Organized quality management”
Pros
Handling product deviations and formulation changes from a quality perspective works really well in this software. Recording updates tied to specific products or formulas my company is working on is very easy and it keeps that process well organized.
Cons
One downside is that some details are split across different windows. Because of that, I can't just open one page and see both the deviation description and the assigned deviation number together.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
10
Functionality
10
Dustin Miller
Retail, 11-50 employees
More than a year
“Easy navigation”
Pros
The platform is simple to navigate, easy to access and the layout looks nice overall.
Cons
There were a few minor glitches during login.
Rating Distribution
Ease of use
9
Value for money
10
Customer Support
10
Functionality
8
Melanie Kosev
Marketing and Advertising, 11-50 employees
Less than 6 months
“User friendly platform”
Pros
Switching from our previous system has been a big improvement. The organizational tools are excellent and the platform feels very user-friendly overall. Really impressed with how usable it is.
Cons
There is a bit of a learning curve at the beginning but once you get familiar with the platform, it becomes very useful.
Rating Distribution
Ease of use
7
Value for money
9
Customer Support
9
Functionality
10
Chinmay Subray Bhat
Information Technology and Services, 500+ employees
More than a year
“Powerful cloud solution”
Pros
Right away, the platform stands out for features like automations, analytics and data management. Since it's cloud-based, there's no need to worry about maintaining on-premises servers which is a big advantage. Its mobile access is also among the best compared to other competing tools. On top of that, the large active community makes the support really impressive and helpful.
Cons
One thing to keep in mind is the pricing structure and the overall complexity, as both can be a concern. Also while the mobile accessibility is definitely strong, the actual functionality available on mobile still feels quite limited in my opinion.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
9
Functionality
9
Ibrahim Tarek
Banking, 500+ employees
Less than a year
“Essential for startups”
Pros
This is pretty much the best app out there for startups and businesses overall. I'm building my startup right now and I use it every single day for deployments, lead generation and growing the business. It saves me a huge amount of time that I'd probably be wasting without it.
Cons
At times, I do get a little lost when I'm trying to find something specific but the tutorial inside the program usually helps point me in the right direction.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
9
Functionality
10
Nikoloz Chanturia
Entertainment, 1-10 employees
Less than a year
“Efficient lead management”
Pros
Having key features like pipeline management and segmentation built into the platform makes day-to-day work much more efficient. All lead information is available right from the main dashboard so there's no need to keep opening each individual lead profile. The nested tabs are also really helpful especially when working several leads at once because they make the overall workflow feel much more organized and convenient.
Cons
Reminder and call setup feature didn't work properly around 40% of the time which was frustrating. On top of that, in about 10% of cases, leads stayed in the pipeline even after calls were made or after they were supposed to be removed.
Rating Distribution
Ease of use
7
Value for money
8
Customer Support
7
Functionality
8
Rich Cruz
Real Estate, 11-50 employees
More than a year
“Flexible integrations”
Pros
It connects well with most systems and the data structure lines up nicely with the majority of peripheral software it works with. Admins also have plenty of flexibility to customize and create Objects, Fields, Reports and Apps based on the needs of the business.
Cons
One downside is that direct product support isn't available. Support and implementation are handled by third-party providers which can get expensive. On top of that, the integration with Constant Contact has had ongoing issues for months and still hasn't been resolved.
Rating Distribution
Ease of use
9
Value for money
8
Customer Support
8
Functionality
10
Max Oks
Information Technology and Services, 1-10 employees
Less than a year
“Highly versatile platform”
Pros
One of the best things about this product is how versatile it is. That flexibility makes it a really strong reason to use it.
Cons
I just wish there were more visual options for configuring it.
Rating Distribution
Ease of use
9
Value for money
10
Customer Support
10
Functionality
10
Clement Chardon
Management Consulting, 500+ employees
Less than a year
“Customizable and powerful”
Pros
Once you really get the hang of it, this tool becomes essential for managing pre-sales, customers and prospecting. The reports are comprehensive and just about everything can be customized.
Cons
It honestly takes several weeks to learn how to use the tool properly.
Rating Distribution
Ease of use
8
Value for money
8
Customer Support
7
Functionality
8
Fatma Khaled
Consumer Services, 500+ employees
More than a year
“Easy information search”
Pros
Searching for any information I need is easy and the tool doesn't feel complicated at all.
Cons
Haven't run into any difficulties while using it.
Rating Distribution
Ease of use
9
Value for money
10
Customer Support
10
Functionality
10
Brandon Harper
Financial Services, 101-500 employees
Less than a year
“Simple customer communication”
Pros
Right from the front end, this software is very simple to use. Our teams can keep communicating with customers without any trouble.
Cons
I'm not very familiar with the back-end side of it but I've heard from our teams that setting up certain workflows can be a challenge.
Rating Distribution
Ease of use
7
Value for money
8
Customer Support
7
Functionality
8
Benjamin FARGUET
Insurance, 101-500 employees
Less than a year
“Helpful client management”
Pros
Excellent for managing client files, it gives clear reports on the latest actions, helps track the next steps to put in place and makes follow-up reminders easy to organize. There's also a wide range of stats available which is really useful for improving commercial performance and keeping a close eye on management follow-up.
Cons
The interface feels a bit outdated and could use a better layout and visual refresh to make the software more simple and nicer to work with every day.
Rating Distribution
Ease of use
7
Value for money
7
Customer Support
7
Functionality
8
Mentor Gjylbegu
Non-Profit Organization Management, 11-50 employees
Less than 6 months
“Improves organization”
Pros
Its efficiency and optimization keep our work very well organized.
Cons
Some features still need ongoing updates.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
9
Functionality
10