Byron Leggett
Internet, 1-10 employees
Less than a year
“Comprehensive customer management”
Pros
From handling different industries to keeping customer relationships organized, this platform covers a lot. Sending contracts to clients and checking their information is easy and managing data feels efficient rather than messy. The reporting tools are also useful for monitoring company growth and sales over time. On top of that, it gives businesses a great way to stay connected with customers and deliver strong customer service. The customer insights it provides can also help companies better understand client needs and preferences which supports long-term growth.
Cons
One drawback is that customization can be fairly limited when you need the platform to match specific workflows or business processes. There are some options available but they usually only go so far and expanding them can become costly. Another issue is the learning curve especially for non-technical users who may struggle to use all the features effectively without significant training. It also needs ongoing maintenance to keep everything working properly, including patching security issues and making sure customizations stay compatible and updated with the latest version.
Rating Distribution
Ease of use
6
Value for money
7
Customer Support
7
Functionality
8
Faisal Abedin
Marketing and Advertising, 1-10 employees
More than a year
“Centralized sales tracking”
Pros
Every marketing and business tool really needs something like this to track the sales pipeline properly. Managing customer relationships is simple and having all the information gathered in one place makes the software especially useful.
Cons
The UI still needs attention. At times the API does not work properly and sometimes it is not possible to pull information into an Excel sheet. There are also occasional issues with customization.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Alberto Porras Moreno
Marketing and Advertising, 1-10 employees
More than a year
“Complete CRM solution”
Pros
It's a very complete and well-designed software, excellent for managing the sales team and leads.
Cons
Overall, everything works well and I'm happy with it but the price feels high for features that could probably be offered at a lower cost.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
9
Functionality
10
Bethany Senechal
Retail, 101-500 employees
More than a year
“Simple user experience”
Pros
Everything is very easy even for someone like me who isn't technical at all.
Cons
Honestly, I can't think of any downsides right now, it's been positive across the board.
Rating Distribution
Ease of use
9
Value for money
10
Customer Support
9
Functionality
10
Aaron Freedman
Real Estate, 101-500 employees
More than a year
“Flexible customization features”
Pros
The feature set and customization in this product have been really great. The profile and social media side is useful too and it makes managing prospects much more convenient.
Cons
One ongoing frustration is how often it loads very slowly and updating phone numbers or other contact details feels like a chore. Those updates are possible but they take too much time because the servers are slow to load and reload.
Rating Distribution
Ease of use
7
Value for money
5
Customer Support
7
Functionality
6
Anonymous
Electrical/Electronic Manufacturing, 101-500 employees
Less than a year
“Clean mobile interface”
Pros
The simplicity, fluid navigation, clean design and mobile app make it very pleasant to use.
Cons
Nothing specific to point out since training was provided.
Rating Distribution
Ease of use
8
Value for money
7
Customer Support
7
Functionality
8
Michael Blalock
Publishing, 1-10 employees
More than a year
“Organized contact management”
Pros
Having our contact database organized into separate groups made it much easier to target each audience and send the right messages to the right people. We also got a lot of value from the sales tracking, scheduling and lead and customer follow-up tools. On top of that, the tasks feature became a big part of how we handled project management, sales management and ongoing follow-up.
Cons
Only downside was that it wasn't very simple at first so it took a while to figure out how to use it properly.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
9
Functionality
10
John B Watson
Information Technology and Services, 101-500 employees
Less than a year
“Easy API integration”
Pros
Getting around the software is easy and it connects natively through APIs with all of our systems.
Cons
The downside is the per-user pricing and the added integration costs for software that still isn't supported, such as D-Tools which we use as our quoting tool for many projects.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
9
Functionality
10
Cristofer Eikenes
Computer Software, 500+ employees
Less than a year
“Standardized workflow system”
Pros
It handles a lot of functionality and works really well for aligned systems that fit its standardized setup.
Cons
It feels tough to use and there's a sense that real development is unlikely because you're pushed toward buying add-on modules instead. Customer service also hasn't been especially helpful and the premium fee ends up feeling like money wasted, honestly.
Rating Distribution
Ease of use
8
Value for money
7
Customer Support
7
Functionality
8
Jonathan Scott
Capital Markets, 1-10 employees
More than a year
“Strong prospect tracking”
Pros
It was easy to use and it's been an excellent tool for tracking prospects and managing contacts across our sales work. It does a really strong job of keeping the sales team aligned around one consistent methodology.
Cons
The downside is the price. It isn't inexpensive and the more customization you add, the more expensive it becomes. The company also has a very sales-driven feel to it.
Rating Distribution
Ease of use
10
Value for money
7
Customer Support
10
Functionality
10
Jasper Jerry
Dairy, 1-10 employees
Less than a year
“Excellent customer support”
Pros
I think the biggest standout has been the customer care team. Everyone knows support is such an essential part of any business and this service takes it to another level in a way that had really been missing before.
Cons
For a startup, the pricing feels a little high at first but it still feels worth paying for because of the growth and development it can support.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
9
Functionality
10
Tun Melugin
Construction, 1-10 employees
Less than a year
“Effortless onboarding”
Pros
Getting started with it felt very easy. Most of the features handle things automatically which makes the whole experience feel effortless.
Cons
I haven't run into any problems with it so far.
Rating Distribution
Ease of use
9
Value for money
10
Customer Support
10
Functionality
10
Mahara Swaroopan
E-Learning, 500+ employees
More than a year
“Lead activity tracking”
Pros
Keeping track of a lead's past and current activity within the organization is very convenient. It also helps a lot with planning upcoming lead actions and carrying them out effectively.
Cons
Sometimes when activities are updated in bulk, they take a while to appear in the lead's history.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
9
Functionality
10
Menna Praticante
Consumer Goods, 500+ employees
More than a year
“Customer service tracking”
Pros
Right from the start, this tool has been very user friendly. It makes it simple to log customer inquiries, track service activity and go back to past records whenever needed. We use it to monitor the customer experience and review things each month so we can keep improving how we support our customers.
Cons
At this point, I don't feel like any features are missing or that there's anything that needs to be added. It's easy to use and I would definitely recommend it to others.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
10
Functionality
10
sheny Yllarramendi
Education Management, 500+ employees
More than a year
“Detailed category management”
Pros
You can create as many categories as your company needs and the platform is very complete when it comes to managing detailed information.
Cons
It's a bit difficult to use at the beginning but once you learn how the system works, everything becomes quicker and you have all the contact information you need in one place.
Rating Distribution
Ease of use
6
Value for money
7
Customer Support
7
Functionality
8
Justin Lee
Hospital & Health Care, 500+ employees
Less than a year
“Remote work friendly tool”
Pros
As a stay-at-home parent, this software has been incredibly helpful. Working from a computer makes online systems accessible to just about anyone and honestly, it feels like the best option for getting the job done.
Cons
I really don't have any complaints about this software. It has served me very well over the past year, I've used it many times and I'd absolutely recommend it to anyone wanting a better system.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Anonymous
Accounting, 101-500 employees
Less than a year
“Simple navigation layout”
Pros
Right away, getting around the platform felt very easy especially with the different options and features available. Everything is laid out in a way that makes it simple to navigate and use.
Cons
At times, it can get a bit slow when too many people are using it at once.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
9
Functionality
9
Anonymous
Architecture & Planning, 500+ employees
Less than a year
“Fast sales tracking”
Pros
I can track sales within this in a very short amount of time.
Cons
It also comes with a lot of features to work with.
Rating Distribution
Ease of use
9
Value for money
10
Customer Support
9
Functionality
10
Adrian Miller
Environmental Services, 500+ employees
Less than a year
“Strong account organization”
Pros
Keeping my book of business organized is much more manageable with this. It helps me maintain a steady pipeline and I can assign priorities to accounts that need closer attention while still cycling through more than 400 accounts over the course of the month. It genuinely makes day-to-day work much simpler and the team keeps improving it with added attachments and enhancements that make it even more useful.
Cons
One thing I'd like to see improved is duplicate account detection especially when it comes to recognizing whether an account is actually a separate location instead of a duplicate. That said, it's a pretty minor issue and only rarely gets in the way of my work.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
9
Functionality
10
Andre Ribeiro
Computer Software, 500+ employees
More than a year
“Advanced reporting tools”
Pros
The reporting features are excellent for tracking progress and staying on top of execution.
Cons
Maintenance and adjustments really need someone with strong technical knowledge which can sometimes create a backlog of requests.
Rating Distribution
Ease of use
9
Value for money
10
Customer Support
9
Functionality
10