Kyler Vega
Packaging and Containers, 101-500 employees
More than a year
“Lead conversion & tracking”
Pros
Turning leads into customers feels very easy with this, quoting is quick and keeping track of opportunities is just as simple. Really love using it.
Cons
I honestly don't have any complaints. It's been an excellent system to work with, everything has gone well and I'm very happy with it. Thank you for everything.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
9
Functionality
10
Robert Galle
Printing, 101-500 employees
More than a year
“Functionality that delivers”
Pros
Compared with the other tools I've used, this one stands out and a lot of that comes down to the functionality. It plays a big role in helping me succeed which is easily its biggest advantage. Being able to use the software the way it was meant to be used without unnecessary friction should always be a top priority and this does that well.
Cons
There really aren't many downsides to mention. If I had to point to one area that could use improvement, it would be the calendar and the way it works. I'd like to see a few adjustments there but beyond that, the positives clearly outweigh the negatives.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
9
Functionality
10
Laxminarayana Chintakindi
Information Technology and Services, 500+ employees
More than a year
“good to go..”
Pros
A big plus here is the unique technology, the cloud-based interface, the infrastructure and the customer support. Everything feels well put together and works the way I expect.
Cons
At this point, I really don't have any complaints. They should just keep doing what they're doing.
Rating Distribution
Ease of use
9
Value for money
10
Customer Support
10
Functionality
10
Briana Fraser
Medical Practice, 11-50 employees
More than a year
“Efficient selling solution”
Pros
Using this software feels very easy and it's highly efficient for any company looking to sell its products and services.
Cons
It does cost a bit more than some other software options and it doesn't include free CRM services but aside from that, it's still a really great tool.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
9
Functionality
10
Anonymous
Security and Investigations, 500+ employees
More than a year
“simple reports and visuals”
Pros
Getting started with it feels very easy and the reporting and data visualization tools are simple to work with.
Cons
Initial setup and customization can be a bit rough at first sometimes.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
10
Functionality
10
Shawn Prime
Computer Software, 500+ employees
More than a year
“Customizable but overly complex”
Pros
It works really well for tracking opportunities through every stage of the sales cycle. One of the biggest strengths is how customizable it is and I've seen it set up very differently at each company where I've used it.
Cons
Downside is that it's extremely complex. At every company I've been at, people have said their instance is a complete mess. It also really needs stronger checks and controls before new accounts are created because it's common to end up with hundreds of accounts that should have been a single one.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
10
Functionality
10
Peter Hoger
Marketing and Advertising, 500+ employees
More than a year
“Reliable sales solution”
Pros
After five years of using it, I honestly can't point to any weaknesses. It covers every function a sales organization could need and it consistently feels efficient, professional and innovative. It's the only solution I would confidently recommend to sales professionals.
Cons
One thing I really appreciate is the logic behind the platform especially how simple and efficient it is to use.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Kristin Campbell
Consumer Electronics, 500+ employees
More than a year
“Well-organized and simple”
Pros
Everything is laid out really well. Once you get into a routine, it feels natural and all the tools are right where you expect them to be.
Cons
There's a bit of a learning curve at the beginning. It can seem confusing at first but it becomes clear pretty quickly once you start using it regularly.
Rating Distribution
Ease of use
7
Value for money
9
Customer Support
9
Functionality
10
Steve Moore
Financial Services, 1-10 employees
Less than a year
“Sales tracking essential”
Pros
From daily updates to the sales tracking database, task manager and calendar, this tool has become a core part of every sales rep's routine within our group. It's not only incredibly simple to use but also highly productive for all of our sales associates.
Cons
There is a noticeable lag when using the platform which could be related to bandwidth or the laptops we're working on. At the moment, we're reporting several issues that come up during everyday use.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
10
Functionality
9
Anonymous
Telecommunications, 500+ employees
Less than a year
“Handy phone integration”
Pros
Connecting it with my phone works really well and getting around the system feels simple.
Cons
Live chat tool could use more customization options and it would be better if interactions were easier to record.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
9
Functionality
10
Heide Rembold
Marketing and Advertising, 1-10 employees
Less than a year
“Well-organized client profiles”
Pros
Keeping everything organized was the part I appreciated most. Each client had their own profile and there were multiple connections tied to that client yet it all remained pretty easy to follow.
Cons
Honestly, there wasn't much to dislike about the program. I wasn't as involved as others may have been since we didn't use every feature but I still never ran into any problems.
Rating Distribution
Ease of use
9
Value for money
10
Customer Support
10
Functionality
10
Toya Maxfield
Legal Services, 101-500 employees
More than a year
“Integrations all around”
Pros
One of the best parts of this platform is how well it connects with almost every other tool out there. That kind of integration makes it really valuable and convenient to use.
Cons
My only real complaint is that I wish frontline users had a built-in way to log issues directly in the platform. It would make it much simpler to highlight problems that need workflow changes or process improvements.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
10
Functionality
10
Caroline Schimmenti
Information Technology and Services, 500+ employees
More than a year
“Central business hub”
Pros
There's a lot packed into it and the customization options are a big plus. It also connects with a wide range of external apps and SaaS tools which makes it much easier to see the full picture of the business and day-to-day operations. Another thing I appreciate is that they now offer solutions for different business units and teams across an organization so having everything under one central platform is really valuable.
Cons
Moving to this tool has been slower than expected. Because the software is so large some functions still haven't been updated to the newer interface which can make the experience feel a bit fragmented. It's also not really something you can just set and forget, you usually need a dedicated person or even a team to manage it and handle the customization for your organization.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
9
Functionality
9
Joel Martin
Electrical/Electronic Manufacturing, 500+ employees
Less than a year
“All-in-one workspace”
Pros
There are tons of features packed into it and it's been incredibly helpful for managing tasks, tracking issues, handling customer service and more. It feels very complete and I can add comments to individual tasks, assign people to each one and keep everything organized in one place. I'd definitely recommend it.
Cons
Getting started can feel a little overwhelming and some training is really needed to use it well. Because there are so many features, it's pretty easy to feel lost at first.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
9
Functionality
10
Francoise Mueller
Health, Wellness and Fitness, 500+ employees
More than a year
“helpful lead insights”
Pros
It's been very informative and really helps me pinpoint strong, reliable leads.
Cons
Every now and then it has small glitches but they're usually resolved within a few minutes or fixed with a quick reboot.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
10
Functionality
8
Melissa Coignard
Staffing and Recruiting, 500+ employees
More than a year
“Calendar reminders keep us on track”
Pros
The calendar setup and reminder alerts are probably my favorite part of this software. It's really easy to let a task slip without a reminder but with this system in place, you always know what needs to get done.
Cons
Honestly, I don't have anything negative to say about my experience using it.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Terri Garcia
Financial Services, 1-10 employees
Less than a year
“Everything in one place”
Pros
It was simple to figure out how to move between the features I used every day at work. I enjoyed using it because so much information was available in one place. It really reduced the time spent searching since everything was kept within a single system and that was easily my favorite part of the software.
Cons
This software lived up to all of my expectations. I honestly didn't run into any downsides while using it.
Rating Distribution
Ease of use
9
Value for money
10
Customer Support
9
Functionality
10
Jacopo Benefico
Sports, 500+ employees
More than a year
“simple workspace with rich features”
Pros
The product feels simple to use. It comes with a wide range of features which makes it possible to manage different services within the same cloud, such as reports, training camp, emails, ratings and more.
Cons
Personally, I think the graphic design has room for improvement.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
9
Functionality
10
Brett Johnson
Automotive, 11-50 employees
Less than a year
“Sales team stays aligned”
Pros
Right away, this became more than just a user-friendly tool for us. It's been genuinely valuable for every sales associate in our group because the reminders, sales-tracking database, task manager and calendar have all turned into essential parts of each salesperson's day-to-day routine at the dealership. Since we work in a fast-moving environment that is always changing, having a system that keeps the whole Sales team aligned on where every vehicle stands in the sales, finance and service process is critical. It helps us make the most of every possible deal and move units as quickly and efficiently as we can while still keeping cost effectiveness in mind.
Cons
At this point, I honestly haven't run into any downsides. The software has been extremely useful for keeping my Sales team informed, on time, better at converting leads and more engaged in their overall performance. The daily reminders also help hold each salesperson accountable for their tasks and follow-ups which has made a noticeable difference.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
9
Functionality
9
Cayla Halliday
Financial Services, 500+ employees
More than a year
“Customization and visibility”
Pros
One of the best parts is how much you can tailor it to fit your organization's specific needs. Having so much data readily available in one place keeps everyone informed about potential leads, existing contacts and accounts and it also helps keep tasks moving across teams around the world.
Cons
That flexibility can also become a challenge though. Since it's so customizable, user requests can quickly grow beyond what's realistic so it's really important to set clear boundaries and manage expectations early during implementation.
Rating Distribution
Ease of use
9
Value for money
10
Customer Support
9
Functionality
10