Coral Perez
Banking, 500+ employees
Less than a year
“Very user-friendly”
Pros
One thing I really appreciate is how user-friendly this software is. If you make a mistake while completing an application, it won't let you continue without pointing it out first. It clearly shows where the error happened and gives tips or details on how to correct it. That makes a huge difference because I've used other systems where I could enter a whole new application with a mistake in it and not find out until everything was already finished.
Cons
Honestly, I wouldn't change anything about this software. It's very user-friendly and that says a lot coming from someone who isn't very tech-savvy. I would keep it exactly the way it is.
Rating Distribution
Ease of use
9
Value for money
10
Customer Support
9
Functionality
10
Alexander Walker CFP
Financial Services, 11-50 employees
More than a year
“great contact tracking features”
Pros
It handles the fundamentals really well and also gives you fairly detailed contact tracking along with a great sales funnel.
Cons
Getting around the system doesn't feel very simple though. Entering data still comes across as awkward and not very efficient.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
10
Functionality
10
semi jaafar
Consumer Services, 500+ employees
More than a year
“Simple updates but tracking needs work”
Pros
The system works well overall, it's easy to use and the updates are simple to handle.
Cons
It still needs reminders so nothing gets missed and the traceability of actions within the feature should be improved.
Rating Distribution
Ease of use
9
Value for money
10
Customer Support
10
Functionality
10
Melissa Chase
Transportation/Trucking/Railroad, 1-10 employees
More than a year
“All calendars in one place”
Pros
Keeping track of leads and existing customers is really easy with this. I was also able to merge all of my calendars and connect them which made it simple to view every scheduled event in one spot and add new ones without any hassle.
Cons
The app didn't always behave the way I wanted it to although the web version is excellent. Aside from that, I honestly don't have much to complain about.
Rating Distribution
Ease of use
9
Value for money
10
Customer Support
10
Functionality
10
Khalid Arbaoui
Computer & Network Security, 500+ employees
More than a year
“Helpful customer database”
Pros
Getting started with this software is very simple and it's genuinely useful. Almost anyone can pick it up quickly and learn how to use it without much effort.
Cons
One thing I really appreciate is the customer database it keeps saved, along with how easy it is to use. It's also very helpful for companies that provide support to their customers.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
9
Functionality
10
Anonymous
Logistics and Supply Chain, 101-500 employees
More than a year
“Total team upgrade”
Pros
This CRM has been a complete game changer for us and really pushed our team to the next level.
Cons
Pricing is a bit hard to swallow at first but the value shows up right away.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
9
Functionality
10
Miranda Miller
Marketing and Advertising, 500+ employees
Less than 6 months
“Strong brand but steep learning curve”
Pros
Biggest plus for me is the platform's strong brand recognition and the credibility that comes with using it.
Cons
Getting around the platform is challenging because it isn't very user friendly. It takes a lot of training to use properly and many parts just don't feel simple.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
9
Functionality
10
Matthias Jaeger
Logistics and Supply Chain, 500+ employees
More than a year
“Helpful sales insights”
Pros
Overview this tool gives me is really useful. It helps me dig deeper into my sales territory and run more detailed analysis. It's also simple to use and saving contacts is done in a clean and well-organized way.
Cons
News section doesn't add much value. In almost all cases, the news shown isn't relevant to the account I'm checking so it mostly feels distracting.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
10
Functionality
10
Maciej Politynski
Pharmaceuticals, 500+ employees
Less than a year
“Analytics and rich features”
Pros
Being able to pull analytics and data from the software so quickly is the biggest plus for me and it also comes with a wide range of functions that make it very capable.
Cons
The hardest part about this software is the steep learning curve when you're just getting started.
Rating Distribution
Ease of use
9
Value for money
10
Customer Support
10
Functionality
10
Anonymous
Financial Services, 1-10 employees
More than a year
“Customization options”
Pros
The level of customization is excellent and it integrates really well with other systems.
Cons
Getting those customizations and integrations done usually means hiring specialists who already know the platform well.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
9
Functionality
9
Anonymous
Computer Software, 101-500 employees
More than a year
“Module integrations”
Pros
One thing I really appreciate is how well it connects with the platform's other modules, whether that's Service Cloud or Pardot Marketing.
Cons
Since I'm based in a developing country, the pricing being in US dollars can be a challenge and exchange rate fluctuations make the cost unpredictable at times.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
9
Functionality
10
Anonymous
Computer Software, 101-500 employees
More than a year
“Insights and flexibility”
Pros
Once you put in the time to learn how it works, just about everything can be handled directly within the cloud. The dashboards and reports are especially useful, giving detailed visibility into user productivity, conversion rates by source and a lot more.
Cons
Getting comfortable with it can take time because the learning curve is fairly steep and there are moments when the online guides and documentation do not provide enough help.
Rating Distribution
Ease of use
9
Value for money
10
Customer Support
9
Functionality
10
Vanessa Fernanda Flores Naranjo
Consumer Services, 500+ employees
More than a year
“Consistent support information”
Pros
A really useful tool for standardizing the information sent to customer support and keeping everything more consistent.
Cons
It isn't very simple at the beginning but after using it a couple of times, it starts to feel quite practical.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
9
Functionality
10
Danny Nahas
Printing, 101-500 employees
Less than a year
“Task assignment tools”
Pros
Task assignment goes to the right users effectively and the platform also offers a wide range of data import capabilities which is a big plus.
Cons
Navigation can be complicated especially when trying to fix small errors in a profile and having shortcuts would make a noticeable difference.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
9
Functionality
10
Anonymous
E-Learning, 500+ employees
Less than a year
“Customization and lead tracking”
Pros
Compared with other CRM tools, this one really stands out because of its flexibility and customization options. Almost every feature can be adjusted to match our specific needs. The lead management system is excellent and the dashboard does a very good job with visuals and presenting data clearly.
Cons
There is not much to complain about but the subscription includes many extra features that have little to no real use. The support team's response time could also be better.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
9
Functionality
10
Natasha Lekhram
Insurance, 101-500 employees
More than a year
“Sales team communication boost”
Pros
Being able to stay in touch with the sales team about the work being done for each account has been really valuable.
Cons
I honestly don't have any complaints, I think it's an excellent tool for sales.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
9
Functionality
10
Damon Martin
Computer Software, 101-500 employees
More than a year
“Reporting with depth”
Pros
There are plenty of options for building all kinds of reports, tracking data and keeping detailed notes.
Cons
The color scheme choices are very limited and not very flexible which makes it hard to use the dashboards in company-branded presentations. The system's design is also quite complex and tough to learn so it doesn't feel especially simple.
Rating Distribution
Ease of use
7
Value for money
9
Customer Support
9
Functionality
10
Sean Petersen
Education Management, 11-50 employees
More than a year
“Enterprise customization”
Pros
It can be tailored exceptionally well to fit the exact needs of our business, from object development to tiered security. The depth of its tools and the way everything connects make it a very powerful platform especially for enterprise organizations managing large volumes of accounts.
Cons
As the platform has evolved, the interface hasn't quite kept up in becoming simple for every user. Adoption on our side tends to be slower because of how complex the system is. That said, from an administrator's perspective, the level of customization it offers is extremely valuable.
Rating Distribution
Ease of use
9
Value for money
10
Customer Support
9
Functionality
9
Laura Pleasants
Health, Wellness and Fitness, 11-50 employees
More than a year
“helpful email alerts”
Pros
Getting email notifications when a message is waiting is really helpful and keeps me from missing new communication.
Cons
The tricky part is that when a message comes in, it is not always clear where to find it. Sometimes it ends up in a patient chart without any alert telling me which patient it is tied to and other times it shows up directly in my message box.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
9
Functionality
10
Matt Arrigo
Retail, 11-50 employees
Less than a year
“great across departments”
Pros
Right away, it felt very simple to use and offered support across all departments especially within sports and recreation dealerships.
Cons
It handled most things well but it wasn't quite as organized as I expected for every single department.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
9
Functionality
10