Commence Features

Commence

Online CRM for Small to Mid-Size Businesses

4.83/5 (41 reviews)

Competitor Feature Comparison

API
Access Controls/Permissions
Account Alerts
Activity Dashboard
Activity Management
Activity Tracking
Alerts/Notifications
Analytics/ROI Tracking
Asset Lifecycle Management
Calendar Management
Calendar/Reminder System
Call Management
Campaign Analytics
Campaign Management
Campaign Segmentation
Channel Management
Client Management
Contact Database
Contact Management
Contract/License Management
Conversion Tracking
Customer Database
Customer Segmentation
Customizable Forms
Customizable Templates
Data Import/Export
Data Visualization
Document Management
Document Storage
Email Alerts
Email Management
Email Marketing
Email Templates
Email Tracking
Field Sales Management
Forecasting
Interaction Tracking
Internal Chat Integration
Lead Generation
Lead Management
Lead Qualification
Marketing Automation
Mobile Access
Multi-Campaign
Multi-Channel Marketing
Opportunity Management
Performance Metrics
Pipeline Management
Projections
Proposal Generation
Prospecting Tools
Quotes/Estimates
Referral Tracking
Relationship Tracking
Reporting & Statistics
Reporting/Analytics
Role-Based Permissions
Sales Forecasting
Sales Pipeline Management
Sales Reports
Search/Filter
Segmentation
Shared Contacts
Social Media Integration
Task Management
Team Assignments
Template Management
Territory Management
Third Party Integrations
Web Forms
Workflow Management
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API
Access Controls/Permissions
Account Alerts
Activity Dashboard
Activity Management
Activity Tracking
Alerts/Notifications
Analytics/ROI Tracking
Asset Lifecycle Management
Calendar Management
Calendar/Reminder System
Call Management
Campaign Analytics
Campaign Management
Campaign Segmentation
Channel Management
Client Management
Contact Database
Contact Management
Contract/License Management
Conversion Tracking
Customer Database
Customer Segmentation
Customizable Forms
Customizable Templates
Data Import/Export
Data Visualization
Document Management
Document Storage
Email Alerts
Email Management
Email Marketing
Email Templates
Email Tracking
Field Sales Management
Forecasting
Interaction Tracking
Internal Chat Integration
Lead Generation
Lead Management
Lead Qualification
Marketing Automation
Mobile Access
Multi-Campaign
Multi-Channel Marketing
Opportunity Management
Performance Metrics
Pipeline Management
Projections
Proposal Generation
Prospecting Tools
Quotes/Estimates
Referral Tracking
Relationship Tracking
Reporting & Statistics
Reporting/Analytics
Role-Based Permissions
Sales Forecasting
Sales Pipeline Management
Sales Reports
Search/Filter
Segmentation
Shared Contacts
Social Media Integration
Task Management
Team Assignments
Template Management
Territory Management
Third Party Integrations
Web Forms
Workflow Management
Visit WebsiteCompare App
API
Access Controls/Permissions
Account Alerts
Activity Dashboard
Activity Management
Activity Tracking
Alerts/Notifications
Analytics/ROI Tracking
Asset Lifecycle Management
Calendar Management
Calendar/Reminder System
Call Management
Campaign Analytics
Campaign Management
Campaign Segmentation
Channel Management
Client Management
Contact Database
Contact Management
Contract/License Management
Conversion Tracking
Customer Database
Customer Segmentation
Customizable Forms
Customizable Templates
Data Import/Export
Data Visualization
Document Management
Document Storage
Email Alerts
Email Management
Email Marketing
Email Templates
Email Tracking
Field Sales Management
Forecasting
Interaction Tracking
Internal Chat Integration
Lead Generation
Lead Management
Lead Qualification
Marketing Automation
Mobile Access
Multi-Campaign
Multi-Channel Marketing
Opportunity Management
Performance Metrics
Pipeline Management
Projections
Proposal Generation
Prospecting Tools
Quotes/Estimates
Referral Tracking
Relationship Tracking
Reporting & Statistics
Reporting/Analytics
Role-Based Permissions
Sales Forecasting
Sales Pipeline Management
Sales Reports
Search/Filter
Segmentation
Shared Contacts
Social Media Integration
Task Management
Team Assignments
Template Management
Territory Management
Third Party Integrations
Web Forms
Workflow Management
Visit WebsiteCompare App

Commence Feature Reviews

25 reviewers had the following to say about Commence's features:

John M.

Cornerstone business product - Since 1994

2017-05-19

I never loose a contact - backup automation to the cloud I never loose a document - access to all documents generated since 1994 I can generate document and letters rapidly It integrates our data right across all platforms It integrates all business activities seamlessly.

Pros

Commence manages >10,000 contacts >7,000 companies >100 projects and >30,000 documents in a relational database that has >130 Categories (sub-databases) for us.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Commence


John, thank you for taking the time to articulate the merits of Commence CRM. We are happy that you are realizing so much value from the product and have taken the time to inform others of the unique capabilities we can bring to their business. We appreciate your support.

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Mary Nicolazzo

Amazing CRM Support Staff

2013-08-14

What we liked about Commence CRM was how robust and customizable it was as compared to similarly priced products.

Pros

Full featured easy to use product Great service staff Better value then the competition

Cons

None

Source: GetApp
Helpful?   Yes   No
Read more
Paul E.

I've been a Commence user for over 20 years. No other software has matched it's usefulness.

2017-09-18

The software is quick, customizable, and efficient.

Pros

Ease of use and speed. It's simple yet effective. It's not overdesigned. You do not have to click multiple times to get to the information you need. Customization is a breeze. The overall speed of the system is great. Basically no lag time.

Cons

I can't really come up with anything of substance but a better custom report write would be a benefit.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Commence


Thank you for your review of Commence CRM. You will be happy to know that while the product does have a very capable report writer we have just released an updated version that produces graphical reports as well.

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Robert P.

Recently I upgraded my Jurassic age version of Commence (standalone version) to RM 6.1

2018-04-17

I use Commence for calendaring, contact management, task management and timekeeping.

Pros

Commence is extremely customizable. On startup, it loads almost instantly.

Cons

I rated it tops in Ease of Use, although for a solo user like me there is a learning curve. The User Manual is very good (occasionally a bit technical).

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Steve M.

Flexible, Affordable CRM with Outstanding Customer Support

2018-10-10

We selected Commence CRM because of how easy it was to use and how full functioned it was.

Pros

The reliability of the product is outstanding and customer support has been very good, friendly knowledgeable staff.

Cons

Nothing to report here - very satisfied with the product and the company.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Dave M.

Product flexibility and customizability are 2nd to none.

2017-05-22

Cost effective, configurable, maintainable CRM.

Pros

As a Manufacturers Representative, we have created an implementation of Commence on which we run almost all of our business operations (Opportunity Management, Sales History, Quotations, Forecasts, Tracking overseas, Leads, Target customer, as well as the usual CRM contact info).

Cons

While spreadsheets are the best tool to analyze data, CRMs were never designed to do that.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Commence


Thank you for your review of Commence. Buyers of CRM software often overlook the need for a flexible solution that can change along with their business. Thank you for bringing this to the attention to others. Whether you are using our cloud based version or our desktop solution, this flexibility coupled with robust functionality and best in class customers service differentiate Commence CRM from competitors.

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Lee K.

The Sierra Superior Court finds the Commence time management tools invaluable.

2017-05-03

Grant fund accounting, employee time management, court case management, drug court case management and superior historic record retrieval.

Pros

Customization, unlimited data management and excellent customer support.

Cons

Changing templates after updates to the products has presented us with unique challenges which were overcome through customer support.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Commence


Lee, thank you for discussing the extensive value you have realized with Commence CRM over the years. We are pleased that the products flexibility has enabled you to continue to enhance it to address your changing business requirements. This is clearly the strength of Commence. We look forward to continue to work with you in the years ahead.

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Paul M.

Quality Highly Flexible CRM Solution

2015-03-13

It handles our in-house ticketing (reserved seating and general admission), rental events, estimates and invoices, patron database, rental client database, events calendars, employee scheduling, reporting, and so much more.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Frank S.

Powerful tools, Top level support....

2015-03-17

I've used many of the most popular CRM SaaS products on the market.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Ozair E.

Very intuitive. Easy to mold to your specific needs. Powerful CRM for multiple needs

2018-02-22

It has become my primarty Database and CRM software.

Pros

As a marketing consultant and service provider to multiple non-profit clients, Commence is the primary Database/CRM software I use for all my needs.

Cons

Right now only one singe font and size is allowed, which is OK, but in a long note, the change in font or the ability to increase/decrease its size or make it italic or underlining it, would make the notes much easier to read and follow.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Commence


Thank you for your recommendations. You'll be pleased to learn we have a grid view that provides a spreadsheet view right in the product. We have also received suggestions about allowing formatted text in notes and will consider this for the future.

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Brooke D.

Commence Review

2019-10-03

The software for tracking is good for tracking communication with customers and reporting.

Pros

The scheduling feature and the reports.

Cons

It does not automatically calculate the entire contract amount - multiplying the term by the rate.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from Commence


Thank you for your review of Commence CRM. We are pleased that your company continues to realize value from the software.

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Jerome S.

The most flexible of any CRM I've used ... and that has been several!

2018-11-28

Overall... haven't found anything to compare to allow me to continuously (over 30 years) build relationships with people and business's. I could show you meetings I had with people back in 2001 if you wanted to. The support group have all been very helpful even for a small consulting company like my own.

Pros

I started using Commence in 1996 when the president of our hotel management company needed something to help him track more than 100 hotels, their brands, their owners, and their asset values.

Cons

Anytime I need to track a new area of our industry it is easy enough to add and link a new database and build a new relationship.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Commence


Jerome, thank you for taking the time to discuss your experience with Commence CRM Software. We are pleased that you have realized as much value from our product as you have. We look forward to working with you to ensure we address your future business requirements as well.

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Chris Schultz

CRM Delivers Immediate ROI

2013-09-17

The sales cycle can be quite long which requires us to capture and store a significant amount of data such as, notes and history, activities, documents and e-mail correspondence.

Pros

Feature rich product Easy to use Rapid return on investment Very good customer support

Cons

None

Source: GetApp
Helpful?   Yes   No
Read more
Mel N.

Marketing Manager

2012-08-06

Highly recommend

Pros

Very good customer support.

Cons

Not as customizable as Salesforce.com but good enough and 1/2 the price.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Cary Schwartz

CRM At Is Best

2013-06-24

Offers excellent value added services for those that need assistance with lead generation, sales opportunity management and customer service insuring that you get real value from their CRM solution.

Pros

Excellent functionality at its price point Good value added services More of a partner than a vendor Answers the phone immediately with qualified service staff

Source: GetApp
Helpful?   Yes   No
Read more
Scott G.

Verified Reviewer

Great Software

2015-04-23

We looked at many CRM programs and we felt that Commence gave us the best bang for the buck for what we needed it to go.

Pros

The customer service that we receive is tremendous.

Cons

If you do not pay for training, you can only get support online. You do not have the ability to speak with someone.

Source: GetApp
Helpful?   Yes   No
Read more
Frank S.

Commence CRM

2016-10-13

I have used many of the most popular CRM SaaS products on the market and Commence CRM has worked best fro us because you can keep things simple, or go as deep as you need to with regard to managing daily operations, sales, tracking, sales projections, managing account and contacts.

Pros

Easy of use, flexibility and cost

Cons

None

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more
Regina R.

Robust Producty with Great Functionality and Flexibility

2015-03-02

Extremely customizable product without programmer intervention able to meet changing business requirements.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Randy R.

Very happy with software and support; tremendous value!

2017-05-05

Pros

(1) Tremendous value (2) Really, really flexible, and builtin design tools have allowed us to easily enhance the app to meet our (very unique) needs

Cons

(1) Inability to store files (docs, PDFs, etc) directly within the database (2) Lack of formatting options (highlighting, bullets) in text fields (3) Search capability is limited; must understand (and build) complex Boolean queries to perform advanced searches instead of use of form-driven approach

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No

Response from Commence


Thank you for your review of our desktop edition. Our cloud edition does offer document storage, formatting options and more filtered search by individual application, i.e. account or leads or sales for example. Perhaps you would consider a migration to this version of the product.

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Anonymous
(Utilities company, 1-10 employees)

Excellant Value for the Investment!

2019-01-21

We would not have stayed with Commence for so many years if they did not stand behind their product! Their support team are prompt, polite and willling to help, always! MPS tracks just about everything in our Products and Services business with Commence and we are looking to add new capabilites soon, as well!

Pros

Commence is by far the best and most flexible CRM I have used over the years.

Cons

In the original product, the synchronization of the desktop database could sometimes hiccup, although with the web version, this is no longer a problem.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Brett S.

Commence - Powerful, Customizable and Reliable

2020-08-14

Commence's capability, flexibility and support has made working with Commence a great experience for us.

Pros

Commence allows us to customize our critical CRM applications to automate our business processes for efficiency, ease of use and quality control.

Cons

Commence offers good balance of features and capability that we rely on to grow our business. It does take determined effort implement a customized solution (with Commence or any other application) but it is worth the investment and critical to our success.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jenny R.

We have had employee complaints about redundancy and not as user friendly to navigate through

2017-05-15

online document storing

Pros

Easy searchable fields are super helpful in looking up accounts and clients.

Cons

There does not seem to be duplicate check feature. Meaning before we can create an account, if we type in the name, it should check to make sure there is not one already created.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No

Response from Commence


Jenny, there is a duplicate feature in the product. It is an option that can quickly be turned on by the system administrator. You can do this under the license settings tab. This will flag any duplicates that people try to enter into the system and address the redundancy issue you mentioned. Furthermore we would be happy to provide additional training for those that may not be as familiar with the product. They can also take advantage of our free training videos on the Commence web site.

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George Mulling

Solid Alternative to SF.com

2013-04-29

Had used SF.com at another company and it was fine, then switched jobs and my new firm had Commence CRM. It's similar to salesforce, but just a lot easier to use and offers a few additional features that makes life easy for sales people.

Pros

Robust functionality Easy to Use Good Customer Support

Source: GetApp
Helpful?   Yes   No
Read more
Melinda S.

Great CRm for Mid-Market Companies

2014-02-05

Commence is hands down the very best CRM solution on the market for small-to-medium sized businesses.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Mike  Pieretti

Best Small Business CRM solution

2013-07-29

We are pleased with the value we have gotten from Commence CRM.

Pros

Ease of use Affordable Can customize without programming expertise

Cons

None

Source: GetApp
Helpful?   Yes   No
Read more