GleanView Features

GleanView

Sales and Marketing software stack

5.0/5 (7 reviews)

GleanView Feature Summary

  • Account management
  • Customer lifecycle management
  • Follow-up scheduling
  • Web, email & phone histories
  • Opportunity management
  • Sales stage tracking
  • Sales forecasting
  • Pipeline management
  • Quote creation
  • Quote tracking
  • Product & vendor database
  • Project management
  • Lead tracking
  • Call & email logging
  • Web order & form submission tracking
  • Real-time alerts
  • Appointment & task calendar
  • Activity dashboards
  • Customizable widgets
  • Activity summary
  • Lead routing
  • Custom routing rules
  • Email marketing
  • Drag-and-drop email designer
  • Dynamic content for email personalization
  • Advanced segmentation
  • Email open, click & bounce tracking
  • Multi-step email nurture campaigns
  • Campaign automation
  • Email drip campaigns
  • Behavior-based triggers
  • Custom landing pages
  • Drag-and-drop landing page designer
  • Sales analytics
  • Marketing analytics
  • Anonymous visitor identification

Competitor Feature Comparison

A/B Testing
API
Accounting Management
Activity Dashboard
Activity Management
Activity Tracking
Ad hoc Reporting
Auto-Responders
Automatic Lead Distribution
Automatic Notifications
Built-In Database
CRM Integration
Calendar Management
Calendar Sync with Google
Call Disposition
Campaign Analysis
Campaign Management
Campaign Scheduling
Campaign Segmentation
Click Tracking
Contact Database
Contact History
Contact Management
Custom Fields
Custom Landing Pages
Customer Accounts
Customer History
Customer Segmentation
Data Import/Export
Drag & Drop Interface
Drip Marketing
Email Distribution
Email Integration
Email Marketing Management
Email Notifications
Email Templates
Email Tracking
Event Triggered Actions
Follow-up Scheduling
Forecasting
History Tracking
Image Library
Lead Distribution
Lead Management
Lead Nurturing
Lead Scoring
Lifecycle Management
Opportunity Management
Pipeline Management
Projections
Quote Management
Real Time Notifications
Sales Analytics
Sales Forecasting
Social Media Integration
Status Tracking
User Management
Visitor Management
Visitor Tracking
Widgets
Learn moreCompare App
A/B Testing
API
Accounting Management
Activity Dashboard
Activity Management
Activity Tracking
Ad hoc Reporting
Auto-Responders
Automatic Lead Distribution
Automatic Notifications
Built-In Database
CRM Integration
Calendar Management
Calendar Sync with Google
Call Disposition
Campaign Analysis
Campaign Management
Campaign Scheduling
Campaign Segmentation
Click Tracking
Contact Database
Contact History
Contact Management
Custom Fields
Custom Landing Pages
Customer Accounts
Customer History
Customer Segmentation
Data Import/Export
Drag & Drop Interface
Drip Marketing
Email Distribution
Email Integration
Email Marketing Management
Email Notifications
Email Templates
Email Tracking
Event Triggered Actions
Follow-up Scheduling
Forecasting
History Tracking
Image Library
Lead Distribution
Lead Management
Lead Nurturing
Lead Scoring
Lifecycle Management
Opportunity Management
Pipeline Management
Projections
Quote Management
Real Time Notifications
Sales Analytics
Sales Forecasting
Social Media Integration
Status Tracking
User Management
Visitor Management
Visitor Tracking
Widgets
Visit WebsiteCompare App
A/B Testing
API
Accounting Management
Activity Dashboard
Activity Management
Activity Tracking
Ad hoc Reporting
Auto-Responders
Automatic Lead Distribution
Automatic Notifications
Built-In Database
CRM Integration
Calendar Management
Calendar Sync with Google
Call Disposition
Campaign Analysis
Campaign Management
Campaign Scheduling
Campaign Segmentation
Click Tracking
Contact Database
Contact History
Contact Management
Custom Fields
Custom Landing Pages
Customer Accounts
Customer History
Customer Segmentation
Data Import/Export
Drag & Drop Interface
Drip Marketing
Email Distribution
Email Integration
Email Marketing Management
Email Notifications
Email Templates
Email Tracking
Event Triggered Actions
Follow-up Scheduling
Forecasting
History Tracking
Image Library
Lead Distribution
Lead Management
Lead Nurturing
Lead Scoring
Lifecycle Management
Opportunity Management
Pipeline Management
Projections
Quote Management
Real Time Notifications
Sales Analytics
Sales Forecasting
Social Media Integration
Status Tracking
User Management
Visitor Management
Visitor Tracking
Widgets
Visit WebsiteCompare App

GleanView Feature Reviews

7 reviewers had the following to say about GleanView's features:

Mark Lilly

Clearly designed for B2B - People running SMB designed this for others running SMB's.

2019-02-19

Follow-ups sync'ed to calendar. Easy to add user-defineable fields, importing is a breeze.

Pros

Easy, Intuitive, has all the features/functionality you'd expect all in one single application.

Cons

Been on for 6 months, haven't found any.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Brenda Wilmsen

All of our customer interactions in one place

2017-02-09

I also like the fact that GleanView is very customizable and was able match our workflow.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jynna Blackwelder

Gleanview has been an excellent tool to help keep my active projects organized in one place.

2017-11-13

Project organization

Pros

The option to customize the search fields for specific projects and or customers is the most helpful feature for my specific needs

Cons

I wish there was an option to save your preferred search options so you didn't have to re-filter them each time you refreshed the page after an update or logging out.

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
Melissa Rivard

Great software and fun to use

2018-04-23

Pros

Love the functionality of the software and the ability to integrate both marketing and CRM features in one place.

Cons

Ultimately not cost-effective for a small company like ours but maybe in the long run it could make more sense.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Frequency of use: Occasionally

Source: Capterra
Helpful?   Yes   No
Read more
Ingrid Vargas

Gleanview keeps me organized!

2017-02-01

I can very easily with the click of a mouse see all of my contacts history and all my emails and phone calls are automatically saved.

Rating breakdown

Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Marc Parker

Outstanding Service and Value - Complete Customer Relationship Solution

2017-10-16

We are saving a ton of money and getting a better product and service that we had with our previous CRM.

Pros

The team at GleanView has been able to really customize the integrations to match our sales and marketing process, and we now have a full solution that manages our customers and prospects from lead to repeat order.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Kristy Hembrook

Everyone is on the same page 24/7/365 with where a potential customer is in our sales pipeline.

2019-02-20

GleanView is a growing company that is focused on meeting & exceeding the needs of their customers. If there are any errors that are occurring, they are very driven to resolve the problems as quickly as possible.

Pros

GleanView allows everyone in our company, from our Estimating Team, to Marketing, to our independent Sales Team, and everyone in-between, to be on the same page 24/7/365 with where a potential customer is in our sales pipeline.

Cons

It doesn't fit everyone's needs across all business types, however the company is very flexible in creating the programming needed so that it does meet your needs if it will benefit their other customers.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more