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Recommended
Verified reviewer
Information Technology and Services, 51-200 employees
Used daily for 6-12 months
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It's great
It does just what we need with a little modification to our methods
This tool can't do everything like a tool like Salesforce CRM. It also doesn't require a full time Admin like Salesforce.
Verified reviewer
Accounting,
Used daily for 2+ years
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Great for tracking and progressing sales opportunities and general business development
The option to create custom fields was a real hook for our business as we require a great deal of specific data and capture it in specific ways. The pipeline feature for defining custom workflows is a great feature which allows us to carve out our own procedure and modus operandi.
The UI feels a little outdated at times. The important date reminder feature is not as user-friendly or functional as hoped. We really require projects/workflows to auto generate on a defined schedule and struggled to make the best use of this software without addressing that need.