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monday sales CRM logo
4.7
383

Close deals. Automate the rest.

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.6
    Ease of use
    4.7
    Features
    4.5
    Customer support
    4.7
Pros and Cons from monday sales CRM users   
avatar
avatar
avatar
+15
Second, I liked the ease of use and especially the useful app. Third, this feature is simple but powerful - the ability to easily set project milestones and both name and pick colors for all of these.
Previously we had workflows where multiple processes were being lost between our management team and one of our main clients due to emails being missed and not loaded.
The platform is robust and provides enough automation to automate any workflow. The customer support is amazing, the folks are quick to respond and help you out running with particular requirements.
I was really struggling with making sure my process was being followed for each of my clients.
It allows you to invite others and share timelines with them. It is very helpful to stay organized and share progress with free viewers.
Som missing cross-references between boards and projects.
Very good, happy that we have switched. Monday is on top of CRM list for a good reason.
Reporting is limited to performing task management.
Higher authorities saves lot of time and they concentrate on other crucial tasks where they can improve the business Profits. We found good Return on Investment by using this tool.
Very easy to use and great CRM features. Very good interface easy to learn and very visual.
They work with you, great customer service. Good company good product, Woo hoo.
As soon as I got on top of my Monday boards and automations/integrations, I started feeling in control and more confident at how my business was running.
Ease of use is something that I always value in the programs and applications that I test, and at monday.com this is one of its strengths, it's really easy to use and understand.
This software is very affordable and really helps with small business management.
In simple words, it is easy to implement and easy to manage. It is extremely intuitive and improves communications with customers.
Monday.com is a system that you can perfectly mould around every aspect of your business without having to invest in your own bespoke system.
I've been impressed with how both small business CRM and project management can be set up with monday.com.
I love being able to integrate email and automate the steps that would otherwise be needlessly time consuming.
Second, I liked the ease of use and especially the useful app. Third, this feature is simple but powerful - the ability to easily set project milestones and both name and pick colors for all of these.
Previously we had workflows where multiple processes were being lost between our management team and one of our main clients due to emails being missed and not loaded.
The platform is robust and provides enough automation to automate any workflow. The customer support is amazing, the folks are quick to respond and help you out running with particular requirements.
I was really struggling with making sure my process was being followed for each of my clients.
It allows you to invite others and share timelines with them. It is very helpful to stay organized and share progress with free viewers.
Som missing cross-references between boards and projects.
Very good, happy that we have switched. Monday is on top of CRM list for a good reason.
Reporting is limited to performing task management.
Higher authorities saves lot of time and they concentrate on other crucial tasks where they can improve the business Profits. We found good Return on Investment by using this tool.
Very easy to use and great CRM features. Very good interface easy to learn and very visual.
They work with you, great customer service. Good company good product, Woo hoo.
As soon as I got on top of my Monday boards and automations/integrations, I started feeling in control and more confident at how my business was running.
Ease of use is something that I always value in the programs and applications that I test, and at monday.com this is one of its strengths, it's really easy to use and understand.
This software is very affordable and really helps with small business management.
In simple words, it is easy to implement and easy to manage. It is extremely intuitive and improves communications with customers.
Monday.com is a system that you can perfectly mould around every aspect of your business without having to invest in your own bespoke system.
I've been impressed with how both small business CRM and project management can be set up with monday.com.
I love being able to integrate email and automate the steps that would otherwise be needlessly time consuming.
Second, I liked the ease of use and especially the useful app. Third, this feature is simple but powerful - the ability to easily set project milestones and both name and pick colors for all of these.
Previously we had workflows where multiple processes were being lost between our management team and one of our main clients due to emails being missed and not loaded.
The platform is robust and provides enough automation to automate any workflow. The customer support is amazing, the folks are quick to respond and help you out running with particular requirements.
I was really struggling with making sure my process was being followed for each of my clients.
It allows you to invite others and share timelines with them. It is very helpful to stay organized and share progress with free viewers.
Som missing cross-references between boards and projects.
Very good, happy that we have switched. Monday is on top of CRM list for a good reason.
Reporting is limited to performing task management.
Higher authorities saves lot of time and they concentrate on other crucial tasks where they can improve the business Profits. We found good Return on Investment by using this tool.
Very easy to use and great CRM features. Very good interface easy to learn and very visual.
They work with you, great customer service. Good company good product, Woo hoo.
As soon as I got on top of my Monday boards and automations/integrations, I started feeling in control and more confident at how my business was running.
Ease of use is something that I always value in the programs and applications that I test, and at monday.com this is one of its strengths, it's really easy to use and understand.
This software is very affordable and really helps with small business management.
In simple words, it is easy to implement and easy to manage. It is extremely intuitive and improves communications with customers.
Monday.com is a system that you can perfectly mould around every aspect of your business without having to invest in your own bespoke system.
I've been impressed with how both small business CRM and project management can be set up with monday.com.
I love being able to integrate email and automate the steps that would otherwise be needlessly time consuming.
Pipedrive logo
4.5
2.9K

CRM built by salespeople, for salespeople

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.4
    Ease of use
    4.6
    Features
    4.3
    Customer support
    4.4
Pros and Cons from Pipedrive users   
avatar
+15
Overall, Pipedrive has been an awesome tool. It helps stay focused on the most important stuff.
My biggest issue was during the implementation process. We quickly found their programming to be inferior to SalesForce and decided to cut our losses to spend a little more on them.
The quote management function is the best part of this, reminding you of outstanding quotes and previous approved deals.
BUT when we saw that they charged us again for a full year we asked to cancel the service and they refuse to refund us for the unused year because they already charged it.
Pipedrive is now the most preferred sales management tool for our portfolio companies, and it is perfect not to mention the beauty of its interface.
The customer service and the overall functionality of this product is terrible.
I love that Pipedrive has chosen to open up these integrations to all users on their platform. This is huge win for small business owners looking to grow with them.
It's too bad that we couldn't use pipedrive as a CMS in the same time, while other CRMs offered a CMS implementations as well as SEO features. Reporting cost is a bit expensive (200$ per month).
They have some great videos to help with anything that might come up and I am very happy with their customer support. They usually get back to me within a few hours at the latest.
Customer Service is Amazing and Responsive. I love how far PipeDrive has came compared to when they started.
It has been extremely useful in helping us streamline our sales processes. Using Pipedrive was a great experience.
PipeDrive is functional CRM platform and a viable/cheaper alternative to SalesForce and other counterparts. It is easy to use and has a wonderful graphical interface.
I am very pleased with this CRM overall. I tried others and wasn't as happy.
Impressed by the clean interface and easy management within the platform.
Useful excellent integration with other products such as Trello and Slack.
Hands down Pipedrive has the most comprehensive integration marketplace for the best price period.
An Affordable CRM that is both Feature Rich and Easy to Use.
We chose it because I received recommendations from my network. Great value for the money, and you are valued as a customer.
Overall, Pipedrive has been an awesome tool. It helps stay focused on the most important stuff.
My biggest issue was during the implementation process. We quickly found their programming to be inferior to SalesForce and decided to cut our losses to spend a little more on them.
The quote management function is the best part of this, reminding you of outstanding quotes and previous approved deals.
BUT when we saw that they charged us again for a full year we asked to cancel the service and they refuse to refund us for the unused year because they already charged it.
Pipedrive is now the most preferred sales management tool for our portfolio companies, and it is perfect not to mention the beauty of its interface.
The customer service and the overall functionality of this product is terrible.
I love that Pipedrive has chosen to open up these integrations to all users on their platform. This is huge win for small business owners looking to grow with them.
It's too bad that we couldn't use pipedrive as a CMS in the same time, while other CRMs offered a CMS implementations as well as SEO features. Reporting cost is a bit expensive (200$ per month).
They have some great videos to help with anything that might come up and I am very happy with their customer support. They usually get back to me within a few hours at the latest.
Customer Service is Amazing and Responsive. I love how far PipeDrive has came compared to when they started.
It has been extremely useful in helping us streamline our sales processes. Using Pipedrive was a great experience.
PipeDrive is functional CRM platform and a viable/cheaper alternative to SalesForce and other counterparts. It is easy to use and has a wonderful graphical interface.
I am very pleased with this CRM overall. I tried others and wasn't as happy.
Impressed by the clean interface and easy management within the platform.
Useful excellent integration with other products such as Trello and Slack.
Hands down Pipedrive has the most comprehensive integration marketplace for the best price period.
An Affordable CRM that is both Feature Rich and Easy to Use.
We chose it because I received recommendations from my network. Great value for the money, and you are valued as a customer.
Overall, Pipedrive has been an awesome tool. It helps stay focused on the most important stuff.
My biggest issue was during the implementation process. We quickly found their programming to be inferior to SalesForce and decided to cut our losses to spend a little more on them.
The quote management function is the best part of this, reminding you of outstanding quotes and previous approved deals.
BUT when we saw that they charged us again for a full year we asked to cancel the service and they refuse to refund us for the unused year because they already charged it.
Pipedrive is now the most preferred sales management tool for our portfolio companies, and it is perfect not to mention the beauty of its interface.
The customer service and the overall functionality of this product is terrible.
I love that Pipedrive has chosen to open up these integrations to all users on their platform. This is huge win for small business owners looking to grow with them.
It's too bad that we couldn't use pipedrive as a CMS in the same time, while other CRMs offered a CMS implementations as well as SEO features. Reporting cost is a bit expensive (200$ per month).
They have some great videos to help with anything that might come up and I am very happy with their customer support. They usually get back to me within a few hours at the latest.
Customer Service is Amazing and Responsive. I love how far PipeDrive has came compared to when they started.
It has been extremely useful in helping us streamline our sales processes. Using Pipedrive was a great experience.
PipeDrive is functional CRM platform and a viable/cheaper alternative to SalesForce and other counterparts. It is easy to use and has a wonderful graphical interface.
I am very pleased with this CRM overall. I tried others and wasn't as happy.
Impressed by the clean interface and easy management within the platform.
Useful excellent integration with other products such as Trello and Slack.
Hands down Pipedrive has the most comprehensive integration marketplace for the best price period.
An Affordable CRM that is both Feature Rich and Easy to Use.
We chose it because I received recommendations from my network. Great value for the money, and you are valued as a customer.
Zoho CRM logo

Zoho CRM

4.3
6.6K

CRM software that helps you sell smarter, better, faster.

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.3
    Ease of use
    4.1
    Features
    4.3
    Customer support
    4.1
Pros and Cons from Zoho CRM users   
avatar
avatar
avatar
+15
You can build incredibly amazing customer relationship with the most popular and favorite Zoho CRM Software. You can convert extra leads and you can easily increase your revenue.
The workflow piece is awful and not intuitive at all. Where all other platforms use actual workflows, Zoho is stuck in the 18th century in its interface.
I like the most about the collaborative easy to use tools with any type of function like customer service, marketing and creating automated responses which are very helpful.
Really clunky, looks terrible (in terms of UI), and generally a bad CRM tool. I guess you get what you pay for.
ZOHO CRM is very easy to use, particularly, it offers you the ability to customize its features to fit business goals. It has a great user-friendly interface and easy to navigate.
It was a mistake and I immediately corrected myself by ignoring Zoho apps. Though I wasted 2 months learning the modules.
It is easy to use, it works perfectly fine and integrates easily with other software so it is a complete solution for the business.
The functionality is a bit awkward and customization is limited.
I am very happy with the features that are now offered by Zoho. They are as good or better than any other CRM out there and less expensive.
Zoho CRM is very effective in helping you manage your day to day businesses. The ease of integration is amazing.
As we have Zoho Mail for our business account, the ability to seamlessly integrate from mail to CRM is very helpful. As other CRMs usually only easily support Gmail or Outlook, this is a benefit.
Overall its a good application to be invested on if you want good maintenance of your records. AlsoThe customer support is very supportive and almost always available.
The powerful email tools are one of the best for marketing and are included at a very competitive price point for small to medium-sized businesses.
I would totally recommend Zoho as a solid good CRM to anyone looking for a CRM that is powerful and has a great team supporting it.
They have a great help section with useful videos and their support also helped us implement things very smoothly. Its easy to create tasks and the reminder system is excellent.
My experience with Zoho has been fantastic, another thing I love about their software is the support. They support is unparalleled in the industry, fast and responsive with solutions.
I love the add-ons in the Zoho Suite because it's a very easy and powerful way to broaden the possibilites of the software.
Their customer support is awesome and they have one of the quickest turnaround for resolving service tickets.
You can build incredibly amazing customer relationship with the most popular and favorite Zoho CRM Software. You can convert extra leads and you can easily increase your revenue.
The workflow piece is awful and not intuitive at all. Where all other platforms use actual workflows, Zoho is stuck in the 18th century in its interface.
I like the most about the collaborative easy to use tools with any type of function like customer service, marketing and creating automated responses which are very helpful.
Really clunky, looks terrible (in terms of UI), and generally a bad CRM tool. I guess you get what you pay for.
ZOHO CRM is very easy to use, particularly, it offers you the ability to customize its features to fit business goals. It has a great user-friendly interface and easy to navigate.
It was a mistake and I immediately corrected myself by ignoring Zoho apps. Though I wasted 2 months learning the modules.
It is easy to use, it works perfectly fine and integrates easily with other software so it is a complete solution for the business.
The functionality is a bit awkward and customization is limited.
I am very happy with the features that are now offered by Zoho. They are as good or better than any other CRM out there and less expensive.
Zoho CRM is very effective in helping you manage your day to day businesses. The ease of integration is amazing.
As we have Zoho Mail for our business account, the ability to seamlessly integrate from mail to CRM is very helpful. As other CRMs usually only easily support Gmail or Outlook, this is a benefit.
Overall its a good application to be invested on if you want good maintenance of your records. AlsoThe customer support is very supportive and almost always available.
The powerful email tools are one of the best for marketing and are included at a very competitive price point for small to medium-sized businesses.
I would totally recommend Zoho as a solid good CRM to anyone looking for a CRM that is powerful and has a great team supporting it.
They have a great help section with useful videos and their support also helped us implement things very smoothly. Its easy to create tasks and the reminder system is excellent.
My experience with Zoho has been fantastic, another thing I love about their software is the support. They support is unparalleled in the industry, fast and responsive with solutions.
I love the add-ons in the Zoho Suite because it's a very easy and powerful way to broaden the possibilites of the software.
Their customer support is awesome and they have one of the quickest turnaround for resolving service tickets.
You can build incredibly amazing customer relationship with the most popular and favorite Zoho CRM Software. You can convert extra leads and you can easily increase your revenue.
The workflow piece is awful and not intuitive at all. Where all other platforms use actual workflows, Zoho is stuck in the 18th century in its interface.
I like the most about the collaborative easy to use tools with any type of function like customer service, marketing and creating automated responses which are very helpful.
Really clunky, looks terrible (in terms of UI), and generally a bad CRM tool. I guess you get what you pay for.
ZOHO CRM is very easy to use, particularly, it offers you the ability to customize its features to fit business goals. It has a great user-friendly interface and easy to navigate.
It was a mistake and I immediately corrected myself by ignoring Zoho apps. Though I wasted 2 months learning the modules.
It is easy to use, it works perfectly fine and integrates easily with other software so it is a complete solution for the business.
The functionality is a bit awkward and customization is limited.
I am very happy with the features that are now offered by Zoho. They are as good or better than any other CRM out there and less expensive.
Zoho CRM is very effective in helping you manage your day to day businesses. The ease of integration is amazing.
As we have Zoho Mail for our business account, the ability to seamlessly integrate from mail to CRM is very helpful. As other CRMs usually only easily support Gmail or Outlook, this is a benefit.
Overall its a good application to be invested on if you want good maintenance of your records. AlsoThe customer support is very supportive and almost always available.
The powerful email tools are one of the best for marketing and are included at a very competitive price point for small to medium-sized businesses.
I would totally recommend Zoho as a solid good CRM to anyone looking for a CRM that is powerful and has a great team supporting it.
They have a great help section with useful videos and their support also helped us implement things very smoothly. Its easy to create tasks and the reminder system is excellent.
My experience with Zoho has been fantastic, another thing I love about their software is the support. They support is unparalleled in the industry, fast and responsive with solutions.
I love the add-ons in the Zoho Suite because it's a very easy and powerful way to broaden the possibilites of the software.
Their customer support is awesome and they have one of the quickest turnaround for resolving service tickets.
Bigin by Zoho CRM logo
4.7
396

Pipeline-centric CRM system for small businesses

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.7
    Ease of use
    4.7
    Features
    4.4
    Customer support
    4.5
Pros and Cons from Bigin by Zoho CRM users   
avatar
avatar
+15
Had a great overall experience with a very responsive support team. The price point is convenient and the product looks perfect for small businesses trying to do CRM.
Hyperlink for the phone number is missing, call task remainder for the company is missing some time we have a company details without contact person.
Bigin is the perfect solution for our startup. I love its interface, deal tracking and ease of use.
There are some features for a client that cannot be removed, or they're by default, so it's difficult to be hiding each of them.
We have had a great experience with Bigin, it was a great alternative while lowering our costs. It offers a great value for the money we pay for it.
Regrettably, we're presently having an issue with the proper synchronisation of emails, but the team is intensely working on this problem.
Bigin is such a great and easy use of software that helps companies get started with a CRM that offers the functionality of becoming more advanced.
I really dislike the fact that there is no dedicated leads page. It makes it very difficult to differentiate between leads and normal contacts.
Lead tracking & Sales Management is a breeze. Most importantly the ability to create custom fields and have them so easily and fluidly embedded onto your lead tracking form is excellent.
For the most part, I have had a good experience with Bigin.
Its easy to use, secure log in, good organisation.
Great reliable customer support provided by Bigin CRM Team. Bigin CCRM is a must use for all start up entrepreneurs and small business owners.
Something I really enjoy is the ability to create widget to add to my smartphone homepage.
It is very easy to use and useful for controlling the workflow for sale.
We can store all our memberships and other services as products, view emails in Contact, even if they were written with a different email client, and of course love the deal forecast.
Love that I can customize workflows, and store e-mail templates to reduce the time cost of doing everyday things with more precision.
It was good & i was very happy till i found all my accounting data was not integrated and had to add contacts manually.
Now we are curious about the function of the web forms, which we want to integrate into our website soon.
Had a great overall experience with a very responsive support team. The price point is convenient and the product looks perfect for small businesses trying to do CRM.
Hyperlink for the phone number is missing, call task remainder for the company is missing some time we have a company details without contact person.
Bigin is the perfect solution for our startup. I love its interface, deal tracking and ease of use.
There are some features for a client that cannot be removed, or they're by default, so it's difficult to be hiding each of them.
We have had a great experience with Bigin, it was a great alternative while lowering our costs. It offers a great value for the money we pay for it.
Regrettably, we're presently having an issue with the proper synchronisation of emails, but the team is intensely working on this problem.
Bigin is such a great and easy use of software that helps companies get started with a CRM that offers the functionality of becoming more advanced.
I really dislike the fact that there is no dedicated leads page. It makes it very difficult to differentiate between leads and normal contacts.
Lead tracking & Sales Management is a breeze. Most importantly the ability to create custom fields and have them so easily and fluidly embedded onto your lead tracking form is excellent.
For the most part, I have had a good experience with Bigin.
Its easy to use, secure log in, good organisation.
Great reliable customer support provided by Bigin CRM Team. Bigin CCRM is a must use for all start up entrepreneurs and small business owners.
Something I really enjoy is the ability to create widget to add to my smartphone homepage.
It is very easy to use and useful for controlling the workflow for sale.
We can store all our memberships and other services as products, view emails in Contact, even if they were written with a different email client, and of course love the deal forecast.
Love that I can customize workflows, and store e-mail templates to reduce the time cost of doing everyday things with more precision.
It was good & i was very happy till i found all my accounting data was not integrated and had to add contacts manually.
Now we are curious about the function of the web forms, which we want to integrate into our website soon.
Had a great overall experience with a very responsive support team. The price point is convenient and the product looks perfect for small businesses trying to do CRM.
Hyperlink for the phone number is missing, call task remainder for the company is missing some time we have a company details without contact person.
Bigin is the perfect solution for our startup. I love its interface, deal tracking and ease of use.
There are some features for a client that cannot be removed, or they're by default, so it's difficult to be hiding each of them.
We have had a great experience with Bigin, it was a great alternative while lowering our costs. It offers a great value for the money we pay for it.
Regrettably, we're presently having an issue with the proper synchronisation of emails, but the team is intensely working on this problem.
Bigin is such a great and easy use of software that helps companies get started with a CRM that offers the functionality of becoming more advanced.
I really dislike the fact that there is no dedicated leads page. It makes it very difficult to differentiate between leads and normal contacts.
Lead tracking & Sales Management is a breeze. Most importantly the ability to create custom fields and have them so easily and fluidly embedded onto your lead tracking form is excellent.
For the most part, I have had a good experience with Bigin.
Its easy to use, secure log in, good organisation.
Great reliable customer support provided by Bigin CRM Team. Bigin CCRM is a must use for all start up entrepreneurs and small business owners.
Something I really enjoy is the ability to create widget to add to my smartphone homepage.
It is very easy to use and useful for controlling the workflow for sale.
We can store all our memberships and other services as products, view emails in Contact, even if they were written with a different email client, and of course love the deal forecast.
Love that I can customize workflows, and store e-mail templates to reduce the time cost of doing everyday things with more precision.
It was good & i was very happy till i found all my accounting data was not integrated and had to add contacts manually.
Now we are curious about the function of the web forms, which we want to integrate into our website soon.
Salesforce Sales Cloud logo
4.4
18.2K

Cloud-based CRM & Sales Automation

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.0
    Ease of use
    4.0
    Features
    4.4
    Customer support
    4.1
Pros and Cons from Salesforce Sales Cloud users   
avatar
avatar
avatar
+15
Helping to bring the business up to date with a system that is modern and innovative. It is user friendly and easy to add new functionalities to it according to the business needs.
Terrible experience I wouldn't recommend to even our biggest competitor, Salesforce is totally unintuitive and with very bad UX. Expensive, hard to use and hard to manage.
As a socially responsible company, it feels good to support another company like Salesforce that is committed to these values too.
There are times when the automation fails and gives back inaccurate data. We have to trouble shoot almost weekly to figure out what happened.
Salesforce remains the best CRM application for growing our business because of the amazing features. Integration of third-party and add-on options it offers.
The only negative aspect I've encountered while utilizing SalesForce is that saving entered data is not done automatically and can lead to losing work.
The ease of use of this software salesforce is amazing. I will would just want to commend the developers and managements of the great work put together.
Built-in email message creation is horrible and unreliable, randomly sending un-formatted and embarrassing messages.
The amount of information you can handle with it is incredible. I strongly recommend it and I very grateful for it.
Dashboard is beautiful and love that you can have different graphs to display and show during meeting to impress management.
The Chatter function gives great, quick connections to employees and collegues company-wide. Customer services is fantastic and highly responsive.
Salesforce is awesome because you can build it to be whatever you want it to be for your company. It helps us keep track of our leads exactly how we need it to.
The customer support is very responsive. Very useful From creating prospects to billing information required And overall it is one of the best CRM.
Super easy to navigate and save valuable information. Very intuitive feeling makes it easy to learn and understand its features.
The cloud based architecture makes it easily accessible and the deployment work like a charm. It very cost effective and intuitive.
It is amazing what you can get and do with the free version of Salesforce. I do fundraising consultant and for small non-profits on a tight budget this is my top recommendation.
I liked its ability to be personally configured and its integration with other vendors. The App was also competitive with its peers.
Pretty good, I’m fairly new to the system but it was pretty easy to learn and maneuver which is very important with the position that I am in.
Helping to bring the business up to date with a system that is modern and innovative. It is user friendly and easy to add new functionalities to it according to the business needs.
Terrible experience I wouldn't recommend to even our biggest competitor, Salesforce is totally unintuitive and with very bad UX. Expensive, hard to use and hard to manage.
As a socially responsible company, it feels good to support another company like Salesforce that is committed to these values too.
There are times when the automation fails and gives back inaccurate data. We have to trouble shoot almost weekly to figure out what happened.
Salesforce remains the best CRM application for growing our business because of the amazing features. Integration of third-party and add-on options it offers.
The only negative aspect I've encountered while utilizing SalesForce is that saving entered data is not done automatically and can lead to losing work.
The ease of use of this software salesforce is amazing. I will would just want to commend the developers and managements of the great work put together.
Built-in email message creation is horrible and unreliable, randomly sending un-formatted and embarrassing messages.
The amount of information you can handle with it is incredible. I strongly recommend it and I very grateful for it.
Dashboard is beautiful and love that you can have different graphs to display and show during meeting to impress management.
The Chatter function gives great, quick connections to employees and collegues company-wide. Customer services is fantastic and highly responsive.
Salesforce is awesome because you can build it to be whatever you want it to be for your company. It helps us keep track of our leads exactly how we need it to.
The customer support is very responsive. Very useful From creating prospects to billing information required And overall it is one of the best CRM.
Super easy to navigate and save valuable information. Very intuitive feeling makes it easy to learn and understand its features.
The cloud based architecture makes it easily accessible and the deployment work like a charm. It very cost effective and intuitive.
It is amazing what you can get and do with the free version of Salesforce. I do fundraising consultant and for small non-profits on a tight budget this is my top recommendation.
I liked its ability to be personally configured and its integration with other vendors. The App was also competitive with its peers.
Pretty good, I’m fairly new to the system but it was pretty easy to learn and maneuver which is very important with the position that I am in.
Helping to bring the business up to date with a system that is modern and innovative. It is user friendly and easy to add new functionalities to it according to the business needs.
Terrible experience I wouldn't recommend to even our biggest competitor, Salesforce is totally unintuitive and with very bad UX. Expensive, hard to use and hard to manage.
As a socially responsible company, it feels good to support another company like Salesforce that is committed to these values too.
There are times when the automation fails and gives back inaccurate data. We have to trouble shoot almost weekly to figure out what happened.
Salesforce remains the best CRM application for growing our business because of the amazing features. Integration of third-party and add-on options it offers.
The only negative aspect I've encountered while utilizing SalesForce is that saving entered data is not done automatically and can lead to losing work.
The ease of use of this software salesforce is amazing. I will would just want to commend the developers and managements of the great work put together.
Built-in email message creation is horrible and unreliable, randomly sending un-formatted and embarrassing messages.
The amount of information you can handle with it is incredible. I strongly recommend it and I very grateful for it.
Dashboard is beautiful and love that you can have different graphs to display and show during meeting to impress management.
The Chatter function gives great, quick connections to employees and collegues company-wide. Customer services is fantastic and highly responsive.
Salesforce is awesome because you can build it to be whatever you want it to be for your company. It helps us keep track of our leads exactly how we need it to.
The customer support is very responsive. Very useful From creating prospects to billing information required And overall it is one of the best CRM.
Super easy to navigate and save valuable information. Very intuitive feeling makes it easy to learn and understand its features.
The cloud based architecture makes it easily accessible and the deployment work like a charm. It very cost effective and intuitive.
It is amazing what you can get and do with the free version of Salesforce. I do fundraising consultant and for small non-profits on a tight budget this is my top recommendation.
I liked its ability to be personally configured and its integration with other vendors. The App was also competitive with its peers.
Pretty good, I’m fairly new to the system but it was pretty easy to learn and maneuver which is very important with the position that I am in.
Creatio CRM logo
4.8
118

Boost marketing, sales and service performance!

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.7
    Ease of use
    4.7
    Features
    4.7
    Customer support
    4.8
Pros and Cons from Creatio CRM users   
avatar
avatar
avatar
+15
I can honestly say its been excellent - anything we ask for has been done in good time, reliable system, great staff.
Before we were using 3 different programs to track the orders, to check products availability and manage cases and it was a real disaster.
Clean intuitive interfaces that eliminate a great deal of hassle from end-user education. Robust out of the box solutions for many standard business needs.
We are in process of integration an ERP system with the bpm'online system with help of Partner of bpm'online so that no data was lost or missed out.
If you're looking for an easy-to-use and cost-effective CRM, this is a good one to try. Their process engine is a big advantage as well.
Didn't provide a modular pricing that we can adjust according to what we needs. Design features in marketing is limited.
We liked the easy customization and user-friendly interface. The scalability and security of our data was also important.
The mobile application was only slightly difficult to get used to navigating, but there was a lot of customization on the implementation end.
Even though the system is powerful and feature-rich already, we are confident that the product has a huge potential.
Bpm'online Studio - Great tool to improve process implementation and easy to use.
The system is versatile and intuitive, which makes it a perfect fit for our company.
Creatio - great product - really flexible - great customer service.
First, the business process tool is easy to use yet powerful and robust. It can be used to automate business tasks, implement rules and also, to develop integrations with third party tools.
A highly recommended solution for customer-centric businesses.
Thanks to its low-code development tools, we are able to create new tailor-made solutions on.
Excellent pricing and incredibly simple license management.
With the help of the bpm’online system we are now able to record, store, and organize all the data that we had. In addition, during the integration process the data was deduplicated and cleaned.
I really like this platform because it has allowed me to automate and streamline customer service processes, as well as efficiently manage all activities related to my clients.
I can honestly say its been excellent - anything we ask for has been done in good time, reliable system, great staff.
Before we were using 3 different programs to track the orders, to check products availability and manage cases and it was a real disaster.
Clean intuitive interfaces that eliminate a great deal of hassle from end-user education. Robust out of the box solutions for many standard business needs.
We are in process of integration an ERP system with the bpm'online system with help of Partner of bpm'online so that no data was lost or missed out.
If you're looking for an easy-to-use and cost-effective CRM, this is a good one to try. Their process engine is a big advantage as well.
Didn't provide a modular pricing that we can adjust according to what we needs. Design features in marketing is limited.
We liked the easy customization and user-friendly interface. The scalability and security of our data was also important.
The mobile application was only slightly difficult to get used to navigating, but there was a lot of customization on the implementation end.
Even though the system is powerful and feature-rich already, we are confident that the product has a huge potential.
Bpm'online Studio - Great tool to improve process implementation and easy to use.
The system is versatile and intuitive, which makes it a perfect fit for our company.
Creatio - great product - really flexible - great customer service.
First, the business process tool is easy to use yet powerful and robust. It can be used to automate business tasks, implement rules and also, to develop integrations with third party tools.
A highly recommended solution for customer-centric businesses.
Thanks to its low-code development tools, we are able to create new tailor-made solutions on.
Excellent pricing and incredibly simple license management.
With the help of the bpm’online system we are now able to record, store, and organize all the data that we had. In addition, during the integration process the data was deduplicated and cleaned.
I really like this platform because it has allowed me to automate and streamline customer service processes, as well as efficiently manage all activities related to my clients.
I can honestly say its been excellent - anything we ask for has been done in good time, reliable system, great staff.
Before we were using 3 different programs to track the orders, to check products availability and manage cases and it was a real disaster.
Clean intuitive interfaces that eliminate a great deal of hassle from end-user education. Robust out of the box solutions for many standard business needs.
We are in process of integration an ERP system with the bpm'online system with help of Partner of bpm'online so that no data was lost or missed out.
If you're looking for an easy-to-use and cost-effective CRM, this is a good one to try. Their process engine is a big advantage as well.
Didn't provide a modular pricing that we can adjust according to what we needs. Design features in marketing is limited.
We liked the easy customization and user-friendly interface. The scalability and security of our data was also important.
The mobile application was only slightly difficult to get used to navigating, but there was a lot of customization on the implementation end.
Even though the system is powerful and feature-rich already, we are confident that the product has a huge potential.
Bpm'online Studio - Great tool to improve process implementation and easy to use.
The system is versatile and intuitive, which makes it a perfect fit for our company.
Creatio - great product - really flexible - great customer service.
First, the business process tool is easy to use yet powerful and robust. It can be used to automate business tasks, implement rules and also, to develop integrations with third party tools.
A highly recommended solution for customer-centric businesses.
Thanks to its low-code development tools, we are able to create new tailor-made solutions on.
Excellent pricing and incredibly simple license management.
With the help of the bpm’online system we are now able to record, store, and organize all the data that we had. In addition, during the integration process the data was deduplicated and cleaned.
I really like this platform because it has allowed me to automate and streamline customer service processes, as well as efficiently manage all activities related to my clients.
Less Annoying CRM logo
4.8
579

A simple CRM built just for small businesses

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.9
    Ease of use
    4.9
    Features
    4.5
    Customer support
    4.9
Pros and Cons from Less Annoying CRM users   
avatar
avatar
+15
I have created some awesome systems for tracking referrals and testimonials thanks to their suggestions.
We haven't found anything about the app that is a problem for us.
The best feature is that the customer service is as advertised, this company really does help. They also understand our industry which helps in the transition to and use of the product.
Haven't used it enough to see if there is anything missing.
LACRM is Affordable and Easy to use. It has been a great addition to our business, helping us keep track of test tools, customers, and new leads.
There are some features in development I am anxious to see roll out, but none of them are business critical.
It is very fast and responsive, and has all the capabilities I need. It has a series of short video tutorials that are effective and correct.
Given the design concept full enterprise integrations are a little limited. But in my view balance is right in that people use it, learning quickly and correctly to their needs.
There's a good User Interface / layout, partially adapted by us as users. Excellent support - if you have a question, a proper person will get back to you with an answer within a couple of hours.
The ease of learning and maximizing it as well as its capabilities. The support tools are also easy to locate and the item descriptions easy to understand.
The great thing about LACRM is that you can customize the view and fields to reflect your preferred names of fields or how you like to see items listed.
The product is decently easy to use. It allowed our sales team to gain some initial familiarity with CRM's and what benefits they can bring.
I love the integration with my Gmail calendar, the contacts on my phone and the fact that I can BBC an email straight into the system from any email client. These are real valuable features for me.
Great Company - Cost Effective and Surprisingly Flexible Software.
The product is great, customer service is fantastic.
The ability to link contacts to appointments and tasks made it easy to navigate to the information I needed. The dashboard gives a clear (and customizable) overview of what's on the horizon.
Price, ease of use, customer support as I learned capabilities, and the insurance platform.
LACRM lives up to its name. Integration and use is intuitive and easy.
I have created some awesome systems for tracking referrals and testimonials thanks to their suggestions.
We haven't found anything about the app that is a problem for us.
The best feature is that the customer service is as advertised, this company really does help. They also understand our industry which helps in the transition to and use of the product.
Haven't used it enough to see if there is anything missing.
LACRM is Affordable and Easy to use. It has been a great addition to our business, helping us keep track of test tools, customers, and new leads.
There are some features in development I am anxious to see roll out, but none of them are business critical.
It is very fast and responsive, and has all the capabilities I need. It has a series of short video tutorials that are effective and correct.
Given the design concept full enterprise integrations are a little limited. But in my view balance is right in that people use it, learning quickly and correctly to their needs.
There's a good User Interface / layout, partially adapted by us as users. Excellent support - if you have a question, a proper person will get back to you with an answer within a couple of hours.
The ease of learning and maximizing it as well as its capabilities. The support tools are also easy to locate and the item descriptions easy to understand.
The great thing about LACRM is that you can customize the view and fields to reflect your preferred names of fields or how you like to see items listed.
The product is decently easy to use. It allowed our sales team to gain some initial familiarity with CRM's and what benefits they can bring.
I love the integration with my Gmail calendar, the contacts on my phone and the fact that I can BBC an email straight into the system from any email client. These are real valuable features for me.
Great Company - Cost Effective and Surprisingly Flexible Software.
The product is great, customer service is fantastic.
The ability to link contacts to appointments and tasks made it easy to navigate to the information I needed. The dashboard gives a clear (and customizable) overview of what's on the horizon.
Price, ease of use, customer support as I learned capabilities, and the insurance platform.
LACRM lives up to its name. Integration and use is intuitive and easy.
I have created some awesome systems for tracking referrals and testimonials thanks to their suggestions.
We haven't found anything about the app that is a problem for us.
The best feature is that the customer service is as advertised, this company really does help. They also understand our industry which helps in the transition to and use of the product.
Haven't used it enough to see if there is anything missing.
LACRM is Affordable and Easy to use. It has been a great addition to our business, helping us keep track of test tools, customers, and new leads.
There are some features in development I am anxious to see roll out, but none of them are business critical.
It is very fast and responsive, and has all the capabilities I need. It has a series of short video tutorials that are effective and correct.
Given the design concept full enterprise integrations are a little limited. But in my view balance is right in that people use it, learning quickly and correctly to their needs.
There's a good User Interface / layout, partially adapted by us as users. Excellent support - if you have a question, a proper person will get back to you with an answer within a couple of hours.
The ease of learning and maximizing it as well as its capabilities. The support tools are also easy to locate and the item descriptions easy to understand.
The great thing about LACRM is that you can customize the view and fields to reflect your preferred names of fields or how you like to see items listed.
The product is decently easy to use. It allowed our sales team to gain some initial familiarity with CRM's and what benefits they can bring.
I love the integration with my Gmail calendar, the contacts on my phone and the fact that I can BBC an email straight into the system from any email client. These are real valuable features for me.
Great Company - Cost Effective and Surprisingly Flexible Software.
The product is great, customer service is fantastic.
The ability to link contacts to appointments and tasks made it easy to navigate to the information I needed. The dashboard gives a clear (and customizable) overview of what's on the horizon.
Price, ease of use, customer support as I learned capabilities, and the insurance platform.
LACRM lives up to its name. Integration and use is intuitive and easy.
Salesforce Starter logo
4.4
201

CRM for small business

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    3.9
    Ease of use
    4.0
    Features
    4.2
    Customer support
    4.0
Pros and Cons from Salesforce Starter users   
avatar
avatar
+15
It was a fantastic experience and an essential for a company looking to better engage and retain customers on digital platforms.
Too many unused fields that muddy up the screen and info can get lost in all the blank fields.
The code quality was awesome and the staff was super helpful. I think I'm getting the value for my money using this product.
The prices are outrageous. As a small business owner; it is a horribly large pill to swallow to pay that steep of pricing- especially as you are beginning your journey of entrepreneurship.
Superb integration with social media helping to leverage existing business relationships. Mobile functionality is also a positive.
DO NOT try to use the tool as a task manger or PM supplement as it does not work well for these functions.
It is extremely easy to use to give you the best results. Salesforce is a remarkable program because it is constantly changing and adapting to the times.
As for some of the things I couldn't deal with. And most egregious limitation: Only one agent can be working on a ticket at a time, and there's no way to kick out that other agent.
Satisfactory help from the salesforce help desk at dreamforce today. They have great customer service.
NO control on records - for example, I can't delete any history item.
Super user friendly platform and easy to navigate. It keeps everything organized and makes it easy to track historical information.
It's mobile app is very good and easy to access like this software manages customers, their mails and meetings in a single view.
Easy to use with great functionalities. Project tasks are easy to view and track.
We mostly use the mobile version as it is great for on the go and when we are at conferences and shows.
Instead of separate email inboxes for our three customer service agents, all incoming mail goes here and can be worked on by all. Perfect for when an employee is out and someone is covering for them.
Salesforce Essentials provides integration options with other popular marketing tools and applications, facilitating a seamless flow of data.
The Trailhead Playground and the extensive training modules allow you to become an expert in Salesforce, although you do need to dedicate lots of time to it.
We require a CRM solution to track our customer data and enable sales intelligence.
It was a fantastic experience and an essential for a company looking to better engage and retain customers on digital platforms.
Too many unused fields that muddy up the screen and info can get lost in all the blank fields.
The code quality was awesome and the staff was super helpful. I think I'm getting the value for my money using this product.
The prices are outrageous. As a small business owner; it is a horribly large pill to swallow to pay that steep of pricing- especially as you are beginning your journey of entrepreneurship.
Superb integration with social media helping to leverage existing business relationships. Mobile functionality is also a positive.
DO NOT try to use the tool as a task manger or PM supplement as it does not work well for these functions.
It is extremely easy to use to give you the best results. Salesforce is a remarkable program because it is constantly changing and adapting to the times.
As for some of the things I couldn't deal with. And most egregious limitation: Only one agent can be working on a ticket at a time, and there's no way to kick out that other agent.
Satisfactory help from the salesforce help desk at dreamforce today. They have great customer service.
NO control on records - for example, I can't delete any history item.
Super user friendly platform and easy to navigate. It keeps everything organized and makes it easy to track historical information.
It's mobile app is very good and easy to access like this software manages customers, their mails and meetings in a single view.
Easy to use with great functionalities. Project tasks are easy to view and track.
We mostly use the mobile version as it is great for on the go and when we are at conferences and shows.
Instead of separate email inboxes for our three customer service agents, all incoming mail goes here and can be worked on by all. Perfect for when an employee is out and someone is covering for them.
Salesforce Essentials provides integration options with other popular marketing tools and applications, facilitating a seamless flow of data.
The Trailhead Playground and the extensive training modules allow you to become an expert in Salesforce, although you do need to dedicate lots of time to it.
We require a CRM solution to track our customer data and enable sales intelligence.
It was a fantastic experience and an essential for a company looking to better engage and retain customers on digital platforms.
Too many unused fields that muddy up the screen and info can get lost in all the blank fields.
The code quality was awesome and the staff was super helpful. I think I'm getting the value for my money using this product.
The prices are outrageous. As a small business owner; it is a horribly large pill to swallow to pay that steep of pricing- especially as you are beginning your journey of entrepreneurship.
Superb integration with social media helping to leverage existing business relationships. Mobile functionality is also a positive.
DO NOT try to use the tool as a task manger or PM supplement as it does not work well for these functions.
It is extremely easy to use to give you the best results. Salesforce is a remarkable program because it is constantly changing and adapting to the times.
As for some of the things I couldn't deal with. And most egregious limitation: Only one agent can be working on a ticket at a time, and there's no way to kick out that other agent.
Satisfactory help from the salesforce help desk at dreamforce today. They have great customer service.
NO control on records - for example, I can't delete any history item.
Super user friendly platform and easy to navigate. It keeps everything organized and makes it easy to track historical information.
It's mobile app is very good and easy to access like this software manages customers, their mails and meetings in a single view.
Easy to use with great functionalities. Project tasks are easy to view and track.
We mostly use the mobile version as it is great for on the go and when we are at conferences and shows.
Instead of separate email inboxes for our three customer service agents, all incoming mail goes here and can be worked on by all. Perfect for when an employee is out and someone is covering for them.
Salesforce Essentials provides integration options with other popular marketing tools and applications, facilitating a seamless flow of data.
The Trailhead Playground and the extensive training modules allow you to become an expert in Salesforce, although you do need to dedicate lots of time to it.
We require a CRM solution to track our customer data and enable sales intelligence.
HubSpot CRM logo
4.5
4K

Everything you need to sell in one integrated suite

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.3
    Ease of use
    4.4
    Features
    4.4
    Customer support
    4.4
Pros and Cons from HubSpot CRM users   
avatar
avatar
+15
The comprehensive database, the intuitive tools, the ease of deployment - all of these are appreciated about this product.
Also, there is a hard limit of 1,000 custom fields, which is not something you can even buy more of, which in my opinion is a severe limitation.
It is popular and used by a few other businesses that we know, so we considered it and the functionality is good.
Lack of industry specific columns or trackers. Lack of customization to suit the needs of the industry I was in.
Love the email tracking and wonderful having contacts all in the same place. As a solopreneur, it is like having a virtual assistant.
There have been multiple times where we lost data and data was unretrievable.
The pricing is excellent. We use it mainly to track web hits and who was hitting our website, I have used Lead Forensics in the past and this is as good if not better and it comes for free.
It can be a little overwhelming and confusing all the options that are available.
Love the software and would highly recommend for your clients marketing and having ability to send out 2000 mailers per month free was a great thing.
HubSpot is a fantastic CRM for organizations that want a system that can support all departments such as, sales, client success, customer support, finance and marketing.
Product is easy to use and so easy to get help with. Anyone can figure it out and it's great for collaboration.
The platform is very comprehensive, some features are free and some are chargeable. Take a good look at the tutorials and discover what you really need.
Being able to setup visual email & marketing autoresponders is a big strength of HubSpot and works better than nearly any other system out there. Plus their marketing tracking is top notch.
Excellent organisational tool. Very happy with useful integrations and reminders.
This product is built to serve our needs intuitively and gives us great options to customize the platform to fit our very specific needs. Smart design, always improving and works right.
Love the fact it is so easy to integrate this software to my Wix Website. I enjoy this feature a lot.
Easy to add more users and utilize a free or low cost account as we tested out the features. I love the auto emails and autoresponder options.
I and my team were able to automate several interactions with users, assign responsible support staff to users and track our interactions with them. This made the software so useful to use.
The comprehensive database, the intuitive tools, the ease of deployment - all of these are appreciated about this product.
Also, there is a hard limit of 1,000 custom fields, which is not something you can even buy more of, which in my opinion is a severe limitation.
It is popular and used by a few other businesses that we know, so we considered it and the functionality is good.
Lack of industry specific columns or trackers. Lack of customization to suit the needs of the industry I was in.
Love the email tracking and wonderful having contacts all in the same place. As a solopreneur, it is like having a virtual assistant.
There have been multiple times where we lost data and data was unretrievable.
The pricing is excellent. We use it mainly to track web hits and who was hitting our website, I have used Lead Forensics in the past and this is as good if not better and it comes for free.
It can be a little overwhelming and confusing all the options that are available.
Love the software and would highly recommend for your clients marketing and having ability to send out 2000 mailers per month free was a great thing.
HubSpot is a fantastic CRM for organizations that want a system that can support all departments such as, sales, client success, customer support, finance and marketing.
Product is easy to use and so easy to get help with. Anyone can figure it out and it's great for collaboration.
The platform is very comprehensive, some features are free and some are chargeable. Take a good look at the tutorials and discover what you really need.
Being able to setup visual email & marketing autoresponders is a big strength of HubSpot and works better than nearly any other system out there. Plus their marketing tracking is top notch.
Excellent organisational tool. Very happy with useful integrations and reminders.
This product is built to serve our needs intuitively and gives us great options to customize the platform to fit our very specific needs. Smart design, always improving and works right.
Love the fact it is so easy to integrate this software to my Wix Website. I enjoy this feature a lot.
Easy to add more users and utilize a free or low cost account as we tested out the features. I love the auto emails and autoresponder options.
I and my team were able to automate several interactions with users, assign responsible support staff to users and track our interactions with them. This made the software so useful to use.
The comprehensive database, the intuitive tools, the ease of deployment - all of these are appreciated about this product.
Also, there is a hard limit of 1,000 custom fields, which is not something you can even buy more of, which in my opinion is a severe limitation.
It is popular and used by a few other businesses that we know, so we considered it and the functionality is good.
Lack of industry specific columns or trackers. Lack of customization to suit the needs of the industry I was in.
Love the email tracking and wonderful having contacts all in the same place. As a solopreneur, it is like having a virtual assistant.
There have been multiple times where we lost data and data was unretrievable.
The pricing is excellent. We use it mainly to track web hits and who was hitting our website, I have used Lead Forensics in the past and this is as good if not better and it comes for free.
It can be a little overwhelming and confusing all the options that are available.
Love the software and would highly recommend for your clients marketing and having ability to send out 2000 mailers per month free was a great thing.
HubSpot is a fantastic CRM for organizations that want a system that can support all departments such as, sales, client success, customer support, finance and marketing.
Product is easy to use and so easy to get help with. Anyone can figure it out and it's great for collaboration.
The platform is very comprehensive, some features are free and some are chargeable. Take a good look at the tutorials and discover what you really need.
Being able to setup visual email & marketing autoresponders is a big strength of HubSpot and works better than nearly any other system out there. Plus their marketing tracking is top notch.
Excellent organisational tool. Very happy with useful integrations and reminders.
This product is built to serve our needs intuitively and gives us great options to customize the platform to fit our very specific needs. Smart design, always improving and works right.
Love the fact it is so easy to integrate this software to my Wix Website. I enjoy this feature a lot.
Easy to add more users and utilize a free or low cost account as we tested out the features. I love the auto emails and autoresponder options.
I and my team were able to automate several interactions with users, assign responsible support staff to users and track our interactions with them. This made the software so useful to use.
NetSuite logo
4.1
1.4K

The World’s Leading, Most Deployed Cloud ERP Solution

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    3.8
    Ease of use
    3.8
    Features
    4.1
    Customer support
    3.7
Pros and Cons from NetSuite users   
avatar
+15
The best part of the software is that you You can download data for any period that you desire. It provides with a very user-friendly dashboard and the ease of accounting is also there.
My advice for those scoping out Netsuite is seriously analyze your business requirements and then advocate the hell for them in the scoping or implementation phases.
It's ability to allow the user to customise the report by adding data field(s) which is great as we do not always need to go behind IT Professional asking for help.
Please do your research before you find yourself stuck in a contract with a bunch of misleading employees that won't even respond to your email or try to address your concerns.
The ability to customize just about anything your organization wants is rewarding. And if you are willing to spend, you can have your system fit your business processes like a glove.
I hate the reporting functionality, avoid it if I can. Might be that I don't really understand its uses.
We were fortunate enough to use a trained consultant to do the implementation and now we have a fantastic solution even through getting there was not smooth sailing.
Lack of direct integration to the PSA tool. We struggled with bringing all of the contract details into the PSA and associated project.
In all cases, the ability to customize to unique business needs, far beyond something like Quickbooks or Microsoft Dynamics, is fantastic.
And when you realise that a lot of what you are paying for is really very poor and that you have to buy additional software/SAAS to make up for it's shortcomings, it is even more expensive.
It makes certain things accounting wise very automated and easy. Integration features are amazing.
It still has the same old clunky "out of date" UI, very limited change is made in their annual updates - it remains very dated and Netsuite never address the key lack of functionality.
Software is very easy to use so suitable for all staff not just office based staff. Software is so powerful that you can use it for invoicing, customer support, CRM and Shopping carts.
The customer support is horrible. You can call your Account Executive and it takes days, weeks or months to get results.
I use it on a daily basis and its very useful for quick reports and billing. I find it very helpful when I have to raise a large number invoices at one go through the upload.
I am sometimes disappointed with the "out of the box" product, meaning there are some things that I would think are standard, but they end up costing more.
Really good for accounting and easy to use the basic features.
Perfect for Subscription and SaaS Model Businesses.
The best part of the software is that you You can download data for any period that you desire. It provides with a very user-friendly dashboard and the ease of accounting is also there.
My advice for those scoping out Netsuite is seriously analyze your business requirements and then advocate the hell for them in the scoping or implementation phases.
It's ability to allow the user to customise the report by adding data field(s) which is great as we do not always need to go behind IT Professional asking for help.
Please do your research before you find yourself stuck in a contract with a bunch of misleading employees that won't even respond to your email or try to address your concerns.
The ability to customize just about anything your organization wants is rewarding. And if you are willing to spend, you can have your system fit your business processes like a glove.
I hate the reporting functionality, avoid it if I can. Might be that I don't really understand its uses.
We were fortunate enough to use a trained consultant to do the implementation and now we have a fantastic solution even through getting there was not smooth sailing.
Lack of direct integration to the PSA tool. We struggled with bringing all of the contract details into the PSA and associated project.
In all cases, the ability to customize to unique business needs, far beyond something like Quickbooks or Microsoft Dynamics, is fantastic.
And when you realise that a lot of what you are paying for is really very poor and that you have to buy additional software/SAAS to make up for it's shortcomings, it is even more expensive.
It makes certain things accounting wise very automated and easy. Integration features are amazing.
It still has the same old clunky "out of date" UI, very limited change is made in their annual updates - it remains very dated and Netsuite never address the key lack of functionality.
Software is very easy to use so suitable for all staff not just office based staff. Software is so powerful that you can use it for invoicing, customer support, CRM and Shopping carts.
The customer support is horrible. You can call your Account Executive and it takes days, weeks or months to get results.
I use it on a daily basis and its very useful for quick reports and billing. I find it very helpful when I have to raise a large number invoices at one go through the upload.
I am sometimes disappointed with the "out of the box" product, meaning there are some things that I would think are standard, but they end up costing more.
Really good for accounting and easy to use the basic features.
Perfect for Subscription and SaaS Model Businesses.
The best part of the software is that you You can download data for any period that you desire. It provides with a very user-friendly dashboard and the ease of accounting is also there.
My advice for those scoping out Netsuite is seriously analyze your business requirements and then advocate the hell for them in the scoping or implementation phases.
It's ability to allow the user to customise the report by adding data field(s) which is great as we do not always need to go behind IT Professional asking for help.
Please do your research before you find yourself stuck in a contract with a bunch of misleading employees that won't even respond to your email or try to address your concerns.
The ability to customize just about anything your organization wants is rewarding. And if you are willing to spend, you can have your system fit your business processes like a glove.
I hate the reporting functionality, avoid it if I can. Might be that I don't really understand its uses.
We were fortunate enough to use a trained consultant to do the implementation and now we have a fantastic solution even through getting there was not smooth sailing.
Lack of direct integration to the PSA tool. We struggled with bringing all of the contract details into the PSA and associated project.
In all cases, the ability to customize to unique business needs, far beyond something like Quickbooks or Microsoft Dynamics, is fantastic.
And when you realise that a lot of what you are paying for is really very poor and that you have to buy additional software/SAAS to make up for it's shortcomings, it is even more expensive.
It makes certain things accounting wise very automated and easy. Integration features are amazing.
It still has the same old clunky "out of date" UI, very limited change is made in their annual updates - it remains very dated and Netsuite never address the key lack of functionality.
Software is very easy to use so suitable for all staff not just office based staff. Software is so powerful that you can use it for invoicing, customer support, CRM and Shopping carts.
The customer support is horrible. You can call your Account Executive and it takes days, weeks or months to get results.
I use it on a daily basis and its very useful for quick reports and billing. I find it very helpful when I have to raise a large number invoices at one go through the upload.
I am sometimes disappointed with the "out of the box" product, meaning there are some things that I would think are standard, but they end up costing more.
Really good for accounting and easy to use the basic features.
Perfect for Subscription and SaaS Model Businesses.
Maximizer CRM logo
4.0
351

Find the right plan to help you get growing.

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    3.8
    Ease of use
    3.8
    Features
    3.9
    Customer support
    4.0
Pros and Cons from Maximizer CRM users   
avatar
avatar
avatar
+15
Maximizer has been a wonderful experience. Maximizer keeps all of our activities with business organized and the ease of access is wonderful, along with great Tech help when we need it.
The worst aspect of this company is that they aren’t risk free. If you purchase a year software and decide after a few weeks it simply isn’t for your company, there are no refunds.
Great support follow up is quick and responsive, new update is clean and clear, like the new features and the screen and font used.
The inability to do multiple search functions (and, if, or, = etc). Have had a lot of error problems with our CRM since last upgrade.
Above and beyond the cost effectiveness of a sales automation system, the ease of use and ability to map my organization into the system has made user acceptance very high.
Very confusing to learn, has so much it can do that we don't really need. I am just using it the way I have always used the program so much of the software is wasted.
The ease of usage is great. Tracking and closing of task remains top of mind.
At this point it is a difficult process to properly bring the website into the 21st century, since a massive overhaul would leave many existing users lost.
I have many pre-edited documents that automatically get sent and merged with my contacts. I love this software and the amount of time and energies it's saved me over the years.
The webinar support is inadequate, they won't answer some questions and tell you that they have people you can pay to get that done. We should be able to learn it ourselves.
Love that this product is so easy to use. I like that it makes my days at work much easier.
Lack of integration with gmail and google calendar.
Nice to see they have tried to upgrade their interface with a more modern looking. Being a smaller CRM player, they are more willing to work with the clients closely.
Poor customer support experiences, never getting responses on queries I've submitted for assistance. The software is a bit slow and sometimes crashes.
Compare with other newer CRMs these days, the learning curve to this product is lower. Email integration is great and speedy.
Permissions restrict customization which I understand but it can become frustrating customizing it to meet our needs.
I believe our company has risen greatly because of Maximizer CRM, most of the clients information we use is from this software, and our marketing was taken to a better level because of this software.
I haven’t really use this software a lot so I can’t really say a lot of things that I dislike about the software.
Maximizer has been a wonderful experience. Maximizer keeps all of our activities with business organized and the ease of access is wonderful, along with great Tech help when we need it.
The worst aspect of this company is that they aren’t risk free. If you purchase a year software and decide after a few weeks it simply isn’t for your company, there are no refunds.
Great support follow up is quick and responsive, new update is clean and clear, like the new features and the screen and font used.
The inability to do multiple search functions (and, if, or, = etc). Have had a lot of error problems with our CRM since last upgrade.
Above and beyond the cost effectiveness of a sales automation system, the ease of use and ability to map my organization into the system has made user acceptance very high.
Very confusing to learn, has so much it can do that we don't really need. I am just using it the way I have always used the program so much of the software is wasted.
The ease of usage is great. Tracking and closing of task remains top of mind.
At this point it is a difficult process to properly bring the website into the 21st century, since a massive overhaul would leave many existing users lost.
I have many pre-edited documents that automatically get sent and merged with my contacts. I love this software and the amount of time and energies it's saved me over the years.
The webinar support is inadequate, they won't answer some questions and tell you that they have people you can pay to get that done. We should be able to learn it ourselves.
Love that this product is so easy to use. I like that it makes my days at work much easier.
Lack of integration with gmail and google calendar.
Nice to see they have tried to upgrade their interface with a more modern looking. Being a smaller CRM player, they are more willing to work with the clients closely.
Poor customer support experiences, never getting responses on queries I've submitted for assistance. The software is a bit slow and sometimes crashes.
Compare with other newer CRMs these days, the learning curve to this product is lower. Email integration is great and speedy.
Permissions restrict customization which I understand but it can become frustrating customizing it to meet our needs.
I believe our company has risen greatly because of Maximizer CRM, most of the clients information we use is from this software, and our marketing was taken to a better level because of this software.
I haven’t really use this software a lot so I can’t really say a lot of things that I dislike about the software.
Maximizer has been a wonderful experience. Maximizer keeps all of our activities with business organized and the ease of access is wonderful, along with great Tech help when we need it.
The worst aspect of this company is that they aren’t risk free. If you purchase a year software and decide after a few weeks it simply isn’t for your company, there are no refunds.
Great support follow up is quick and responsive, new update is clean and clear, like the new features and the screen and font used.
The inability to do multiple search functions (and, if, or, = etc). Have had a lot of error problems with our CRM since last upgrade.
Above and beyond the cost effectiveness of a sales automation system, the ease of use and ability to map my organization into the system has made user acceptance very high.
Very confusing to learn, has so much it can do that we don't really need. I am just using it the way I have always used the program so much of the software is wasted.
The ease of usage is great. Tracking and closing of task remains top of mind.
At this point it is a difficult process to properly bring the website into the 21st century, since a massive overhaul would leave many existing users lost.
I have many pre-edited documents that automatically get sent and merged with my contacts. I love this software and the amount of time and energies it's saved me over the years.
The webinar support is inadequate, they won't answer some questions and tell you that they have people you can pay to get that done. We should be able to learn it ourselves.
Love that this product is so easy to use. I like that it makes my days at work much easier.
Lack of integration with gmail and google calendar.
Nice to see they have tried to upgrade their interface with a more modern looking. Being a smaller CRM player, they are more willing to work with the clients closely.
Poor customer support experiences, never getting responses on queries I've submitted for assistance. The software is a bit slow and sometimes crashes.
Compare with other newer CRMs these days, the learning curve to this product is lower. Email integration is great and speedy.
Permissions restrict customization which I understand but it can become frustrating customizing it to meet our needs.
I believe our company has risen greatly because of Maximizer CRM, most of the clients information we use is from this software, and our marketing was taken to a better level because of this software.
I haven’t really use this software a lot so I can’t really say a lot of things that I dislike about the software.
Copper logo
4.4
582

The CRM designed for Google Workspace

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.1
    Ease of use
    4.5
    Features
    4.1
    Customer support
    4.3
Pros and Cons from Copper users   
avatar
avatar
avatar
+15
Best thing about it is the seamless integration with Gmail and the plugin that it provides within the email. Really like their training / help centre.
Worse, the feature is getting worse over time, which points to an out-of-control development process. For a more complete exploration, check this thread.
My experience with Copper has been great. I have really loved using the tool and I think overall it’s a great management software.
Any mistakes during data imports caused all sorts of data problems. There is no automating of drip email campaigns.
It's easy to use, easy to set up, great customer service, easy to customize, great value and easily the best CRM I've ever used. The Gmail integration is amazing and the whole team loves the product.
The company buries a sentence that allows them to charge you for an entire extra year after you cancel, which they don't remind you about (obviously, why bury that clause otherwise).
We are able to effectively track and augment our sales and marketing efforts. We have also experience great process improvement in managing our internal client onboarding.
The customer service and billing policies are horrible.
The Gmail extension makes it super easy to add new contacts to my CRM and keep track of our conversations. It also makes it easy to keep track of leads and opportunities and what stage they are at.
I love how it automatically saves every change you make to an account. It was very easy to learn how to use and it helps you keep track of everything from phone conversations to tasks.
It's really easy to use and we have all the info we need in the same place. It's also really good at sending reminders for tasks, opportunities, etc.
I also like everyone I have interacted with at Copper: knowledgeable, service-oriented, and genuinely nice people.
Attractive, easy to use, with good G-Suite integration.
With real-time reports, and an easy learning curve, Copper seamlessly fit in with the need in the office. It has the functionality of a google product and works hand-in-hand with G-Suite.
The integration with Linkedin is also a nice feature when I am entering leads.
Sales support team was helpful in finding a solution for my UTM needs mentioned above.
Overall it has been helpful to keep track of my contacts. I wish that there were more features for the lower price point, like marketing and email features.
We embraced Copper even though it was a little pricey for a small business and required us to commit to a year.
Best thing about it is the seamless integration with Gmail and the plugin that it provides within the email. Really like their training / help centre.
Worse, the feature is getting worse over time, which points to an out-of-control development process. For a more complete exploration, check this thread.
My experience with Copper has been great. I have really loved using the tool and I think overall it’s a great management software.
Any mistakes during data imports caused all sorts of data problems. There is no automating of drip email campaigns.
It's easy to use, easy to set up, great customer service, easy to customize, great value and easily the best CRM I've ever used. The Gmail integration is amazing and the whole team loves the product.
The company buries a sentence that allows them to charge you for an entire extra year after you cancel, which they don't remind you about (obviously, why bury that clause otherwise).
We are able to effectively track and augment our sales and marketing efforts. We have also experience great process improvement in managing our internal client onboarding.
The customer service and billing policies are horrible.
The Gmail extension makes it super easy to add new contacts to my CRM and keep track of our conversations. It also makes it easy to keep track of leads and opportunities and what stage they are at.
I love how it automatically saves every change you make to an account. It was very easy to learn how to use and it helps you keep track of everything from phone conversations to tasks.
It's really easy to use and we have all the info we need in the same place. It's also really good at sending reminders for tasks, opportunities, etc.
I also like everyone I have interacted with at Copper: knowledgeable, service-oriented, and genuinely nice people.
Attractive, easy to use, with good G-Suite integration.
With real-time reports, and an easy learning curve, Copper seamlessly fit in with the need in the office. It has the functionality of a google product and works hand-in-hand with G-Suite.
The integration with Linkedin is also a nice feature when I am entering leads.
Sales support team was helpful in finding a solution for my UTM needs mentioned above.
Overall it has been helpful to keep track of my contacts. I wish that there were more features for the lower price point, like marketing and email features.
We embraced Copper even though it was a little pricey for a small business and required us to commit to a year.
Best thing about it is the seamless integration with Gmail and the plugin that it provides within the email. Really like their training / help centre.
Worse, the feature is getting worse over time, which points to an out-of-control development process. For a more complete exploration, check this thread.
My experience with Copper has been great. I have really loved using the tool and I think overall it’s a great management software.
Any mistakes during data imports caused all sorts of data problems. There is no automating of drip email campaigns.
It's easy to use, easy to set up, great customer service, easy to customize, great value and easily the best CRM I've ever used. The Gmail integration is amazing and the whole team loves the product.
The company buries a sentence that allows them to charge you for an entire extra year after you cancel, which they don't remind you about (obviously, why bury that clause otherwise).
We are able to effectively track and augment our sales and marketing efforts. We have also experience great process improvement in managing our internal client onboarding.
The customer service and billing policies are horrible.
The Gmail extension makes it super easy to add new contacts to my CRM and keep track of our conversations. It also makes it easy to keep track of leads and opportunities and what stage they are at.
I love how it automatically saves every change you make to an account. It was very easy to learn how to use and it helps you keep track of everything from phone conversations to tasks.
It's really easy to use and we have all the info we need in the same place. It's also really good at sending reminders for tasks, opportunities, etc.
I also like everyone I have interacted with at Copper: knowledgeable, service-oriented, and genuinely nice people.
Attractive, easy to use, with good G-Suite integration.
With real-time reports, and an easy learning curve, Copper seamlessly fit in with the need in the office. It has the functionality of a google product and works hand-in-hand with G-Suite.
The integration with Linkedin is also a nice feature when I am entering leads.
Sales support team was helpful in finding a solution for my UTM needs mentioned above.
Overall it has been helpful to keep track of my contacts. I wish that there were more features for the lower price point, like marketing and email features.
We embraced Copper even though it was a little pricey for a small business and required us to commit to a year.
InfoFlo logo
4.5
95

All-in-One CRM Software Solution

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.6
    Ease of use
    4.4
    Features
    4.4
    Customer support
    4.3
Pros and Cons from InfoFlo users   
+15
The program is an excellent, affordable CRM. Customer support is timely and has been great.
Thankfully, merely closing and immediately re-opening the application fixes everything with no data loss. I cannot access documents in InfoFlo to upload to a website.
The navigational experience is responsive, super reliable and fast - an important consideration when working within the same software environment daily.
After all the problems, we were never able to get it to work for us as it had on trial version, and on the aspects that were not available during trial version.
It integrates with Outlook almost perfectly and simplifies my administrative processes. The reporting and bulk email features align with what I need to accomplish and provide a seamless solution.
DO NOT BUY THIS SOFTWARE unless you are a single user and have no previous data. Only then, it might work for you.
The note taking system for each customer and company is such a blessing. Since our farm uses complex systems like customer supported agriculture I can keep tabs on how much they have left to spend.
Infoflo solved our problem of being dragged down by an outdated CRM that wasn't really customized to our industry and products.
The ability to integrate your CRM activities with your OFFICE (email, Calendar) is a strong cost effective feature of this tool.
The product represents great value (features and benefits, and ease of use relative to cost).
You buy it and it is yours. That is great for small companies like us.
The interface is intuitive. The ability to sync with Outlook is really nice.
I love the ease of use and functionality of Infoflo. We needed a CRM that could track our communication with clients, including phones, emails, and appointments.
Gave us lots of flexibility of how we gather information. Love the fact we can choose what information we share with our staff, that way they only have info they need.
The InfoFlo software is easy to use but very well designed for my business. The Quickbooks synchronization module and Outlook are very efficient and save a lot of time to my business.
The functions that are available such as quoting directly from Info Flo with our logo is great. Now that we are adding the Bulk Email function it's going to make keeping our leads engaged much easier.
All emails and documents it makes us look like we have all the info...Because we do. Price----absolutely most for the money.
Works great, and no need of anything more fancy. Has absolutely everything what a Mortgage broker needs to juggle 1000s of clients.
The program is an excellent, affordable CRM. Customer support is timely and has been great.
Thankfully, merely closing and immediately re-opening the application fixes everything with no data loss. I cannot access documents in InfoFlo to upload to a website.
The navigational experience is responsive, super reliable and fast - an important consideration when working within the same software environment daily.
After all the problems, we were never able to get it to work for us as it had on trial version, and on the aspects that were not available during trial version.
It integrates with Outlook almost perfectly and simplifies my administrative processes. The reporting and bulk email features align with what I need to accomplish and provide a seamless solution.
DO NOT BUY THIS SOFTWARE unless you are a single user and have no previous data. Only then, it might work for you.
The note taking system for each customer and company is such a blessing. Since our farm uses complex systems like customer supported agriculture I can keep tabs on how much they have left to spend.
Infoflo solved our problem of being dragged down by an outdated CRM that wasn't really customized to our industry and products.
The ability to integrate your CRM activities with your OFFICE (email, Calendar) is a strong cost effective feature of this tool.
The product represents great value (features and benefits, and ease of use relative to cost).
You buy it and it is yours. That is great for small companies like us.
The interface is intuitive. The ability to sync with Outlook is really nice.
I love the ease of use and functionality of Infoflo. We needed a CRM that could track our communication with clients, including phones, emails, and appointments.
Gave us lots of flexibility of how we gather information. Love the fact we can choose what information we share with our staff, that way they only have info they need.
The InfoFlo software is easy to use but very well designed for my business. The Quickbooks synchronization module and Outlook are very efficient and save a lot of time to my business.
The functions that are available such as quoting directly from Info Flo with our logo is great. Now that we are adding the Bulk Email function it's going to make keeping our leads engaged much easier.
All emails and documents it makes us look like we have all the info...Because we do. Price----absolutely most for the money.
Works great, and no need of anything more fancy. Has absolutely everything what a Mortgage broker needs to juggle 1000s of clients.
The program is an excellent, affordable CRM. Customer support is timely and has been great.
Thankfully, merely closing and immediately re-opening the application fixes everything with no data loss. I cannot access documents in InfoFlo to upload to a website.
The navigational experience is responsive, super reliable and fast - an important consideration when working within the same software environment daily.
After all the problems, we were never able to get it to work for us as it had on trial version, and on the aspects that were not available during trial version.
It integrates with Outlook almost perfectly and simplifies my administrative processes. The reporting and bulk email features align with what I need to accomplish and provide a seamless solution.
DO NOT BUY THIS SOFTWARE unless you are a single user and have no previous data. Only then, it might work for you.
The note taking system for each customer and company is such a blessing. Since our farm uses complex systems like customer supported agriculture I can keep tabs on how much they have left to spend.
Infoflo solved our problem of being dragged down by an outdated CRM that wasn't really customized to our industry and products.
The ability to integrate your CRM activities with your OFFICE (email, Calendar) is a strong cost effective feature of this tool.
The product represents great value (features and benefits, and ease of use relative to cost).
You buy it and it is yours. That is great for small companies like us.
The interface is intuitive. The ability to sync with Outlook is really nice.
I love the ease of use and functionality of Infoflo. We needed a CRM that could track our communication with clients, including phones, emails, and appointments.
Gave us lots of flexibility of how we gather information. Love the fact we can choose what information we share with our staff, that way they only have info they need.
The InfoFlo software is easy to use but very well designed for my business. The Quickbooks synchronization module and Outlook are very efficient and save a lot of time to my business.
The functions that are available such as quoting directly from Info Flo with our logo is great. Now that we are adding the Bulk Email function it's going to make keeping our leads engaged much easier.
All emails and documents it makes us look like we have all the info...Because we do. Price----absolutely most for the money.
Works great, and no need of anything more fancy. Has absolutely everything what a Mortgage broker needs to juggle 1000s of clients.
Capsule logo
4.5
159

Take care of your customers and sales opportunities

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.6
    Ease of use
    4.6
    Features
    4.3
    Customer support
    4.5
Pros and Cons from Capsule users   
avatar
avatar
avatar
+15
This software is very easy to use, and we have had great success with using it to communicate internally to better serve our clients.
The free version was so restricted, it made it virtually useless.
What initially attracted us to this CRM was its cost effectiveness. I was impressed by how easy it was to deploy and run.
I think we had some trouble when trying to connect to Mail Chimp. From memory it took a long time to get it right.
Nice integration with Socials to retrive people information (pictures). Some basic easy to use integration with msot popular tools like Mailchimp, Xero, Zendesk.
No multiple records (create campaign lists and cleaning up is horror).
Capsule is an excellent product for tracking opportunities and client relationships. It is easy to set up and customise.
Starts to get expensive with more users - if I could role out viewing to my whole team (no input) it would be handy - but i can't justify £300 a month.
Overall experience was positive. It's a solution that I recommend to people.
I find Capsule really easy to use and manage all my quotes, leads and follow-ups on it. I like that you can have custom fields too, helps for tracking.
Technically it has always worked great and customer service is always prompt and very friendly.
Easy to use, intuitive easy to train how to use for new employees. Great powerful CRM tool.
What I like most is keeping notes and tracking all phone calls and customer interaction with ease to follow up.
The calendar view for tasks is my favorite to stay on top of everything.
Support staff are very quick to respond. The close links with Mailchimp and Zapier are great and really easy to merge different systems.
It's intuitiveness is certainly my biggest positive.
We used salesforce on a clients account and found it very difficult to use and learn. Capsule pricing is very fair and it is great with g-suite integration.
Easy to use, inexpensive, has all the features I need for my small business.
This software is very easy to use, and we have had great success with using it to communicate internally to better serve our clients.
The free version was so restricted, it made it virtually useless.
What initially attracted us to this CRM was its cost effectiveness. I was impressed by how easy it was to deploy and run.
I think we had some trouble when trying to connect to Mail Chimp. From memory it took a long time to get it right.
Nice integration with Socials to retrive people information (pictures). Some basic easy to use integration with msot popular tools like Mailchimp, Xero, Zendesk.
No multiple records (create campaign lists and cleaning up is horror).
Capsule is an excellent product for tracking opportunities and client relationships. It is easy to set up and customise.
Starts to get expensive with more users - if I could role out viewing to my whole team (no input) it would be handy - but i can't justify £300 a month.
Overall experience was positive. It's a solution that I recommend to people.
I find Capsule really easy to use and manage all my quotes, leads and follow-ups on it. I like that you can have custom fields too, helps for tracking.
Technically it has always worked great and customer service is always prompt and very friendly.
Easy to use, intuitive easy to train how to use for new employees. Great powerful CRM tool.
What I like most is keeping notes and tracking all phone calls and customer interaction with ease to follow up.
The calendar view for tasks is my favorite to stay on top of everything.
Support staff are very quick to respond. The close links with Mailchimp and Zapier are great and really easy to merge different systems.
It's intuitiveness is certainly my biggest positive.
We used salesforce on a clients account and found it very difficult to use and learn. Capsule pricing is very fair and it is great with g-suite integration.
Easy to use, inexpensive, has all the features I need for my small business.
This software is very easy to use, and we have had great success with using it to communicate internally to better serve our clients.
The free version was so restricted, it made it virtually useless.
What initially attracted us to this CRM was its cost effectiveness. I was impressed by how easy it was to deploy and run.
I think we had some trouble when trying to connect to Mail Chimp. From memory it took a long time to get it right.
Nice integration with Socials to retrive people information (pictures). Some basic easy to use integration with msot popular tools like Mailchimp, Xero, Zendesk.
No multiple records (create campaign lists and cleaning up is horror).
Capsule is an excellent product for tracking opportunities and client relationships. It is easy to set up and customise.
Starts to get expensive with more users - if I could role out viewing to my whole team (no input) it would be handy - but i can't justify £300 a month.
Overall experience was positive. It's a solution that I recommend to people.
I find Capsule really easy to use and manage all my quotes, leads and follow-ups on it. I like that you can have custom fields too, helps for tracking.
Technically it has always worked great and customer service is always prompt and very friendly.
Easy to use, intuitive easy to train how to use for new employees. Great powerful CRM tool.
What I like most is keeping notes and tracking all phone calls and customer interaction with ease to follow up.
The calendar view for tasks is my favorite to stay on top of everything.
Support staff are very quick to respond. The close links with Mailchimp and Zapier are great and really easy to merge different systems.
It's intuitiveness is certainly my biggest positive.
We used salesforce on a clients account and found it very difficult to use and learn. Capsule pricing is very fair and it is great with g-suite integration.
Easy to use, inexpensive, has all the features I need for my small business.
HoneyBook logo

HoneyBook

4.8
599

Client management for freelancers & SMBs

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.7
    Ease of use
    4.6
    Features
    4.6
    Customer support
    4.7
Pros and Cons from HoneyBook users   
avatar
avatar
+15
Honeybook is an amazing software because it allows me to organize and keep track of all my bookings and projects in a nice, clean manner.
I hate myself for not trusting Honeybook sooner. So much grief and agonizing over my "DIY contract & invoicing system" so many wasted hours and sleepless nights.
I am also a big fan of most all of the templates that they provide for you to help set your business up for success.
Buggy, intermittent problems coupled with poor tech suport.
I love being able to manage contracts, invoices, proposals, bookkeeping, and client communication all in the same platform. The concierge service is fantastic as well.
I also with it would sync directly to ical. I hate having to make it use google becuase if google runs out of space it doesnt tell me and then i have a calendar issue.
I really appreciated how proactive they were to help me when I first joined. I just wish I had taken them up on their help.
I found it confusing to set up and everything I made never looked right.
Ease of use, functionality is amazing, it’s intuitive, has awesome integrations.
I like that this product automates my business process and gives me options to make my processes more seamless. It also helps provide me with a professional look and feel for my business.
But HoneyBook helps me keep all my inquiries, pricing packages, contracts, email templates, and payment details in one place and has been a lifesaver for me.
I love love love the proposal feature and how everything is integrated.
Their customer service team cares and goes the extra mile to not only help you in any way they can, but they truly consider ways to improve and make their customers’ lives easier.
I love HoneyBook because it's easy to use and if I can't figure something out, I can easily ask. The customer service and care is golden.
Very user friendly, they offer so much. I love being able to track my expenses and schedule clients.
Absolutely love the interface, setup and ease of use of HoneyBook.
The ease, the aesthetic, the customer service, AND the ability to project manage for my clients all in one space, including invoicing and bookkeeping.
I love that my pricing guide, invoicing, questionnaires, and contracts all come from the same source and are organized for me.
Honeybook is an amazing software because it allows me to organize and keep track of all my bookings and projects in a nice, clean manner.
I hate myself for not trusting Honeybook sooner. So much grief and agonizing over my "DIY contract & invoicing system" so many wasted hours and sleepless nights.
I am also a big fan of most all of the templates that they provide for you to help set your business up for success.
Buggy, intermittent problems coupled with poor tech suport.
I love being able to manage contracts, invoices, proposals, bookkeeping, and client communication all in the same platform. The concierge service is fantastic as well.
I also with it would sync directly to ical. I hate having to make it use google becuase if google runs out of space it doesnt tell me and then i have a calendar issue.
I really appreciated how proactive they were to help me when I first joined. I just wish I had taken them up on their help.
I found it confusing to set up and everything I made never looked right.
Ease of use, functionality is amazing, it’s intuitive, has awesome integrations.
I like that this product automates my business process and gives me options to make my processes more seamless. It also helps provide me with a professional look and feel for my business.
But HoneyBook helps me keep all my inquiries, pricing packages, contracts, email templates, and payment details in one place and has been a lifesaver for me.
I love love love the proposal feature and how everything is integrated.
Their customer service team cares and goes the extra mile to not only help you in any way they can, but they truly consider ways to improve and make their customers’ lives easier.
I love HoneyBook because it's easy to use and if I can't figure something out, I can easily ask. The customer service and care is golden.
Very user friendly, they offer so much. I love being able to track my expenses and schedule clients.
Absolutely love the interface, setup and ease of use of HoneyBook.
The ease, the aesthetic, the customer service, AND the ability to project manage for my clients all in one space, including invoicing and bookkeeping.
I love that my pricing guide, invoicing, questionnaires, and contracts all come from the same source and are organized for me.
Honeybook is an amazing software because it allows me to organize and keep track of all my bookings and projects in a nice, clean manner.
I hate myself for not trusting Honeybook sooner. So much grief and agonizing over my "DIY contract & invoicing system" so many wasted hours and sleepless nights.
I am also a big fan of most all of the templates that they provide for you to help set your business up for success.
Buggy, intermittent problems coupled with poor tech suport.
I love being able to manage contracts, invoices, proposals, bookkeeping, and client communication all in the same platform. The concierge service is fantastic as well.
I also with it would sync directly to ical. I hate having to make it use google becuase if google runs out of space it doesnt tell me and then i have a calendar issue.
I really appreciated how proactive they were to help me when I first joined. I just wish I had taken them up on their help.
I found it confusing to set up and everything I made never looked right.
Ease of use, functionality is amazing, it’s intuitive, has awesome integrations.
I like that this product automates my business process and gives me options to make my processes more seamless. It also helps provide me with a professional look and feel for my business.
But HoneyBook helps me keep all my inquiries, pricing packages, contracts, email templates, and payment details in one place and has been a lifesaver for me.
I love love love the proposal feature and how everything is integrated.
Their customer service team cares and goes the extra mile to not only help you in any way they can, but they truly consider ways to improve and make their customers’ lives easier.
I love HoneyBook because it's easy to use and if I can't figure something out, I can easily ask. The customer service and care is golden.
Very user friendly, they offer so much. I love being able to track my expenses and schedule clients.
Absolutely love the interface, setup and ease of use of HoneyBook.
The ease, the aesthetic, the customer service, AND the ability to project manage for my clients all in one space, including invoicing and bookkeeping.
I love that my pricing guide, invoicing, questionnaires, and contracts all come from the same source and are organized for me.
Rolldog logo
4.9
27

Rolldog CRM - manage your business AND increase revenue.

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.8
    Ease of use
    4.9
    Features
    4.7
    Customer support
    4.9
Pros and Cons from Rolldog users   
No pros & cons found
GreenRope logo
4.3
152

Complete CRM for sales, marketing, and operations

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.4
    Ease of use
    3.9
    Features
    4.2
    Customer support
    4.6
Pros and Cons from GreenRope users   
avatar
avatar
avatar
+15
A great communication tool for small business. The opportunity to be able to reach prospects in an quickly and timely manner is beyond impressive.
HATE HATE HATE that spell check is not on as a default in the email settings. HATE that when you use autofill for one category it changes all the categories.
We deal with a lot of 55 - 75 year old people and the ability to go in and help them with their newsletter subscriptions as if I was them is superb.
HATE that it either does not link with my google calendar or I do not know how to link it with my google calendar.
Customer Support is GreenRope's secret advantage. Staff is very responsive and effective.
HATE that the mail does not show in my sent mail in my gmail account so I can see what was sent and when without being in the app.
You guys make me look good. Thank you very much for your help and support.
The email saving feature sort of sucks. It doesnt have the title of the emails and sometimes it is out of order.
We are confident we can not only improve our internal operation, but our customer's experience as well.
It is difficult to use and understand. The Group set up is questionable for small businesses who don't have multiple users.
Everyone is friendly, patient, and helpful. I have worked most often with representative.
No direct API as of yet between Greenrope software and my ticketing platform (not TM or Pac), though they do have APIs with other providers.
Customer Support through the live chat feature is fantastic. I always get a quick response.
The great support I get from customer support.
This software has all the features you want a CRM to have - no missing bits - having everything integrated is fantastic.
There's a real sense of a commitment to developing the software and taking on board suggestions. You don't feel like a number - you feel like you are part of the GreenRope family.
Additionally, the interface is very user friendly with question marks next to every section that will give you further information of how to complete a task if you are lost.
We invested in it for the CRM part. And then found that it provides a store, a learning platform for our online courses, excellent email marketing, calendar booking schedule.
A great communication tool for small business. The opportunity to be able to reach prospects in an quickly and timely manner is beyond impressive.
HATE HATE HATE that spell check is not on as a default in the email settings. HATE that when you use autofill for one category it changes all the categories.
We deal with a lot of 55 - 75 year old people and the ability to go in and help them with their newsletter subscriptions as if I was them is superb.
HATE that it either does not link with my google calendar or I do not know how to link it with my google calendar.
Customer Support is GreenRope's secret advantage. Staff is very responsive and effective.
HATE that the mail does not show in my sent mail in my gmail account so I can see what was sent and when without being in the app.
You guys make me look good. Thank you very much for your help and support.
The email saving feature sort of sucks. It doesnt have the title of the emails and sometimes it is out of order.
We are confident we can not only improve our internal operation, but our customer's experience as well.
It is difficult to use and understand. The Group set up is questionable for small businesses who don't have multiple users.
Everyone is friendly, patient, and helpful. I have worked most often with representative.
No direct API as of yet between Greenrope software and my ticketing platform (not TM or Pac), though they do have APIs with other providers.
Customer Support through the live chat feature is fantastic. I always get a quick response.
The great support I get from customer support.
This software has all the features you want a CRM to have - no missing bits - having everything integrated is fantastic.
There's a real sense of a commitment to developing the software and taking on board suggestions. You don't feel like a number - you feel like you are part of the GreenRope family.
Additionally, the interface is very user friendly with question marks next to every section that will give you further information of how to complete a task if you are lost.
We invested in it for the CRM part. And then found that it provides a store, a learning platform for our online courses, excellent email marketing, calendar booking schedule.
A great communication tool for small business. The opportunity to be able to reach prospects in an quickly and timely manner is beyond impressive.
HATE HATE HATE that spell check is not on as a default in the email settings. HATE that when you use autofill for one category it changes all the categories.
We deal with a lot of 55 - 75 year old people and the ability to go in and help them with their newsletter subscriptions as if I was them is superb.
HATE that it either does not link with my google calendar or I do not know how to link it with my google calendar.
Customer Support is GreenRope's secret advantage. Staff is very responsive and effective.
HATE that the mail does not show in my sent mail in my gmail account so I can see what was sent and when without being in the app.
You guys make me look good. Thank you very much for your help and support.
The email saving feature sort of sucks. It doesnt have the title of the emails and sometimes it is out of order.
We are confident we can not only improve our internal operation, but our customer's experience as well.
It is difficult to use and understand. The Group set up is questionable for small businesses who don't have multiple users.
Everyone is friendly, patient, and helpful. I have worked most often with representative.
No direct API as of yet between Greenrope software and my ticketing platform (not TM or Pac), though they do have APIs with other providers.
Customer Support through the live chat feature is fantastic. I always get a quick response.
The great support I get from customer support.
This software has all the features you want a CRM to have - no missing bits - having everything integrated is fantastic.
There's a real sense of a commitment to developing the software and taking on board suggestions. You don't feel like a number - you feel like you are part of the GreenRope family.
Additionally, the interface is very user friendly with question marks next to every section that will give you further information of how to complete a task if you are lost.
We invested in it for the CRM part. And then found that it provides a store, a learning platform for our online courses, excellent email marketing, calendar booking schedule.
Claritysoft CRM logo
4.5
167

User-friendly customer relationship management software

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.7
    Ease of use
    4.5
    Features
    4.3
    Customer support
    4.7
Pros and Cons from Claritysoft CRM users   
avatar
+15
The customer service is OUTSTANDING and they are eager to assist with improvements and enhancements of the CRM. I am happy with this product and recommend it.
The only thing missing that I can think of is that there was no built in social media as a standard part of the platform.
You will have nothing but positive feedback from this software, it is so useful, the email system, when you link it to your Outlook Calendar is amazing as well.
We had employees refuse to use it because they were so frustrated.
You do not have to hire a third party company to make all the changes so your sales team can and will use the CRM. Claritysoft is eager to help make your experience the best it can be.
Early on in our use of ClaritySoft, we had a problem that needed to be addressed.
I like that we can set it up and customize the way we want it. I also liked that is was simple to get a fair price from Clarity and not some drawn out process with a large price tag.
Post the commission amount from a drop down list of sources.
We like that we have the ability to customize the software to meet our needs and also have the ability to created customer modules.
What I personally like most is the ease of use for the contact data, activity reporting, opportunities and calendar scheduling.
Ease of use and the capability for customization. The action plans and workflow functions are great for support a sales process.
Having all of my leads organized and accessible has been the best part of my Claritysoft experience.
Also, Claritysoft's support team has been AMAZING, providing training and tech support as needed to make the transition away from Salesforce extremely easy.
Great support and training form the Claritysoft CRM teams. All of our team members embraced this user friendly software.
I liked the fact that the software was so user friendly, that I could use the software with only having minimal training, and yet still be able to maneuver around the site, changing data, etc.
I particularly appreciated how our account manager customized the plan/pricing to our needs and worked with us to get the platform we needed at the cost we could afford.
Clarity has been spot-on with their support, professional, efficient and honest with us. In the early stages of adoption we were frustrated with the integration of Clarity and our staff.
Easy to use but implementation with email integration has been slow.
The customer service is OUTSTANDING and they are eager to assist with improvements and enhancements of the CRM. I am happy with this product and recommend it.
The only thing missing that I can think of is that there was no built in social media as a standard part of the platform.
You will have nothing but positive feedback from this software, it is so useful, the email system, when you link it to your Outlook Calendar is amazing as well.
We had employees refuse to use it because they were so frustrated.
You do not have to hire a third party company to make all the changes so your sales team can and will use the CRM. Claritysoft is eager to help make your experience the best it can be.
Early on in our use of ClaritySoft, we had a problem that needed to be addressed.
I like that we can set it up and customize the way we want it. I also liked that is was simple to get a fair price from Clarity and not some drawn out process with a large price tag.
Post the commission amount from a drop down list of sources.
We like that we have the ability to customize the software to meet our needs and also have the ability to created customer modules.
What I personally like most is the ease of use for the contact data, activity reporting, opportunities and calendar scheduling.
Ease of use and the capability for customization. The action plans and workflow functions are great for support a sales process.
Having all of my leads organized and accessible has been the best part of my Claritysoft experience.
Also, Claritysoft's support team has been AMAZING, providing training and tech support as needed to make the transition away from Salesforce extremely easy.
Great support and training form the Claritysoft CRM teams. All of our team members embraced this user friendly software.
I liked the fact that the software was so user friendly, that I could use the software with only having minimal training, and yet still be able to maneuver around the site, changing data, etc.
I particularly appreciated how our account manager customized the plan/pricing to our needs and worked with us to get the platform we needed at the cost we could afford.
Clarity has been spot-on with their support, professional, efficient and honest with us. In the early stages of adoption we were frustrated with the integration of Clarity and our staff.
Easy to use but implementation with email integration has been slow.
The customer service is OUTSTANDING and they are eager to assist with improvements and enhancements of the CRM. I am happy with this product and recommend it.
The only thing missing that I can think of is that there was no built in social media as a standard part of the platform.
You will have nothing but positive feedback from this software, it is so useful, the email system, when you link it to your Outlook Calendar is amazing as well.
We had employees refuse to use it because they were so frustrated.
You do not have to hire a third party company to make all the changes so your sales team can and will use the CRM. Claritysoft is eager to help make your experience the best it can be.
Early on in our use of ClaritySoft, we had a problem that needed to be addressed.
I like that we can set it up and customize the way we want it. I also liked that is was simple to get a fair price from Clarity and not some drawn out process with a large price tag.
Post the commission amount from a drop down list of sources.
We like that we have the ability to customize the software to meet our needs and also have the ability to created customer modules.
What I personally like most is the ease of use for the contact data, activity reporting, opportunities and calendar scheduling.
Ease of use and the capability for customization. The action plans and workflow functions are great for support a sales process.
Having all of my leads organized and accessible has been the best part of my Claritysoft experience.
Also, Claritysoft's support team has been AMAZING, providing training and tech support as needed to make the transition away from Salesforce extremely easy.
Great support and training form the Claritysoft CRM teams. All of our team members embraced this user friendly software.
I liked the fact that the software was so user friendly, that I could use the software with only having minimal training, and yet still be able to maneuver around the site, changing data, etc.
I particularly appreciated how our account manager customized the plan/pricing to our needs and worked with us to get the platform we needed at the cost we could afford.
Clarity has been spot-on with their support, professional, efficient and honest with us. In the early stages of adoption we were frustrated with the integration of Clarity and our staff.
Easy to use but implementation with email integration has been slow.
Track CRM logo
4.3
47

Customer relationship management software for hoteliers

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.3
    Ease of use
    4.1
    Features
    4.0
    Customer support
    4.2
Pros and Cons from Track CRM users   
+15
The system is super user friendly for agents and easy to learn. The real time visibility agents have into their performance helps create an atmosphere of friendly competition in the department.
Hard it is to get rid of contacts or merge them. The reports - too many and too vague.
Track is a great system at a very affordable price. It works well for tracking our leads and bookings, and the updates over the past few years have been very helpful.
It is slow to update and if over loaded there are many errors. Which slows down productivity.
The ease of communication with our guests is great, and when I have staff that work different schedules they are all able to work as a team and cover all of our leads.
Unfortunately, the reservations system we use does not talk to Track and there's nothing we can really do about that, so that it one major downside.
Great experience dealing with the people for they are open to expanding the product's potential through their willingness to consider client feedback and suggestions.
Every once in a while when a call comes in, the phone will only ring once and set your status to an away no answer.
I love the ease of use and reporting. Everything is very easy to understand and simple to pull.
Our reservation conversions have increased and we love how easy this product make it to track our communication with guests.
The sales and support team are great and I have enjoyed working with them. The team has really taken to the system, to the point where they can't imagine how we got by without it before.
It's been a great experience. And the support team is very responsive.
This product is great, it allows our agents to respond to inquiries quickly and efficiently and to track all conversations with ease.
Overall we are pretty satisfied with Track. It has helped us improve communication and follow up with leads and guests.
I can view my personal reports to see how many leads I have converted and how much revenue I have brought in to the company. This helps me easily keep track of and improve my sales performance.
The end of month Executive Summary that is sent out is also very informative and gives us our progress on certain areas at a glance. This software is nicely laid out and fairly easy to navigate.
Overall I like this system and how it integrates with our day to day operations.
We embrace and live in their Track-Pulse Call Center software and appreciate a deep integration with Springer Miller Systems our PMS.
The system is super user friendly for agents and easy to learn. The real time visibility agents have into their performance helps create an atmosphere of friendly competition in the department.
Hard it is to get rid of contacts or merge them. The reports - too many and too vague.
Track is a great system at a very affordable price. It works well for tracking our leads and bookings, and the updates over the past few years have been very helpful.
It is slow to update and if over loaded there are many errors. Which slows down productivity.
The ease of communication with our guests is great, and when I have staff that work different schedules they are all able to work as a team and cover all of our leads.
Unfortunately, the reservations system we use does not talk to Track and there's nothing we can really do about that, so that it one major downside.
Great experience dealing with the people for they are open to expanding the product's potential through their willingness to consider client feedback and suggestions.
Every once in a while when a call comes in, the phone will only ring once and set your status to an away no answer.
I love the ease of use and reporting. Everything is very easy to understand and simple to pull.
Our reservation conversions have increased and we love how easy this product make it to track our communication with guests.
The sales and support team are great and I have enjoyed working with them. The team has really taken to the system, to the point where they can't imagine how we got by without it before.
It's been a great experience. And the support team is very responsive.
This product is great, it allows our agents to respond to inquiries quickly and efficiently and to track all conversations with ease.
Overall we are pretty satisfied with Track. It has helped us improve communication and follow up with leads and guests.
I can view my personal reports to see how many leads I have converted and how much revenue I have brought in to the company. This helps me easily keep track of and improve my sales performance.
The end of month Executive Summary that is sent out is also very informative and gives us our progress on certain areas at a glance. This software is nicely laid out and fairly easy to navigate.
Overall I like this system and how it integrates with our day to day operations.
We embrace and live in their Track-Pulse Call Center software and appreciate a deep integration with Springer Miller Systems our PMS.
The system is super user friendly for agents and easy to learn. The real time visibility agents have into their performance helps create an atmosphere of friendly competition in the department.
Hard it is to get rid of contacts or merge them. The reports - too many and too vague.
Track is a great system at a very affordable price. It works well for tracking our leads and bookings, and the updates over the past few years have been very helpful.
It is slow to update and if over loaded there are many errors. Which slows down productivity.
The ease of communication with our guests is great, and when I have staff that work different schedules they are all able to work as a team and cover all of our leads.
Unfortunately, the reservations system we use does not talk to Track and there's nothing we can really do about that, so that it one major downside.
Great experience dealing with the people for they are open to expanding the product's potential through their willingness to consider client feedback and suggestions.
Every once in a while when a call comes in, the phone will only ring once and set your status to an away no answer.
I love the ease of use and reporting. Everything is very easy to understand and simple to pull.
Our reservation conversions have increased and we love how easy this product make it to track our communication with guests.
The sales and support team are great and I have enjoyed working with them. The team has really taken to the system, to the point where they can't imagine how we got by without it before.
It's been a great experience. And the support team is very responsive.
This product is great, it allows our agents to respond to inquiries quickly and efficiently and to track all conversations with ease.
Overall we are pretty satisfied with Track. It has helped us improve communication and follow up with leads and guests.
I can view my personal reports to see how many leads I have converted and how much revenue I have brought in to the company. This helps me easily keep track of and improve my sales performance.
The end of month Executive Summary that is sent out is also very informative and gives us our progress on certain areas at a glance. This software is nicely laid out and fairly easy to navigate.
Overall I like this system and how it integrates with our day to day operations.
We embrace and live in their Track-Pulse Call Center software and appreciate a deep integration with Springer Miller Systems our PMS.
Inperium Sell logo
5.0
1

Customer relationship management software for sales teams

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    5.0
    Ease of use
    5.0
    Features
    5.0
    Customer support
    5.0
Pros and Cons from Inperium Sell users   
No pros & cons found
Bitrix24 logo

Bitrix24

4.2
806

100% free CRM, collaboration, and communication tool suite

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.2
    Ease of use
    3.9
    Features
    4.2
    Customer support
    3.9
Pros and Cons from Bitrix24 users   
avatar
avatar
avatar
+15
Great features as a CRM software and phone system. The reports that can be pulled are helpful to analyze the success of your sales/program.
Etremely lacking as a CRM, reporting is terrible, customizations are so basic, and customer support is the worst I have ever seen. Even with the premium versions.
Probably most of all I liked a good IP-telephony. It is convenient to use, easy to integrate.
Often, formal replies come from her instead of solving problems. Tech support leaves its customers alone with problems.
I can run verity of project at the same time thanks to the amazing feature and tools that provided by Betrix24.
Storing and uploading a large size files is keep get interrupted and very frustrating experience with it.
As a CRM, cloud for documentation and message it works great and is at a very nice price.
Their employee performance report is just an eyewash, they don't have an employee reporting structure at all, what the biggest disappointment.
It is good for small startups because of its reasonable pricing compared to other CRM tools. Also the customization of the software feature is also a great one.
Definitely Not at all a matured technology with the failure to understand basics if it comes to the custom tab.
I like that it has a mobile app so that helps for the chat when you are not in the computer and someone needs to contact you.
They should also fix the integration feature, as some of the integration is not properly integrated and no data are shown in the software after it is connected.
It’s user friendly which is the best, and easy access also.
Some of the CRM tools is quite confusing to use and there no complete guide or documentation that can help me to study its functionality.
The most important thing that i look in project management software is the contact panel, and Bitrix24 has a very comprehensive contact panel.
It's quite reliable and useful for business management.
The pricing for smaller teams is affordable. Also has self hosted version with ability to integrate more functionality.
Bitrix offer a clean and minimalist user interface that is easy to navigate around it. It can be used to managing task and acted as a CRM to smoothing the customer support tools related.
Great features as a CRM software and phone system. The reports that can be pulled are helpful to analyze the success of your sales/program.
Etremely lacking as a CRM, reporting is terrible, customizations are so basic, and customer support is the worst I have ever seen. Even with the premium versions.
Probably most of all I liked a good IP-telephony. It is convenient to use, easy to integrate.
Often, formal replies come from her instead of solving problems. Tech support leaves its customers alone with problems.
I can run verity of project at the same time thanks to the amazing feature and tools that provided by Betrix24.
Storing and uploading a large size files is keep get interrupted and very frustrating experience with it.
As a CRM, cloud for documentation and message it works great and is at a very nice price.
Their employee performance report is just an eyewash, they don't have an employee reporting structure at all, what the biggest disappointment.
It is good for small startups because of its reasonable pricing compared to other CRM tools. Also the customization of the software feature is also a great one.
Definitely Not at all a matured technology with the failure to understand basics if it comes to the custom tab.
I like that it has a mobile app so that helps for the chat when you are not in the computer and someone needs to contact you.
They should also fix the integration feature, as some of the integration is not properly integrated and no data are shown in the software after it is connected.
It’s user friendly which is the best, and easy access also.
Some of the CRM tools is quite confusing to use and there no complete guide or documentation that can help me to study its functionality.
The most important thing that i look in project management software is the contact panel, and Bitrix24 has a very comprehensive contact panel.
It's quite reliable and useful for business management.
The pricing for smaller teams is affordable. Also has self hosted version with ability to integrate more functionality.
Bitrix offer a clean and minimalist user interface that is easy to navigate around it. It can be used to managing task and acted as a CRM to smoothing the customer support tools related.
Great features as a CRM software and phone system. The reports that can be pulled are helpful to analyze the success of your sales/program.
Etremely lacking as a CRM, reporting is terrible, customizations are so basic, and customer support is the worst I have ever seen. Even with the premium versions.
Probably most of all I liked a good IP-telephony. It is convenient to use, easy to integrate.
Often, formal replies come from her instead of solving problems. Tech support leaves its customers alone with problems.
I can run verity of project at the same time thanks to the amazing feature and tools that provided by Betrix24.
Storing and uploading a large size files is keep get interrupted and very frustrating experience with it.
As a CRM, cloud for documentation and message it works great and is at a very nice price.
Their employee performance report is just an eyewash, they don't have an employee reporting structure at all, what the biggest disappointment.
It is good for small startups because of its reasonable pricing compared to other CRM tools. Also the customization of the software feature is also a great one.
Definitely Not at all a matured technology with the failure to understand basics if it comes to the custom tab.
I like that it has a mobile app so that helps for the chat when you are not in the computer and someone needs to contact you.
They should also fix the integration feature, as some of the integration is not properly integrated and no data are shown in the software after it is connected.
It’s user friendly which is the best, and easy access also.
Some of the CRM tools is quite confusing to use and there no complete guide or documentation that can help me to study its functionality.
The most important thing that i look in project management software is the contact panel, and Bitrix24 has a very comprehensive contact panel.
It's quite reliable and useful for business management.
The pricing for smaller teams is affordable. Also has self hosted version with ability to integrate more functionality.
Bitrix offer a clean and minimalist user interface that is easy to navigate around it. It can be used to managing task and acted as a CRM to smoothing the customer support tools related.
Repfabric logo
4.9
15

CRM system for multi-line sellers

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.9
    Ease of use
    4.7
    Features
    4.6
    Customer support
    4.7
Pros and Cons from Repfabric users   
avatar
+7
Great product, great support. I have recommended RepFabric to many other rep agencies and I know several have signed up as well.
The main difficulty we experience is needing to create a new company before we can tie an email to the customer.
I appreciate that the system can be used on a computer as well as through a mobile device. Even better that the two systems work seamlessly.
Getting a customized subroutine. If you do want something customized, it is a bit difficult to complete.
The system matches our functions and prior CRM so well, our implementation was a (somewhat) easy transition from SFDC and easy to learn. The support team is very responsive and helpful.
Sales reporting, opportunity tracking and Activity Journals are a great.
The entire system matches our functions so well that not only was our original implementation easy but new hires find the system intuitive and easy to learn.
Ease of use, very little time needed to enter an activity into CRM.
How easy it is to use and how straightforward the program is.
There are only minor customizations required to get up and running quickly. Very easy to use and has most of the information and subroutines needed for manufacturer's representative.
Great product, great support. I have recommended RepFabric to many other rep agencies and I know several have signed up as well.
The main difficulty we experience is needing to create a new company before we can tie an email to the customer.
I appreciate that the system can be used on a computer as well as through a mobile device. Even better that the two systems work seamlessly.
Getting a customized subroutine. If you do want something customized, it is a bit difficult to complete.
The system matches our functions and prior CRM so well, our implementation was a (somewhat) easy transition from SFDC and easy to learn. The support team is very responsive and helpful.
Sales reporting, opportunity tracking and Activity Journals are a great.
The entire system matches our functions so well that not only was our original implementation easy but new hires find the system intuitive and easy to learn.
Ease of use, very little time needed to enter an activity into CRM.
How easy it is to use and how straightforward the program is.
There are only minor customizations required to get up and running quickly. Very easy to use and has most of the information and subroutines needed for manufacturer's representative.
Great product, great support. I have recommended RepFabric to many other rep agencies and I know several have signed up as well.
The main difficulty we experience is needing to create a new company before we can tie an email to the customer.
I appreciate that the system can be used on a computer as well as through a mobile device. Even better that the two systems work seamlessly.
Getting a customized subroutine. If you do want something customized, it is a bit difficult to complete.
The system matches our functions and prior CRM so well, our implementation was a (somewhat) easy transition from SFDC and easy to learn. The support team is very responsive and helpful.
Sales reporting, opportunity tracking and Activity Journals are a great.
The entire system matches our functions so well that not only was our original implementation easy but new hires find the system intuitive and easy to learn.
Ease of use, very little time needed to enter an activity into CRM.
How easy it is to use and how straightforward the program is.
There are only minor customizations required to get up and running quickly. Very easy to use and has most of the information and subroutines needed for manufacturer's representative.
Law Ruler Software logo
4.8
43

Legal Practice Management & Intake Software - Powered by AI

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.7
    Ease of use
    4.7
    Features
    4.7
    Customer support
    5.0
Pros and Cons from Law Ruler Software users   
+15
Excellent product for managing intakes and securing the client with ease- the cost is minimal for the ability to increase client conversion.
The other companies who I won't mention were trying to force my firm to fit into how their software worked which failed miserably.
The customer service is hands down the best in the legal industry. Hillel Charm, my account manager, spent hours with me setting up my customized intakes and e-sign documents.
I've been through a massive transition from a CRM to an ERP. It was a miserable experience.
I love this program and would recommend it to everyone that's interested in making a switch.
There are a lot of features on the software. This makes it difficult to use at first.
The data system is fantastic, easy for the staff to use and easy for me to edit, run reports and overall make sure productivity is where it should be.
We went through 2 other software systems before Law Ruler that had all failed to implement our workflow in a useful way.
The support for the implementation of the software has been fantastic.
I find Law Ruler easy to navigate with very effective reporting features that are improving all the time.
This product has helped change that and drastically improved our efficiency and saved time and aggravation.
We love the ease of use of Law Ruler, all the info you need to find is truly at your finger tips.
We worked together on a weekly basis and customer service representatives are always available to help out. I highly recommended using law ruler for your intake and case management needs.
The system itself is easy to use which helps since our staff is all virtual now because of covid.
Everyone, particularly Matthew, has been available and supportive from Day One and made time for me and my team very quickly to train and further understand certain aspects of the software.
Leads, client satisfaction, communication, revenue, accountability, metrics, transparency have all improved significantly since then.
Also, I am not very technie so I put Law Ruler in touch with my vendors and they did the integrations for me. It saved me a lot of time and helped a lot.
It will offer your firm the ability to capture a new client as quickly and professionally as any other law firm out there. The next revolutionary aspect to Law Ruler is its text integration.
Excellent product for managing intakes and securing the client with ease- the cost is minimal for the ability to increase client conversion.
The other companies who I won't mention were trying to force my firm to fit into how their software worked which failed miserably.
The customer service is hands down the best in the legal industry. Hillel Charm, my account manager, spent hours with me setting up my customized intakes and e-sign documents.
I've been through a massive transition from a CRM to an ERP. It was a miserable experience.
I love this program and would recommend it to everyone that's interested in making a switch.
There are a lot of features on the software. This makes it difficult to use at first.
The data system is fantastic, easy for the staff to use and easy for me to edit, run reports and overall make sure productivity is where it should be.
We went through 2 other software systems before Law Ruler that had all failed to implement our workflow in a useful way.
The support for the implementation of the software has been fantastic.
I find Law Ruler easy to navigate with very effective reporting features that are improving all the time.
This product has helped change that and drastically improved our efficiency and saved time and aggravation.
We love the ease of use of Law Ruler, all the info you need to find is truly at your finger tips.
We worked together on a weekly basis and customer service representatives are always available to help out. I highly recommended using law ruler for your intake and case management needs.
The system itself is easy to use which helps since our staff is all virtual now because of covid.
Everyone, particularly Matthew, has been available and supportive from Day One and made time for me and my team very quickly to train and further understand certain aspects of the software.
Leads, client satisfaction, communication, revenue, accountability, metrics, transparency have all improved significantly since then.
Also, I am not very technie so I put Law Ruler in touch with my vendors and they did the integrations for me. It saved me a lot of time and helped a lot.
It will offer your firm the ability to capture a new client as quickly and professionally as any other law firm out there. The next revolutionary aspect to Law Ruler is its text integration.
Excellent product for managing intakes and securing the client with ease- the cost is minimal for the ability to increase client conversion.
The other companies who I won't mention were trying to force my firm to fit into how their software worked which failed miserably.
The customer service is hands down the best in the legal industry. Hillel Charm, my account manager, spent hours with me setting up my customized intakes and e-sign documents.
I've been through a massive transition from a CRM to an ERP. It was a miserable experience.
I love this program and would recommend it to everyone that's interested in making a switch.
There are a lot of features on the software. This makes it difficult to use at first.
The data system is fantastic, easy for the staff to use and easy for me to edit, run reports and overall make sure productivity is where it should be.
We went through 2 other software systems before Law Ruler that had all failed to implement our workflow in a useful way.
The support for the implementation of the software has been fantastic.
I find Law Ruler easy to navigate with very effective reporting features that are improving all the time.
This product has helped change that and drastically improved our efficiency and saved time and aggravation.
We love the ease of use of Law Ruler, all the info you need to find is truly at your finger tips.
We worked together on a weekly basis and customer service representatives are always available to help out. I highly recommended using law ruler for your intake and case management needs.
The system itself is easy to use which helps since our staff is all virtual now because of covid.
Everyone, particularly Matthew, has been available and supportive from Day One and made time for me and my team very quickly to train and further understand certain aspects of the software.
Leads, client satisfaction, communication, revenue, accountability, metrics, transparency have all improved significantly since then.
Also, I am not very technie so I put Law Ruler in touch with my vendors and they did the integrations for me. It saved me a lot of time and helped a lot.
It will offer your firm the ability to capture a new client as quickly and professionally as any other law firm out there. The next revolutionary aspect to Law Ruler is its text integration.
kintone logo
4.7
152

Agile, No-code Business Application Platform

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.6
    Ease of use
    4.5
    Features
    4.4
    Customer support
    4.6
Pros and Cons from kintone users   
+15
I have accurate reports, solid information and feel confident in my presentations because of the ability to have reports at my fingertips.
But if we had to go this alone, we'd never have endured.
Analyst in the utility industry, I was impressed with the ease of use of the Kintone product and the ability to come up to speed to develop a useful program.
There is some functionality missing that I need for the vision I have for our database.
Very easy to use; can pretty much do anything we need. Great community that shares info and customer support is great.
I have attempted group set ups & have had access granted and restricted where it was unintended.
Their team understands our needs quickly and are super helpful in figuring out solutions that work.
This reflects the shift in our local population, but it wasn't until we had more data in Kintone that I could see our assumption was wrong.
Kintone reduced our paperwork and provided a platform to share information across our organization. Very happy that we are on it now.
Great, customer support has been easy to use and the staff is very knowledgable about the product.
Also, it was wonderful not to have our contacts pressuring us trying to UP-SELL and add on more costs and services.
Versatility and the great support we get. Our Kintone reps are so helpful and flexible and go beyond our expectations to make sure that we have solutions to our problems.
I love that Kintone allows me to retrieve our data in an easy to understand way. I can pull reports, manipulate them and present the data easily.
Price and built-in apps that don’t require much development. Very easy to create simple but very useful applications needed within manufacturing or project management environments.
The ease of use for me to access and have a dash board with all of my info. The dashboard lets me review the required data without having to reapply my search parameters.
With a bit of help from Kintone, able to do everything I have needed from a somewhat complex lengthy first project.
This software easily integrates excel spreadsheets and no code apps. This has allowed our organization the ability to streamline work flow & processes.
Receommended Code Free Database Integration Software.
I have accurate reports, solid information and feel confident in my presentations because of the ability to have reports at my fingertips.
But if we had to go this alone, we'd never have endured.
Analyst in the utility industry, I was impressed with the ease of use of the Kintone product and the ability to come up to speed to develop a useful program.
There is some functionality missing that I need for the vision I have for our database.
Very easy to use; can pretty much do anything we need. Great community that shares info and customer support is great.
I have attempted group set ups & have had access granted and restricted where it was unintended.
Their team understands our needs quickly and are super helpful in figuring out solutions that work.
This reflects the shift in our local population, but it wasn't until we had more data in Kintone that I could see our assumption was wrong.
Kintone reduced our paperwork and provided a platform to share information across our organization. Very happy that we are on it now.
Great, customer support has been easy to use and the staff is very knowledgable about the product.
Also, it was wonderful not to have our contacts pressuring us trying to UP-SELL and add on more costs and services.
Versatility and the great support we get. Our Kintone reps are so helpful and flexible and go beyond our expectations to make sure that we have solutions to our problems.
I love that Kintone allows me to retrieve our data in an easy to understand way. I can pull reports, manipulate them and present the data easily.
Price and built-in apps that don’t require much development. Very easy to create simple but very useful applications needed within manufacturing or project management environments.
The ease of use for me to access and have a dash board with all of my info. The dashboard lets me review the required data without having to reapply my search parameters.
With a bit of help from Kintone, able to do everything I have needed from a somewhat complex lengthy first project.
This software easily integrates excel spreadsheets and no code apps. This has allowed our organization the ability to streamline work flow & processes.
Receommended Code Free Database Integration Software.
I have accurate reports, solid information and feel confident in my presentations because of the ability to have reports at my fingertips.
But if we had to go this alone, we'd never have endured.
Analyst in the utility industry, I was impressed with the ease of use of the Kintone product and the ability to come up to speed to develop a useful program.
There is some functionality missing that I need for the vision I have for our database.
Very easy to use; can pretty much do anything we need. Great community that shares info and customer support is great.
I have attempted group set ups & have had access granted and restricted where it was unintended.
Their team understands our needs quickly and are super helpful in figuring out solutions that work.
This reflects the shift in our local population, but it wasn't until we had more data in Kintone that I could see our assumption was wrong.
Kintone reduced our paperwork and provided a platform to share information across our organization. Very happy that we are on it now.
Great, customer support has been easy to use and the staff is very knowledgable about the product.
Also, it was wonderful not to have our contacts pressuring us trying to UP-SELL and add on more costs and services.
Versatility and the great support we get. Our Kintone reps are so helpful and flexible and go beyond our expectations to make sure that we have solutions to our problems.
I love that Kintone allows me to retrieve our data in an easy to understand way. I can pull reports, manipulate them and present the data easily.
Price and built-in apps that don’t require much development. Very easy to create simple but very useful applications needed within manufacturing or project management environments.
The ease of use for me to access and have a dash board with all of my info. The dashboard lets me review the required data without having to reapply my search parameters.
With a bit of help from Kintone, able to do everything I have needed from a somewhat complex lengthy first project.
This software easily integrates excel spreadsheets and no code apps. This has allowed our organization the ability to streamline work flow & processes.
Receommended Code Free Database Integration Software.
Zywave Agency Management logo
2.5
19

Customer relationship management solution

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    2.2
    Ease of use
    2.3
    Features
    2.4
    Customer support
    1.8
Pros and Cons from Zywave Agency Management users   
+10
Some great resources and appreciated that they had our company's logo on them.
So unprofessional to hide behind the contract, with no grace period, and no lemon laws in insurance software.
The software was simplistic, easy to understand, at an affordable rate with great customer service when it was owned by Partner XE. Partner XE sold the AMS to Zywave in the fall of 2022.
Trying to onboard was a fiasco. It took weeks and money spent and hours on phone trying to onboard.
Brokerage Builder has been a great tool for us at Hays. We use it for our database in Benefits.
Nobody returns calls or emails when you have problem or want to cancel.
It helps me keep track of my renewals, policy numbers, and line of benefits coverage my clients have.
I don't like the fact that you can't add more than one plan under one policy number. I also don't like that some plan info is mandatory to complete even if it may not apply.
The ability to house all of my client information in one place. It's easy to look up all policy details.
Unfortunately, the resources weren't updated often enough for us (we needed new content more frequently).
Pretty easy to navigate. Lacking some intuitive features.
The first month when they loved us and we were new - they helped us engage and build the product. The only other times they really truly engaged with us was right about time for our renewal.
The resources are straightforward, simple and easy to understand. We also use their video links and articles for our social media and blog sites.
Some great resources and appreciated that they had our company's logo on them.
So unprofessional to hide behind the contract, with no grace period, and no lemon laws in insurance software.
The software was simplistic, easy to understand, at an affordable rate with great customer service when it was owned by Partner XE. Partner XE sold the AMS to Zywave in the fall of 2022.
Trying to onboard was a fiasco. It took weeks and money spent and hours on phone trying to onboard.
Brokerage Builder has been a great tool for us at Hays. We use it for our database in Benefits.
Nobody returns calls or emails when you have problem or want to cancel.
It helps me keep track of my renewals, policy numbers, and line of benefits coverage my clients have.
I don't like the fact that you can't add more than one plan under one policy number. I also don't like that some plan info is mandatory to complete even if it may not apply.
The ability to house all of my client information in one place. It's easy to look up all policy details.
Unfortunately, the resources weren't updated often enough for us (we needed new content more frequently).
Pretty easy to navigate. Lacking some intuitive features.
The first month when they loved us and we were new - they helped us engage and build the product. The only other times they really truly engaged with us was right about time for our renewal.
The resources are straightforward, simple and easy to understand. We also use their video links and articles for our social media and blog sites.
Some great resources and appreciated that they had our company's logo on them.
So unprofessional to hide behind the contract, with no grace period, and no lemon laws in insurance software.
The software was simplistic, easy to understand, at an affordable rate with great customer service when it was owned by Partner XE. Partner XE sold the AMS to Zywave in the fall of 2022.
Trying to onboard was a fiasco. It took weeks and money spent and hours on phone trying to onboard.
Brokerage Builder has been a great tool for us at Hays. We use it for our database in Benefits.
Nobody returns calls or emails when you have problem or want to cancel.
It helps me keep track of my renewals, policy numbers, and line of benefits coverage my clients have.
I don't like the fact that you can't add more than one plan under one policy number. I also don't like that some plan info is mandatory to complete even if it may not apply.
The ability to house all of my client information in one place. It's easy to look up all policy details.
Unfortunately, the resources weren't updated often enough for us (we needed new content more frequently).
Pretty easy to navigate. Lacking some intuitive features.
The first month when they loved us and we were new - they helped us engage and build the product. The only other times they really truly engaged with us was right about time for our renewal.
The resources are straightforward, simple and easy to understand. We also use their video links and articles for our social media and blog sites.