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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.
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.
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.
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.
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.
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.
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.
kintone logo
4.7
152

Agile, No-code Business Application Platform

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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.
Smartsheet logo

Smartsheet

4.5
3.1K

An online work execution platform for any size organization.

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.3
    Ease of use
    4.3
    Features
    4.3
    Customer support
    4.3
Pros and Cons from Smartsheet users   
avatar
avatar
avatar
+15
It's been great having so many templates to choose from and customize. Awesome that it can be integrated with MS Teams.
I then took the Smartsheet training to be certified and that opened my eyes to the power of the tool (and also to the fact that the sheets I hated were users in our company using it very, very WRONG).
I love the ease to customize your sheet for whatever you need and however you like it. Love being able to switch around columns and sort rows so quickly too.
The only complaint that I have is that if the spreadsheet is very large, the page can be slightly laggy.
The project being web-based helps to share information with other members of the team. The ability to export to various formats, as well as get team updates is a huge benefit.
Some features seem to be missing or limited features available.
Overall, the experience is positive - strong tools, robust features, easy to learn. I would recommend this to anyone who needs to have data interact with multiple systems and user types.
Visually did not work for some users in my organization. Was confusing on what tasks needed to be completed.
I am a big fan of smart sheet. Not only is the tool extremely capable for more complex project needs but the service team is also extremely helpful.
A good advantage is the presence of a strong community that helps to find answers quickly. Smartsheet also makes quite easy to share results with teammates.
I think Smartsheet is a great tool for several reasons, but one of the most important is the ability to collaborate with your team in real time.
I especially like the ability to assign tasks to a certain person. The calendar feature has also been great to track past and upcoming events.
You can pull off amazing things if you sit down and build it. I was able to build a completely automated revenue and labor estimator that shows me how profitable each member of my team is.
Smartsheet is super dedicated to project management...their templates are quite useful and run the gamut from gantt charts to expense reports.
It's shear-ability, ease to use, and major effectiveness when project managing. It's great to control every step of the way.
I find answers to my questions quickly in the Smartsheet community and existing templates save me a great deal of time...and make me look smart.
Collaborative; User friendly; Relatively inexpensive; Good Dashboard (once you understand it).
Tools like Zapier make it easy to integrate with, and you can also upgrade to a live data connector to visualize your data in a tool like tableau.
It's been great having so many templates to choose from and customize. Awesome that it can be integrated with MS Teams.
I then took the Smartsheet training to be certified and that opened my eyes to the power of the tool (and also to the fact that the sheets I hated were users in our company using it very, very WRONG).
I love the ease to customize your sheet for whatever you need and however you like it. Love being able to switch around columns and sort rows so quickly too.
The only complaint that I have is that if the spreadsheet is very large, the page can be slightly laggy.
The project being web-based helps to share information with other members of the team. The ability to export to various formats, as well as get team updates is a huge benefit.
Some features seem to be missing or limited features available.
Overall, the experience is positive - strong tools, robust features, easy to learn. I would recommend this to anyone who needs to have data interact with multiple systems and user types.
Visually did not work for some users in my organization. Was confusing on what tasks needed to be completed.
I am a big fan of smart sheet. Not only is the tool extremely capable for more complex project needs but the service team is also extremely helpful.
A good advantage is the presence of a strong community that helps to find answers quickly. Smartsheet also makes quite easy to share results with teammates.
I think Smartsheet is a great tool for several reasons, but one of the most important is the ability to collaborate with your team in real time.
I especially like the ability to assign tasks to a certain person. The calendar feature has also been great to track past and upcoming events.
You can pull off amazing things if you sit down and build it. I was able to build a completely automated revenue and labor estimator that shows me how profitable each member of my team is.
Smartsheet is super dedicated to project management...their templates are quite useful and run the gamut from gantt charts to expense reports.
It's shear-ability, ease to use, and major effectiveness when project managing. It's great to control every step of the way.
I find answers to my questions quickly in the Smartsheet community and existing templates save me a great deal of time...and make me look smart.
Collaborative; User friendly; Relatively inexpensive; Good Dashboard (once you understand it).
Tools like Zapier make it easy to integrate with, and you can also upgrade to a live data connector to visualize your data in a tool like tableau.
It's been great having so many templates to choose from and customize. Awesome that it can be integrated with MS Teams.
I then took the Smartsheet training to be certified and that opened my eyes to the power of the tool (and also to the fact that the sheets I hated were users in our company using it very, very WRONG).
I love the ease to customize your sheet for whatever you need and however you like it. Love being able to switch around columns and sort rows so quickly too.
The only complaint that I have is that if the spreadsheet is very large, the page can be slightly laggy.
The project being web-based helps to share information with other members of the team. The ability to export to various formats, as well as get team updates is a huge benefit.
Some features seem to be missing or limited features available.
Overall, the experience is positive - strong tools, robust features, easy to learn. I would recommend this to anyone who needs to have data interact with multiple systems and user types.
Visually did not work for some users in my organization. Was confusing on what tasks needed to be completed.
I am a big fan of smart sheet. Not only is the tool extremely capable for more complex project needs but the service team is also extremely helpful.
A good advantage is the presence of a strong community that helps to find answers quickly. Smartsheet also makes quite easy to share results with teammates.
I think Smartsheet is a great tool for several reasons, but one of the most important is the ability to collaborate with your team in real time.
I especially like the ability to assign tasks to a certain person. The calendar feature has also been great to track past and upcoming events.
You can pull off amazing things if you sit down and build it. I was able to build a completely automated revenue and labor estimator that shows me how profitable each member of my team is.
Smartsheet is super dedicated to project management...their templates are quite useful and run the gamut from gantt charts to expense reports.
It's shear-ability, ease to use, and major effectiveness when project managing. It's great to control every step of the way.
I find answers to my questions quickly in the Smartsheet community and existing templates save me a great deal of time...and make me look smart.
Collaborative; User friendly; Relatively inexpensive; Good Dashboard (once you understand it).
Tools like Zapier make it easy to integrate with, and you can also upgrade to a live data connector to visualize your data in a tool like tableau.
ActiveCampaign logo
4.6
2.3K

Email Marketing, Marketing Automation, CRM/Sales Automation

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.4
    Ease of use
    4.3
    Features
    4.5
    Customer support
    4.4
Pros and Cons from ActiveCampaign users   
avatar
avatar
avatar
+15
The team is great with helping you troubleshoot any problems and my team loves how easy it is to use.
And that hurt our webinar registration for that week (which was a bummer) and we found out about this on the day of the webinar.
I really love and appreciate the ease of use. It's super easy to throw together an email, assign tags, create lists, etc.
The major problem is the lack of ability to copy an email to more than the recipient. The lack of this feature is putting the continued use of this product in doubt.
I am so happy to have Active Campaign on board. It is just what I needed to help promote my online program.
I've a problem to pay for my upgrade plan due to an currency problem. The website automatically converts the price to my local currency.
Great training, support, sales, and customer success people. The training, the consulting sessions, and follow ups have all been very well managed and super professional, but also fun.
I actually gave up on ActiveCampaign - discouraged by the lack of support.
I like that it saved a lot of my time through automation. It also helped me get a better understanding of the success rate of my campaigns.
They offer great integration with my Wordpress sites, Facebook fan pages, and Zapier (automations integrated with Eventbrite.) Customer support has always been helpful and friendly.
What I love most about Active Campaign is that it is wonderful to use for lead generation, automation, and building your email list.
I love how I can look after my community with personalised emails, other features like tags and links with website are very useful for CRM.
Hands down it has the most capabilities that I was looking for, with ability to really customize and tailor your automations and email sequences. It was easy to use and extremely reliable.
Features seems comprehensive enough to suit my needs and I trust that my data will be protected. Set up support and training has been fantastic.
The customer service is amazing. I love that you can receive automations from people, you can customize everything.
ActiveCampaign has integrated easily and perfectly into my business so far - with great success for my first campaigns both in terms of open rates and engagement as well as revenue.
Everything works as it should, their support is great when you need them (which in my experience has been infrequently), and the price is great.
AC provides the best combination of possibilities (features), user experience (ease of use), and pricing (it's affordable!).
The team is great with helping you troubleshoot any problems and my team loves how easy it is to use.
And that hurt our webinar registration for that week (which was a bummer) and we found out about this on the day of the webinar.
I really love and appreciate the ease of use. It's super easy to throw together an email, assign tags, create lists, etc.
The major problem is the lack of ability to copy an email to more than the recipient. The lack of this feature is putting the continued use of this product in doubt.
I am so happy to have Active Campaign on board. It is just what I needed to help promote my online program.
I've a problem to pay for my upgrade plan due to an currency problem. The website automatically converts the price to my local currency.
Great training, support, sales, and customer success people. The training, the consulting sessions, and follow ups have all been very well managed and super professional, but also fun.
I actually gave up on ActiveCampaign - discouraged by the lack of support.
I like that it saved a lot of my time through automation. It also helped me get a better understanding of the success rate of my campaigns.
They offer great integration with my Wordpress sites, Facebook fan pages, and Zapier (automations integrated with Eventbrite.) Customer support has always been helpful and friendly.
What I love most about Active Campaign is that it is wonderful to use for lead generation, automation, and building your email list.
I love how I can look after my community with personalised emails, other features like tags and links with website are very useful for CRM.
Hands down it has the most capabilities that I was looking for, with ability to really customize and tailor your automations and email sequences. It was easy to use and extremely reliable.
Features seems comprehensive enough to suit my needs and I trust that my data will be protected. Set up support and training has been fantastic.
The customer service is amazing. I love that you can receive automations from people, you can customize everything.
ActiveCampaign has integrated easily and perfectly into my business so far - with great success for my first campaigns both in terms of open rates and engagement as well as revenue.
Everything works as it should, their support is great when you need them (which in my experience has been infrequently), and the price is great.
AC provides the best combination of possibilities (features), user experience (ease of use), and pricing (it's affordable!).
The team is great with helping you troubleshoot any problems and my team loves how easy it is to use.
And that hurt our webinar registration for that week (which was a bummer) and we found out about this on the day of the webinar.
I really love and appreciate the ease of use. It's super easy to throw together an email, assign tags, create lists, etc.
The major problem is the lack of ability to copy an email to more than the recipient. The lack of this feature is putting the continued use of this product in doubt.
I am so happy to have Active Campaign on board. It is just what I needed to help promote my online program.
I've a problem to pay for my upgrade plan due to an currency problem. The website automatically converts the price to my local currency.
Great training, support, sales, and customer success people. The training, the consulting sessions, and follow ups have all been very well managed and super professional, but also fun.
I actually gave up on ActiveCampaign - discouraged by the lack of support.
I like that it saved a lot of my time through automation. It also helped me get a better understanding of the success rate of my campaigns.
They offer great integration with my Wordpress sites, Facebook fan pages, and Zapier (automations integrated with Eventbrite.) Customer support has always been helpful and friendly.
What I love most about Active Campaign is that it is wonderful to use for lead generation, automation, and building your email list.
I love how I can look after my community with personalised emails, other features like tags and links with website are very useful for CRM.
Hands down it has the most capabilities that I was looking for, with ability to really customize and tailor your automations and email sequences. It was easy to use and extremely reliable.
Features seems comprehensive enough to suit my needs and I trust that my data will be protected. Set up support and training has been fantastic.
The customer service is amazing. I love that you can receive automations from people, you can customize everything.
ActiveCampaign has integrated easily and perfectly into my business so far - with great success for my first campaigns both in terms of open rates and engagement as well as revenue.
Everything works as it should, their support is great when you need them (which in my experience has been infrequently), and the price is great.
AC provides the best combination of possibilities (features), user experience (ease of use), and pricing (it's affordable!).
Marketing 360 logo
4.6
1K

#1 Marketing Platform For Small Business

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.4
    Ease of use
    4.5
    Features
    4.5
    Customer support
    4.6
Pros and Cons from Marketing 360 users   
avatar
+15
They have been wonderful to work with. They have went over and beyond and have been very accommodating while working with me.
Poor customer service, lots of errors that created problems in our SEO.
As promised it is taking off and extremely excited for what else is to come in the future and what executives can work now they have a great website to send all of my leads to.
I feel they can be pricey in the sense that every thing that they do you get charged for.
Our company has used and gets great results from mymarketing360.com for years now. The re-targeting ads are very effective, the real-time analytics are excellent, and the customer support is awesome.
I put myself in a very bad spot using these guys.
The system is great and the people genuinely love what they do-serving clients. The system is the best in the world and I am very satisfied with Marketing 360's results.
Worst Business Decision Ive made since been in business.
In my opinion, this platform is better suited for transaction sales vs. relationship sales. The customer service is great and they are always responsive to our needs.
It’s a great tool to come up with some awesome marketing ideas. Ways to get your business name out there.
Seems to be a nice, integrated system that can help accelerate revenue through pipeline.
Very Easy to use Great CRM, Great Marketing Dashboard.
Love the forms and how they integrate with the website making it easy for potential clients to contact us.
I liked how simple and clean the software layout is.
Great customer service, friendly and hard working staff.
The software is very user friendly. It has all of the functions that we need to facilitate our sales cycle and tracking.
He was very transparent about what the pricing would and wouldn’t include, and wasn’t trying to just solicit business to add new accounts. I felt like I actually learned from the experience).
I find Marketing 360 to be cost effective, budget conscience, creative and very collaborative to work with.
They have been wonderful to work with. They have went over and beyond and have been very accommodating while working with me.
Poor customer service, lots of errors that created problems in our SEO.
As promised it is taking off and extremely excited for what else is to come in the future and what executives can work now they have a great website to send all of my leads to.
I feel they can be pricey in the sense that every thing that they do you get charged for.
Our company has used and gets great results from mymarketing360.com for years now. The re-targeting ads are very effective, the real-time analytics are excellent, and the customer support is awesome.
I put myself in a very bad spot using these guys.
The system is great and the people genuinely love what they do-serving clients. The system is the best in the world and I am very satisfied with Marketing 360's results.
Worst Business Decision Ive made since been in business.
In my opinion, this platform is better suited for transaction sales vs. relationship sales. The customer service is great and they are always responsive to our needs.
It’s a great tool to come up with some awesome marketing ideas. Ways to get your business name out there.
Seems to be a nice, integrated system that can help accelerate revenue through pipeline.
Very Easy to use Great CRM, Great Marketing Dashboard.
Love the forms and how they integrate with the website making it easy for potential clients to contact us.
I liked how simple and clean the software layout is.
Great customer service, friendly and hard working staff.
The software is very user friendly. It has all of the functions that we need to facilitate our sales cycle and tracking.
He was very transparent about what the pricing would and wouldn’t include, and wasn’t trying to just solicit business to add new accounts. I felt like I actually learned from the experience).
I find Marketing 360 to be cost effective, budget conscience, creative and very collaborative to work with.
They have been wonderful to work with. They have went over and beyond and have been very accommodating while working with me.
Poor customer service, lots of errors that created problems in our SEO.
As promised it is taking off and extremely excited for what else is to come in the future and what executives can work now they have a great website to send all of my leads to.
I feel they can be pricey in the sense that every thing that they do you get charged for.
Our company has used and gets great results from mymarketing360.com for years now. The re-targeting ads are very effective, the real-time analytics are excellent, and the customer support is awesome.
I put myself in a very bad spot using these guys.
The system is great and the people genuinely love what they do-serving clients. The system is the best in the world and I am very satisfied with Marketing 360's results.
Worst Business Decision Ive made since been in business.
In my opinion, this platform is better suited for transaction sales vs. relationship sales. The customer service is great and they are always responsive to our needs.
It’s a great tool to come up with some awesome marketing ideas. Ways to get your business name out there.
Seems to be a nice, integrated system that can help accelerate revenue through pipeline.
Very Easy to use Great CRM, Great Marketing Dashboard.
Love the forms and how they integrate with the website making it easy for potential clients to contact us.
I liked how simple and clean the software layout is.
Great customer service, friendly and hard working staff.
The software is very user friendly. It has all of the functions that we need to facilitate our sales cycle and tracking.
He was very transparent about what the pricing would and wouldn’t include, and wasn’t trying to just solicit business to add new accounts. I felt like I actually learned from the experience).
I find Marketing 360 to be cost effective, budget conscience, creative and very collaborative to work with.
EngageBay CRM logo
4.7
664

Integrated sales & marketing software for growing teams

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.7
    Ease of use
    4.5
    Features
    4.6
    Customer support
    4.8
Pros and Cons from EngageBay CRM users   
avatar
avatar
avatar
+15
Easy to use email marketing platform. The best part is you have all the powerful tools like landing pages, autoresponders, email broadcast, sequences even in the free.
Some missing features such as missing Google Meet, and location in calendar event.
Got the hang of EngageBay in a matter of hours due to its ease of use and excellent customer support. Any question is answered in a matter of seconds.
Webinar features, landing pages does not support reusable headers and footers, no option to build own templates. Missing Social Software Analytics.
I love page builder of Engagebay. It loads super fast and in stable performance based on AWS + CDN Cloudfront.
Landing page templates are very limited at the moment.
We searched for ages for software that could combine a sophisticated CRM/contact management system alongside email and newsletters - this is the best on the market.
Since I started using it recently so not very sure about dislikes. So far, I am enjoying it.
We love the ease of use and managing of the Contacts. We were able to integrate our website forms and Zapier to perform the automation needed for our Sales staff.
EngageBay is a great tool for marketing automation for small companies (finally!) and for a reasonable price. You can customize all views and see the data you want to.
Their product is easy to use and their chat support is great.
The all-in-one feature is the best for me. Having all client information and tracking results from marketing in the same place really is beneficial.
The software is great and very much extendable with API and other customization.
Nice for someone starting up. The free plan even comes with helpdesk and live chat.
I did EXTENSIVE research before picking Engagebay and they havent disappointed me. This is a tool for what I need but also that can grow with me.
The support was incredible, help us a lot to setup the different automatisation.
You can also create a custom domain for landing pages built in EngageBay - it's very important to build credibility, cause people don't want to click on unknown links.
It is easyish to use, still lacks loads of features and the way of working is sometimes frustrating compared to something like Hubspot, but that is where the huge price difference comes in.
Easy to use email marketing platform. The best part is you have all the powerful tools like landing pages, autoresponders, email broadcast, sequences even in the free.
Some missing features such as missing Google Meet, and location in calendar event.
Got the hang of EngageBay in a matter of hours due to its ease of use and excellent customer support. Any question is answered in a matter of seconds.
Webinar features, landing pages does not support reusable headers and footers, no option to build own templates. Missing Social Software Analytics.
I love page builder of Engagebay. It loads super fast and in stable performance based on AWS + CDN Cloudfront.
Landing page templates are very limited at the moment.
We searched for ages for software that could combine a sophisticated CRM/contact management system alongside email and newsletters - this is the best on the market.
Since I started using it recently so not very sure about dislikes. So far, I am enjoying it.
We love the ease of use and managing of the Contacts. We were able to integrate our website forms and Zapier to perform the automation needed for our Sales staff.
EngageBay is a great tool for marketing automation for small companies (finally!) and for a reasonable price. You can customize all views and see the data you want to.
Their product is easy to use and their chat support is great.
The all-in-one feature is the best for me. Having all client information and tracking results from marketing in the same place really is beneficial.
The software is great and very much extendable with API and other customization.
Nice for someone starting up. The free plan even comes with helpdesk and live chat.
I did EXTENSIVE research before picking Engagebay and they havent disappointed me. This is a tool for what I need but also that can grow with me.
The support was incredible, help us a lot to setup the different automatisation.
You can also create a custom domain for landing pages built in EngageBay - it's very important to build credibility, cause people don't want to click on unknown links.
It is easyish to use, still lacks loads of features and the way of working is sometimes frustrating compared to something like Hubspot, but that is where the huge price difference comes in.
Easy to use email marketing platform. The best part is you have all the powerful tools like landing pages, autoresponders, email broadcast, sequences even in the free.
Some missing features such as missing Google Meet, and location in calendar event.
Got the hang of EngageBay in a matter of hours due to its ease of use and excellent customer support. Any question is answered in a matter of seconds.
Webinar features, landing pages does not support reusable headers and footers, no option to build own templates. Missing Social Software Analytics.
I love page builder of Engagebay. It loads super fast and in stable performance based on AWS + CDN Cloudfront.
Landing page templates are very limited at the moment.
We searched for ages for software that could combine a sophisticated CRM/contact management system alongside email and newsletters - this is the best on the market.
Since I started using it recently so not very sure about dislikes. So far, I am enjoying it.
We love the ease of use and managing of the Contacts. We were able to integrate our website forms and Zapier to perform the automation needed for our Sales staff.
EngageBay is a great tool for marketing automation for small companies (finally!) and for a reasonable price. You can customize all views and see the data you want to.
Their product is easy to use and their chat support is great.
The all-in-one feature is the best for me. Having all client information and tracking results from marketing in the same place really is beneficial.
The software is great and very much extendable with API and other customization.
Nice for someone starting up. The free plan even comes with helpdesk and live chat.
I did EXTENSIVE research before picking Engagebay and they havent disappointed me. This is a tool for what I need but also that can grow with me.
The support was incredible, help us a lot to setup the different automatisation.
You can also create a custom domain for landing pages built in EngageBay - it's very important to build credibility, cause people don't want to click on unknown links.
It is easyish to use, still lacks loads of features and the way of working is sometimes frustrating compared to something like Hubspot, but that is where the huge price difference comes in.
Lead Gen & CRM (formerly SharpSpring) logo
4.6
760

Attract, Win, and Grow with Lead Gen & CRM

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.7
    Ease of use
    4.3
    Features
    4.4
    Customer support
    4.6
Pros and Cons from Lead Gen & CRM (formerly SharpSpring) users   
avatar
+15
Not only is it affordable for a small agency like mine, who works with small businesses, but it's extremely powerful, and capable of executing any strategy my team or my clients require.
The constant failure of the system, the automations fail. They are not fixing the bugs.
I love the ease of use, interface, but most importantly all of Sharpspring employees, and how quickly they respond with tips, ideas, and help with support.
Their billing platform is absolutely ridiculous. They bill your clients directly, and not the agency using the platform saying that the client is the end user, not the agency managing the account.
This allows us to better understand and track our users and help determined the best platforms to promote our campaigns.
We are now remarketing to leads that were missed during the initial buying cycle and reclaiming that lost revenue on top of increasing our close rate on new clients.
I love all the metrics it provides me which helps me cater my newsletter and make adjustments as needed. This is so important so I can actually alter my content for my audience.
The only con I can think of is the lack of display/functionality options in the form and landing page builder.
Very good experience, easy to use, they were helpful on the CRM integration. Overall a very positive experience.
Very pleasant experience so far. Great service and some keen insights about our audience and site visitors.
The price and support speak a lot about the company. The fact that its packed full of features that are easy to use makes it a great product for good value.
Sharpspring is a very powerful program and well worth the price. The integration team was very helpful in getting us up and going and the support team has been available for questions along the way.
SharpSpring has been a successful decision for our agency since we got it in 2017. Within the first month it was making a huge positive difference for us and our clients.
SharpSpring has great customer support team that is always there to answer my questions and help me to get a solution.
Great product with a good cost benefit ratio and a great support.
I have improved in my ability to navigate and save time. It would seem that every day I find a new trick or workflow that saves me time and makes money for my company.
The customer service of our account reps are outstanding. They helped us create some things that were never done before.
I find this product is relatively user friendly, I especially like all the details in the analytics. All the information you ever needed and more.
Not only is it affordable for a small agency like mine, who works with small businesses, but it's extremely powerful, and capable of executing any strategy my team or my clients require.
The constant failure of the system, the automations fail. They are not fixing the bugs.
I love the ease of use, interface, but most importantly all of Sharpspring employees, and how quickly they respond with tips, ideas, and help with support.
Their billing platform is absolutely ridiculous. They bill your clients directly, and not the agency using the platform saying that the client is the end user, not the agency managing the account.
This allows us to better understand and track our users and help determined the best platforms to promote our campaigns.
We are now remarketing to leads that were missed during the initial buying cycle and reclaiming that lost revenue on top of increasing our close rate on new clients.
I love all the metrics it provides me which helps me cater my newsletter and make adjustments as needed. This is so important so I can actually alter my content for my audience.
The only con I can think of is the lack of display/functionality options in the form and landing page builder.
Very good experience, easy to use, they were helpful on the CRM integration. Overall a very positive experience.
Very pleasant experience so far. Great service and some keen insights about our audience and site visitors.
The price and support speak a lot about the company. The fact that its packed full of features that are easy to use makes it a great product for good value.
Sharpspring is a very powerful program and well worth the price. The integration team was very helpful in getting us up and going and the support team has been available for questions along the way.
SharpSpring has been a successful decision for our agency since we got it in 2017. Within the first month it was making a huge positive difference for us and our clients.
SharpSpring has great customer support team that is always there to answer my questions and help me to get a solution.
Great product with a good cost benefit ratio and a great support.
I have improved in my ability to navigate and save time. It would seem that every day I find a new trick or workflow that saves me time and makes money for my company.
The customer service of our account reps are outstanding. They helped us create some things that were never done before.
I find this product is relatively user friendly, I especially like all the details in the analytics. All the information you ever needed and more.
Not only is it affordable for a small agency like mine, who works with small businesses, but it's extremely powerful, and capable of executing any strategy my team or my clients require.
The constant failure of the system, the automations fail. They are not fixing the bugs.
I love the ease of use, interface, but most importantly all of Sharpspring employees, and how quickly they respond with tips, ideas, and help with support.
Their billing platform is absolutely ridiculous. They bill your clients directly, and not the agency using the platform saying that the client is the end user, not the agency managing the account.
This allows us to better understand and track our users and help determined the best platforms to promote our campaigns.
We are now remarketing to leads that were missed during the initial buying cycle and reclaiming that lost revenue on top of increasing our close rate on new clients.
I love all the metrics it provides me which helps me cater my newsletter and make adjustments as needed. This is so important so I can actually alter my content for my audience.
The only con I can think of is the lack of display/functionality options in the form and landing page builder.
Very good experience, easy to use, they were helpful on the CRM integration. Overall a very positive experience.
Very pleasant experience so far. Great service and some keen insights about our audience and site visitors.
The price and support speak a lot about the company. The fact that its packed full of features that are easy to use makes it a great product for good value.
Sharpspring is a very powerful program and well worth the price. The integration team was very helpful in getting us up and going and the support team has been available for questions along the way.
SharpSpring has been a successful decision for our agency since we got it in 2017. Within the first month it was making a huge positive difference for us and our clients.
SharpSpring has great customer support team that is always there to answer my questions and help me to get a solution.
Great product with a good cost benefit ratio and a great support.
I have improved in my ability to navigate and save time. It would seem that every day I find a new trick or workflow that saves me time and makes money for my company.
The customer service of our account reps are outstanding. They helped us create some things that were never done before.
I find this product is relatively user friendly, I especially like all the details in the analytics. All the information you ever needed and more.
Kylas Sales CRM logo
4.8
395

#TheBetterCRM

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.8
    Ease of use
    4.8
    Features
    4.7
    Customer support
    4.9
Pros and Cons from Kylas Sales CRM users   
avatar
avatar
+15
The affordable pricing and the unlimited user feature are the best in the market secondly the ease of use of the product is really great.
Lags sometime, page take time to load in rare cases.
I personally like it most and customer care is excellent. User-friendly navigation and contact management system.
Some features are missing as this software is new, but they are building and developing on that.
This website offers budget friendly plans and has multiple good features which makes this as a great CRM.
Encountered quite some bugs and some features were missing.
Nice User Experience and easy to use and has good functionalities.
Team module option should be there that no other user can check data of other team members.
Ease of customization and user friendly. Having no limit on users is very helpful.
Its very good experience with Kylas and it help a lot to us.
Very easy to use and hassle free. Also easy interface... great service.
Very useful and great customer support, Go for it.
Excellent after sales service and customer care.
Overall, I am very impressed with the software and what it has to offer. Using the centralized system, we can manage customer data and interactions in one place, which is user-friendly and intuitive.
It helps me a lot to manage the lead data efficiently. Notifications helps making the follow up on time.
Good experience, hoping to get full support in coming months.
Very good data representation and having multiple integration and many.
I like its user-based features, easy lead capture form integration, and SMTP integration system.
The affordable pricing and the unlimited user feature are the best in the market secondly the ease of use of the product is really great.
Lags sometime, page take time to load in rare cases.
I personally like it most and customer care is excellent. User-friendly navigation and contact management system.
Some features are missing as this software is new, but they are building and developing on that.
This website offers budget friendly plans and has multiple good features which makes this as a great CRM.
Encountered quite some bugs and some features were missing.
Nice User Experience and easy to use and has good functionalities.
Team module option should be there that no other user can check data of other team members.
Ease of customization and user friendly. Having no limit on users is very helpful.
Its very good experience with Kylas and it help a lot to us.
Very easy to use and hassle free. Also easy interface... great service.
Very useful and great customer support, Go for it.
Excellent after sales service and customer care.
Overall, I am very impressed with the software and what it has to offer. Using the centralized system, we can manage customer data and interactions in one place, which is user-friendly and intuitive.
It helps me a lot to manage the lead data efficiently. Notifications helps making the follow up on time.
Good experience, hoping to get full support in coming months.
Very good data representation and having multiple integration and many.
I like its user-based features, easy lead capture form integration, and SMTP integration system.
The affordable pricing and the unlimited user feature are the best in the market secondly the ease of use of the product is really great.
Lags sometime, page take time to load in rare cases.
I personally like it most and customer care is excellent. User-friendly navigation and contact management system.
Some features are missing as this software is new, but they are building and developing on that.
This website offers budget friendly plans and has multiple good features which makes this as a great CRM.
Encountered quite some bugs and some features were missing.
Nice User Experience and easy to use and has good functionalities.
Team module option should be there that no other user can check data of other team members.
Ease of customization and user friendly. Having no limit on users is very helpful.
Its very good experience with Kylas and it help a lot to us.
Very easy to use and hassle free. Also easy interface... great service.
Very useful and great customer support, Go for it.
Excellent after sales service and customer care.
Overall, I am very impressed with the software and what it has to offer. Using the centralized system, we can manage customer data and interactions in one place, which is user-friendly and intuitive.
It helps me a lot to manage the lead data efficiently. Notifications helps making the follow up on time.
Good experience, hoping to get full support in coming months.
Very good data representation and having multiple integration and many.
I like its user-based features, easy lead capture form integration, and SMTP integration system.
Freshsales logo
4.5
605

Sales management solution

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.4
    Ease of use
    4.4
    Features
    4.4
    Customer support
    4.5
Pros and Cons from Freshsales users   
avatar
avatar
avatar
+15
It is pretty easy to use. The ability to set up sales sequencing was nice and pretty easy to do.
Error logs were nearly impossible to find and though the log is supposed to be included on the email showing the errors it wasn't. Support couldn't figure it out either.
Easy set up, intuitive interface, good gmail integration, decent price. I once called them for help on a saturday and someone answered and was very helpful.
Horrible at talking to people and trying to fix problems.
With freshsales the user will know more tools to evaluate potential customers. Freshsales has an excellent communication, which we highly recommend to handle sales opportunities.
Th reporting system is really bad. You cannot rely on if it is giving you the right report.
The best thing we like is the interoperability of freshsales with our helpdesk (freshdesk). The synchronization of activity helps us keep track of the issues our customers have had with our products.
Every time that I have contacted support it has unfortunately been very disappointing. Even the most basic question takes an inordinate amount of time to get a response.
Freshsales does an excellent job giving you a tool to manage your sales pipeline, and what makes it better is that it connects right in and seamlessly works with your help desk.
Great scope of features that gives you access to just about all functionality you would normally need to have a good view.
I love how I can integrate my other FreshWorks software as well as quickbooks. I can seamlessly maneuver the website and find the information I need for the most part.
The deal stages are really easy to track on the freshsales. And also easy email tracks and clicks tracks, call and email remainders, Notes of the account and the contact are the best.
Overall, a great piece of software for a great price.
I like that fact that they have many integrations with other needed tools that can help a business grow and stay organized.
Freshsales is always aiming for the best user experience. The support is very fast and eager to understand and solve problems.
I like that the software is easy to use and most salespeople can come in and learn the software easily.
My sales teams are happier and more productive because of this effective tool. Built-in accounting features make it a "dream" to integrate into large financial system as well.
Continues to innovate & get better with every release.
It is pretty easy to use. The ability to set up sales sequencing was nice and pretty easy to do.
Error logs were nearly impossible to find and though the log is supposed to be included on the email showing the errors it wasn't. Support couldn't figure it out either.
Easy set up, intuitive interface, good gmail integration, decent price. I once called them for help on a saturday and someone answered and was very helpful.
Horrible at talking to people and trying to fix problems.
With freshsales the user will know more tools to evaluate potential customers. Freshsales has an excellent communication, which we highly recommend to handle sales opportunities.
Th reporting system is really bad. You cannot rely on if it is giving you the right report.
The best thing we like is the interoperability of freshsales with our helpdesk (freshdesk). The synchronization of activity helps us keep track of the issues our customers have had with our products.
Every time that I have contacted support it has unfortunately been very disappointing. Even the most basic question takes an inordinate amount of time to get a response.
Freshsales does an excellent job giving you a tool to manage your sales pipeline, and what makes it better is that it connects right in and seamlessly works with your help desk.
Great scope of features that gives you access to just about all functionality you would normally need to have a good view.
I love how I can integrate my other FreshWorks software as well as quickbooks. I can seamlessly maneuver the website and find the information I need for the most part.
The deal stages are really easy to track on the freshsales. And also easy email tracks and clicks tracks, call and email remainders, Notes of the account and the contact are the best.
Overall, a great piece of software for a great price.
I like that fact that they have many integrations with other needed tools that can help a business grow and stay organized.
Freshsales is always aiming for the best user experience. The support is very fast and eager to understand and solve problems.
I like that the software is easy to use and most salespeople can come in and learn the software easily.
My sales teams are happier and more productive because of this effective tool. Built-in accounting features make it a "dream" to integrate into large financial system as well.
Continues to innovate & get better with every release.
It is pretty easy to use. The ability to set up sales sequencing was nice and pretty easy to do.
Error logs were nearly impossible to find and though the log is supposed to be included on the email showing the errors it wasn't. Support couldn't figure it out either.
Easy set up, intuitive interface, good gmail integration, decent price. I once called them for help on a saturday and someone answered and was very helpful.
Horrible at talking to people and trying to fix problems.
With freshsales the user will know more tools to evaluate potential customers. Freshsales has an excellent communication, which we highly recommend to handle sales opportunities.
Th reporting system is really bad. You cannot rely on if it is giving you the right report.
The best thing we like is the interoperability of freshsales with our helpdesk (freshdesk). The synchronization of activity helps us keep track of the issues our customers have had with our products.
Every time that I have contacted support it has unfortunately been very disappointing. Even the most basic question takes an inordinate amount of time to get a response.
Freshsales does an excellent job giving you a tool to manage your sales pipeline, and what makes it better is that it connects right in and seamlessly works with your help desk.
Great scope of features that gives you access to just about all functionality you would normally need to have a good view.
I love how I can integrate my other FreshWorks software as well as quickbooks. I can seamlessly maneuver the website and find the information I need for the most part.
The deal stages are really easy to track on the freshsales. And also easy email tracks and clicks tracks, call and email remainders, Notes of the account and the contact are the best.
Overall, a great piece of software for a great price.
I like that fact that they have many integrations with other needed tools that can help a business grow and stay organized.
Freshsales is always aiming for the best user experience. The support is very fast and eager to understand and solve problems.
I like that the software is easy to use and most salespeople can come in and learn the software easily.
My sales teams are happier and more productive because of this effective tool. Built-in accounting features make it a "dream" to integrate into large financial system as well.
Continues to innovate & get better with every release.
Keap logo
4.1
1.2K

An all-in-one CRM, sales and marketing automation software

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    3.8
    Ease of use
    3.5
    Features
    4.1
    Customer support
    4.1
Pros and Cons from Keap users   
avatar
+15
The interface is clean and easy to use. On first impressions it looked like the re-brand from InfusionSoft was a move good to keep things more simple.
When you leave it idle, rather than timing out gracefully, you lose any unsaved info. I know that's more of a "my workflow, why the hell aren't you saving your work" issue, but it's still annoying.
I love this product, it is the best when you get advanced marketing experience and a big mail list, you can really do magic with it with the advanced action based segmentation.
Sick and tired of paying money for something no one can make function and do what I need.
I had some great help with getting everything set up and I find the email automation system quite easy to use and understand, which is great as it has gotten me to do a lot more with automation.
Infusionsoft refuses to make simple fixes. Terrible for business to business.
Technical support for the most part has been great, they are very patient and friendly.
The system is horribly confusing so much so that their own people have no idea what they are doing. They don't test or check their own work.
It is a good tool for marketing campaigns and generating insights. Their CRM tool is also good and a have the required functionalities.
As someone in business for 10+ yrs, this is a terrible experience.
I like how easy it is to use. I like that you can change the dashboard and main screen to show only the information you want to see.
Poor integrations, could not load the data on an ongoing basis as we wanted to.
It especially great for startups (my case), since the price point is very reasonable and the customer service is exceptionally helpful. I would reccomend it to other colleagues 100.
This can make it difficult to manage if you have multiple types of tags.
This was easy to integrate with fix your funnel which i absolutely loved using. You were able to send multiple texts to gym members very easy and do a lot of cool things such as make groups etc.
I loved the tags and advanced segmentation I can do with my marketing funnel. I can tag users based on their actions.
Lots of third party integrations, and a robust API. Very helpful community for questions with actual developers there.
Over all very satisfied. It does exactly what we need it to do for our company and for the clients.
The interface is clean and easy to use. On first impressions it looked like the re-brand from InfusionSoft was a move good to keep things more simple.
When you leave it idle, rather than timing out gracefully, you lose any unsaved info. I know that's more of a "my workflow, why the hell aren't you saving your work" issue, but it's still annoying.
I love this product, it is the best when you get advanced marketing experience and a big mail list, you can really do magic with it with the advanced action based segmentation.
Sick and tired of paying money for something no one can make function and do what I need.
I had some great help with getting everything set up and I find the email automation system quite easy to use and understand, which is great as it has gotten me to do a lot more with automation.
Infusionsoft refuses to make simple fixes. Terrible for business to business.
Technical support for the most part has been great, they are very patient and friendly.
The system is horribly confusing so much so that their own people have no idea what they are doing. They don't test or check their own work.
It is a good tool for marketing campaigns and generating insights. Their CRM tool is also good and a have the required functionalities.
As someone in business for 10+ yrs, this is a terrible experience.
I like how easy it is to use. I like that you can change the dashboard and main screen to show only the information you want to see.
Poor integrations, could not load the data on an ongoing basis as we wanted to.
It especially great for startups (my case), since the price point is very reasonable and the customer service is exceptionally helpful. I would reccomend it to other colleagues 100.
This can make it difficult to manage if you have multiple types of tags.
This was easy to integrate with fix your funnel which i absolutely loved using. You were able to send multiple texts to gym members very easy and do a lot of cool things such as make groups etc.
I loved the tags and advanced segmentation I can do with my marketing funnel. I can tag users based on their actions.
Lots of third party integrations, and a robust API. Very helpful community for questions with actual developers there.
Over all very satisfied. It does exactly what we need it to do for our company and for the clients.
The interface is clean and easy to use. On first impressions it looked like the re-brand from InfusionSoft was a move good to keep things more simple.
When you leave it idle, rather than timing out gracefully, you lose any unsaved info. I know that's more of a "my workflow, why the hell aren't you saving your work" issue, but it's still annoying.
I love this product, it is the best when you get advanced marketing experience and a big mail list, you can really do magic with it with the advanced action based segmentation.
Sick and tired of paying money for something no one can make function and do what I need.
I had some great help with getting everything set up and I find the email automation system quite easy to use and understand, which is great as it has gotten me to do a lot more with automation.
Infusionsoft refuses to make simple fixes. Terrible for business to business.
Technical support for the most part has been great, they are very patient and friendly.
The system is horribly confusing so much so that their own people have no idea what they are doing. They don't test or check their own work.
It is a good tool for marketing campaigns and generating insights. Their CRM tool is also good and a have the required functionalities.
As someone in business for 10+ yrs, this is a terrible experience.
I like how easy it is to use. I like that you can change the dashboard and main screen to show only the information you want to see.
Poor integrations, could not load the data on an ongoing basis as we wanted to.
It especially great for startups (my case), since the price point is very reasonable and the customer service is exceptionally helpful. I would reccomend it to other colleagues 100.
This can make it difficult to manage if you have multiple types of tags.
This was easy to integrate with fix your funnel which i absolutely loved using. You were able to send multiple texts to gym members very easy and do a lot of cool things such as make groups etc.
I loved the tags and advanced segmentation I can do with my marketing funnel. I can tag users based on their actions.
Lots of third party integrations, and a robust API. Very helpful community for questions with actual developers there.
Over all very satisfied. It does exactly what we need it to do for our company and for the clients.
Spotler CRM logo
4.5
462

The Powerful CRM for Growing Teams

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.5
    Ease of use
    4.5
    Features
    4.2
    Customer support
    4.6
Pros and Cons from Spotler CRM users   
avatar
avatar
+15
The service from RSS has been outstanding and they help to provide solutions and alternatives quickly and as best as they can.
It's annoying whem the system times out without warning and you can lose your work. The interface feels a little "old" but really that's just nit picking.
I have really enjoyed using RSS for my day to day administration and for quoting purposes. It is an effective platform with lots of good features and work arounds.
This however makes it very difficult for anybody but me to understand where we are with each customer in our sales and follow up cycle. I always struggle to maintain order with this.
The software is so easy to use which has made embedding it into our operational practices an easy task. The ability to link accounts has proved very useful too.
Some of the terms used to describe the different sections of data are confusing and require getting used to. The short amount of time before you are logged out again.
I'm particularly impressed with the email integration which saves the whole endless copying and pasting debacle. It really is simple, but perfect at what it does.
Reporting needs to be more customized. Found a bit difficult to provide user permission and ownership to various reports.
You can also integrate it with your outlook, which is very helpful for someone like me who forgets often. Very easy to use and it's in the name really, it's a simple system.
Flexible system which is always evolving, with outstanding support.
The research and selection period was made so much easier because the support is local to Australia, but mainly that the contact was genuinely interested in assisting us find the best system for us.
I also think an excellent feature is being able to look at nearby accounts too, and has a range and mileage bar which you can move to your desire.
A easy to use CRM system that can be accessed via a browser as opposed to downloading additional software. Its perfect to easily modify text boxes or add on editions as and when you need them.
Great price and support. Easy to understand and use.
It's the lynch pin of our business. The support team in Aus & the UK have been great to work with.
I think it is absolute quality and value for money, and easy to use.
Really easy to set-up and use - can readily access what’s been entered / saved on RSS.
Really Simple Systems CRM has easy search features which I really need and I can customise these which is an added bonus. Most of all it is the customer support that is the game changer.
The service from RSS has been outstanding and they help to provide solutions and alternatives quickly and as best as they can.
It's annoying whem the system times out without warning and you can lose your work. The interface feels a little "old" but really that's just nit picking.
I have really enjoyed using RSS for my day to day administration and for quoting purposes. It is an effective platform with lots of good features and work arounds.
This however makes it very difficult for anybody but me to understand where we are with each customer in our sales and follow up cycle. I always struggle to maintain order with this.
The software is so easy to use which has made embedding it into our operational practices an easy task. The ability to link accounts has proved very useful too.
Some of the terms used to describe the different sections of data are confusing and require getting used to. The short amount of time before you are logged out again.
I'm particularly impressed with the email integration which saves the whole endless copying and pasting debacle. It really is simple, but perfect at what it does.
Reporting needs to be more customized. Found a bit difficult to provide user permission and ownership to various reports.
You can also integrate it with your outlook, which is very helpful for someone like me who forgets often. Very easy to use and it's in the name really, it's a simple system.
Flexible system which is always evolving, with outstanding support.
The research and selection period was made so much easier because the support is local to Australia, but mainly that the contact was genuinely interested in assisting us find the best system for us.
I also think an excellent feature is being able to look at nearby accounts too, and has a range and mileage bar which you can move to your desire.
A easy to use CRM system that can be accessed via a browser as opposed to downloading additional software. Its perfect to easily modify text boxes or add on editions as and when you need them.
Great price and support. Easy to understand and use.
It's the lynch pin of our business. The support team in Aus & the UK have been great to work with.
I think it is absolute quality and value for money, and easy to use.
Really easy to set-up and use - can readily access what’s been entered / saved on RSS.
Really Simple Systems CRM has easy search features which I really need and I can customise these which is an added bonus. Most of all it is the customer support that is the game changer.
The service from RSS has been outstanding and they help to provide solutions and alternatives quickly and as best as they can.
It's annoying whem the system times out without warning and you can lose your work. The interface feels a little "old" but really that's just nit picking.
I have really enjoyed using RSS for my day to day administration and for quoting purposes. It is an effective platform with lots of good features and work arounds.
This however makes it very difficult for anybody but me to understand where we are with each customer in our sales and follow up cycle. I always struggle to maintain order with this.
The software is so easy to use which has made embedding it into our operational practices an easy task. The ability to link accounts has proved very useful too.
Some of the terms used to describe the different sections of data are confusing and require getting used to. The short amount of time before you are logged out again.
I'm particularly impressed with the email integration which saves the whole endless copying and pasting debacle. It really is simple, but perfect at what it does.
Reporting needs to be more customized. Found a bit difficult to provide user permission and ownership to various reports.
You can also integrate it with your outlook, which is very helpful for someone like me who forgets often. Very easy to use and it's in the name really, it's a simple system.
Flexible system which is always evolving, with outstanding support.
The research and selection period was made so much easier because the support is local to Australia, but mainly that the contact was genuinely interested in assisting us find the best system for us.
I also think an excellent feature is being able to look at nearby accounts too, and has a range and mileage bar which you can move to your desire.
A easy to use CRM system that can be accessed via a browser as opposed to downloading additional software. Its perfect to easily modify text boxes or add on editions as and when you need them.
Great price and support. Easy to understand and use.
It's the lynch pin of our business. The support team in Aus & the UK have been great to work with.
I think it is absolute quality and value for money, and easy to use.
Really easy to set-up and use - can readily access what’s been entered / saved on RSS.
Really Simple Systems CRM has easy search features which I really need and I can customise these which is an added bonus. Most of all it is the customer support that is the game changer.
Meritto (Formerly NoPaperForms) logo
4.6
317

Grow Your Enrollments

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.4
    Ease of use
    4.5
    Features
    4.4
    Customer support
    4.5
Pros and Cons from Meritto (Formerly NoPaperForms) users   
+13
The experience is wonderful as we can easily track all the applications and with this admission process we are working more efficiently and effectively.
The warning messages when missed any mandatory fields were not very legible and had to look thru couple of times to understand the location exactly.
The software is good and easy to use. The customer support team is also outstanding.
No dues,We do not have Sms Sent option available in pending tasks. Same enquiry become double entry which is quite a problem.
The over all experience was very positive. I really like the friendly and professional attitude of the NPF team.
There should be proper inter check of Data Errors, sometimes it may go wrong.
NPF software is very useful for me in my Admission regarding job responsibility. I like mostly the Filter Option where I can save number of filters according to my Data.
Integration with inhouse system is painful. Setup of certain campaign and lead tracking is complicated.
Ease of use and reliability is unmatched. The features makes life very easy for digital marketing teams on the organization.
I am very extremely thankful to the developers of the software because it has made over here and handling very easy.
The interface of the product is so simple and easy to understand. And it had seamless integration.
Yes, i and my team is using this from quite along time, i must say it is easy to handle and very handy too. So i would really like to know more about this in the coming days.
The team has been quite helpful till date. Lets see how helpful are they when the size of the company grows.
The software is very user friendly and easy to operate.
Product wise its a good tool. Needs ease of integration and adoption and a helpful Support team.
Software that works but needs a good support team.
The experience is wonderful as we can easily track all the applications and with this admission process we are working more efficiently and effectively.
The warning messages when missed any mandatory fields were not very legible and had to look thru couple of times to understand the location exactly.
The software is good and easy to use. The customer support team is also outstanding.
No dues,We do not have Sms Sent option available in pending tasks. Same enquiry become double entry which is quite a problem.
The over all experience was very positive. I really like the friendly and professional attitude of the NPF team.
There should be proper inter check of Data Errors, sometimes it may go wrong.
NPF software is very useful for me in my Admission regarding job responsibility. I like mostly the Filter Option where I can save number of filters according to my Data.
Integration with inhouse system is painful. Setup of certain campaign and lead tracking is complicated.
Ease of use and reliability is unmatched. The features makes life very easy for digital marketing teams on the organization.
I am very extremely thankful to the developers of the software because it has made over here and handling very easy.
The interface of the product is so simple and easy to understand. And it had seamless integration.
Yes, i and my team is using this from quite along time, i must say it is easy to handle and very handy too. So i would really like to know more about this in the coming days.
The team has been quite helpful till date. Lets see how helpful are they when the size of the company grows.
The software is very user friendly and easy to operate.
Product wise its a good tool. Needs ease of integration and adoption and a helpful Support team.
Software that works but needs a good support team.
The experience is wonderful as we can easily track all the applications and with this admission process we are working more efficiently and effectively.
The warning messages when missed any mandatory fields were not very legible and had to look thru couple of times to understand the location exactly.
The software is good and easy to use. The customer support team is also outstanding.
No dues,We do not have Sms Sent option available in pending tasks. Same enquiry become double entry which is quite a problem.
The over all experience was very positive. I really like the friendly and professional attitude of the NPF team.
There should be proper inter check of Data Errors, sometimes it may go wrong.
NPF software is very useful for me in my Admission regarding job responsibility. I like mostly the Filter Option where I can save number of filters according to my Data.
Integration with inhouse system is painful. Setup of certain campaign and lead tracking is complicated.
Ease of use and reliability is unmatched. The features makes life very easy for digital marketing teams on the organization.
I am very extremely thankful to the developers of the software because it has made over here and handling very easy.
The interface of the product is so simple and easy to understand. And it had seamless integration.
Yes, i and my team is using this from quite along time, i must say it is easy to handle and very handy too. So i would really like to know more about this in the coming days.
The team has been quite helpful till date. Lets see how helpful are they when the size of the company grows.
The software is very user friendly and easy to operate.
Product wise its a good tool. Needs ease of integration and adoption and a helpful Support team.
Software that works but needs a good support team.
VipeCloud logo
4.9
157

Sales CRM With Marketing Suite That Builds Rapport With You

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.8
    Ease of use
    4.4
    Features
    4.7
    Customer support
    4.9
Pros and Cons from VipeCloud users   
+15
The overall experience with VipeCloud has been amazing. The customer service with [SENSITIVE CONTENT] has been far superior to other companies I have worked with.
Strange but that's what customer service told me to do.
In particular, [SENSITIVE CONTENT] has been outstanding in providing personalized support in exploring how best to use VipeCloud to suit us as a law firm.
Learning a new system and finding resources easily. Also I need to know when and who I send emails to and I’m struggling to find that info.
VipeCloud is a user-friendly, easy to implement platform that has robust features that can be used in multiple ways. The video emailing capabilities are awesome and exactly what I was looking for.
It's hard to find much wrong with VipeCloud since they're always constantly innovating to stay on top of the other CRMs out there.
I love this because I’m able to get important information out to my unit and it looks very professional and eye appealing while also including all the most important things.
I don't like that you can't select WHICH emails you track for opens/clicks.
The team at VipeCloud is fantastic to work with, very responsive and professional.
Its the best out there for creating beautiful professional emails.
Easy to use, great support , I appreciate the flexibility.
That it is so easy to use and to learn how to market a great campaign.
I'm a fairly new client, but have been quite satisfied to this point. My Virtual Assistant recommended it because it's what she uses for.her clients.
Organizing different potential revenue streams through labeled pipelines. Amazing customer response time.
I love that I can do email marketing keep my consultant and customer contacts in here, social media marketing and posting. Video integration is very simple and I can store email templates as well.
Lots of options, images, backgrounds, everything you need to create professional emails for your business. There customer support is top notch as well.
It’s easy to use and integrates well with unit community.
These folks go above and beyond to make sure you are getting what you need from this CRM, and they do it at an unbeatable price.
The overall experience with VipeCloud has been amazing. The customer service with [SENSITIVE CONTENT] has been far superior to other companies I have worked with.
Strange but that's what customer service told me to do.
In particular, [SENSITIVE CONTENT] has been outstanding in providing personalized support in exploring how best to use VipeCloud to suit us as a law firm.
Learning a new system and finding resources easily. Also I need to know when and who I send emails to and I’m struggling to find that info.
VipeCloud is a user-friendly, easy to implement platform that has robust features that can be used in multiple ways. The video emailing capabilities are awesome and exactly what I was looking for.
It's hard to find much wrong with VipeCloud since they're always constantly innovating to stay on top of the other CRMs out there.
I love this because I’m able to get important information out to my unit and it looks very professional and eye appealing while also including all the most important things.
I don't like that you can't select WHICH emails you track for opens/clicks.
The team at VipeCloud is fantastic to work with, very responsive and professional.
Its the best out there for creating beautiful professional emails.
Easy to use, great support , I appreciate the flexibility.
That it is so easy to use and to learn how to market a great campaign.
I'm a fairly new client, but have been quite satisfied to this point. My Virtual Assistant recommended it because it's what she uses for.her clients.
Organizing different potential revenue streams through labeled pipelines. Amazing customer response time.
I love that I can do email marketing keep my consultant and customer contacts in here, social media marketing and posting. Video integration is very simple and I can store email templates as well.
Lots of options, images, backgrounds, everything you need to create professional emails for your business. There customer support is top notch as well.
It’s easy to use and integrates well with unit community.
These folks go above and beyond to make sure you are getting what you need from this CRM, and they do it at an unbeatable price.
The overall experience with VipeCloud has been amazing. The customer service with [SENSITIVE CONTENT] has been far superior to other companies I have worked with.
Strange but that's what customer service told me to do.
In particular, [SENSITIVE CONTENT] has been outstanding in providing personalized support in exploring how best to use VipeCloud to suit us as a law firm.
Learning a new system and finding resources easily. Also I need to know when and who I send emails to and I’m struggling to find that info.
VipeCloud is a user-friendly, easy to implement platform that has robust features that can be used in multiple ways. The video emailing capabilities are awesome and exactly what I was looking for.
It's hard to find much wrong with VipeCloud since they're always constantly innovating to stay on top of the other CRMs out there.
I love this because I’m able to get important information out to my unit and it looks very professional and eye appealing while also including all the most important things.
I don't like that you can't select WHICH emails you track for opens/clicks.
The team at VipeCloud is fantastic to work with, very responsive and professional.
Its the best out there for creating beautiful professional emails.
Easy to use, great support , I appreciate the flexibility.
That it is so easy to use and to learn how to market a great campaign.
I'm a fairly new client, but have been quite satisfied to this point. My Virtual Assistant recommended it because it's what she uses for.her clients.
Organizing different potential revenue streams through labeled pipelines. Amazing customer response time.
I love that I can do email marketing keep my consultant and customer contacts in here, social media marketing and posting. Video integration is very simple and I can store email templates as well.
Lots of options, images, backgrounds, everything you need to create professional emails for your business. There customer support is top notch as well.
It’s easy to use and integrates well with unit community.
These folks go above and beyond to make sure you are getting what you need from this CRM, and they do it at an unbeatable price.
Quickbase logo
4.5
294

No-code collaborative work and project management platform.

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.1
    Ease of use
    4.2
    Features
    4.3
    Customer support
    4.3
Pros and Cons from Quickbase users   
avatar
avatar
avatar
+15
It’s feels like 1990 MySpace you have to build it out like we kids with nothing to do but hook up our myspace page. So if you like that then its cool.
It is very bad to send an email with the name of an unconfigured company just because it has a simple caret.
Quick & easy to understand- very intuitive. Quickbase support- Their Customer Care team is outstanding and there's a wealth of information available through the webinars, help, knowledge base etc.
Dull user interface can be intimidating for newbies.
If you looking for a solution that gives you a flexible solution that you can develop your own solution and at a cost effective price, it's worth taking Quickbase for a spin.
Constant error messages after editing your data.
Great support, Great community, and Great partners available for when the database grows beyond the scope of what one person can do on their own.
They also do not have a native generic Sync to OBCD databases. They recently rolled out Sandbox functionality but there is still no dev environment - the sandbox is the dev environment.
The capabilities that are available to create and custom your app to your needs is just awesome. You can create it and make it work the way you need it to work.
It's saved us time, money, and chaos across all departments. Even better it helps us serve customers and gain business.
This platform is for businesses both large and small. Easy to train our clients to use; they love it, too.
Easy to filter data, I can filter then share the link (huge for working with seniors or people on their phones), Many preset templates to choose from but still very easy to start from scratch.
And it allowed us to do it quickly with low-code, making it not just the most customizable solution but the most affordable one as well.
Working with creating an app in QuickBase is a wonderful experience right from creating tables, forms and Reports to creating custom pages using Open APIs that QuickBase offers.
Online usage, nice for both in office and out of office work. Data entry and updating are simple and straightforward, which makes training somewhat quick.
Quick Base is a solid way to visualize and share data with controls.
To get a basic system up can take a matter of minutes, and with the api you can extend quickbase in the future.
Easy to use, makes the 'blackboard' process easy.
It’s feels like 1990 MySpace you have to build it out like we kids with nothing to do but hook up our myspace page. So if you like that then its cool.
It is very bad to send an email with the name of an unconfigured company just because it has a simple caret.
Quick & easy to understand- very intuitive. Quickbase support- Their Customer Care team is outstanding and there's a wealth of information available through the webinars, help, knowledge base etc.
Dull user interface can be intimidating for newbies.
If you looking for a solution that gives you a flexible solution that you can develop your own solution and at a cost effective price, it's worth taking Quickbase for a spin.
Constant error messages after editing your data.
Great support, Great community, and Great partners available for when the database grows beyond the scope of what one person can do on their own.
They also do not have a native generic Sync to OBCD databases. They recently rolled out Sandbox functionality but there is still no dev environment - the sandbox is the dev environment.
The capabilities that are available to create and custom your app to your needs is just awesome. You can create it and make it work the way you need it to work.
It's saved us time, money, and chaos across all departments. Even better it helps us serve customers and gain business.
This platform is for businesses both large and small. Easy to train our clients to use; they love it, too.
Easy to filter data, I can filter then share the link (huge for working with seniors or people on their phones), Many preset templates to choose from but still very easy to start from scratch.
And it allowed us to do it quickly with low-code, making it not just the most customizable solution but the most affordable one as well.
Working with creating an app in QuickBase is a wonderful experience right from creating tables, forms and Reports to creating custom pages using Open APIs that QuickBase offers.
Online usage, nice for both in office and out of office work. Data entry and updating are simple and straightforward, which makes training somewhat quick.
Quick Base is a solid way to visualize and share data with controls.
To get a basic system up can take a matter of minutes, and with the api you can extend quickbase in the future.
Easy to use, makes the 'blackboard' process easy.
It’s feels like 1990 MySpace you have to build it out like we kids with nothing to do but hook up our myspace page. So if you like that then its cool.
It is very bad to send an email with the name of an unconfigured company just because it has a simple caret.
Quick & easy to understand- very intuitive. Quickbase support- Their Customer Care team is outstanding and there's a wealth of information available through the webinars, help, knowledge base etc.
Dull user interface can be intimidating for newbies.
If you looking for a solution that gives you a flexible solution that you can develop your own solution and at a cost effective price, it's worth taking Quickbase for a spin.
Constant error messages after editing your data.
Great support, Great community, and Great partners available for when the database grows beyond the scope of what one person can do on their own.
They also do not have a native generic Sync to OBCD databases. They recently rolled out Sandbox functionality but there is still no dev environment - the sandbox is the dev environment.
The capabilities that are available to create and custom your app to your needs is just awesome. You can create it and make it work the way you need it to work.
It's saved us time, money, and chaos across all departments. Even better it helps us serve customers and gain business.
This platform is for businesses both large and small. Easy to train our clients to use; they love it, too.
Easy to filter data, I can filter then share the link (huge for working with seniors or people on their phones), Many preset templates to choose from but still very easy to start from scratch.
And it allowed us to do it quickly with low-code, making it not just the most customizable solution but the most affordable one as well.
Working with creating an app in QuickBase is a wonderful experience right from creating tables, forms and Reports to creating custom pages using Open APIs that QuickBase offers.
Online usage, nice for both in office and out of office work. Data entry and updating are simple and straightforward, which makes training somewhat quick.
Quick Base is a solid way to visualize and share data with controls.
To get a basic system up can take a matter of minutes, and with the api you can extend quickbase in the future.
Easy to use, makes the 'blackboard' process easy.
Insightly logo
4.0
639

Insightly is the modern, affordable CRM that teams love.

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.0
    Ease of use
    4.0
    Features
    3.9
    Customer support
    3.8
Pros and Cons from Insightly users   
avatar
avatar
+15
Insightly CRM is a great option to consider, it has all the needed features like dashboard, process workflow, lead management, opportunities , converting opportunities to project, etc.
API changes caused fatal errors in several of our integrations over the course of our time with Insightly. User interface was never the prettiest.
I love the to-do list and the fact that it makes it so much easier in business to keep everyone on the same page. I also love the ease of use of this CRM.
If we were paying more I would be really dissatisfied. Oh and they are just appalling at sharing their product roadmap.
Pricing and features vary widely with what you're willing to pay which is fair and great frankly. There's even a free plan that gives you a sneak peak into the great features.
There are community threads with problems that are unresolved from 3-4 years ago. Support is non existent and the staff are clueless about their own product.
It's easy to find information about proposals and opportunities that coworkers are working on. It's easy to link contacts, leads, and opportunities.
It is quite pricey for the intended market and the lack of office integration is a no no.
Cloud-based - I liked the ability to use on my handheld.
The reporting is limited for our needs. Attachments are sometimes lost when we send emails through Insightly.
It was easy to use and setup. I like that it was integrated with G Suites, which is how I found out about it in the first place.
The interface looks like something from 1998. The icons are goofy and the learning curve is terrible.
Great for contact management from the perspective of customer support.
Task portion of the app is a bit complicated and takes too many steps. Hate that notes aren't automatically refreshed.
Interface helps you to get familiar with a CRM when you are recently introduce to customer administration matters.
In general, navigating the software is unnecessarily difficult.
Overall, the system is good for a smaller organization that is not putting large stresses on their CRM.
Too many pebbles in the shoe. They move on with the sizzle, but ignore the steak.
Insightly CRM is a great option to consider, it has all the needed features like dashboard, process workflow, lead management, opportunities , converting opportunities to project, etc.
API changes caused fatal errors in several of our integrations over the course of our time with Insightly. User interface was never the prettiest.
I love the to-do list and the fact that it makes it so much easier in business to keep everyone on the same page. I also love the ease of use of this CRM.
If we were paying more I would be really dissatisfied. Oh and they are just appalling at sharing their product roadmap.
Pricing and features vary widely with what you're willing to pay which is fair and great frankly. There's even a free plan that gives you a sneak peak into the great features.
There are community threads with problems that are unresolved from 3-4 years ago. Support is non existent and the staff are clueless about their own product.
It's easy to find information about proposals and opportunities that coworkers are working on. It's easy to link contacts, leads, and opportunities.
It is quite pricey for the intended market and the lack of office integration is a no no.
Cloud-based - I liked the ability to use on my handheld.
The reporting is limited for our needs. Attachments are sometimes lost when we send emails through Insightly.
It was easy to use and setup. I like that it was integrated with G Suites, which is how I found out about it in the first place.
The interface looks like something from 1998. The icons are goofy and the learning curve is terrible.
Great for contact management from the perspective of customer support.
Task portion of the app is a bit complicated and takes too many steps. Hate that notes aren't automatically refreshed.
Interface helps you to get familiar with a CRM when you are recently introduce to customer administration matters.
In general, navigating the software is unnecessarily difficult.
Overall, the system is good for a smaller organization that is not putting large stresses on their CRM.
Too many pebbles in the shoe. They move on with the sizzle, but ignore the steak.
Insightly CRM is a great option to consider, it has all the needed features like dashboard, process workflow, lead management, opportunities , converting opportunities to project, etc.
API changes caused fatal errors in several of our integrations over the course of our time with Insightly. User interface was never the prettiest.
I love the to-do list and the fact that it makes it so much easier in business to keep everyone on the same page. I also love the ease of use of this CRM.
If we were paying more I would be really dissatisfied. Oh and they are just appalling at sharing their product roadmap.
Pricing and features vary widely with what you're willing to pay which is fair and great frankly. There's even a free plan that gives you a sneak peak into the great features.
There are community threads with problems that are unresolved from 3-4 years ago. Support is non existent and the staff are clueless about their own product.
It's easy to find information about proposals and opportunities that coworkers are working on. It's easy to link contacts, leads, and opportunities.
It is quite pricey for the intended market and the lack of office integration is a no no.
Cloud-based - I liked the ability to use on my handheld.
The reporting is limited for our needs. Attachments are sometimes lost when we send emails through Insightly.
It was easy to use and setup. I like that it was integrated with G Suites, which is how I found out about it in the first place.
The interface looks like something from 1998. The icons are goofy and the learning curve is terrible.
Great for contact management from the perspective of customer support.
Task portion of the app is a bit complicated and takes too many steps. Hate that notes aren't automatically refreshed.
Interface helps you to get familiar with a CRM when you are recently introduce to customer administration matters.
In general, navigating the software is unnecessarily difficult.
Overall, the system is good for a smaller organization that is not putting large stresses on their CRM.
Too many pebbles in the shoe. They move on with the sizzle, but ignore the steak.
Pipeliner CRM logo
4.6
214

The Better CRM - Built For Sales, Used By Sales!

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.5
    Ease of use
    4.6
    Features
    4.5
    Customer support
    4.5
Pros and Cons from Pipeliner CRM users   
avatar
avatar
avatar
+15
So, Pipeliner CRM is the kind of CRM that I recommend for anyone who wishes to be successful in his sales activities and digital marketing in general.
Really bad experience or no MKT tools, reporting is not a strength of this product either which make it useless.
The support team has been excellent, and their marketing team does a great job of promoting helpful content as far as sales best practices and use of their product.
Really bad tool if we think that MKT and Sales are one team.
I have been very impressed with the Pipeliner customer support. They have been very responsive when I have questions and have good follow up.
Burdensome data entry, can be costly and Focused on the wrong person.
New and wonderful software made simple to use and that reduces cost in business. You better give a try by taking a free trial if you have never done before.
At first, i had difficulties in monitoring my team from distance and also the follow up of clients was a little bit difficult.
Being able to handle leads and opportunities based on their resourcefulness is a thumbs up for me. No more waste of time on leads or opportunities which won't lead to any good.
It is friendly in userbility,Visual is impressive and its automation.
It easily integrates with MS Outlook and many other social networks. Customer support is awesome and able to help right away with the few minor issues I have had.
Tremendously inspiring and useful for perfect data preservation.
Excellent system easy to use implement and is very effective.
The features of the application was really awesome , it gives me an accurate update and how to schedule conversation with clients.
It's visually stimulating and very sales friendly to use and analyze.
Pipeliner CRM has simplified how business is managed, it is an easy to use software helping save costs as no full time administrator is needed to manage it.
User friendly interface with interesting features.
Its very simple to use and rapidly and easy customized to a company requirement and modification. You can easly manage your sales teams performance and get the feedback with in a click.
So, Pipeliner CRM is the kind of CRM that I recommend for anyone who wishes to be successful in his sales activities and digital marketing in general.
Really bad experience or no MKT tools, reporting is not a strength of this product either which make it useless.
The support team has been excellent, and their marketing team does a great job of promoting helpful content as far as sales best practices and use of their product.
Really bad tool if we think that MKT and Sales are one team.
I have been very impressed with the Pipeliner customer support. They have been very responsive when I have questions and have good follow up.
Burdensome data entry, can be costly and Focused on the wrong person.
New and wonderful software made simple to use and that reduces cost in business. You better give a try by taking a free trial if you have never done before.
At first, i had difficulties in monitoring my team from distance and also the follow up of clients was a little bit difficult.
Being able to handle leads and opportunities based on their resourcefulness is a thumbs up for me. No more waste of time on leads or opportunities which won't lead to any good.
It is friendly in userbility,Visual is impressive and its automation.
It easily integrates with MS Outlook and many other social networks. Customer support is awesome and able to help right away with the few minor issues I have had.
Tremendously inspiring and useful for perfect data preservation.
Excellent system easy to use implement and is very effective.
The features of the application was really awesome , it gives me an accurate update and how to schedule conversation with clients.
It's visually stimulating and very sales friendly to use and analyze.
Pipeliner CRM has simplified how business is managed, it is an easy to use software helping save costs as no full time administrator is needed to manage it.
User friendly interface with interesting features.
Its very simple to use and rapidly and easy customized to a company requirement and modification. You can easly manage your sales teams performance and get the feedback with in a click.
So, Pipeliner CRM is the kind of CRM that I recommend for anyone who wishes to be successful in his sales activities and digital marketing in general.
Really bad experience or no MKT tools, reporting is not a strength of this product either which make it useless.
The support team has been excellent, and their marketing team does a great job of promoting helpful content as far as sales best practices and use of their product.
Really bad tool if we think that MKT and Sales are one team.
I have been very impressed with the Pipeliner customer support. They have been very responsive when I have questions and have good follow up.
Burdensome data entry, can be costly and Focused on the wrong person.
New and wonderful software made simple to use and that reduces cost in business. You better give a try by taking a free trial if you have never done before.
At first, i had difficulties in monitoring my team from distance and also the follow up of clients was a little bit difficult.
Being able to handle leads and opportunities based on their resourcefulness is a thumbs up for me. No more waste of time on leads or opportunities which won't lead to any good.
It is friendly in userbility,Visual is impressive and its automation.
It easily integrates with MS Outlook and many other social networks. Customer support is awesome and able to help right away with the few minor issues I have had.
Tremendously inspiring and useful for perfect data preservation.
Excellent system easy to use implement and is very effective.
The features of the application was really awesome , it gives me an accurate update and how to schedule conversation with clients.
It's visually stimulating and very sales friendly to use and analyze.
Pipeliner CRM has simplified how business is managed, it is an easy to use software helping save costs as no full time administrator is needed to manage it.
User friendly interface with interesting features.
Its very simple to use and rapidly and easy customized to a company requirement and modification. You can easly manage your sales teams performance and get the feedback with in a click.