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monday sales CRM logo
4.7
383

Close deals. Automate the rest.

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

CRM built by salespeople, for salespeople

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

Zoho CRM

4.3
6.6K

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

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.3
    Ease of use
    4.1
    Features
    4.3
    Customer support
    4.1
Pros and Cons from Zoho CRM users   
avatar
avatar
avatar
+15
You can build incredibly amazing customer relationship with the most popular and favorite Zoho CRM Software. You can convert extra leads and you can easily increase your revenue.
The workflow piece is awful and not intuitive at all. Where all other platforms use actual workflows, Zoho is stuck in the 18th century in its interface.
I like the most about the collaborative easy to use tools with any type of function like customer service, marketing and creating automated responses which are very helpful.
Really clunky, looks terrible (in terms of UI), and generally a bad CRM tool. I guess you get what you pay for.
ZOHO CRM is very easy to use, particularly, it offers you the ability to customize its features to fit business goals. It has a great user-friendly interface and easy to navigate.
It was a mistake and I immediately corrected myself by ignoring Zoho apps. Though I wasted 2 months learning the modules.
It is easy to use, it works perfectly fine and integrates easily with other software so it is a complete solution for the business.
The functionality is a bit awkward and customization is limited.
I am very happy with the features that are now offered by Zoho. They are as good or better than any other CRM out there and less expensive.
Zoho CRM is very effective in helping you manage your day to day businesses. The ease of integration is amazing.
As we have Zoho Mail for our business account, the ability to seamlessly integrate from mail to CRM is very helpful. As other CRMs usually only easily support Gmail or Outlook, this is a benefit.
Overall its a good application to be invested on if you want good maintenance of your records. AlsoThe customer support is very supportive and almost always available.
The powerful email tools are one of the best for marketing and are included at a very competitive price point for small to medium-sized businesses.
I would totally recommend Zoho as a solid good CRM to anyone looking for a CRM that is powerful and has a great team supporting it.
They have a great help section with useful videos and their support also helped us implement things very smoothly. Its easy to create tasks and the reminder system is excellent.
My experience with Zoho has been fantastic, another thing I love about their software is the support. They support is unparalleled in the industry, fast and responsive with solutions.
I love the add-ons in the Zoho Suite because it's a very easy and powerful way to broaden the possibilites of the software.
Their customer support is awesome and they have one of the quickest turnaround for resolving service tickets.
You can build incredibly amazing customer relationship with the most popular and favorite Zoho CRM Software. You can convert extra leads and you can easily increase your revenue.
The workflow piece is awful and not intuitive at all. Where all other platforms use actual workflows, Zoho is stuck in the 18th century in its interface.
I like the most about the collaborative easy to use tools with any type of function like customer service, marketing and creating automated responses which are very helpful.
Really clunky, looks terrible (in terms of UI), and generally a bad CRM tool. I guess you get what you pay for.
ZOHO CRM is very easy to use, particularly, it offers you the ability to customize its features to fit business goals. It has a great user-friendly interface and easy to navigate.
It was a mistake and I immediately corrected myself by ignoring Zoho apps. Though I wasted 2 months learning the modules.
It is easy to use, it works perfectly fine and integrates easily with other software so it is a complete solution for the business.
The functionality is a bit awkward and customization is limited.
I am very happy with the features that are now offered by Zoho. They are as good or better than any other CRM out there and less expensive.
Zoho CRM is very effective in helping you manage your day to day businesses. The ease of integration is amazing.
As we have Zoho Mail for our business account, the ability to seamlessly integrate from mail to CRM is very helpful. As other CRMs usually only easily support Gmail or Outlook, this is a benefit.
Overall its a good application to be invested on if you want good maintenance of your records. AlsoThe customer support is very supportive and almost always available.
The powerful email tools are one of the best for marketing and are included at a very competitive price point for small to medium-sized businesses.
I would totally recommend Zoho as a solid good CRM to anyone looking for a CRM that is powerful and has a great team supporting it.
They have a great help section with useful videos and their support also helped us implement things very smoothly. Its easy to create tasks and the reminder system is excellent.
My experience with Zoho has been fantastic, another thing I love about their software is the support. They support is unparalleled in the industry, fast and responsive with solutions.
I love the add-ons in the Zoho Suite because it's a very easy and powerful way to broaden the possibilites of the software.
Their customer support is awesome and they have one of the quickest turnaround for resolving service tickets.
You can build incredibly amazing customer relationship with the most popular and favorite Zoho CRM Software. You can convert extra leads and you can easily increase your revenue.
The workflow piece is awful and not intuitive at all. Where all other platforms use actual workflows, Zoho is stuck in the 18th century in its interface.
I like the most about the collaborative easy to use tools with any type of function like customer service, marketing and creating automated responses which are very helpful.
Really clunky, looks terrible (in terms of UI), and generally a bad CRM tool. I guess you get what you pay for.
ZOHO CRM is very easy to use, particularly, it offers you the ability to customize its features to fit business goals. It has a great user-friendly interface and easy to navigate.
It was a mistake and I immediately corrected myself by ignoring Zoho apps. Though I wasted 2 months learning the modules.
It is easy to use, it works perfectly fine and integrates easily with other software so it is a complete solution for the business.
The functionality is a bit awkward and customization is limited.
I am very happy with the features that are now offered by Zoho. They are as good or better than any other CRM out there and less expensive.
Zoho CRM is very effective in helping you manage your day to day businesses. The ease of integration is amazing.
As we have Zoho Mail for our business account, the ability to seamlessly integrate from mail to CRM is very helpful. As other CRMs usually only easily support Gmail or Outlook, this is a benefit.
Overall its a good application to be invested on if you want good maintenance of your records. AlsoThe customer support is very supportive and almost always available.
The powerful email tools are one of the best for marketing and are included at a very competitive price point for small to medium-sized businesses.
I would totally recommend Zoho as a solid good CRM to anyone looking for a CRM that is powerful and has a great team supporting it.
They have a great help section with useful videos and their support also helped us implement things very smoothly. Its easy to create tasks and the reminder system is excellent.
My experience with Zoho has been fantastic, another thing I love about their software is the support. They support is unparalleled in the industry, fast and responsive with solutions.
I love the add-ons in the Zoho Suite because it's a very easy and powerful way to broaden the possibilites of the software.
Their customer support is awesome and they have one of the quickest turnaround for resolving service tickets.
Salesforce Sales Cloud logo
4.4
18.2K

Cloud-based CRM & Sales Automation

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

Boost marketing, sales and service performance!

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.7
    Ease of use
    4.7
    Features
    4.7
    Customer support
    4.8
Pros and Cons from Creatio CRM users   
avatar
avatar
avatar
+15
I can honestly say its been excellent - anything we ask for has been done in good time, reliable system, great staff.
Before we were using 3 different programs to track the orders, to check products availability and manage cases and it was a real disaster.
Clean intuitive interfaces that eliminate a great deal of hassle from end-user education. Robust out of the box solutions for many standard business needs.
We are in process of integration an ERP system with the bpm'online system with help of Partner of bpm'online so that no data was lost or missed out.
If you're looking for an easy-to-use and cost-effective CRM, this is a good one to try. Their process engine is a big advantage as well.
Didn't provide a modular pricing that we can adjust according to what we needs. Design features in marketing is limited.
We liked the easy customization and user-friendly interface. The scalability and security of our data was also important.
The mobile application was only slightly difficult to get used to navigating, but there was a lot of customization on the implementation end.
Even though the system is powerful and feature-rich already, we are confident that the product has a huge potential.
Bpm'online Studio - Great tool to improve process implementation and easy to use.
The system is versatile and intuitive, which makes it a perfect fit for our company.
Creatio - great product - really flexible - great customer service.
First, the business process tool is easy to use yet powerful and robust. It can be used to automate business tasks, implement rules and also, to develop integrations with third party tools.
A highly recommended solution for customer-centric businesses.
Thanks to its low-code development tools, we are able to create new tailor-made solutions on.
Excellent pricing and incredibly simple license management.
With the help of the bpm’online system we are now able to record, store, and organize all the data that we had. In addition, during the integration process the data was deduplicated and cleaned.
I really like this platform because it has allowed me to automate and streamline customer service processes, as well as efficiently manage all activities related to my clients.
I can honestly say its been excellent - anything we ask for has been done in good time, reliable system, great staff.
Before we were using 3 different programs to track the orders, to check products availability and manage cases and it was a real disaster.
Clean intuitive interfaces that eliminate a great deal of hassle from end-user education. Robust out of the box solutions for many standard business needs.
We are in process of integration an ERP system with the bpm'online system with help of Partner of bpm'online so that no data was lost or missed out.
If you're looking for an easy-to-use and cost-effective CRM, this is a good one to try. Their process engine is a big advantage as well.
Didn't provide a modular pricing that we can adjust according to what we needs. Design features in marketing is limited.
We liked the easy customization and user-friendly interface. The scalability and security of our data was also important.
The mobile application was only slightly difficult to get used to navigating, but there was a lot of customization on the implementation end.
Even though the system is powerful and feature-rich already, we are confident that the product has a huge potential.
Bpm'online Studio - Great tool to improve process implementation and easy to use.
The system is versatile and intuitive, which makes it a perfect fit for our company.
Creatio - great product - really flexible - great customer service.
First, the business process tool is easy to use yet powerful and robust. It can be used to automate business tasks, implement rules and also, to develop integrations with third party tools.
A highly recommended solution for customer-centric businesses.
Thanks to its low-code development tools, we are able to create new tailor-made solutions on.
Excellent pricing and incredibly simple license management.
With the help of the bpm’online system we are now able to record, store, and organize all the data that we had. In addition, during the integration process the data was deduplicated and cleaned.
I really like this platform because it has allowed me to automate and streamline customer service processes, as well as efficiently manage all activities related to my clients.
I can honestly say its been excellent - anything we ask for has been done in good time, reliable system, great staff.
Before we were using 3 different programs to track the orders, to check products availability and manage cases and it was a real disaster.
Clean intuitive interfaces that eliminate a great deal of hassle from end-user education. Robust out of the box solutions for many standard business needs.
We are in process of integration an ERP system with the bpm'online system with help of Partner of bpm'online so that no data was lost or missed out.
If you're looking for an easy-to-use and cost-effective CRM, this is a good one to try. Their process engine is a big advantage as well.
Didn't provide a modular pricing that we can adjust according to what we needs. Design features in marketing is limited.
We liked the easy customization and user-friendly interface. The scalability and security of our data was also important.
The mobile application was only slightly difficult to get used to navigating, but there was a lot of customization on the implementation end.
Even though the system is powerful and feature-rich already, we are confident that the product has a huge potential.
Bpm'online Studio - Great tool to improve process implementation and easy to use.
The system is versatile and intuitive, which makes it a perfect fit for our company.
Creatio - great product - really flexible - great customer service.
First, the business process tool is easy to use yet powerful and robust. It can be used to automate business tasks, implement rules and also, to develop integrations with third party tools.
A highly recommended solution for customer-centric businesses.
Thanks to its low-code development tools, we are able to create new tailor-made solutions on.
Excellent pricing and incredibly simple license management.
With the help of the bpm’online system we are now able to record, store, and organize all the data that we had. In addition, during the integration process the data was deduplicated and cleaned.
I really like this platform because it has allowed me to automate and streamline customer service processes, as well as efficiently manage all activities related to my clients.
HubSpot CRM logo
4.5
4K

Everything you need to sell in one integrated suite

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

The World’s Leading, Most Deployed Cloud ERP Solution

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

Find the right plan to help you get growing.

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    3.8
    Ease of use
    3.8
    Features
    3.9
    Customer support
    4.0
Pros and Cons from Maximizer CRM users   
avatar
avatar
avatar
+15
Maximizer has been a wonderful experience. Maximizer keeps all of our activities with business organized and the ease of access is wonderful, along with great Tech help when we need it.
The worst aspect of this company is that they aren’t risk free. If you purchase a year software and decide after a few weeks it simply isn’t for your company, there are no refunds.
Great support follow up is quick and responsive, new update is clean and clear, like the new features and the screen and font used.
The inability to do multiple search functions (and, if, or, = etc). Have had a lot of error problems with our CRM since last upgrade.
Above and beyond the cost effectiveness of a sales automation system, the ease of use and ability to map my organization into the system has made user acceptance very high.
Very confusing to learn, has so much it can do that we don't really need. I am just using it the way I have always used the program so much of the software is wasted.
The ease of usage is great. Tracking and closing of task remains top of mind.
At this point it is a difficult process to properly bring the website into the 21st century, since a massive overhaul would leave many existing users lost.
I have many pre-edited documents that automatically get sent and merged with my contacts. I love this software and the amount of time and energies it's saved me over the years.
The webinar support is inadequate, they won't answer some questions and tell you that they have people you can pay to get that done. We should be able to learn it ourselves.
Love that this product is so easy to use. I like that it makes my days at work much easier.
Lack of integration with gmail and google calendar.
Nice to see they have tried to upgrade their interface with a more modern looking. Being a smaller CRM player, they are more willing to work with the clients closely.
Poor customer support experiences, never getting responses on queries I've submitted for assistance. The software is a bit slow and sometimes crashes.
Compare with other newer CRMs these days, the learning curve to this product is lower. Email integration is great and speedy.
Permissions restrict customization which I understand but it can become frustrating customizing it to meet our needs.
I believe our company has risen greatly because of Maximizer CRM, most of the clients information we use is from this software, and our marketing was taken to a better level because of this software.
I haven’t really use this software a lot so I can’t really say a lot of things that I dislike about the software.
Maximizer has been a wonderful experience. Maximizer keeps all of our activities with business organized and the ease of access is wonderful, along with great Tech help when we need it.
The worst aspect of this company is that they aren’t risk free. If you purchase a year software and decide after a few weeks it simply isn’t for your company, there are no refunds.
Great support follow up is quick and responsive, new update is clean and clear, like the new features and the screen and font used.
The inability to do multiple search functions (and, if, or, = etc). Have had a lot of error problems with our CRM since last upgrade.
Above and beyond the cost effectiveness of a sales automation system, the ease of use and ability to map my organization into the system has made user acceptance very high.
Very confusing to learn, has so much it can do that we don't really need. I am just using it the way I have always used the program so much of the software is wasted.
The ease of usage is great. Tracking and closing of task remains top of mind.
At this point it is a difficult process to properly bring the website into the 21st century, since a massive overhaul would leave many existing users lost.
I have many pre-edited documents that automatically get sent and merged with my contacts. I love this software and the amount of time and energies it's saved me over the years.
The webinar support is inadequate, they won't answer some questions and tell you that they have people you can pay to get that done. We should be able to learn it ourselves.
Love that this product is so easy to use. I like that it makes my days at work much easier.
Lack of integration with gmail and google calendar.
Nice to see they have tried to upgrade their interface with a more modern looking. Being a smaller CRM player, they are more willing to work with the clients closely.
Poor customer support experiences, never getting responses on queries I've submitted for assistance. The software is a bit slow and sometimes crashes.
Compare with other newer CRMs these days, the learning curve to this product is lower. Email integration is great and speedy.
Permissions restrict customization which I understand but it can become frustrating customizing it to meet our needs.
I believe our company has risen greatly because of Maximizer CRM, most of the clients information we use is from this software, and our marketing was taken to a better level because of this software.
I haven’t really use this software a lot so I can’t really say a lot of things that I dislike about the software.
Maximizer has been a wonderful experience. Maximizer keeps all of our activities with business organized and the ease of access is wonderful, along with great Tech help when we need it.
The worst aspect of this company is that they aren’t risk free. If you purchase a year software and decide after a few weeks it simply isn’t for your company, there are no refunds.
Great support follow up is quick and responsive, new update is clean and clear, like the new features and the screen and font used.
The inability to do multiple search functions (and, if, or, = etc). Have had a lot of error problems with our CRM since last upgrade.
Above and beyond the cost effectiveness of a sales automation system, the ease of use and ability to map my organization into the system has made user acceptance very high.
Very confusing to learn, has so much it can do that we don't really need. I am just using it the way I have always used the program so much of the software is wasted.
The ease of usage is great. Tracking and closing of task remains top of mind.
At this point it is a difficult process to properly bring the website into the 21st century, since a massive overhaul would leave many existing users lost.
I have many pre-edited documents that automatically get sent and merged with my contacts. I love this software and the amount of time and energies it's saved me over the years.
The webinar support is inadequate, they won't answer some questions and tell you that they have people you can pay to get that done. We should be able to learn it ourselves.
Love that this product is so easy to use. I like that it makes my days at work much easier.
Lack of integration with gmail and google calendar.
Nice to see they have tried to upgrade their interface with a more modern looking. Being a smaller CRM player, they are more willing to work with the clients closely.
Poor customer support experiences, never getting responses on queries I've submitted for assistance. The software is a bit slow and sometimes crashes.
Compare with other newer CRMs these days, the learning curve to this product is lower. Email integration is great and speedy.
Permissions restrict customization which I understand but it can become frustrating customizing it to meet our needs.
I believe our company has risen greatly because of Maximizer CRM, most of the clients information we use is from this software, and our marketing was taken to a better level because of this software.
I haven’t really use this software a lot so I can’t really say a lot of things that I dislike about the software.
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.
Rolldog logo
4.9
27

Rolldog CRM - manage your business AND increase revenue.

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.8
    Ease of use
    4.9
    Features
    4.7
    Customer support
    4.9
Pros and Cons from Rolldog users   
No pros & cons found
Claritysoft CRM logo
4.5
167

User-friendly customer relationship management software

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

Customer relationship management software for hoteliers

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

Customer relationship management software for sales teams

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    5.0
    Ease of use
    5.0
    Features
    5.0
    Customer support
    5.0
Pros and Cons from Inperium Sell users   
No pros & cons found
Bitrix24 logo
4.2
806

100% free CRM, collaboration, and communication tool suite

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

CRM system for multi-line sellers

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

Legal Practice Management & Intake Software - Powered by AI

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

Agile, No-code Business Application Platform

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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.
Zywave Agency Management logo
2.5
19

Customer relationship management solution

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    2.2
    Ease of use
    2.3
    Features
    2.4
    Customer support
    1.8
Pros and Cons from Zywave Agency Management users   
+10
Some great resources and appreciated that they had our company's logo on them.
So unprofessional to hide behind the contract, with no grace period, and no lemon laws in insurance software.
The software was simplistic, easy to understand, at an affordable rate with great customer service when it was owned by Partner XE. Partner XE sold the AMS to Zywave in the fall of 2022.
Trying to onboard was a fiasco. It took weeks and money spent and hours on phone trying to onboard.
Brokerage Builder has been a great tool for us at Hays. We use it for our database in Benefits.
Nobody returns calls or emails when you have problem or want to cancel.
It helps me keep track of my renewals, policy numbers, and line of benefits coverage my clients have.
I don't like the fact that you can't add more than one plan under one policy number. I also don't like that some plan info is mandatory to complete even if it may not apply.
The ability to house all of my client information in one place. It's easy to look up all policy details.
Unfortunately, the resources weren't updated often enough for us (we needed new content more frequently).
Pretty easy to navigate. Lacking some intuitive features.
The first month when they loved us and we were new - they helped us engage and build the product. The only other times they really truly engaged with us was right about time for our renewal.
The resources are straightforward, simple and easy to understand. We also use their video links and articles for our social media and blog sites.
Some great resources and appreciated that they had our company's logo on them.
So unprofessional to hide behind the contract, with no grace period, and no lemon laws in insurance software.
The software was simplistic, easy to understand, at an affordable rate with great customer service when it was owned by Partner XE. Partner XE sold the AMS to Zywave in the fall of 2022.
Trying to onboard was a fiasco. It took weeks and money spent and hours on phone trying to onboard.
Brokerage Builder has been a great tool for us at Hays. We use it for our database in Benefits.
Nobody returns calls or emails when you have problem or want to cancel.
It helps me keep track of my renewals, policy numbers, and line of benefits coverage my clients have.
I don't like the fact that you can't add more than one plan under one policy number. I also don't like that some plan info is mandatory to complete even if it may not apply.
The ability to house all of my client information in one place. It's easy to look up all policy details.
Unfortunately, the resources weren't updated often enough for us (we needed new content more frequently).
Pretty easy to navigate. Lacking some intuitive features.
The first month when they loved us and we were new - they helped us engage and build the product. The only other times they really truly engaged with us was right about time for our renewal.
The resources are straightforward, simple and easy to understand. We also use their video links and articles for our social media and blog sites.
Some great resources and appreciated that they had our company's logo on them.
So unprofessional to hide behind the contract, with no grace period, and no lemon laws in insurance software.
The software was simplistic, easy to understand, at an affordable rate with great customer service when it was owned by Partner XE. Partner XE sold the AMS to Zywave in the fall of 2022.
Trying to onboard was a fiasco. It took weeks and money spent and hours on phone trying to onboard.
Brokerage Builder has been a great tool for us at Hays. We use it for our database in Benefits.
Nobody returns calls or emails when you have problem or want to cancel.
It helps me keep track of my renewals, policy numbers, and line of benefits coverage my clients have.
I don't like the fact that you can't add more than one plan under one policy number. I also don't like that some plan info is mandatory to complete even if it may not apply.
The ability to house all of my client information in one place. It's easy to look up all policy details.
Unfortunately, the resources weren't updated often enough for us (we needed new content more frequently).
Pretty easy to navigate. Lacking some intuitive features.
The first month when they loved us and we were new - they helped us engage and build the product. The only other times they really truly engaged with us was right about time for our renewal.
The resources are straightforward, simple and easy to understand. We also use their video links and articles for our social media and blog sites.
Odoo  logo
4.1
788

Full Suite of Integrated Business Apps

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.0
    Ease of use
    4.0
    Features
    4.1
    Customer support
    3.7
Pros and Cons from Odoo users   
avatar
avatar
avatar
+15
We are implementing the Odoo software and the customer service is amazing. Our team leader, she is extremely helpful and intelligent, asking all the right questions to serve our specific needs.
Many errors in Multi Company, bad interface between electronic accounting from México and multicompany functionality. Hard to develop reports, the product need a similar as Crystal Reports from SAP.
It's great to work and develop on Odoo, it's impressive how fast odoo is growing. Maybe is good to create LTS release for big customer to have more than 3 year of support.
Oh well, it can but then you suddenly need to pay their consultants to have it custom build for you. For everything they start saying you need to pay and pay and pay.
This is a great program for usage in terms of getting all aspects of your business together in terms of important platforms like inventories etc.
The customer support is very bad and we are wasting a lot of time.
The mainly most attractive feature is it's opensource. Apart from this helps you to setup your all type of scaled organisation and the customisation is very easy.
Very poor support of partners. Very bad deep understanding of overall solution in odoo (as main provider).
Grsphics and web interface is awesome, installation is easier, customization can be made. Secure and remotely access, available in SAas and local server, even can be installed on your domain.
We made the mistake of purchasing through Odoo and not a reseller and everything was pretty much wrong from day 1.
We were looking for a user friendly and usable solution for CRMso far we are happy.
Great Software Best balance between cost & functionality.
You can quickly add a new module and remove unnecessary. Compared to SAP, the platform is simply superb.
Odoo is very good, practical and easy to use ERP software. Easy customization that fulfils every clients' organizational needs.
Other than this the system itself is an excellent piece of kit and it has helped our business traverse the gap between startup business to SME.
The fully integration is really great. Not needed to use other software.
The way everything works together via API is astounding. I can't say enough about how flexible this software is.
It's an all in one product that has everything you need to manage the business. It's a complete solution at a low cost.
We are implementing the Odoo software and the customer service is amazing. Our team leader, she is extremely helpful and intelligent, asking all the right questions to serve our specific needs.
Many errors in Multi Company, bad interface between electronic accounting from México and multicompany functionality. Hard to develop reports, the product need a similar as Crystal Reports from SAP.
It's great to work and develop on Odoo, it's impressive how fast odoo is growing. Maybe is good to create LTS release for big customer to have more than 3 year of support.
Oh well, it can but then you suddenly need to pay their consultants to have it custom build for you. For everything they start saying you need to pay and pay and pay.
This is a great program for usage in terms of getting all aspects of your business together in terms of important platforms like inventories etc.
The customer support is very bad and we are wasting a lot of time.
The mainly most attractive feature is it's opensource. Apart from this helps you to setup your all type of scaled organisation and the customisation is very easy.
Very poor support of partners. Very bad deep understanding of overall solution in odoo (as main provider).
Grsphics and web interface is awesome, installation is easier, customization can be made. Secure and remotely access, available in SAas and local server, even can be installed on your domain.
We made the mistake of purchasing through Odoo and not a reseller and everything was pretty much wrong from day 1.
We were looking for a user friendly and usable solution for CRMso far we are happy.
Great Software Best balance between cost & functionality.
You can quickly add a new module and remove unnecessary. Compared to SAP, the platform is simply superb.
Odoo is very good, practical and easy to use ERP software. Easy customization that fulfils every clients' organizational needs.
Other than this the system itself is an excellent piece of kit and it has helped our business traverse the gap between startup business to SME.
The fully integration is really great. Not needed to use other software.
The way everything works together via API is astounding. I can't say enough about how flexible this software is.
It's an all in one product that has everything you need to manage the business. It's a complete solution at a low cost.
We are implementing the Odoo software and the customer service is amazing. Our team leader, she is extremely helpful and intelligent, asking all the right questions to serve our specific needs.
Many errors in Multi Company, bad interface between electronic accounting from México and multicompany functionality. Hard to develop reports, the product need a similar as Crystal Reports from SAP.
It's great to work and develop on Odoo, it's impressive how fast odoo is growing. Maybe is good to create LTS release for big customer to have more than 3 year of support.
Oh well, it can but then you suddenly need to pay their consultants to have it custom build for you. For everything they start saying you need to pay and pay and pay.
This is a great program for usage in terms of getting all aspects of your business together in terms of important platforms like inventories etc.
The customer support is very bad and we are wasting a lot of time.
The mainly most attractive feature is it's opensource. Apart from this helps you to setup your all type of scaled organisation and the customisation is very easy.
Very poor support of partners. Very bad deep understanding of overall solution in odoo (as main provider).
Grsphics and web interface is awesome, installation is easier, customization can be made. Secure and remotely access, available in SAas and local server, even can be installed on your domain.
We made the mistake of purchasing through Odoo and not a reseller and everything was pretty much wrong from day 1.
We were looking for a user friendly and usable solution for CRMso far we are happy.
Great Software Best balance between cost & functionality.
You can quickly add a new module and remove unnecessary. Compared to SAP, the platform is simply superb.
Odoo is very good, practical and easy to use ERP software. Easy customization that fulfils every clients' organizational needs.
Other than this the system itself is an excellent piece of kit and it has helped our business traverse the gap between startup business to SME.
The fully integration is really great. Not needed to use other software.
The way everything works together via API is astounding. I can't say enough about how flexible this software is.
It's an all in one product that has everything you need to manage the business. It's a complete solution at a low cost.
HaloCRM logo
5.0
2

Software for managing customer service operations

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    5.0
    Ease of use
    5.0
    Features
    5.0
    Customer support
    5.0
Pros and Cons from HaloCRM users   
No pros & cons found
Mailchimp logo
4.5
16.8K

Email and advertising marketing automation platform

learn more
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.4
    Ease of use
    4.4
    Features
    4.4
    Customer support
    4.2
Pros and Cons from Mailchimp users   
avatar
+15
I've had a very positive experience. The help desk was able to respond to some of my questions pretty quickly, I like the functionality and my emails look good.
I have had instances where the emails sometimes end up in the spam folder or promotions folder, which can be annoying and needs to be figured out.
Mailchimp is very great software. I like how it's easy to interface, and how you can clean the data.
Mailchimp is used by many which means that spam filters are more likely to tag your emails as spam. I did not have any other problems with Mailchimp.
I like how Mailchimp keeps track of my audience and helps me categorize them for different types of emails. I also like being able to create appealing and interactive emails for my viewers.
For a company that's been around as long as Mailchimp has, it's crazy to me how bad the UX/UI is. It's just hard to use so much of the time.
The greatest benefit to using this program is the integration possibilities. It is compatible with a lot of the other software/programs we use so integration was seamless and saved time & money.
Very confusing, very difficult to figure out where to click , also when you input a wrong email address it blocks your whole process of sending emails to others.
Their dedication to improvement is a positive sign for the company. There is a reason that they are the industry standard.
Mailchimp is the best, I have learned about their features, and they are perfect especially for a beginning business or business with a small following. They make it really easy for you to use.
It was great - I love them and suggest them to all friends getting started, I wouldn't trust any other company for a product in this price range and offering.
The templates are great and quite efficient. It's really easy to set up a campaign and the option to make a landing page right there is awesome.
This software is great for social media, has advanced features with it and allows you to have a free trial with it. The email campaign is very straight forward and easy to use.
I like the ease of use of this software and how you send 2000 emails for free before you transfer to a paid membership. They are a great company and have been in business for years.
I love to use mailchimp for email marketing most especiallly when i want to generate lead. THEIR Landing page is superb.
Its broad feature set and ease of use are an amazing help to a new company just getting started. If you're not looking for custom integration or transactional emails, this product is one of the best.
It has been a good experience, would recommend specially if you are just starting creating your newsletters and want to practice before spending a significant amount of money on this type of software.
The easy to read interface and the ease of printing. The hospitality from customer service is great.
I've had a very positive experience. The help desk was able to respond to some of my questions pretty quickly, I like the functionality and my emails look good.
I have had instances where the emails sometimes end up in the spam folder or promotions folder, which can be annoying and needs to be figured out.
Mailchimp is very great software. I like how it's easy to interface, and how you can clean the data.
Mailchimp is used by many which means that spam filters are more likely to tag your emails as spam. I did not have any other problems with Mailchimp.
I like how Mailchimp keeps track of my audience and helps me categorize them for different types of emails. I also like being able to create appealing and interactive emails for my viewers.
For a company that's been around as long as Mailchimp has, it's crazy to me how bad the UX/UI is. It's just hard to use so much of the time.
The greatest benefit to using this program is the integration possibilities. It is compatible with a lot of the other software/programs we use so integration was seamless and saved time & money.
Very confusing, very difficult to figure out where to click , also when you input a wrong email address it blocks your whole process of sending emails to others.
Their dedication to improvement is a positive sign for the company. There is a reason that they are the industry standard.
Mailchimp is the best, I have learned about their features, and they are perfect especially for a beginning business or business with a small following. They make it really easy for you to use.
It was great - I love them and suggest them to all friends getting started, I wouldn't trust any other company for a product in this price range and offering.
The templates are great and quite efficient. It's really easy to set up a campaign and the option to make a landing page right there is awesome.
This software is great for social media, has advanced features with it and allows you to have a free trial with it. The email campaign is very straight forward and easy to use.
I like the ease of use of this software and how you send 2000 emails for free before you transfer to a paid membership. They are a great company and have been in business for years.
I love to use mailchimp for email marketing most especiallly when i want to generate lead. THEIR Landing page is superb.
Its broad feature set and ease of use are an amazing help to a new company just getting started. If you're not looking for custom integration or transactional emails, this product is one of the best.
It has been a good experience, would recommend specially if you are just starting creating your newsletters and want to practice before spending a significant amount of money on this type of software.
The easy to read interface and the ease of printing. The hospitality from customer service is great.
I've had a very positive experience. The help desk was able to respond to some of my questions pretty quickly, I like the functionality and my emails look good.
I have had instances where the emails sometimes end up in the spam folder or promotions folder, which can be annoying and needs to be figured out.
Mailchimp is very great software. I like how it's easy to interface, and how you can clean the data.
Mailchimp is used by many which means that spam filters are more likely to tag your emails as spam. I did not have any other problems with Mailchimp.
I like how Mailchimp keeps track of my audience and helps me categorize them for different types of emails. I also like being able to create appealing and interactive emails for my viewers.
For a company that's been around as long as Mailchimp has, it's crazy to me how bad the UX/UI is. It's just hard to use so much of the time.
The greatest benefit to using this program is the integration possibilities. It is compatible with a lot of the other software/programs we use so integration was seamless and saved time & money.
Very confusing, very difficult to figure out where to click , also when you input a wrong email address it blocks your whole process of sending emails to others.
Their dedication to improvement is a positive sign for the company. There is a reason that they are the industry standard.
Mailchimp is the best, I have learned about their features, and they are perfect especially for a beginning business or business with a small following. They make it really easy for you to use.
It was great - I love them and suggest them to all friends getting started, I wouldn't trust any other company for a product in this price range and offering.
The templates are great and quite efficient. It's really easy to set up a campaign and the option to make a landing page right there is awesome.
This software is great for social media, has advanced features with it and allows you to have a free trial with it. The email campaign is very straight forward and easy to use.
I like the ease of use of this software and how you send 2000 emails for free before you transfer to a paid membership. They are a great company and have been in business for years.
I love to use mailchimp for email marketing most especiallly when i want to generate lead. THEIR Landing page is superb.
Its broad feature set and ease of use are an amazing help to a new company just getting started. If you're not looking for custom integration or transactional emails, this product is one of the best.
It has been a good experience, would recommend specially if you are just starting creating your newsletters and want to practice before spending a significant amount of money on this type of software.
The easy to read interface and the ease of printing. The hospitality from customer service is great.
ClickUp logo

ClickUp

4.6
4K

Project management, task tracking, & professional goal tools

learn more
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.6
    Ease of use
    4.3
    Features
    4.6
    Customer support
    4.6
Pros and Cons from ClickUp users   
avatar
avatar
avatar
+15
Super easy to use, powerful features, ability to invite guests for FREE, Great technical support, lots of video tutorials available.
Too complex for an individual's needs, sometimes illogical, and a terrible android app is the icing on the cake.
ClickUp has some truly inspired design and feels lighter and more fun to use than many other management tools. It's easy to learn and new, useful features are consistently rolled out.
After a few months I still get confused about the sapce/folder/list/task hierarchy and use the wrong terms when describing my "location" in the software.
Great experience with the product initially I was a bit hesitant to use and recommend it because I did not know about the product at all but once I started using it I fell in love with it.
Sometimes had an error when trying to make a new list and could not find any documentation about the error online.
I understand that this a way to monetize the platform and am grateful that there are those that can contribute. The integration for time tracking tool such a Togl or it's own time tracker is great.
Bad support - no quick reply from the team on the chat.
This product is fantastic. I love that I can have multiple projects and tasks going on at once and I can view it all however I would like (sort).
However, once you get past that point, it is worth it as the platform does a great job and is very robust.
Functionality is great, customer service is awesome, updates are great, and works for what we do very well.
It is graphically very appealing - which really is a big deal when trying to be very clear on assigning important tasks to a big group of people.
The large amount of tools, coupled with the possibility of customizing are the strengths of this tool. The cost-benefit is very good and provides much more functionality than the competitors.
Very impressed at the ease of use and can't wait to explore it more and utilize more of the features it has.
I like the integrations that this tool offers and its easy of access on mobile. It is a great way to keep track of yours and others projects.
It makes management easy and simple - a great interface, great mobile apps too.
Super easy to use and can be as hard or as easy as you want it to be.
Clickup is constantly updating their app with relevant and useful improvements. Especially love that their price is much lower than many their competiting apps.
Super easy to use, powerful features, ability to invite guests for FREE, Great technical support, lots of video tutorials available.
Too complex for an individual's needs, sometimes illogical, and a terrible android app is the icing on the cake.
ClickUp has some truly inspired design and feels lighter and more fun to use than many other management tools. It's easy to learn and new, useful features are consistently rolled out.
After a few months I still get confused about the sapce/folder/list/task hierarchy and use the wrong terms when describing my "location" in the software.
Great experience with the product initially I was a bit hesitant to use and recommend it because I did not know about the product at all but once I started using it I fell in love with it.
Sometimes had an error when trying to make a new list and could not find any documentation about the error online.
I understand that this a way to monetize the platform and am grateful that there are those that can contribute. The integration for time tracking tool such a Togl or it's own time tracker is great.
Bad support - no quick reply from the team on the chat.
This product is fantastic. I love that I can have multiple projects and tasks going on at once and I can view it all however I would like (sort).
However, once you get past that point, it is worth it as the platform does a great job and is very robust.
Functionality is great, customer service is awesome, updates are great, and works for what we do very well.
It is graphically very appealing - which really is a big deal when trying to be very clear on assigning important tasks to a big group of people.
The large amount of tools, coupled with the possibility of customizing are the strengths of this tool. The cost-benefit is very good and provides much more functionality than the competitors.
Very impressed at the ease of use and can't wait to explore it more and utilize more of the features it has.
I like the integrations that this tool offers and its easy of access on mobile. It is a great way to keep track of yours and others projects.
It makes management easy and simple - a great interface, great mobile apps too.
Super easy to use and can be as hard or as easy as you want it to be.
Clickup is constantly updating their app with relevant and useful improvements. Especially love that their price is much lower than many their competiting apps.
Super easy to use, powerful features, ability to invite guests for FREE, Great technical support, lots of video tutorials available.
Too complex for an individual's needs, sometimes illogical, and a terrible android app is the icing on the cake.
ClickUp has some truly inspired design and feels lighter and more fun to use than many other management tools. It's easy to learn and new, useful features are consistently rolled out.
After a few months I still get confused about the sapce/folder/list/task hierarchy and use the wrong terms when describing my "location" in the software.
Great experience with the product initially I was a bit hesitant to use and recommend it because I did not know about the product at all but once I started using it I fell in love with it.
Sometimes had an error when trying to make a new list and could not find any documentation about the error online.
I understand that this a way to monetize the platform and am grateful that there are those that can contribute. The integration for time tracking tool such a Togl or it's own time tracker is great.
Bad support - no quick reply from the team on the chat.
This product is fantastic. I love that I can have multiple projects and tasks going on at once and I can view it all however I would like (sort).
However, once you get past that point, it is worth it as the platform does a great job and is very robust.
Functionality is great, customer service is awesome, updates are great, and works for what we do very well.
It is graphically very appealing - which really is a big deal when trying to be very clear on assigning important tasks to a big group of people.
The large amount of tools, coupled with the possibility of customizing are the strengths of this tool. The cost-benefit is very good and provides much more functionality than the competitors.
Very impressed at the ease of use and can't wait to explore it more and utilize more of the features it has.
I like the integrations that this tool offers and its easy of access on mobile. It is a great way to keep track of yours and others projects.
It makes management easy and simple - a great interface, great mobile apps too.
Super easy to use and can be as hard or as easy as you want it to be.
Clickup is constantly updating their app with relevant and useful improvements. Especially love that their price is much lower than many their competiting apps.
Dynamics 365 logo
4.4
5.5K

ERP and CRM applications from Microsoft

learn more
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.1
    Ease of use
    4.1
    Features
    4.3
    Customer support
    4.2
Pros and Cons from Dynamics 365 users   
avatar
avatar
avatar
+15
The planning and financial organization helps the sales rise, helps keep good records of clients in line. Very user friendly if you know your computer well.
Customer service has suffered due to the dropped messages, limited user interface and time consuming ticket entry. Users and employees alike avoid the system.
Everyone involved was impressed by the organization of the training and effectiveness of it. They offered us the ability to call anytime if we have any issues.
Having trouble with acrobat pdfs and converting them in excel or words documents. Secondly trouble creating email groups and then editing email groups.
I like this software because it is affordable and and adds a lot of value to my money which is why I love it.
Getting error some time so it's take some time to remove the error.
My overall experience with this software so far is very good. They constantly try to improve and add more fantastic features.
Reporting out of the system takes most of my bosses time and the results coming out of it are questionable given the user experience causing garbage data in.
It is great for product line of enterprise resource planning and customer relationship management application. It is easy to use and if you need help the support is fantastic.
We made the switch and have enjoyed an overlooked benefit from our new provider, a robust customer community to help us solve challenges above our head.
Plus, its integrated systems is great that helps align our sales and marketing process that help produce a seamless experience for our customers.
My overall experience with dynamics is wonderful because you can you use it for meeting etc and it’s lovely to have.
Is a pretty comfortable CRM, smart, complete, and professional. Don´t waste your time looking for another CRM´s this one is the best, this one has the best tools and features.
The Best thing about MS dynamics is that it provides the opportunity of interaction between users and clients. It has a very simple interface which makes it very easy to record negotiations.
This software is affordable and within our budget. I really like its ease of implementation and use.
The predictive insights that the software provides with the intelligence of AI is quite outstanding.
The integration between other Microsoft software makes it perfect use in all aspects. The layouts are great, utilizing it is easy and the software is not costly.
Everything from easy to use to excellent customer support, it is a top tool.
The planning and financial organization helps the sales rise, helps keep good records of clients in line. Very user friendly if you know your computer well.
Customer service has suffered due to the dropped messages, limited user interface and time consuming ticket entry. Users and employees alike avoid the system.
Everyone involved was impressed by the organization of the training and effectiveness of it. They offered us the ability to call anytime if we have any issues.
Having trouble with acrobat pdfs and converting them in excel or words documents. Secondly trouble creating email groups and then editing email groups.
I like this software because it is affordable and and adds a lot of value to my money which is why I love it.
Getting error some time so it's take some time to remove the error.
My overall experience with this software so far is very good. They constantly try to improve and add more fantastic features.
Reporting out of the system takes most of my bosses time and the results coming out of it are questionable given the user experience causing garbage data in.
It is great for product line of enterprise resource planning and customer relationship management application. It is easy to use and if you need help the support is fantastic.
We made the switch and have enjoyed an overlooked benefit from our new provider, a robust customer community to help us solve challenges above our head.
Plus, its integrated systems is great that helps align our sales and marketing process that help produce a seamless experience for our customers.
My overall experience with dynamics is wonderful because you can you use it for meeting etc and it’s lovely to have.
Is a pretty comfortable CRM, smart, complete, and professional. Don´t waste your time looking for another CRM´s this one is the best, this one has the best tools and features.
The Best thing about MS dynamics is that it provides the opportunity of interaction between users and clients. It has a very simple interface which makes it very easy to record negotiations.
This software is affordable and within our budget. I really like its ease of implementation and use.
The predictive insights that the software provides with the intelligence of AI is quite outstanding.
The integration between other Microsoft software makes it perfect use in all aspects. The layouts are great, utilizing it is easy and the software is not costly.
Everything from easy to use to excellent customer support, it is a top tool.
The planning and financial organization helps the sales rise, helps keep good records of clients in line. Very user friendly if you know your computer well.
Customer service has suffered due to the dropped messages, limited user interface and time consuming ticket entry. Users and employees alike avoid the system.
Everyone involved was impressed by the organization of the training and effectiveness of it. They offered us the ability to call anytime if we have any issues.
Having trouble with acrobat pdfs and converting them in excel or words documents. Secondly trouble creating email groups and then editing email groups.
I like this software because it is affordable and and adds a lot of value to my money which is why I love it.
Getting error some time so it's take some time to remove the error.
My overall experience with this software so far is very good. They constantly try to improve and add more fantastic features.
Reporting out of the system takes most of my bosses time and the results coming out of it are questionable given the user experience causing garbage data in.
It is great for product line of enterprise resource planning and customer relationship management application. It is easy to use and if you need help the support is fantastic.
We made the switch and have enjoyed an overlooked benefit from our new provider, a robust customer community to help us solve challenges above our head.
Plus, its integrated systems is great that helps align our sales and marketing process that help produce a seamless experience for our customers.
My overall experience with dynamics is wonderful because you can you use it for meeting etc and it’s lovely to have.
Is a pretty comfortable CRM, smart, complete, and professional. Don´t waste your time looking for another CRM´s this one is the best, this one has the best tools and features.
The Best thing about MS dynamics is that it provides the opportunity of interaction between users and clients. It has a very simple interface which makes it very easy to record negotiations.
This software is affordable and within our budget. I really like its ease of implementation and use.
The predictive insights that the software provides with the intelligence of AI is quite outstanding.
The integration between other Microsoft software makes it perfect use in all aspects. The layouts are great, utilizing it is easy and the software is not costly.
Everything from easy to use to excellent customer support, it is a top tool.
Zendesk Suite logo
4.4
3.8K

Service-first CRM company that builds support & sales tools

learn more
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.2
    Ease of use
    4.3
    Features
    4.4
    Customer support
    4.3
Pros and Cons from Zendesk Suite users   
+15
I love that its very user friendly to use ad easy to manage tasks. I love the interface make it easy to get tickets handled and provide the best customer service for my job.
Tremendously disappointing for a company that sells ticketing software to have such a poor interaction when it comes to using it.
This was a much appreciated improvement. A great feature is that you can integrated with the big social media platforms like Twitter and Facebook to allow CC to responde quite quickly.
Non-Existent & TERRIBLE Customer Service. You are just a number to them.
Overall I’m extremely satisfied with Zendesk, It has a lot of great features that helps us provide a great customer support service which is important for a successful business.
If you ever need support from Zendesk then it is horrible.
Overall experience has been good. Very happy for the product and how it helps us stay organized with the tickets we have coming in.
The only minor dislike us that when the client your chatting with goes offline your messages or conversation gets erased.
I loved the ease of deployment and the UX on the admin end. It was very easy to segment and follow what was going on and was even fun to play with different options.
We ended up switching to a free service which better fit our needs. All in all it was a pleasant experience and we used it for 3 years to manage the chat on our site.
It’s very useful for our customer support helpline which we launched during the pandemic and insures that we make the customer journey experience good for.
I liked the simple yet useful UI of zendesk. The ticketing system is very useful and efficient, reporting and user data is useful and quite accurate.
I like Zendesk's robust ticketing capabilities. Despite its high price, it's an extremely powerful CRM tool when compared to competitors.
Overall, it's a fantastic platform for e-mail support while also offering the ability to have everything in one place.
We have been using Zendesk for a client project to help us receive and assign tickets from our client. The system is great and easy to use.
I like the premade templates that is currently used for our FAQ. It is great that our engineering team does not need to develop this separately.
Also it can easily be integrated to a lot of platform. What I like the most is the ability to integrate with Slack.
Zendesk is a powerful CRM tool that totally worth the price.
I love that its very user friendly to use ad easy to manage tasks. I love the interface make it easy to get tickets handled and provide the best customer service for my job.
Tremendously disappointing for a company that sells ticketing software to have such a poor interaction when it comes to using it.
This was a much appreciated improvement. A great feature is that you can integrated with the big social media platforms like Twitter and Facebook to allow CC to responde quite quickly.
Non-Existent & TERRIBLE Customer Service. You are just a number to them.
Overall I’m extremely satisfied with Zendesk, It has a lot of great features that helps us provide a great customer support service which is important for a successful business.
If you ever need support from Zendesk then it is horrible.
Overall experience has been good. Very happy for the product and how it helps us stay organized with the tickets we have coming in.
The only minor dislike us that when the client your chatting with goes offline your messages or conversation gets erased.
I loved the ease of deployment and the UX on the admin end. It was very easy to segment and follow what was going on and was even fun to play with different options.
We ended up switching to a free service which better fit our needs. All in all it was a pleasant experience and we used it for 3 years to manage the chat on our site.
It’s very useful for our customer support helpline which we launched during the pandemic and insures that we make the customer journey experience good for.
I liked the simple yet useful UI of zendesk. The ticketing system is very useful and efficient, reporting and user data is useful and quite accurate.
I like Zendesk's robust ticketing capabilities. Despite its high price, it's an extremely powerful CRM tool when compared to competitors.
Overall, it's a fantastic platform for e-mail support while also offering the ability to have everything in one place.
We have been using Zendesk for a client project to help us receive and assign tickets from our client. The system is great and easy to use.
I like the premade templates that is currently used for our FAQ. It is great that our engineering team does not need to develop this separately.
Also it can easily be integrated to a lot of platform. What I like the most is the ability to integrate with Slack.
Zendesk is a powerful CRM tool that totally worth the price.
I love that its very user friendly to use ad easy to manage tasks. I love the interface make it easy to get tickets handled and provide the best customer service for my job.
Tremendously disappointing for a company that sells ticketing software to have such a poor interaction when it comes to using it.
This was a much appreciated improvement. A great feature is that you can integrated with the big social media platforms like Twitter and Facebook to allow CC to responde quite quickly.
Non-Existent & TERRIBLE Customer Service. You are just a number to them.
Overall I’m extremely satisfied with Zendesk, It has a lot of great features that helps us provide a great customer support service which is important for a successful business.
If you ever need support from Zendesk then it is horrible.
Overall experience has been good. Very happy for the product and how it helps us stay organized with the tickets we have coming in.
The only minor dislike us that when the client your chatting with goes offline your messages or conversation gets erased.
I loved the ease of deployment and the UX on the admin end. It was very easy to segment and follow what was going on and was even fun to play with different options.
We ended up switching to a free service which better fit our needs. All in all it was a pleasant experience and we used it for 3 years to manage the chat on our site.
It’s very useful for our customer support helpline which we launched during the pandemic and insures that we make the customer journey experience good for.
I liked the simple yet useful UI of zendesk. The ticketing system is very useful and efficient, reporting and user data is useful and quite accurate.
I like Zendesk's robust ticketing capabilities. Despite its high price, it's an extremely powerful CRM tool when compared to competitors.
Overall, it's a fantastic platform for e-mail support while also offering the ability to have everything in one place.
We have been using Zendesk for a client project to help us receive and assign tickets from our client. The system is great and easy to use.
I like the premade templates that is currently used for our FAQ. It is great that our engineering team does not need to develop this separately.
Also it can easily be integrated to a lot of platform. What I like the most is the ability to integrate with Slack.
Zendesk is a powerful CRM tool that totally worth the price.