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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.
Less Annoying CRM logo
4.8
579

A simple CRM built just for small businesses

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.9
    Ease of use
    4.9
    Features
    4.5
    Customer support
    4.9
Pros and Cons from Less Annoying CRM users   
avatar
avatar
+15
I have created some awesome systems for tracking referrals and testimonials thanks to their suggestions.
We haven't found anything about the app that is a problem for us.
The best feature is that the customer service is as advertised, this company really does help. They also understand our industry which helps in the transition to and use of the product.
Haven't used it enough to see if there is anything missing.
LACRM is Affordable and Easy to use. It has been a great addition to our business, helping us keep track of test tools, customers, and new leads.
There are some features in development I am anxious to see roll out, but none of them are business critical.
It is very fast and responsive, and has all the capabilities I need. It has a series of short video tutorials that are effective and correct.
Given the design concept full enterprise integrations are a little limited. But in my view balance is right in that people use it, learning quickly and correctly to their needs.
There's a good User Interface / layout, partially adapted by us as users. Excellent support - if you have a question, a proper person will get back to you with an answer within a couple of hours.
The ease of learning and maximizing it as well as its capabilities. The support tools are also easy to locate and the item descriptions easy to understand.
The great thing about LACRM is that you can customize the view and fields to reflect your preferred names of fields or how you like to see items listed.
The product is decently easy to use. It allowed our sales team to gain some initial familiarity with CRM's and what benefits they can bring.
I love the integration with my Gmail calendar, the contacts on my phone and the fact that I can BBC an email straight into the system from any email client. These are real valuable features for me.
Great Company - Cost Effective and Surprisingly Flexible Software.
The product is great, customer service is fantastic.
The ability to link contacts to appointments and tasks made it easy to navigate to the information I needed. The dashboard gives a clear (and customizable) overview of what's on the horizon.
Price, ease of use, customer support as I learned capabilities, and the insurance platform.
LACRM lives up to its name. Integration and use is intuitive and easy.
I have created some awesome systems for tracking referrals and testimonials thanks to their suggestions.
We haven't found anything about the app that is a problem for us.
The best feature is that the customer service is as advertised, this company really does help. They also understand our industry which helps in the transition to and use of the product.
Haven't used it enough to see if there is anything missing.
LACRM is Affordable and Easy to use. It has been a great addition to our business, helping us keep track of test tools, customers, and new leads.
There are some features in development I am anxious to see roll out, but none of them are business critical.
It is very fast and responsive, and has all the capabilities I need. It has a series of short video tutorials that are effective and correct.
Given the design concept full enterprise integrations are a little limited. But in my view balance is right in that people use it, learning quickly and correctly to their needs.
There's a good User Interface / layout, partially adapted by us as users. Excellent support - if you have a question, a proper person will get back to you with an answer within a couple of hours.
The ease of learning and maximizing it as well as its capabilities. The support tools are also easy to locate and the item descriptions easy to understand.
The great thing about LACRM is that you can customize the view and fields to reflect your preferred names of fields or how you like to see items listed.
The product is decently easy to use. It allowed our sales team to gain some initial familiarity with CRM's and what benefits they can bring.
I love the integration with my Gmail calendar, the contacts on my phone and the fact that I can BBC an email straight into the system from any email client. These are real valuable features for me.
Great Company - Cost Effective and Surprisingly Flexible Software.
The product is great, customer service is fantastic.
The ability to link contacts to appointments and tasks made it easy to navigate to the information I needed. The dashboard gives a clear (and customizable) overview of what's on the horizon.
Price, ease of use, customer support as I learned capabilities, and the insurance platform.
LACRM lives up to its name. Integration and use is intuitive and easy.
I have created some awesome systems for tracking referrals and testimonials thanks to their suggestions.
We haven't found anything about the app that is a problem for us.
The best feature is that the customer service is as advertised, this company really does help. They also understand our industry which helps in the transition to and use of the product.
Haven't used it enough to see if there is anything missing.
LACRM is Affordable and Easy to use. It has been a great addition to our business, helping us keep track of test tools, customers, and new leads.
There are some features in development I am anxious to see roll out, but none of them are business critical.
It is very fast and responsive, and has all the capabilities I need. It has a series of short video tutorials that are effective and correct.
Given the design concept full enterprise integrations are a little limited. But in my view balance is right in that people use it, learning quickly and correctly to their needs.
There's a good User Interface / layout, partially adapted by us as users. Excellent support - if you have a question, a proper person will get back to you with an answer within a couple of hours.
The ease of learning and maximizing it as well as its capabilities. The support tools are also easy to locate and the item descriptions easy to understand.
The great thing about LACRM is that you can customize the view and fields to reflect your preferred names of fields or how you like to see items listed.
The product is decently easy to use. It allowed our sales team to gain some initial familiarity with CRM's and what benefits they can bring.
I love the integration with my Gmail calendar, the contacts on my phone and the fact that I can BBC an email straight into the system from any email client. These are real valuable features for me.
Great Company - Cost Effective and Surprisingly Flexible Software.
The product is great, customer service is fantastic.
The ability to link contacts to appointments and tasks made it easy to navigate to the information I needed. The dashboard gives a clear (and customizable) overview of what's on the horizon.
Price, ease of use, customer support as I learned capabilities, and the insurance platform.
LACRM lives up to its name. Integration and use is intuitive and easy.
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.
Creatio CRM logo
4.8
118

Boost marketing, sales and service performance!

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

Everything you need to sell in one integrated suite

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

HoneyBook

4.8
599

Client management for freelancers & SMBs

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.7
    Ease of use
    4.6
    Features
    4.6
    Customer support
    4.7
Pros and Cons from HoneyBook users   
avatar
avatar
+15
Honeybook is an amazing software because it allows me to organize and keep track of all my bookings and projects in a nice, clean manner.
I hate myself for not trusting Honeybook sooner. So much grief and agonizing over my "DIY contract & invoicing system" so many wasted hours and sleepless nights.
I am also a big fan of most all of the templates that they provide for you to help set your business up for success.
Buggy, intermittent problems coupled with poor tech suport.
I love being able to manage contracts, invoices, proposals, bookkeeping, and client communication all in the same platform. The concierge service is fantastic as well.
I also with it would sync directly to ical. I hate having to make it use google becuase if google runs out of space it doesnt tell me and then i have a calendar issue.
I really appreciated how proactive they were to help me when I first joined. I just wish I had taken them up on their help.
I found it confusing to set up and everything I made never looked right.
Ease of use, functionality is amazing, it’s intuitive, has awesome integrations.
I like that this product automates my business process and gives me options to make my processes more seamless. It also helps provide me with a professional look and feel for my business.
But HoneyBook helps me keep all my inquiries, pricing packages, contracts, email templates, and payment details in one place and has been a lifesaver for me.
I love love love the proposal feature and how everything is integrated.
Their customer service team cares and goes the extra mile to not only help you in any way they can, but they truly consider ways to improve and make their customers’ lives easier.
I love HoneyBook because it's easy to use and if I can't figure something out, I can easily ask. The customer service and care is golden.
Very user friendly, they offer so much. I love being able to track my expenses and schedule clients.
Absolutely love the interface, setup and ease of use of HoneyBook.
The ease, the aesthetic, the customer service, AND the ability to project manage for my clients all in one space, including invoicing and bookkeeping.
I love that my pricing guide, invoicing, questionnaires, and contracts all come from the same source and are organized for me.
Honeybook is an amazing software because it allows me to organize and keep track of all my bookings and projects in a nice, clean manner.
I hate myself for not trusting Honeybook sooner. So much grief and agonizing over my "DIY contract & invoicing system" so many wasted hours and sleepless nights.
I am also a big fan of most all of the templates that they provide for you to help set your business up for success.
Buggy, intermittent problems coupled with poor tech suport.
I love being able to manage contracts, invoices, proposals, bookkeeping, and client communication all in the same platform. The concierge service is fantastic as well.
I also with it would sync directly to ical. I hate having to make it use google becuase if google runs out of space it doesnt tell me and then i have a calendar issue.
I really appreciated how proactive they were to help me when I first joined. I just wish I had taken them up on their help.
I found it confusing to set up and everything I made never looked right.
Ease of use, functionality is amazing, it’s intuitive, has awesome integrations.
I like that this product automates my business process and gives me options to make my processes more seamless. It also helps provide me with a professional look and feel for my business.
But HoneyBook helps me keep all my inquiries, pricing packages, contracts, email templates, and payment details in one place and has been a lifesaver for me.
I love love love the proposal feature and how everything is integrated.
Their customer service team cares and goes the extra mile to not only help you in any way they can, but they truly consider ways to improve and make their customers’ lives easier.
I love HoneyBook because it's easy to use and if I can't figure something out, I can easily ask. The customer service and care is golden.
Very user friendly, they offer so much. I love being able to track my expenses and schedule clients.
Absolutely love the interface, setup and ease of use of HoneyBook.
The ease, the aesthetic, the customer service, AND the ability to project manage for my clients all in one space, including invoicing and bookkeeping.
I love that my pricing guide, invoicing, questionnaires, and contracts all come from the same source and are organized for me.
Honeybook is an amazing software because it allows me to organize and keep track of all my bookings and projects in a nice, clean manner.
I hate myself for not trusting Honeybook sooner. So much grief and agonizing over my "DIY contract & invoicing system" so many wasted hours and sleepless nights.
I am also a big fan of most all of the templates that they provide for you to help set your business up for success.
Buggy, intermittent problems coupled with poor tech suport.
I love being able to manage contracts, invoices, proposals, bookkeeping, and client communication all in the same platform. The concierge service is fantastic as well.
I also with it would sync directly to ical. I hate having to make it use google becuase if google runs out of space it doesnt tell me and then i have a calendar issue.
I really appreciated how proactive they were to help me when I first joined. I just wish I had taken them up on their help.
I found it confusing to set up and everything I made never looked right.
Ease of use, functionality is amazing, it’s intuitive, has awesome integrations.
I like that this product automates my business process and gives me options to make my processes more seamless. It also helps provide me with a professional look and feel for my business.
But HoneyBook helps me keep all my inquiries, pricing packages, contracts, email templates, and payment details in one place and has been a lifesaver for me.
I love love love the proposal feature and how everything is integrated.
Their customer service team cares and goes the extra mile to not only help you in any way they can, but they truly consider ways to improve and make their customers’ lives easier.
I love HoneyBook because it's easy to use and if I can't figure something out, I can easily ask. The customer service and care is golden.
Very user friendly, they offer so much. I love being able to track my expenses and schedule clients.
Absolutely love the interface, setup and ease of use of HoneyBook.
The ease, the aesthetic, the customer service, AND the ability to project manage for my clients all in one space, including invoicing and bookkeeping.
I love that my pricing guide, invoicing, questionnaires, and contracts all come from the same source and are organized for me.
Bigin by Zoho CRM logo
4.7
396

Pipeline-centric CRM system for small businesses

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.7
    Ease of use
    4.7
    Features
    4.4
    Customer support
    4.5
Pros and Cons from Bigin by Zoho CRM users   
avatar
avatar
+15
Had a great overall experience with a very responsive support team. The price point is convenient and the product looks perfect for small businesses trying to do CRM.
Hyperlink for the phone number is missing, call task remainder for the company is missing some time we have a company details without contact person.
Bigin is the perfect solution for our startup. I love its interface, deal tracking and ease of use.
There are some features for a client that cannot be removed, or they're by default, so it's difficult to be hiding each of them.
We have had a great experience with Bigin, it was a great alternative while lowering our costs. It offers a great value for the money we pay for it.
Regrettably, we're presently having an issue with the proper synchronisation of emails, but the team is intensely working on this problem.
Bigin is such a great and easy use of software that helps companies get started with a CRM that offers the functionality of becoming more advanced.
I really dislike the fact that there is no dedicated leads page. It makes it very difficult to differentiate between leads and normal contacts.
Lead tracking & Sales Management is a breeze. Most importantly the ability to create custom fields and have them so easily and fluidly embedded onto your lead tracking form is excellent.
For the most part, I have had a good experience with Bigin.
Its easy to use, secure log in, good organisation.
Great reliable customer support provided by Bigin CRM Team. Bigin CCRM is a must use for all start up entrepreneurs and small business owners.
Something I really enjoy is the ability to create widget to add to my smartphone homepage.
It is very easy to use and useful for controlling the workflow for sale.
We can store all our memberships and other services as products, view emails in Contact, even if they were written with a different email client, and of course love the deal forecast.
Love that I can customize workflows, and store e-mail templates to reduce the time cost of doing everyday things with more precision.
It was good & i was very happy till i found all my accounting data was not integrated and had to add contacts manually.
Now we are curious about the function of the web forms, which we want to integrate into our website soon.
Had a great overall experience with a very responsive support team. The price point is convenient and the product looks perfect for small businesses trying to do CRM.
Hyperlink for the phone number is missing, call task remainder for the company is missing some time we have a company details without contact person.
Bigin is the perfect solution for our startup. I love its interface, deal tracking and ease of use.
There are some features for a client that cannot be removed, or they're by default, so it's difficult to be hiding each of them.
We have had a great experience with Bigin, it was a great alternative while lowering our costs. It offers a great value for the money we pay for it.
Regrettably, we're presently having an issue with the proper synchronisation of emails, but the team is intensely working on this problem.
Bigin is such a great and easy use of software that helps companies get started with a CRM that offers the functionality of becoming more advanced.
I really dislike the fact that there is no dedicated leads page. It makes it very difficult to differentiate between leads and normal contacts.
Lead tracking & Sales Management is a breeze. Most importantly the ability to create custom fields and have them so easily and fluidly embedded onto your lead tracking form is excellent.
For the most part, I have had a good experience with Bigin.
Its easy to use, secure log in, good organisation.
Great reliable customer support provided by Bigin CRM Team. Bigin CCRM is a must use for all start up entrepreneurs and small business owners.
Something I really enjoy is the ability to create widget to add to my smartphone homepage.
It is very easy to use and useful for controlling the workflow for sale.
We can store all our memberships and other services as products, view emails in Contact, even if they were written with a different email client, and of course love the deal forecast.
Love that I can customize workflows, and store e-mail templates to reduce the time cost of doing everyday things with more precision.
It was good & i was very happy till i found all my accounting data was not integrated and had to add contacts manually.
Now we are curious about the function of the web forms, which we want to integrate into our website soon.
Had a great overall experience with a very responsive support team. The price point is convenient and the product looks perfect for small businesses trying to do CRM.
Hyperlink for the phone number is missing, call task remainder for the company is missing some time we have a company details without contact person.
Bigin is the perfect solution for our startup. I love its interface, deal tracking and ease of use.
There are some features for a client that cannot be removed, or they're by default, so it's difficult to be hiding each of them.
We have had a great experience with Bigin, it was a great alternative while lowering our costs. It offers a great value for the money we pay for it.
Regrettably, we're presently having an issue with the proper synchronisation of emails, but the team is intensely working on this problem.
Bigin is such a great and easy use of software that helps companies get started with a CRM that offers the functionality of becoming more advanced.
I really dislike the fact that there is no dedicated leads page. It makes it very difficult to differentiate between leads and normal contacts.
Lead tracking & Sales Management is a breeze. Most importantly the ability to create custom fields and have them so easily and fluidly embedded onto your lead tracking form is excellent.
For the most part, I have had a good experience with Bigin.
Its easy to use, secure log in, good organisation.
Great reliable customer support provided by Bigin CRM Team. Bigin CCRM is a must use for all start up entrepreneurs and small business owners.
Something I really enjoy is the ability to create widget to add to my smartphone homepage.
It is very easy to use and useful for controlling the workflow for sale.
We can store all our memberships and other services as products, view emails in Contact, even if they were written with a different email client, and of course love the deal forecast.
Love that I can customize workflows, and store e-mail templates to reduce the time cost of doing everyday things with more precision.
It was good & i was very happy till i found all my accounting data was not integrated and had to add contacts manually.
Now we are curious about the function of the web forms, which we want to integrate into our website soon.
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.
Nimble logo
4.4
1.8K

Contact management & social relationship software

learn more
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.3
    Ease of use
    4.3
    Features
    4.2
    Customer support
    4.3
Pros and Cons from Nimble users   
avatar
avatar
avatar
+15
Nimble is a great app that helps to keep great interactions with our customers. It helps to track the relationship between each clients and what they need in real time.
It lost me when I had to create a subscription for piesync to integrate other essential applications.
We have been with Nimble for 5+ years and would recommend them to anyone looking for a fast, reliable storage solution with great customer support.
As I am still getting used to the software it is difficult to criticise.
The interface is dominantly having a good set-up quality that the developer must be commended in doing this. Hue can also bring impact to users.
There seemed a to be a lot of glitching and freezing- especially at the most inconvenient time of trying to clock in/out.
It integrates with Google Apps and pulls in all your contacts and emails which is pretty amazing and useful. Creates a running list of all comms you've had as well.
User interface can be confusing and layout is not simple to use.
For me it's all about the ease of use I am very impressed with the Ui design and accessibility to the information I need.
Nimble is a relationship management tool that feels good to use, with a great interface and the possibility for expansion.
Helps a lot in remembering what campaigns and posts have been used and when. I love all the contacts are in one spot and you can see who and when they received our posts.
I like that I can consolidate customer contact methods in the same place , this helps with reaching out. Integrating our already existing invoices was very simple.
If everyone is on board and takes they time to do everything through nimble like their tasks and following leads then this is a great product for your environment and sales team.
Nimble has been a very solid, reliable storage solution for us. The web interface is easy to use and intuitive.
Very good Gmail integration. Great integration with Outlook 365 too.
Customer service is readily available and always so eager to assist. I like that they actually heard my concerns and helped with a solution.
Helped me streamline contact outreach and saved time, which is the same as saving money.
Overall I am satisfied due to the ease of use. Also pricing wise we felt it suits our organization.
Nimble is a great app that helps to keep great interactions with our customers. It helps to track the relationship between each clients and what they need in real time.
It lost me when I had to create a subscription for piesync to integrate other essential applications.
We have been with Nimble for 5+ years and would recommend them to anyone looking for a fast, reliable storage solution with great customer support.
As I am still getting used to the software it is difficult to criticise.
The interface is dominantly having a good set-up quality that the developer must be commended in doing this. Hue can also bring impact to users.
There seemed a to be a lot of glitching and freezing- especially at the most inconvenient time of trying to clock in/out.
It integrates with Google Apps and pulls in all your contacts and emails which is pretty amazing and useful. Creates a running list of all comms you've had as well.
User interface can be confusing and layout is not simple to use.
For me it's all about the ease of use I am very impressed with the Ui design and accessibility to the information I need.
Nimble is a relationship management tool that feels good to use, with a great interface and the possibility for expansion.
Helps a lot in remembering what campaigns and posts have been used and when. I love all the contacts are in one spot and you can see who and when they received our posts.
I like that I can consolidate customer contact methods in the same place , this helps with reaching out. Integrating our already existing invoices was very simple.
If everyone is on board and takes they time to do everything through nimble like their tasks and following leads then this is a great product for your environment and sales team.
Nimble has been a very solid, reliable storage solution for us. The web interface is easy to use and intuitive.
Very good Gmail integration. Great integration with Outlook 365 too.
Customer service is readily available and always so eager to assist. I like that they actually heard my concerns and helped with a solution.
Helped me streamline contact outreach and saved time, which is the same as saving money.
Overall I am satisfied due to the ease of use. Also pricing wise we felt it suits our organization.
Nimble is a great app that helps to keep great interactions with our customers. It helps to track the relationship between each clients and what they need in real time.
It lost me when I had to create a subscription for piesync to integrate other essential applications.
We have been with Nimble for 5+ years and would recommend them to anyone looking for a fast, reliable storage solution with great customer support.
As I am still getting used to the software it is difficult to criticise.
The interface is dominantly having a good set-up quality that the developer must be commended in doing this. Hue can also bring impact to users.
There seemed a to be a lot of glitching and freezing- especially at the most inconvenient time of trying to clock in/out.
It integrates with Google Apps and pulls in all your contacts and emails which is pretty amazing and useful. Creates a running list of all comms you've had as well.
User interface can be confusing and layout is not simple to use.
For me it's all about the ease of use I am very impressed with the Ui design and accessibility to the information I need.
Nimble is a relationship management tool that feels good to use, with a great interface and the possibility for expansion.
Helps a lot in remembering what campaigns and posts have been used and when. I love all the contacts are in one spot and you can see who and when they received our posts.
I like that I can consolidate customer contact methods in the same place , this helps with reaching out. Integrating our already existing invoices was very simple.
If everyone is on board and takes they time to do everything through nimble like their tasks and following leads then this is a great product for your environment and sales team.
Nimble has been a very solid, reliable storage solution for us. The web interface is easy to use and intuitive.
Very good Gmail integration. Great integration with Outlook 365 too.
Customer service is readily available and always so eager to assist. I like that they actually heard my concerns and helped with a solution.
Helped me streamline contact outreach and saved time, which is the same as saving money.
Overall I am satisfied due to the ease of use. Also pricing wise we felt it suits our organization.
EngageBay CRM logo
4.7
666

Integrated sales & marketing software for growing teams

learn more
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.7
    Ease of use
    4.5
    Features
    4.6
    Customer support
    4.8
Pros and Cons from EngageBay CRM users   
avatar
avatar
avatar
+15
Easy to use email marketing platform. The best part is you have all the powerful tools like landing pages, autoresponders, email broadcast, sequences even in the free.
Some missing features such as missing Google Meet, and location in calendar event.
Got the hang of EngageBay in a matter of hours due to its ease of use and excellent customer support. Any question is answered in a matter of seconds.
Webinar features, landing pages does not support reusable headers and footers, no option to build own templates. Missing Social Software Analytics.
I love page builder of Engagebay. It loads super fast and in stable performance based on AWS + CDN Cloudfront.
Landing page templates are very limited at the moment.
We searched for ages for software that could combine a sophisticated CRM/contact management system alongside email and newsletters - this is the best on the market.
Since I started using it recently so not very sure about dislikes. So far, I am enjoying it.
We love the ease of use and managing of the Contacts. We were able to integrate our website forms and Zapier to perform the automation needed for our Sales staff.
EngageBay is a great tool for marketing automation for small companies (finally!) and for a reasonable price. You can customize all views and see the data you want to.
Their product is easy to use and their chat support is great.
The all-in-one feature is the best for me. Having all client information and tracking results from marketing in the same place really is beneficial.
The software is great and very much extendable with API and other customization.
Nice for someone starting up. The free plan even comes with helpdesk and live chat.
I did EXTENSIVE research before picking Engagebay and they havent disappointed me. This is a tool for what I need but also that can grow with me.
The support was incredible, help us a lot to setup the different automatisation.
You can also create a custom domain for landing pages built in EngageBay - it's very important to build credibility, cause people don't want to click on unknown links.
It is easyish to use, still lacks loads of features and the way of working is sometimes frustrating compared to something like Hubspot, but that is where the huge price difference comes in.
Easy to use email marketing platform. The best part is you have all the powerful tools like landing pages, autoresponders, email broadcast, sequences even in the free.
Some missing features such as missing Google Meet, and location in calendar event.
Got the hang of EngageBay in a matter of hours due to its ease of use and excellent customer support. Any question is answered in a matter of seconds.
Webinar features, landing pages does not support reusable headers and footers, no option to build own templates. Missing Social Software Analytics.
I love page builder of Engagebay. It loads super fast and in stable performance based on AWS + CDN Cloudfront.
Landing page templates are very limited at the moment.
We searched for ages for software that could combine a sophisticated CRM/contact management system alongside email and newsletters - this is the best on the market.
Since I started using it recently so not very sure about dislikes. So far, I am enjoying it.
We love the ease of use and managing of the Contacts. We were able to integrate our website forms and Zapier to perform the automation needed for our Sales staff.
EngageBay is a great tool for marketing automation for small companies (finally!) and for a reasonable price. You can customize all views and see the data you want to.
Their product is easy to use and their chat support is great.
The all-in-one feature is the best for me. Having all client information and tracking results from marketing in the same place really is beneficial.
The software is great and very much extendable with API and other customization.
Nice for someone starting up. The free plan even comes with helpdesk and live chat.
I did EXTENSIVE research before picking Engagebay and they havent disappointed me. This is a tool for what I need but also that can grow with me.
The support was incredible, help us a lot to setup the different automatisation.
You can also create a custom domain for landing pages built in EngageBay - it's very important to build credibility, cause people don't want to click on unknown links.
It is easyish to use, still lacks loads of features and the way of working is sometimes frustrating compared to something like Hubspot, but that is where the huge price difference comes in.
Easy to use email marketing platform. The best part is you have all the powerful tools like landing pages, autoresponders, email broadcast, sequences even in the free.
Some missing features such as missing Google Meet, and location in calendar event.
Got the hang of EngageBay in a matter of hours due to its ease of use and excellent customer support. Any question is answered in a matter of seconds.
Webinar features, landing pages does not support reusable headers and footers, no option to build own templates. Missing Social Software Analytics.
I love page builder of Engagebay. It loads super fast and in stable performance based on AWS + CDN Cloudfront.
Landing page templates are very limited at the moment.
We searched for ages for software that could combine a sophisticated CRM/contact management system alongside email and newsletters - this is the best on the market.
Since I started using it recently so not very sure about dislikes. So far, I am enjoying it.
We love the ease of use and managing of the Contacts. We were able to integrate our website forms and Zapier to perform the automation needed for our Sales staff.
EngageBay is a great tool for marketing automation for small companies (finally!) and for a reasonable price. You can customize all views and see the data you want to.
Their product is easy to use and their chat support is great.
The all-in-one feature is the best for me. Having all client information and tracking results from marketing in the same place really is beneficial.
The software is great and very much extendable with API and other customization.
Nice for someone starting up. The free plan even comes with helpdesk and live chat.
I did EXTENSIVE research before picking Engagebay and they havent disappointed me. This is a tool for what I need but also that can grow with me.
The support was incredible, help us a lot to setup the different automatisation.
You can also create a custom domain for landing pages built in EngageBay - it's very important to build credibility, cause people don't want to click on unknown links.
It is easyish to use, still lacks loads of features and the way of working is sometimes frustrating compared to something like Hubspot, but that is where the huge price difference comes in.
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.
eWay-CRM logo
4.6
557

The Best CRM for Microsoft Outlook

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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
    4.7
Pros and Cons from eWay-CRM users   
avatar
avatar
+15
I love how customizable eWay-CRM is and the ability to integrated it with Outlook which makes it great to manage all my customers information and data in one place. The support is very great.
Import was quite difficult at the time because of different language settings, I had to translate the csv first but still hat some problems with some fields not importing correctly.
I have found the speed very impressive and searching for information is rapid and easy. I also really like the way the task management system works as it allows me to keep on top of my day.
Sometimes the synchronisation fails & it needs to be restarted again but that happens 1 in 10 times so its not a major deal anyway.
Even the free version offers very good practicability and is a very good entry point the the software.
Occasional crashes, and after few records sometimes appears error message.
It is pretty user friendly, but what i love is the customer support. Any issue or question I have had was answered fairly quickly.
I was a 10+ years users of the obsolete, outdated, full of issues Microsoft Business Contacts Manager.
At this moment I am happy with eWay and I have recommended my superiors to implement server version as soon as we get funding for it.
Very comfortable with my sales process - no more wishing that it could be better.
I like most how eWay is flexible, customizable. Integration process in our firm was quite easy with the help of eWay experts.
I am not fully familiar with all the functions because of no needs, but for my purposes eWay works great. Friendly and professional support is available if needed.
Intuitive, helpful, easy to follow , great support for users.
Built in Outlook, good service, good value for money, language versions.
Easy to use and great support whenever there are any technical issues.
Integration into my existing Outlook system, easy use and excellent customer support.
Their customer support is exceptional. What I really enjoyed was their patience with us.
It’s easy, adoptable and fits all users. For us as a small company it’s in the right pricerange and has all the features we need.
I love how customizable eWay-CRM is and the ability to integrated it with Outlook which makes it great to manage all my customers information and data in one place. The support is very great.
Import was quite difficult at the time because of different language settings, I had to translate the csv first but still hat some problems with some fields not importing correctly.
I have found the speed very impressive and searching for information is rapid and easy. I also really like the way the task management system works as it allows me to keep on top of my day.
Sometimes the synchronisation fails & it needs to be restarted again but that happens 1 in 10 times so its not a major deal anyway.
Even the free version offers very good practicability and is a very good entry point the the software.
Occasional crashes, and after few records sometimes appears error message.
It is pretty user friendly, but what i love is the customer support. Any issue or question I have had was answered fairly quickly.
I was a 10+ years users of the obsolete, outdated, full of issues Microsoft Business Contacts Manager.
At this moment I am happy with eWay and I have recommended my superiors to implement server version as soon as we get funding for it.
Very comfortable with my sales process - no more wishing that it could be better.
I like most how eWay is flexible, customizable. Integration process in our firm was quite easy with the help of eWay experts.
I am not fully familiar with all the functions because of no needs, but for my purposes eWay works great. Friendly and professional support is available if needed.
Intuitive, helpful, easy to follow , great support for users.
Built in Outlook, good service, good value for money, language versions.
Easy to use and great support whenever there are any technical issues.
Integration into my existing Outlook system, easy use and excellent customer support.
Their customer support is exceptional. What I really enjoyed was their patience with us.
It’s easy, adoptable and fits all users. For us as a small company it’s in the right pricerange and has all the features we need.
I love how customizable eWay-CRM is and the ability to integrated it with Outlook which makes it great to manage all my customers information and data in one place. The support is very great.
Import was quite difficult at the time because of different language settings, I had to translate the csv first but still hat some problems with some fields not importing correctly.
I have found the speed very impressive and searching for information is rapid and easy. I also really like the way the task management system works as it allows me to keep on top of my day.
Sometimes the synchronisation fails & it needs to be restarted again but that happens 1 in 10 times so its not a major deal anyway.
Even the free version offers very good practicability and is a very good entry point the the software.
Occasional crashes, and after few records sometimes appears error message.
It is pretty user friendly, but what i love is the customer support. Any issue or question I have had was answered fairly quickly.
I was a 10+ years users of the obsolete, outdated, full of issues Microsoft Business Contacts Manager.
At this moment I am happy with eWay and I have recommended my superiors to implement server version as soon as we get funding for it.
Very comfortable with my sales process - no more wishing that it could be better.
I like most how eWay is flexible, customizable. Integration process in our firm was quite easy with the help of eWay experts.
I am not fully familiar with all the functions because of no needs, but for my purposes eWay works great. Friendly and professional support is available if needed.
Intuitive, helpful, easy to follow , great support for users.
Built in Outlook, good service, good value for money, language versions.
Easy to use and great support whenever there are any technical issues.
Integration into my existing Outlook system, easy use and excellent customer support.
Their customer support is exceptional. What I really enjoyed was their patience with us.
It’s easy, adoptable and fits all users. For us as a small company it’s in the right pricerange and has all the features we need.
Freshsales logo
4.5
605

Sales management solution

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.4
    Ease of use
    4.4
    Features
    4.4
    Customer support
    4.5
Pros and Cons from Freshsales users   
avatar
avatar
avatar
+15
It is pretty easy to use. The ability to set up sales sequencing was nice and pretty easy to do.
Error logs were nearly impossible to find and though the log is supposed to be included on the email showing the errors it wasn't. Support couldn't figure it out either.
Easy set up, intuitive interface, good gmail integration, decent price. I once called them for help on a saturday and someone answered and was very helpful.
Horrible at talking to people and trying to fix problems.
With freshsales the user will know more tools to evaluate potential customers. Freshsales has an excellent communication, which we highly recommend to handle sales opportunities.
Th reporting system is really bad. You cannot rely on if it is giving you the right report.
The best thing we like is the interoperability of freshsales with our helpdesk (freshdesk). The synchronization of activity helps us keep track of the issues our customers have had with our products.
Every time that I have contacted support it has unfortunately been very disappointing. Even the most basic question takes an inordinate amount of time to get a response.
Freshsales does an excellent job giving you a tool to manage your sales pipeline, and what makes it better is that it connects right in and seamlessly works with your help desk.
Great scope of features that gives you access to just about all functionality you would normally need to have a good view.
I love how I can integrate my other FreshWorks software as well as quickbooks. I can seamlessly maneuver the website and find the information I need for the most part.
The deal stages are really easy to track on the freshsales. And also easy email tracks and clicks tracks, call and email remainders, Notes of the account and the contact are the best.
Overall, a great piece of software for a great price.
I like that fact that they have many integrations with other needed tools that can help a business grow and stay organized.
Freshsales is always aiming for the best user experience. The support is very fast and eager to understand and solve problems.
I like that the software is easy to use and most salespeople can come in and learn the software easily.
My sales teams are happier and more productive because of this effective tool. Built-in accounting features make it a "dream" to integrate into large financial system as well.
Continues to innovate & get better with every release.
It is pretty easy to use. The ability to set up sales sequencing was nice and pretty easy to do.
Error logs were nearly impossible to find and though the log is supposed to be included on the email showing the errors it wasn't. Support couldn't figure it out either.
Easy set up, intuitive interface, good gmail integration, decent price. I once called them for help on a saturday and someone answered and was very helpful.
Horrible at talking to people and trying to fix problems.
With freshsales the user will know more tools to evaluate potential customers. Freshsales has an excellent communication, which we highly recommend to handle sales opportunities.
Th reporting system is really bad. You cannot rely on if it is giving you the right report.
The best thing we like is the interoperability of freshsales with our helpdesk (freshdesk). The synchronization of activity helps us keep track of the issues our customers have had with our products.
Every time that I have contacted support it has unfortunately been very disappointing. Even the most basic question takes an inordinate amount of time to get a response.
Freshsales does an excellent job giving you a tool to manage your sales pipeline, and what makes it better is that it connects right in and seamlessly works with your help desk.
Great scope of features that gives you access to just about all functionality you would normally need to have a good view.
I love how I can integrate my other FreshWorks software as well as quickbooks. I can seamlessly maneuver the website and find the information I need for the most part.
The deal stages are really easy to track on the freshsales. And also easy email tracks and clicks tracks, call and email remainders, Notes of the account and the contact are the best.
Overall, a great piece of software for a great price.
I like that fact that they have many integrations with other needed tools that can help a business grow and stay organized.
Freshsales is always aiming for the best user experience. The support is very fast and eager to understand and solve problems.
I like that the software is easy to use and most salespeople can come in and learn the software easily.
My sales teams are happier and more productive because of this effective tool. Built-in accounting features make it a "dream" to integrate into large financial system as well.
Continues to innovate & get better with every release.
It is pretty easy to use. The ability to set up sales sequencing was nice and pretty easy to do.
Error logs were nearly impossible to find and though the log is supposed to be included on the email showing the errors it wasn't. Support couldn't figure it out either.
Easy set up, intuitive interface, good gmail integration, decent price. I once called them for help on a saturday and someone answered and was very helpful.
Horrible at talking to people and trying to fix problems.
With freshsales the user will know more tools to evaluate potential customers. Freshsales has an excellent communication, which we highly recommend to handle sales opportunities.
Th reporting system is really bad. You cannot rely on if it is giving you the right report.
The best thing we like is the interoperability of freshsales with our helpdesk (freshdesk). The synchronization of activity helps us keep track of the issues our customers have had with our products.
Every time that I have contacted support it has unfortunately been very disappointing. Even the most basic question takes an inordinate amount of time to get a response.
Freshsales does an excellent job giving you a tool to manage your sales pipeline, and what makes it better is that it connects right in and seamlessly works with your help desk.
Great scope of features that gives you access to just about all functionality you would normally need to have a good view.
I love how I can integrate my other FreshWorks software as well as quickbooks. I can seamlessly maneuver the website and find the information I need for the most part.
The deal stages are really easy to track on the freshsales. And also easy email tracks and clicks tracks, call and email remainders, Notes of the account and the contact are the best.
Overall, a great piece of software for a great price.
I like that fact that they have many integrations with other needed tools that can help a business grow and stay organized.
Freshsales is always aiming for the best user experience. The support is very fast and eager to understand and solve problems.
I like that the software is easy to use and most salespeople can come in and learn the software easily.
My sales teams are happier and more productive because of this effective tool. Built-in accounting features make it a "dream" to integrate into large financial system as well.
Continues to innovate & get better with every release.
Apptivo logo
4.4
711

CRM for managing customer accounts

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.7
    Ease of use
    4.2
    Features
    4.3
    Customer support
    4.7
Pros and Cons from Apptivo users   
avatar
avatar
+15
We have not yet fully deployed the program, but to date our experience with the flexibility and ease of customization of the program seems to be outstanding.
The standard sales conversion is not automatically available, you have to customize it. Reporting has errors and gives "not enough data" and no one can seem to figure out why.
We did not have to make our business fit their software, they fit Apptivo to our business. The Apptivo team is still available to help, so service is excellent.
Can be difficult to navigate if unfamiliar. Can be difficult to customize if unfamiliar.
We really appreciate his help and professionalism. As well, another team member at Apptivo designed a background to go with our emails to clients that was very impressive and visually appealing.
It could be more intuitive. At the beginning of using i was quite confused.
I believe Apptivo is an excellent software mainly because of it's capable, supportive and friendly customer service team.
Some errors happened during updates. Couple times it happened that the programm responded very slow.
Support is excellent even if you are a small user, spending 10$ a month. E-mail tracking and communication tracking as well as the electronically approved quotes are great.
This software is a great price with an amazing amount of features. It is completely customize-able for any industry and fairly easy to use.
Apptivo very nice software and easy to use in your business. Excellent team of support and very helpful.
My project manager has been fantastic to work with and very diligent to resolve any questions or issues related to the implementation process and user experience.
A great experience with a great customer support, very professional and very helpfull.
Apptivo is very easy to use, and integrates seamlessly to other apps. The ability to customise to suit our specific needs was a big plus in our purchasing decision.
The pricing and the fact that you can start with one App and add as you progress makes things really easy. It is great that all Apps are available at the start.
Very easy to use, very easy to customize, affordable, fantastic support.
What impressed me the most, was their ability to program new apps, implement HIPAA compliance programing features and other processes needed for my client.
Unlike some others, the Apptivo functions/Apps are well integrated. This provides a strong foundation for reliable and accurate information to manage your business.
We have not yet fully deployed the program, but to date our experience with the flexibility and ease of customization of the program seems to be outstanding.
The standard sales conversion is not automatically available, you have to customize it. Reporting has errors and gives "not enough data" and no one can seem to figure out why.
We did not have to make our business fit their software, they fit Apptivo to our business. The Apptivo team is still available to help, so service is excellent.
Can be difficult to navigate if unfamiliar. Can be difficult to customize if unfamiliar.
We really appreciate his help and professionalism. As well, another team member at Apptivo designed a background to go with our emails to clients that was very impressive and visually appealing.
It could be more intuitive. At the beginning of using i was quite confused.
I believe Apptivo is an excellent software mainly because of it's capable, supportive and friendly customer service team.
Some errors happened during updates. Couple times it happened that the programm responded very slow.
Support is excellent even if you are a small user, spending 10$ a month. E-mail tracking and communication tracking as well as the electronically approved quotes are great.
This software is a great price with an amazing amount of features. It is completely customize-able for any industry and fairly easy to use.
Apptivo very nice software and easy to use in your business. Excellent team of support and very helpful.
My project manager has been fantastic to work with and very diligent to resolve any questions or issues related to the implementation process and user experience.
A great experience with a great customer support, very professional and very helpfull.
Apptivo is very easy to use, and integrates seamlessly to other apps. The ability to customise to suit our specific needs was a big plus in our purchasing decision.
The pricing and the fact that you can start with one App and add as you progress makes things really easy. It is great that all Apps are available at the start.
Very easy to use, very easy to customize, affordable, fantastic support.
What impressed me the most, was their ability to program new apps, implement HIPAA compliance programing features and other processes needed for my client.
Unlike some others, the Apptivo functions/Apps are well integrated. This provides a strong foundation for reliable and accurate information to manage your business.
We have not yet fully deployed the program, but to date our experience with the flexibility and ease of customization of the program seems to be outstanding.
The standard sales conversion is not automatically available, you have to customize it. Reporting has errors and gives "not enough data" and no one can seem to figure out why.
We did not have to make our business fit their software, they fit Apptivo to our business. The Apptivo team is still available to help, so service is excellent.
Can be difficult to navigate if unfamiliar. Can be difficult to customize if unfamiliar.
We really appreciate his help and professionalism. As well, another team member at Apptivo designed a background to go with our emails to clients that was very impressive and visually appealing.
It could be more intuitive. At the beginning of using i was quite confused.
I believe Apptivo is an excellent software mainly because of it's capable, supportive and friendly customer service team.
Some errors happened during updates. Couple times it happened that the programm responded very slow.
Support is excellent even if you are a small user, spending 10$ a month. E-mail tracking and communication tracking as well as the electronically approved quotes are great.
This software is a great price with an amazing amount of features. It is completely customize-able for any industry and fairly easy to use.
Apptivo very nice software and easy to use in your business. Excellent team of support and very helpful.
My project manager has been fantastic to work with and very diligent to resolve any questions or issues related to the implementation process and user experience.
A great experience with a great customer support, very professional and very helpfull.
Apptivo is very easy to use, and integrates seamlessly to other apps. The ability to customise to suit our specific needs was a big plus in our purchasing decision.
The pricing and the fact that you can start with one App and add as you progress makes things really easy. It is great that all Apps are available at the start.
Very easy to use, very easy to customize, affordable, fantastic support.
What impressed me the most, was their ability to program new apps, implement HIPAA compliance programing features and other processes needed for my client.
Unlike some others, the Apptivo functions/Apps are well integrated. This provides a strong foundation for reliable and accurate information to manage your business.
monday sales CRM logo
4.7
383

Close deals. Automate the rest.

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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.
Keap logo
4.1
1.2K

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

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    3.8
    Ease of use
    3.5
    Features
    4.1
    Customer support
    4.1
Pros and Cons from Keap users   
avatar
+15
The interface is clean and easy to use. On first impressions it looked like the re-brand from InfusionSoft was a move good to keep things more simple.
When you leave it idle, rather than timing out gracefully, you lose any unsaved info. I know that's more of a "my workflow, why the hell aren't you saving your work" issue, but it's still annoying.
I love this product, it is the best when you get advanced marketing experience and a big mail list, you can really do magic with it with the advanced action based segmentation.
Sick and tired of paying money for something no one can make function and do what I need.
I had some great help with getting everything set up and I find the email automation system quite easy to use and understand, which is great as it has gotten me to do a lot more with automation.
Infusionsoft refuses to make simple fixes. Terrible for business to business.
Technical support for the most part has been great, they are very patient and friendly.
The system is horribly confusing so much so that their own people have no idea what they are doing. They don't test or check their own work.
It is a good tool for marketing campaigns and generating insights. Their CRM tool is also good and a have the required functionalities.
As someone in business for 10+ yrs, this is a terrible experience.
I like how easy it is to use. I like that you can change the dashboard and main screen to show only the information you want to see.
Poor integrations, could not load the data on an ongoing basis as we wanted to.
It especially great for startups (my case), since the price point is very reasonable and the customer service is exceptionally helpful. I would reccomend it to other colleagues 100.
This can make it difficult to manage if you have multiple types of tags.
This was easy to integrate with fix your funnel which i absolutely loved using. You were able to send multiple texts to gym members very easy and do a lot of cool things such as make groups etc.
I loved the tags and advanced segmentation I can do with my marketing funnel. I can tag users based on their actions.
Lots of third party integrations, and a robust API. Very helpful community for questions with actual developers there.
Over all very satisfied. It does exactly what we need it to do for our company and for the clients.
The interface is clean and easy to use. On first impressions it looked like the re-brand from InfusionSoft was a move good to keep things more simple.
When you leave it idle, rather than timing out gracefully, you lose any unsaved info. I know that's more of a "my workflow, why the hell aren't you saving your work" issue, but it's still annoying.
I love this product, it is the best when you get advanced marketing experience and a big mail list, you can really do magic with it with the advanced action based segmentation.
Sick and tired of paying money for something no one can make function and do what I need.
I had some great help with getting everything set up and I find the email automation system quite easy to use and understand, which is great as it has gotten me to do a lot more with automation.
Infusionsoft refuses to make simple fixes. Terrible for business to business.
Technical support for the most part has been great, they are very patient and friendly.
The system is horribly confusing so much so that their own people have no idea what they are doing. They don't test or check their own work.
It is a good tool for marketing campaigns and generating insights. Their CRM tool is also good and a have the required functionalities.
As someone in business for 10+ yrs, this is a terrible experience.
I like how easy it is to use. I like that you can change the dashboard and main screen to show only the information you want to see.
Poor integrations, could not load the data on an ongoing basis as we wanted to.
It especially great for startups (my case), since the price point is very reasonable and the customer service is exceptionally helpful. I would reccomend it to other colleagues 100.
This can make it difficult to manage if you have multiple types of tags.
This was easy to integrate with fix your funnel which i absolutely loved using. You were able to send multiple texts to gym members very easy and do a lot of cool things such as make groups etc.
I loved the tags and advanced segmentation I can do with my marketing funnel. I can tag users based on their actions.
Lots of third party integrations, and a robust API. Very helpful community for questions with actual developers there.
Over all very satisfied. It does exactly what we need it to do for our company and for the clients.
The interface is clean and easy to use. On first impressions it looked like the re-brand from InfusionSoft was a move good to keep things more simple.
When you leave it idle, rather than timing out gracefully, you lose any unsaved info. I know that's more of a "my workflow, why the hell aren't you saving your work" issue, but it's still annoying.
I love this product, it is the best when you get advanced marketing experience and a big mail list, you can really do magic with it with the advanced action based segmentation.
Sick and tired of paying money for something no one can make function and do what I need.
I had some great help with getting everything set up and I find the email automation system quite easy to use and understand, which is great as it has gotten me to do a lot more with automation.
Infusionsoft refuses to make simple fixes. Terrible for business to business.
Technical support for the most part has been great, they are very patient and friendly.
The system is horribly confusing so much so that their own people have no idea what they are doing. They don't test or check their own work.
It is a good tool for marketing campaigns and generating insights. Their CRM tool is also good and a have the required functionalities.
As someone in business for 10+ yrs, this is a terrible experience.
I like how easy it is to use. I like that you can change the dashboard and main screen to show only the information you want to see.
Poor integrations, could not load the data on an ongoing basis as we wanted to.
It especially great for startups (my case), since the price point is very reasonable and the customer service is exceptionally helpful. I would reccomend it to other colleagues 100.
This can make it difficult to manage if you have multiple types of tags.
This was easy to integrate with fix your funnel which i absolutely loved using. You were able to send multiple texts to gym members very easy and do a lot of cool things such as make groups etc.
I loved the tags and advanced segmentation I can do with my marketing funnel. I can tag users based on their actions.
Lots of third party integrations, and a robust API. Very helpful community for questions with actual developers there.
Over all very satisfied. It does exactly what we need it to do for our company and for the clients.
Daylite for Mac logo
4.6
359

Daylite app for Mac, iPhone, and iPad.

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.4
    Ease of use
    4.4
    Features
    4.5
    Customer support
    4.6
Pros and Cons from Daylite for Mac users   
avatar
avatar
avatar
+15
Love It, Love It, Love it. It provided all of the features and functionality that one would need in a CRM.
Problems in integration with Zapier, poor integrations, unable to sync with google calendar, old fashion face, limited functionality of the mobile version.
In general I liked the intuitive software, it is a very useful tool for small and medium size companies, excellent tools and very good integration for MAC and APPLE users.
My only real frustration is the inability to create customised views and reports across objects - without developers assistance.
The customer service over the years has been improving with its response-times and helpfulness. It was great when I first started using Daylite and has exponentially improved since then.
Also being restricted just to Apple products made it very difficult to use it company-wide.
I looked at a lot of CRMs and have been "sold" on Daylite since I started using it. Also, very good support help and excellent video tutorials.
It is riddled with bugs in the code and inconsistencies in it’s severely outdated UI.
Great experience overall with this program. This is great for management of anything, weather it is for a business, or even for personal use.
I can capture client data and then track sales progress, email and other communications to ensure I provide the best service to my customers.
Awesome user interface, integration into MacOS environment (e.g. Mail), layered architecture allows for integration and customisation, loyal developer ecosystem and low cost per user.
Also good for people with a mobile office set-up as it interacts well between iPhone, iPad and MacBook. Customer support is good, albeit only via email and chat.
Seamless integration with Apple Mail application. Ability to very easily link pretty much any data type to any other data type.
Easy to use, easy to enter data, fairly intuitive. Very easy to capture emails with mail integration.
In addition to meeting those initial requirements, Daylite even included templates for real estate users. But better yet, I could, and still can, completely customize how I use the system.
Daylite is user friendly with many customizable functions which suit our business well. The task system keeps us on track and nothing gets lost in the shuffle.
I suppose in it’s price point, it’s competitive in that regard.
I run a funds management business that lends money and we need to be able to stay on top of both investors and borrowers requirements.
Love It, Love It, Love it. It provided all of the features and functionality that one would need in a CRM.
Problems in integration with Zapier, poor integrations, unable to sync with google calendar, old fashion face, limited functionality of the mobile version.
In general I liked the intuitive software, it is a very useful tool for small and medium size companies, excellent tools and very good integration for MAC and APPLE users.
My only real frustration is the inability to create customised views and reports across objects - without developers assistance.
The customer service over the years has been improving with its response-times and helpfulness. It was great when I first started using Daylite and has exponentially improved since then.
Also being restricted just to Apple products made it very difficult to use it company-wide.
I looked at a lot of CRMs and have been "sold" on Daylite since I started using it. Also, very good support help and excellent video tutorials.
It is riddled with bugs in the code and inconsistencies in it’s severely outdated UI.
Great experience overall with this program. This is great for management of anything, weather it is for a business, or even for personal use.
I can capture client data and then track sales progress, email and other communications to ensure I provide the best service to my customers.
Awesome user interface, integration into MacOS environment (e.g. Mail), layered architecture allows for integration and customisation, loyal developer ecosystem and low cost per user.
Also good for people with a mobile office set-up as it interacts well between iPhone, iPad and MacBook. Customer support is good, albeit only via email and chat.
Seamless integration with Apple Mail application. Ability to very easily link pretty much any data type to any other data type.
Easy to use, easy to enter data, fairly intuitive. Very easy to capture emails with mail integration.
In addition to meeting those initial requirements, Daylite even included templates for real estate users. But better yet, I could, and still can, completely customize how I use the system.
Daylite is user friendly with many customizable functions which suit our business well. The task system keeps us on track and nothing gets lost in the shuffle.
I suppose in it’s price point, it’s competitive in that regard.
I run a funds management business that lends money and we need to be able to stay on top of both investors and borrowers requirements.
Love It, Love It, Love it. It provided all of the features and functionality that one would need in a CRM.
Problems in integration with Zapier, poor integrations, unable to sync with google calendar, old fashion face, limited functionality of the mobile version.
In general I liked the intuitive software, it is a very useful tool for small and medium size companies, excellent tools and very good integration for MAC and APPLE users.
My only real frustration is the inability to create customised views and reports across objects - without developers assistance.
The customer service over the years has been improving with its response-times and helpfulness. It was great when I first started using Daylite and has exponentially improved since then.
Also being restricted just to Apple products made it very difficult to use it company-wide.
I looked at a lot of CRMs and have been "sold" on Daylite since I started using it. Also, very good support help and excellent video tutorials.
It is riddled with bugs in the code and inconsistencies in it’s severely outdated UI.
Great experience overall with this program. This is great for management of anything, weather it is for a business, or even for personal use.
I can capture client data and then track sales progress, email and other communications to ensure I provide the best service to my customers.
Awesome user interface, integration into MacOS environment (e.g. Mail), layered architecture allows for integration and customisation, loyal developer ecosystem and low cost per user.
Also good for people with a mobile office set-up as it interacts well between iPhone, iPad and MacBook. Customer support is good, albeit only via email and chat.
Seamless integration with Apple Mail application. Ability to very easily link pretty much any data type to any other data type.
Easy to use, easy to enter data, fairly intuitive. Very easy to capture emails with mail integration.
In addition to meeting those initial requirements, Daylite even included templates for real estate users. But better yet, I could, and still can, completely customize how I use the system.
Daylite is user friendly with many customizable functions which suit our business well. The task system keeps us on track and nothing gets lost in the shuffle.
I suppose in it’s price point, it’s competitive in that regard.
I run a funds management business that lends money and we need to be able to stay on top of both investors and borrowers requirements.
Bitrix24 logo

Bitrix24

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.
Teamgate logo
4.8
144

Unlock Your Sales Potential

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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 Teamgate users   
avatar
+15
Great experience with Teamgate, after trialling all the big boys in this sector. Great system, simple to use and cost effective , so glad we picked it.
Her email title alone, "take it easy" was rude, and she was also short with me in her other emails, accusing me of not answering my phone, etc.
Seems like Teamgate picked up everything useful out from huge field of CRM products and presented it as one. Really user friendly and all features helpful.
Only criticism would be to make the packages a little more obvious when upgrading so someone doesn't end up getting the wrong one.
Great product that comes along with great customer support and good value for money.
Receiving only the minimum of functions, you still have to pay for each user every month. Concerning competitors, too rigid a price policy.
The application helps you in increasing the frequency of interactions with your leads at ease. Helps in the sales and contacts management.
It didn't take me long to get used to it and start crushing it with sales and setting bigger goals. The only down side is that I got addicted to it and i cant stop using it.
Is easy to use, clean, simple. After so many nightmares with another platforms, look like we finally have sweet dreams.
I was quite impressed by her skills: in her technical knowledge and then on her listening and understanding skills. Overall, great program specially in the Deals part.
I like the fact that the software is clean, fresh and easy to use. It's accessible by anyone.
Great customer service and happy to both set things up for you and educate you on how a CRM should work.
It is simple to see where your sales are and manage pipeline. Easy linked to other platforms and has good analytics which help us to extrapolate sales.
I was using CRM for a year now and I have to say this must be the best cloud based CRM out there. I'm getting extremely good results both in sales and time management.
Very easy to work with - very friendly user-interface. Fast and reliable customer support.
It so simple and easy to use sales analyses. Customization help adopt solution to our requirements.
My experience has been really good. I could integrate all my functionalities that I really need in a simple and fast CRM.
Great features and integration. Teamgate enables us to handle our sales process from early stages till you close the deal.
Great experience with Teamgate, after trialling all the big boys in this sector. Great system, simple to use and cost effective , so glad we picked it.
Her email title alone, "take it easy" was rude, and she was also short with me in her other emails, accusing me of not answering my phone, etc.
Seems like Teamgate picked up everything useful out from huge field of CRM products and presented it as one. Really user friendly and all features helpful.
Only criticism would be to make the packages a little more obvious when upgrading so someone doesn't end up getting the wrong one.
Great product that comes along with great customer support and good value for money.
Receiving only the minimum of functions, you still have to pay for each user every month. Concerning competitors, too rigid a price policy.
The application helps you in increasing the frequency of interactions with your leads at ease. Helps in the sales and contacts management.
It didn't take me long to get used to it and start crushing it with sales and setting bigger goals. The only down side is that I got addicted to it and i cant stop using it.
Is easy to use, clean, simple. After so many nightmares with another platforms, look like we finally have sweet dreams.
I was quite impressed by her skills: in her technical knowledge and then on her listening and understanding skills. Overall, great program specially in the Deals part.
I like the fact that the software is clean, fresh and easy to use. It's accessible by anyone.
Great customer service and happy to both set things up for you and educate you on how a CRM should work.
It is simple to see where your sales are and manage pipeline. Easy linked to other platforms and has good analytics which help us to extrapolate sales.
I was using CRM for a year now and I have to say this must be the best cloud based CRM out there. I'm getting extremely good results both in sales and time management.
Very easy to work with - very friendly user-interface. Fast and reliable customer support.
It so simple and easy to use sales analyses. Customization help adopt solution to our requirements.
My experience has been really good. I could integrate all my functionalities that I really need in a simple and fast CRM.
Great features and integration. Teamgate enables us to handle our sales process from early stages till you close the deal.
Great experience with Teamgate, after trialling all the big boys in this sector. Great system, simple to use and cost effective , so glad we picked it.
Her email title alone, "take it easy" was rude, and she was also short with me in her other emails, accusing me of not answering my phone, etc.
Seems like Teamgate picked up everything useful out from huge field of CRM products and presented it as one. Really user friendly and all features helpful.
Only criticism would be to make the packages a little more obvious when upgrading so someone doesn't end up getting the wrong one.
Great product that comes along with great customer support and good value for money.
Receiving only the minimum of functions, you still have to pay for each user every month. Concerning competitors, too rigid a price policy.
The application helps you in increasing the frequency of interactions with your leads at ease. Helps in the sales and contacts management.
It didn't take me long to get used to it and start crushing it with sales and setting bigger goals. The only down side is that I got addicted to it and i cant stop using it.
Is easy to use, clean, simple. After so many nightmares with another platforms, look like we finally have sweet dreams.
I was quite impressed by her skills: in her technical knowledge and then on her listening and understanding skills. Overall, great program specially in the Deals part.
I like the fact that the software is clean, fresh and easy to use. It's accessible by anyone.
Great customer service and happy to both set things up for you and educate you on how a CRM should work.
It is simple to see where your sales are and manage pipeline. Easy linked to other platforms and has good analytics which help us to extrapolate sales.
I was using CRM for a year now and I have to say this must be the best cloud based CRM out there. I'm getting extremely good results both in sales and time management.
Very easy to work with - very friendly user-interface. Fast and reliable customer support.
It so simple and easy to use sales analyses. Customization help adopt solution to our requirements.
My experience has been really good. I could integrate all my functionalities that I really need in a simple and fast CRM.
Great features and integration. Teamgate enables us to handle our sales process from early stages till you close the deal.
vcita logo
4.5
254

vcita: Build a business you’re proud of.

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.3
    Ease of use
    4.4
    Features
    4.2
    Customer support
    4.2
Pros and Cons from vcita users   
avatar
+15
I loved that all of the scheduling and finance management was transferred online, as this administration side 2as a part of the business that I wasn't enjoying, but was also taking a lot of time.
This avoids many internal developments that are often inefficient or very costly.
Robust, all inclusive system, with outstanding customer support.
No Vcita no business for me. They have no live support, I've hated this from day 1.
I love the simplicity and functionality of this product.
You cannot delete appointments made in error nor can you 'actually' delete contacts.
I like the ease of use and the time efficiency that this software has brought into the administrative aspects of my ministry.
My plug in from them runs on Wordpress. When you can't fix the Vcita plugin for Wordpress in 6 weeks I think you've got some bigger problems.
I just renewed my subscription for another year because it is one of the best business tools to make life easier, to save time, and to make more money.
Overall, the Vcita team takes care of their customers, they listen and they are helpful.
Excellent Customer Service & Many Great Features.
I am very happy with Vcita and how it makes managing my business easier.
I actually recommend it to all of my peers in the industry.
Vcita easily integrated with my website. My clients love using it to upload documents, send messages and make payments.
The extra efficiency with VCita at an affordable cost.
Easy to use; integrated approach to my schedule, identifying clients and invoicing.
The Ease of Use has become somewhat of a challenge.
Very easy to use platform and interface. Simple process to implement on Wordpress website.
I loved that all of the scheduling and finance management was transferred online, as this administration side 2as a part of the business that I wasn't enjoying, but was also taking a lot of time.
This avoids many internal developments that are often inefficient or very costly.
Robust, all inclusive system, with outstanding customer support.
No Vcita no business for me. They have no live support, I've hated this from day 1.
I love the simplicity and functionality of this product.
You cannot delete appointments made in error nor can you 'actually' delete contacts.
I like the ease of use and the time efficiency that this software has brought into the administrative aspects of my ministry.
My plug in from them runs on Wordpress. When you can't fix the Vcita plugin for Wordpress in 6 weeks I think you've got some bigger problems.
I just renewed my subscription for another year because it is one of the best business tools to make life easier, to save time, and to make more money.
Overall, the Vcita team takes care of their customers, they listen and they are helpful.
Excellent Customer Service & Many Great Features.
I am very happy with Vcita and how it makes managing my business easier.
I actually recommend it to all of my peers in the industry.
Vcita easily integrated with my website. My clients love using it to upload documents, send messages and make payments.
The extra efficiency with VCita at an affordable cost.
Easy to use; integrated approach to my schedule, identifying clients and invoicing.
The Ease of Use has become somewhat of a challenge.
Very easy to use platform and interface. Simple process to implement on Wordpress website.
I loved that all of the scheduling and finance management was transferred online, as this administration side 2as a part of the business that I wasn't enjoying, but was also taking a lot of time.
This avoids many internal developments that are often inefficient or very costly.
Robust, all inclusive system, with outstanding customer support.
No Vcita no business for me. They have no live support, I've hated this from day 1.
I love the simplicity and functionality of this product.
You cannot delete appointments made in error nor can you 'actually' delete contacts.
I like the ease of use and the time efficiency that this software has brought into the administrative aspects of my ministry.
My plug in from them runs on Wordpress. When you can't fix the Vcita plugin for Wordpress in 6 weeks I think you've got some bigger problems.
I just renewed my subscription for another year because it is one of the best business tools to make life easier, to save time, and to make more money.
Overall, the Vcita team takes care of their customers, they listen and they are helpful.
Excellent Customer Service & Many Great Features.
I am very happy with Vcita and how it makes managing my business easier.
I actually recommend it to all of my peers in the industry.
Vcita easily integrated with my website. My clients love using it to upload documents, send messages and make payments.
The extra efficiency with VCita at an affordable cost.
Easy to use; integrated approach to my schedule, identifying clients and invoicing.
The Ease of Use has become somewhat of a challenge.
Very easy to use platform and interface. Simple process to implement on Wordpress website.
Deltek Vision logo
4.1
474

Project management tool for professional services managers.

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    3.7
    Ease of use
    3.6
    Features
    4.0
    Customer support
    4.0
Pros and Cons from Deltek Vision users   
avatar
+15
I particularly like the ability to schedule your work and availability -- this is great for work sharing with different offices/teams.
Horrible Horrible Horrible - that is why we are searching for another software. I do not recommend - at least not for accounting purposes.
Online customer care is a lifesaver. I love being able to log on and get answers quickly without having to get on the phone.
It is very cumbersome and if you don't have other firms using the software, many times you are stuck for answers. We also think it is VERY costly.
In that respect it is superb, and I am just learning how it can be used for many other things. Their customer support is very good, and I have enjoyed working with Deltek.
Some of the features are quite difficult to understand and are locked for use. Spelling errors are not noticed or redlined when filling in the timesheet.
We love the ease of use and ease of use for employees who have absolutely no technological experience.
There was once a vision shutdown happen in our company but it was only for a couple hours and everything was up and running again. Not sure if it's the software itself or our server problem.
Integration of various modules gives the platform excellent deployability. Excellent ecosystem of vendors and consultants.
This is very time consuming and a waste of daylight hours. You have to work backwards when posting a transfer of funds to a account.
This software is great for different firms and companies. I know it's great in firms that need to allocate time for different projects when it comes to billing.
Seems a bit outdated and limited. It wouldn’t work well to run a large organization’s payroll.
It's way easier than the other work time tracking software. I like that you can go back to older time sheets as well as see the approval progress of the submitted documents.
Too many ties needed/integrations to application executables on the desktop. Some updates don't go well necessitating "cleanups" of old installs.
It provides a good overview of the different projects in a relative short amount of time. It is also useful to allocate the budget related to different projects.
The interface is very user friendly and allows everyone the ability to use it.
Really good CRM and saves lots of time having all the information in one place.
Deltek is a useful tool for managing projects, clients and finances with many built-in features. The software also offers many reporting tools.
I particularly like the ability to schedule your work and availability -- this is great for work sharing with different offices/teams.
Horrible Horrible Horrible - that is why we are searching for another software. I do not recommend - at least not for accounting purposes.
Online customer care is a lifesaver. I love being able to log on and get answers quickly without having to get on the phone.
It is very cumbersome and if you don't have other firms using the software, many times you are stuck for answers. We also think it is VERY costly.
In that respect it is superb, and I am just learning how it can be used for many other things. Their customer support is very good, and I have enjoyed working with Deltek.
Some of the features are quite difficult to understand and are locked for use. Spelling errors are not noticed or redlined when filling in the timesheet.
We love the ease of use and ease of use for employees who have absolutely no technological experience.
There was once a vision shutdown happen in our company but it was only for a couple hours and everything was up and running again. Not sure if it's the software itself or our server problem.
Integration of various modules gives the platform excellent deployability. Excellent ecosystem of vendors and consultants.
This is very time consuming and a waste of daylight hours. You have to work backwards when posting a transfer of funds to a account.
This software is great for different firms and companies. I know it's great in firms that need to allocate time for different projects when it comes to billing.
Seems a bit outdated and limited. It wouldn’t work well to run a large organization’s payroll.
It's way easier than the other work time tracking software. I like that you can go back to older time sheets as well as see the approval progress of the submitted documents.
Too many ties needed/integrations to application executables on the desktop. Some updates don't go well necessitating "cleanups" of old installs.
It provides a good overview of the different projects in a relative short amount of time. It is also useful to allocate the budget related to different projects.
The interface is very user friendly and allows everyone the ability to use it.
Really good CRM and saves lots of time having all the information in one place.
Deltek is a useful tool for managing projects, clients and finances with many built-in features. The software also offers many reporting tools.
I particularly like the ability to schedule your work and availability -- this is great for work sharing with different offices/teams.
Horrible Horrible Horrible - that is why we are searching for another software. I do not recommend - at least not for accounting purposes.
Online customer care is a lifesaver. I love being able to log on and get answers quickly without having to get on the phone.
It is very cumbersome and if you don't have other firms using the software, many times you are stuck for answers. We also think it is VERY costly.
In that respect it is superb, and I am just learning how it can be used for many other things. Their customer support is very good, and I have enjoyed working with Deltek.
Some of the features are quite difficult to understand and are locked for use. Spelling errors are not noticed or redlined when filling in the timesheet.
We love the ease of use and ease of use for employees who have absolutely no technological experience.
There was once a vision shutdown happen in our company but it was only for a couple hours and everything was up and running again. Not sure if it's the software itself or our server problem.
Integration of various modules gives the platform excellent deployability. Excellent ecosystem of vendors and consultants.
This is very time consuming and a waste of daylight hours. You have to work backwards when posting a transfer of funds to a account.
This software is great for different firms and companies. I know it's great in firms that need to allocate time for different projects when it comes to billing.
Seems a bit outdated and limited. It wouldn’t work well to run a large organization’s payroll.
It's way easier than the other work time tracking software. I like that you can go back to older time sheets as well as see the approval progress of the submitted documents.
Too many ties needed/integrations to application executables on the desktop. Some updates don't go well necessitating "cleanups" of old installs.
It provides a good overview of the different projects in a relative short amount of time. It is also useful to allocate the budget related to different projects.
The interface is very user friendly and allows everyone the ability to use it.
Really good CRM and saves lots of time having all the information in one place.
Deltek is a useful tool for managing projects, clients and finances with many built-in features. The software also offers many reporting tools.
Close logo
4.7
159

The all-in-one CRM for fast-growing sales teams.

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.4
    Ease of use
    4.6
    Features
    4.3
    Customer support
    4.6
Pros and Cons from Close users   
avatar
avatar
avatar
+15
I like the cost above all else. We used a more expensive CRM for a while and were thrilled to find out about Close.io and its low price in comparison.
The only negative thing I have to say is that close.io does not work really well with HTML emails.
Excellent support, great founders, great desktop app for Mac, and very easy to use plus onboard team members with.
It was a mess!!! Now we can do everything within the app itself. No more transferring information from one source to the other.
Close.io impressed me with its rich features and customizations. I loved the fact that Close.io works perfectly for one person.
It's missing some features that other CRMs have, especially for the price.
User-friendly, great support staff that reaches out to the user, making sure they have everything they need to be more successful.
Analytics on emails (open rates, campaigns) hard to understand. Ended up using persistIQ for this.
I consider it as a platform because of it's flexible and rich API that allows you to customize any component. Close.io is a fantastic tool that teams should use for interacting with their customers.
Nice upgrade with the html in the email function. Integration with the phone is great.
This is the best CRM for a SaaS company today. Built for hustlers by hustlers, the team is great and I look forward to their future updates.
Close has been great and their customer support is really awesome.
The higher tier plans also let you forgo a phone system in your office to make it even more cost effective. Overall the system is very easy to use and the visual layout of the platform is very nice.
Overall I would highly recommend the software to other businesses users I think it is far better than its competitors.
Great tool overall to get started for a founder with little sales experience.
Close - Great CRM for small to medium sized busniesses.
It is a solid contender and helped me be more productive with its management and workflows.
Looking back on our decision, I tend to look fondly on Close's simple and straightforward CRM capabilities.
I like the cost above all else. We used a more expensive CRM for a while and were thrilled to find out about Close.io and its low price in comparison.
The only negative thing I have to say is that close.io does not work really well with HTML emails.
Excellent support, great founders, great desktop app for Mac, and very easy to use plus onboard team members with.
It was a mess!!! Now we can do everything within the app itself. No more transferring information from one source to the other.
Close.io impressed me with its rich features and customizations. I loved the fact that Close.io works perfectly for one person.
It's missing some features that other CRMs have, especially for the price.
User-friendly, great support staff that reaches out to the user, making sure they have everything they need to be more successful.
Analytics on emails (open rates, campaigns) hard to understand. Ended up using persistIQ for this.
I consider it as a platform because of it's flexible and rich API that allows you to customize any component. Close.io is a fantastic tool that teams should use for interacting with their customers.
Nice upgrade with the html in the email function. Integration with the phone is great.
This is the best CRM for a SaaS company today. Built for hustlers by hustlers, the team is great and I look forward to their future updates.
Close has been great and their customer support is really awesome.
The higher tier plans also let you forgo a phone system in your office to make it even more cost effective. Overall the system is very easy to use and the visual layout of the platform is very nice.
Overall I would highly recommend the software to other businesses users I think it is far better than its competitors.
Great tool overall to get started for a founder with little sales experience.
Close - Great CRM for small to medium sized busniesses.
It is a solid contender and helped me be more productive with its management and workflows.
Looking back on our decision, I tend to look fondly on Close's simple and straightforward CRM capabilities.
I like the cost above all else. We used a more expensive CRM for a while and were thrilled to find out about Close.io and its low price in comparison.
The only negative thing I have to say is that close.io does not work really well with HTML emails.
Excellent support, great founders, great desktop app for Mac, and very easy to use plus onboard team members with.
It was a mess!!! Now we can do everything within the app itself. No more transferring information from one source to the other.
Close.io impressed me with its rich features and customizations. I loved the fact that Close.io works perfectly for one person.
It's missing some features that other CRMs have, especially for the price.
User-friendly, great support staff that reaches out to the user, making sure they have everything they need to be more successful.
Analytics on emails (open rates, campaigns) hard to understand. Ended up using persistIQ for this.
I consider it as a platform because of it's flexible and rich API that allows you to customize any component. Close.io is a fantastic tool that teams should use for interacting with their customers.
Nice upgrade with the html in the email function. Integration with the phone is great.
This is the best CRM for a SaaS company today. Built for hustlers by hustlers, the team is great and I look forward to their future updates.
Close has been great and their customer support is really awesome.
The higher tier plans also let you forgo a phone system in your office to make it even more cost effective. Overall the system is very easy to use and the visual layout of the platform is very nice.
Overall I would highly recommend the software to other businesses users I think it is far better than its competitors.
Great tool overall to get started for a founder with little sales experience.
Close - Great CRM for small to medium sized busniesses.
It is a solid contender and helped me be more productive with its management and workflows.
Looking back on our decision, I tend to look fondly on Close's simple and straightforward CRM capabilities.
Wealthbox logo
4.7
144

Wealthbox is CRM you’ll actually enjoy.

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.8
    Ease of use
    4.8
    Features
    4.4
    Customer support
    4.5
Pros and Cons from Wealthbox users   
+15
For a solo financial planning firm, Wealthbox is a great CRM solution and with the social aspect of notes and tasks, it can be helpful for growing firms as well.
When compared to other programs, it's difficult to find dislikes.
I am very pleased with Wealthbox. I have recommended this software to several of my colleagues and others outside my company.
The use of different tags in different parts of the program is a little confusing and disjointed (tasks vs. notes, vs. contacts, etc.).
It really is intuitive and friendly and the staff and helpline are all about finding out what you need and making it happen. Very nice addition to the CRM space.
Mailmerge fields are limited, as are integrations with the other platforms we use.
Great experience, ease of use has me implementing it more than previous trials.
The main thing I miss from using RedTail is the option to have and add additional users at no cost.
From day 1 when we started the free trial, it's been outstanding.
I like the ability to link up emails to contacts so that I have a record of communication.
We enjoy the workflow feature, the ease of which you can add tasks, and the fact that the entire team's CRM is integrated with each other.
We like that Wealthbox is continuing to add features and benefits including building more integrations with other pieces of our tech stack and custodian.
Most user friendly CRM we've ever used. I love that everything you need access to, relative to a contact, is all in one place.
The integrations are awesome also. Bonus: I have added many other pieces of Fintech to the practice after being exposed to them through joint webcasts that I tapped into through Wealthbox.
It also offers integrations with almost any other software your firm may use. I especially like the optional email integration and think its worth the extra cost.
Ease of use, customer service, intuitive software.
Our investment software, financial planning software, marketing software, email, phone system, compliant text messaging... literally everything funnels back into wealthbox.
Wealthbox customer service is always available to troubleshoot and fix.
For a solo financial planning firm, Wealthbox is a great CRM solution and with the social aspect of notes and tasks, it can be helpful for growing firms as well.
When compared to other programs, it's difficult to find dislikes.
I am very pleased with Wealthbox. I have recommended this software to several of my colleagues and others outside my company.
The use of different tags in different parts of the program is a little confusing and disjointed (tasks vs. notes, vs. contacts, etc.).
It really is intuitive and friendly and the staff and helpline are all about finding out what you need and making it happen. Very nice addition to the CRM space.
Mailmerge fields are limited, as are integrations with the other platforms we use.
Great experience, ease of use has me implementing it more than previous trials.
The main thing I miss from using RedTail is the option to have and add additional users at no cost.
From day 1 when we started the free trial, it's been outstanding.
I like the ability to link up emails to contacts so that I have a record of communication.
We enjoy the workflow feature, the ease of which you can add tasks, and the fact that the entire team's CRM is integrated with each other.
We like that Wealthbox is continuing to add features and benefits including building more integrations with other pieces of our tech stack and custodian.
Most user friendly CRM we've ever used. I love that everything you need access to, relative to a contact, is all in one place.
The integrations are awesome also. Bonus: I have added many other pieces of Fintech to the practice after being exposed to them through joint webcasts that I tapped into through Wealthbox.
It also offers integrations with almost any other software your firm may use. I especially like the optional email integration and think its worth the extra cost.
Ease of use, customer service, intuitive software.
Our investment software, financial planning software, marketing software, email, phone system, compliant text messaging... literally everything funnels back into wealthbox.
Wealthbox customer service is always available to troubleshoot and fix.
For a solo financial planning firm, Wealthbox is a great CRM solution and with the social aspect of notes and tasks, it can be helpful for growing firms as well.
When compared to other programs, it's difficult to find dislikes.
I am very pleased with Wealthbox. I have recommended this software to several of my colleagues and others outside my company.
The use of different tags in different parts of the program is a little confusing and disjointed (tasks vs. notes, vs. contacts, etc.).
It really is intuitive and friendly and the staff and helpline are all about finding out what you need and making it happen. Very nice addition to the CRM space.
Mailmerge fields are limited, as are integrations with the other platforms we use.
Great experience, ease of use has me implementing it more than previous trials.
The main thing I miss from using RedTail is the option to have and add additional users at no cost.
From day 1 when we started the free trial, it's been outstanding.
I like the ability to link up emails to contacts so that I have a record of communication.
We enjoy the workflow feature, the ease of which you can add tasks, and the fact that the entire team's CRM is integrated with each other.
We like that Wealthbox is continuing to add features and benefits including building more integrations with other pieces of our tech stack and custodian.
Most user friendly CRM we've ever used. I love that everything you need access to, relative to a contact, is all in one place.
The integrations are awesome also. Bonus: I have added many other pieces of Fintech to the practice after being exposed to them through joint webcasts that I tapped into through Wealthbox.
It also offers integrations with almost any other software your firm may use. I especially like the optional email integration and think its worth the extra cost.
Ease of use, customer service, intuitive software.
Our investment software, financial planning software, marketing software, email, phone system, compliant text messaging... literally everything funnels back into wealthbox.
Wealthbox customer service is always available to troubleshoot and fix.
Foundersuite logo
4.7
108

Investment management software

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.4
    Ease of use
    4.6
    Features
    4.4
    Customer support
    4.8
Pros and Cons from Foundersuite users   
avatar
avatar
avatar
+15
With the help of the videos and help of the staff it was a very nice expereince for me as a novis.
I had trouble making the data work for my needs -- I generally wanted to record more notes and information about the people and companies I was talking with, and pushing through the funnel.
I love the user interface; it is self-explanatory and easy to use. I also love the customer service; they have always been there when I needed help with something.
The inability to export the work done on the platform or import pipelines form other platforms, also the automation is poor, email automation is a must in this kind of tool.
Foundersuite is an excellent sales and relationship management tool. I am confident this tool will help us close the funding we need to be successful.
I found it difficult to access info and view people as I added more and more people to the platform. It may be because I'm just more adept with spreadsheets.
Foundersuite is a >10x improvement over spreadsheet or google sheet methods. I love the ease of searching for potential investors and moving them around the board as they get closer to investing.
I believe the inability to extract a. Csv file in the free version has been an issue for us as we are not ready to upgrade to the full version yet.
Founder's report is a really great tool! it has been one of the best features for my business and it happens to be available by you.
The organization and the ease of use. I mean overall this the best software in the market, for all the tools you need to raise money like a pro.
This software really gives the user confidence in their ability to utilize it to its maximum capability. I must also say that since adopting this software, its integration was very smooth.
To start, I found its VC Database was very comprehensive, I added and qualified more than 50 additional VC's to top off my funnel. I'm at the point where it's a hustle, getting pitch letters out.
From a first time founder, this resource has been worth its weight in gold.
Amazing tool, easy to use and obvously the team spent a lot of time looking at user needs. Very well formulated user experience.
I liked how easy it was to organize between the different rounds that we are trying to fund raise and easily move between different potential targets for investment.
I can, at a glance, see who I need to follow up with. The live support chat has been impressive.
Raising capital is a full time job, and the learning is constant. Foundersuite enables me a great deal of flexibility and data manageability to keep it all organized and rolling forward.
Honestly, I regret that I didn't try Foundersuite on a previous startup. One subtle, be very helpful, feature that I really appreciate is the burn-down activity tracker.
With the help of the videos and help of the staff it was a very nice expereince for me as a novis.
I had trouble making the data work for my needs -- I generally wanted to record more notes and information about the people and companies I was talking with, and pushing through the funnel.
I love the user interface; it is self-explanatory and easy to use. I also love the customer service; they have always been there when I needed help with something.
The inability to export the work done on the platform or import pipelines form other platforms, also the automation is poor, email automation is a must in this kind of tool.
Foundersuite is an excellent sales and relationship management tool. I am confident this tool will help us close the funding we need to be successful.
I found it difficult to access info and view people as I added more and more people to the platform. It may be because I'm just more adept with spreadsheets.
Foundersuite is a >10x improvement over spreadsheet or google sheet methods. I love the ease of searching for potential investors and moving them around the board as they get closer to investing.
I believe the inability to extract a. Csv file in the free version has been an issue for us as we are not ready to upgrade to the full version yet.
Founder's report is a really great tool! it has been one of the best features for my business and it happens to be available by you.
The organization and the ease of use. I mean overall this the best software in the market, for all the tools you need to raise money like a pro.
This software really gives the user confidence in their ability to utilize it to its maximum capability. I must also say that since adopting this software, its integration was very smooth.
To start, I found its VC Database was very comprehensive, I added and qualified more than 50 additional VC's to top off my funnel. I'm at the point where it's a hustle, getting pitch letters out.
From a first time founder, this resource has been worth its weight in gold.
Amazing tool, easy to use and obvously the team spent a lot of time looking at user needs. Very well formulated user experience.
I liked how easy it was to organize between the different rounds that we are trying to fund raise and easily move between different potential targets for investment.
I can, at a glance, see who I need to follow up with. The live support chat has been impressive.
Raising capital is a full time job, and the learning is constant. Foundersuite enables me a great deal of flexibility and data manageability to keep it all organized and rolling forward.
Honestly, I regret that I didn't try Foundersuite on a previous startup. One subtle, be very helpful, feature that I really appreciate is the burn-down activity tracker.
With the help of the videos and help of the staff it was a very nice expereince for me as a novis.
I had trouble making the data work for my needs -- I generally wanted to record more notes and information about the people and companies I was talking with, and pushing through the funnel.
I love the user interface; it is self-explanatory and easy to use. I also love the customer service; they have always been there when I needed help with something.
The inability to export the work done on the platform or import pipelines form other platforms, also the automation is poor, email automation is a must in this kind of tool.
Foundersuite is an excellent sales and relationship management tool. I am confident this tool will help us close the funding we need to be successful.
I found it difficult to access info and view people as I added more and more people to the platform. It may be because I'm just more adept with spreadsheets.
Foundersuite is a >10x improvement over spreadsheet or google sheet methods. I love the ease of searching for potential investors and moving them around the board as they get closer to investing.
I believe the inability to extract a. Csv file in the free version has been an issue for us as we are not ready to upgrade to the full version yet.
Founder's report is a really great tool! it has been one of the best features for my business and it happens to be available by you.
The organization and the ease of use. I mean overall this the best software in the market, for all the tools you need to raise money like a pro.
This software really gives the user confidence in their ability to utilize it to its maximum capability. I must also say that since adopting this software, its integration was very smooth.
To start, I found its VC Database was very comprehensive, I added and qualified more than 50 additional VC's to top off my funnel. I'm at the point where it's a hustle, getting pitch letters out.
From a first time founder, this resource has been worth its weight in gold.
Amazing tool, easy to use and obvously the team spent a lot of time looking at user needs. Very well formulated user experience.
I liked how easy it was to organize between the different rounds that we are trying to fund raise and easily move between different potential targets for investment.
I can, at a glance, see who I need to follow up with. The live support chat has been impressive.
Raising capital is a full time job, and the learning is constant. Foundersuite enables me a great deal of flexibility and data manageability to keep it all organized and rolling forward.
Honestly, I regret that I didn't try Foundersuite on a previous startup. One subtle, be very helpful, feature that I really appreciate is the burn-down activity tracker.
Kommo logo
4.4
156

Messenger-based sales tool for SMBs and entrepreneurs

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.4
    Ease of use
    4.3
    Features
    4.3
    Customer support
    4.2
Pros and Cons from Kommo users   
avatar
avatar
avatar
+15
I like that it is very easy to use and intuitive, features drag and drop approach in their user interface, provides great capabilities for collaboration between teams, and is relevantly affordable.
There are flaws that are associated with lack of integration and low speed. In the standard version there is no normal environment for working with mail, an insufficient level of technical support.
I like to use amoCRM, because this service is highly stable, provides a huge number of useful functions and easily integrates with the social networks we need.
Technical support staff was in no hurry to solve the problems that we contacted them several times. Due to a poorly working email client, we had to use other software.
The main advantage of amoCRM is the ease and simplicity of implementation of business processes. The intuitive interface made it possible for employees to quickly adapt to the system.
It is not possible to use the platform during updates. All modules at best start to slow down, and at worst they just stop working.
Functional modern platform with a clear interface, which is extremely comfortable to use thanks to integration with the manager of mobile devices. It is possible to add additional fields for cards.
Sometimes the connection to the server unexpectedly breaks. You can restore access almost immediately, but frequent departures are annoying.
Just want to point out the simplicity and ease of use of the system. New managers who come to us in the company master this program in a matter of hours and.
All that you get at a really fair price, much lower than competitors. Plus, some icing on the cake, you get the best possible support you can expect.
They also have a live chat with chatbot that works fine. Of course they are not a chat company, so it's simples, but it works fine to most activities.
I really like the capabilities of the platform.
They are new enough to not be tied to old technology, but old enough to know what they are doing. Their live chat support has been excellent for us as well.
Each customer is extraordinary and interesting, which means you need to adjust to their style and needs.
The platform is ideally suited for small business tasks with a small budget for the implementation of a CRM system.
I finally have the needed tool to give my customer service as I desired.
I really depend on amoCRM for getting client data, utilizing internet based life the executives highlights and progress following. This product empowers me to dispatch a battle and increase leads.
Perhaps the only advantage of the system is that it is quite simple to master and you can quickly configure and get started.
I like that it is very easy to use and intuitive, features drag and drop approach in their user interface, provides great capabilities for collaboration between teams, and is relevantly affordable.
There are flaws that are associated with lack of integration and low speed. In the standard version there is no normal environment for working with mail, an insufficient level of technical support.
I like to use amoCRM, because this service is highly stable, provides a huge number of useful functions and easily integrates with the social networks we need.
Technical support staff was in no hurry to solve the problems that we contacted them several times. Due to a poorly working email client, we had to use other software.
The main advantage of amoCRM is the ease and simplicity of implementation of business processes. The intuitive interface made it possible for employees to quickly adapt to the system.
It is not possible to use the platform during updates. All modules at best start to slow down, and at worst they just stop working.
Functional modern platform with a clear interface, which is extremely comfortable to use thanks to integration with the manager of mobile devices. It is possible to add additional fields for cards.
Sometimes the connection to the server unexpectedly breaks. You can restore access almost immediately, but frequent departures are annoying.
Just want to point out the simplicity and ease of use of the system. New managers who come to us in the company master this program in a matter of hours and.
All that you get at a really fair price, much lower than competitors. Plus, some icing on the cake, you get the best possible support you can expect.
They also have a live chat with chatbot that works fine. Of course they are not a chat company, so it's simples, but it works fine to most activities.
I really like the capabilities of the platform.
They are new enough to not be tied to old technology, but old enough to know what they are doing. Their live chat support has been excellent for us as well.
Each customer is extraordinary and interesting, which means you need to adjust to their style and needs.
The platform is ideally suited for small business tasks with a small budget for the implementation of a CRM system.
I finally have the needed tool to give my customer service as I desired.
I really depend on amoCRM for getting client data, utilizing internet based life the executives highlights and progress following. This product empowers me to dispatch a battle and increase leads.
Perhaps the only advantage of the system is that it is quite simple to master and you can quickly configure and get started.
I like that it is very easy to use and intuitive, features drag and drop approach in their user interface, provides great capabilities for collaboration between teams, and is relevantly affordable.
There are flaws that are associated with lack of integration and low speed. In the standard version there is no normal environment for working with mail, an insufficient level of technical support.
I like to use amoCRM, because this service is highly stable, provides a huge number of useful functions and easily integrates with the social networks we need.
Technical support staff was in no hurry to solve the problems that we contacted them several times. Due to a poorly working email client, we had to use other software.
The main advantage of amoCRM is the ease and simplicity of implementation of business processes. The intuitive interface made it possible for employees to quickly adapt to the system.
It is not possible to use the platform during updates. All modules at best start to slow down, and at worst they just stop working.
Functional modern platform with a clear interface, which is extremely comfortable to use thanks to integration with the manager of mobile devices. It is possible to add additional fields for cards.
Sometimes the connection to the server unexpectedly breaks. You can restore access almost immediately, but frequent departures are annoying.
Just want to point out the simplicity and ease of use of the system. New managers who come to us in the company master this program in a matter of hours and.
All that you get at a really fair price, much lower than competitors. Plus, some icing on the cake, you get the best possible support you can expect.
They also have a live chat with chatbot that works fine. Of course they are not a chat company, so it's simples, but it works fine to most activities.
I really like the capabilities of the platform.
They are new enough to not be tied to old technology, but old enough to know what they are doing. Their live chat support has been excellent for us as well.
Each customer is extraordinary and interesting, which means you need to adjust to their style and needs.
The platform is ideally suited for small business tasks with a small budget for the implementation of a CRM system.
I finally have the needed tool to give my customer service as I desired.
I really depend on amoCRM for getting client data, utilizing internet based life the executives highlights and progress following. This product empowers me to dispatch a battle and increase leads.
Perhaps the only advantage of the system is that it is quite simple to master and you can quickly configure and get started.