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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.
ProTracker Advantage logo
0

On-premise client relationship & practice management tool

visit website
Reviews Sentiment
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No reviews

Positive Reviews
ic-pricetag

No reviews

Rating Breakdown
    Value for money
    0.0
    Ease of use
    0.0
    Features
    0.0
    Customer support
    0.0
Pros and Cons from ProTracker Advantage users   
No pros & cons found
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.
EngageBay CRM logo
4.7
665

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.
eWay-CRM logo
4.6
557

The Best CRM for Microsoft Outlook

learn more
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.
Spotler CRM logo
4.5
462

The Powerful CRM for Growing Teams

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.5
    Ease of use
    4.5
    Features
    4.2
    Customer support
    4.6
Pros and Cons from Spotler CRM users   
avatar
avatar
+15
The service from RSS has been outstanding and they help to provide solutions and alternatives quickly and as best as they can.
It's annoying whem the system times out without warning and you can lose your work. The interface feels a little "old" but really that's just nit picking.
I have really enjoyed using RSS for my day to day administration and for quoting purposes. It is an effective platform with lots of good features and work arounds.
This however makes it very difficult for anybody but me to understand where we are with each customer in our sales and follow up cycle. I always struggle to maintain order with this.
The software is so easy to use which has made embedding it into our operational practices an easy task. The ability to link accounts has proved very useful too.
Some of the terms used to describe the different sections of data are confusing and require getting used to. The short amount of time before you are logged out again.
I'm particularly impressed with the email integration which saves the whole endless copying and pasting debacle. It really is simple, but perfect at what it does.
Reporting needs to be more customized. Found a bit difficult to provide user permission and ownership to various reports.
You can also integrate it with your outlook, which is very helpful for someone like me who forgets often. Very easy to use and it's in the name really, it's a simple system.
Flexible system which is always evolving, with outstanding support.
The research and selection period was made so much easier because the support is local to Australia, but mainly that the contact was genuinely interested in assisting us find the best system for us.
I also think an excellent feature is being able to look at nearby accounts too, and has a range and mileage bar which you can move to your desire.
A easy to use CRM system that can be accessed via a browser as opposed to downloading additional software. Its perfect to easily modify text boxes or add on editions as and when you need them.
Great price and support. Easy to understand and use.
It's the lynch pin of our business. The support team in Aus & the UK have been great to work with.
I think it is absolute quality and value for money, and easy to use.
Really easy to set-up and use - can readily access what’s been entered / saved on RSS.
Really Simple Systems CRM has easy search features which I really need and I can customise these which is an added bonus. Most of all it is the customer support that is the game changer.
The service from RSS has been outstanding and they help to provide solutions and alternatives quickly and as best as they can.
It's annoying whem the system times out without warning and you can lose your work. The interface feels a little "old" but really that's just nit picking.
I have really enjoyed using RSS for my day to day administration and for quoting purposes. It is an effective platform with lots of good features and work arounds.
This however makes it very difficult for anybody but me to understand where we are with each customer in our sales and follow up cycle. I always struggle to maintain order with this.
The software is so easy to use which has made embedding it into our operational practices an easy task. The ability to link accounts has proved very useful too.
Some of the terms used to describe the different sections of data are confusing and require getting used to. The short amount of time before you are logged out again.
I'm particularly impressed with the email integration which saves the whole endless copying and pasting debacle. It really is simple, but perfect at what it does.
Reporting needs to be more customized. Found a bit difficult to provide user permission and ownership to various reports.
You can also integrate it with your outlook, which is very helpful for someone like me who forgets often. Very easy to use and it's in the name really, it's a simple system.
Flexible system which is always evolving, with outstanding support.
The research and selection period was made so much easier because the support is local to Australia, but mainly that the contact was genuinely interested in assisting us find the best system for us.
I also think an excellent feature is being able to look at nearby accounts too, and has a range and mileage bar which you can move to your desire.
A easy to use CRM system that can be accessed via a browser as opposed to downloading additional software. Its perfect to easily modify text boxes or add on editions as and when you need them.
Great price and support. Easy to understand and use.
It's the lynch pin of our business. The support team in Aus & the UK have been great to work with.
I think it is absolute quality and value for money, and easy to use.
Really easy to set-up and use - can readily access what’s been entered / saved on RSS.
Really Simple Systems CRM has easy search features which I really need and I can customise these which is an added bonus. Most of all it is the customer support that is the game changer.
The service from RSS has been outstanding and they help to provide solutions and alternatives quickly and as best as they can.
It's annoying whem the system times out without warning and you can lose your work. The interface feels a little "old" but really that's just nit picking.
I have really enjoyed using RSS for my day to day administration and for quoting purposes. It is an effective platform with lots of good features and work arounds.
This however makes it very difficult for anybody but me to understand where we are with each customer in our sales and follow up cycle. I always struggle to maintain order with this.
The software is so easy to use which has made embedding it into our operational practices an easy task. The ability to link accounts has proved very useful too.
Some of the terms used to describe the different sections of data are confusing and require getting used to. The short amount of time before you are logged out again.
I'm particularly impressed with the email integration which saves the whole endless copying and pasting debacle. It really is simple, but perfect at what it does.
Reporting needs to be more customized. Found a bit difficult to provide user permission and ownership to various reports.
You can also integrate it with your outlook, which is very helpful for someone like me who forgets often. Very easy to use and it's in the name really, it's a simple system.
Flexible system which is always evolving, with outstanding support.
The research and selection period was made so much easier because the support is local to Australia, but mainly that the contact was genuinely interested in assisting us find the best system for us.
I also think an excellent feature is being able to look at nearby accounts too, and has a range and mileage bar which you can move to your desire.
A easy to use CRM system that can be accessed via a browser as opposed to downloading additional software. Its perfect to easily modify text boxes or add on editions as and when you need them.
Great price and support. Easy to understand and use.
It's the lynch pin of our business. The support team in Aus & the UK have been great to work with.
I think it is absolute quality and value for money, and easy to use.
Really easy to set-up and use - can readily access what’s been entered / saved on RSS.
Really Simple Systems CRM has easy search features which I really need and I can customise these which is an added bonus. Most of all it is the customer support that is the game changer.
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.
Sage Intacct logo
4.2
444

Best-in-class Cloud ERP for Finance

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.1
    Ease of use
    4.1
    Features
    4.2
    Customer support
    4.0
Pros and Cons from Sage Intacct users   
avatar
+15
Overall, it has been a great experience. Support is excellent, and the company works to constantly improve the product and keep the features competitive with what's available in the market.
Also for example, you can set invoices to "warn" you if duplicate invoice numbers when manually entering, but if you are using the import feature, it will just crash.
Have been on it since the start of the company and has worked great. Customer support is always there when we have a question and it serves our needs great.
Sage intacct was the worst experience I have had with any accounting system implementation. I basically did all of the integration and system set up and paid them to do it.
The customizing of reports is great. The simplicity is nice and it's easy to navigate around and for the most part pretty easy to train on.
We get a lot of errors within Intacct and Salesforce integration, I am not sure if our setup is just complex but we always seem to be fixing something.
Many options and integrations. I have used it for a while and looks interesting, and the data is impressive.
It was cumbersome to go back and fix an error. The customer service reps were not as knowledgeable in certain areas.
I because extremely comfortable with it with in days so i would say it is extremely user friendly. It was very convenient in the sene that most everything i needed was all in one place.
I like that Sage Intacct offers free webinars onlime. Accounting and financial management has been easy to handle via features like project accounting and AP and AR Automation.
The user friendliness makes it easy to train staff, the import feature saves us time when entering data and the ability to budget and expense to different dimensions.
Intacct is great for the price and functunality.
Sage is excellent to manage accounting departments for smaller organizations.
I can only say that I liked that this connected to Salesforce.
Ease of use, easy to modify and look up JEs as needed.
Overall, my experience has been positive. The Sage user community is active and we’ve been able to get support when we need it and the online how-tos and cheat sheets are very helpful.
It's very easy to use and integrates well with a number of other products, such as MineralTree and SalesForce.
I like how users cannot force things to work like in QuickBooks. If the rec doesn't balance, they have to figure it out.
Overall, it has been a great experience. Support is excellent, and the company works to constantly improve the product and keep the features competitive with what's available in the market.
Also for example, you can set invoices to "warn" you if duplicate invoice numbers when manually entering, but if you are using the import feature, it will just crash.
Have been on it since the start of the company and has worked great. Customer support is always there when we have a question and it serves our needs great.
Sage intacct was the worst experience I have had with any accounting system implementation. I basically did all of the integration and system set up and paid them to do it.
The customizing of reports is great. The simplicity is nice and it's easy to navigate around and for the most part pretty easy to train on.
We get a lot of errors within Intacct and Salesforce integration, I am not sure if our setup is just complex but we always seem to be fixing something.
Many options and integrations. I have used it for a while and looks interesting, and the data is impressive.
It was cumbersome to go back and fix an error. The customer service reps were not as knowledgeable in certain areas.
I because extremely comfortable with it with in days so i would say it is extremely user friendly. It was very convenient in the sene that most everything i needed was all in one place.
I like that Sage Intacct offers free webinars onlime. Accounting and financial management has been easy to handle via features like project accounting and AP and AR Automation.
The user friendliness makes it easy to train staff, the import feature saves us time when entering data and the ability to budget and expense to different dimensions.
Intacct is great for the price and functunality.
Sage is excellent to manage accounting departments for smaller organizations.
I can only say that I liked that this connected to Salesforce.
Ease of use, easy to modify and look up JEs as needed.
Overall, my experience has been positive. The Sage user community is active and we’ve been able to get support when we need it and the online how-tos and cheat sheets are very helpful.
It's very easy to use and integrates well with a number of other products, such as MineralTree and SalesForce.
I like how users cannot force things to work like in QuickBooks. If the rec doesn't balance, they have to figure it out.
Overall, it has been a great experience. Support is excellent, and the company works to constantly improve the product and keep the features competitive with what's available in the market.
Also for example, you can set invoices to "warn" you if duplicate invoice numbers when manually entering, but if you are using the import feature, it will just crash.
Have been on it since the start of the company and has worked great. Customer support is always there when we have a question and it serves our needs great.
Sage intacct was the worst experience I have had with any accounting system implementation. I basically did all of the integration and system set up and paid them to do it.
The customizing of reports is great. The simplicity is nice and it's easy to navigate around and for the most part pretty easy to train on.
We get a lot of errors within Intacct and Salesforce integration, I am not sure if our setup is just complex but we always seem to be fixing something.
Many options and integrations. I have used it for a while and looks interesting, and the data is impressive.
It was cumbersome to go back and fix an error. The customer service reps were not as knowledgeable in certain areas.
I because extremely comfortable with it with in days so i would say it is extremely user friendly. It was very convenient in the sene that most everything i needed was all in one place.
I like that Sage Intacct offers free webinars onlime. Accounting and financial management has been easy to handle via features like project accounting and AP and AR Automation.
The user friendliness makes it easy to train staff, the import feature saves us time when entering data and the ability to budget and expense to different dimensions.
Intacct is great for the price and functunality.
Sage is excellent to manage accounting departments for smaller organizations.
I can only say that I liked that this connected to Salesforce.
Ease of use, easy to modify and look up JEs as needed.
Overall, my experience has been positive. The Sage user community is active and we’ve been able to get support when we need it and the online how-tos and cheat sheets are very helpful.
It's very easy to use and integrates well with a number of other products, such as MineralTree and SalesForce.
I like how users cannot force things to work like in QuickBooks. If the rec doesn't balance, they have to figure it out.
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.
Caspio logo
4.5
213

Build online database applications without coding.

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.3
    Ease of use
    4.3
    Features
    4.4
    Customer support
    4.4
Pros and Cons from Caspio users   
avatar
+15
I really love Caspio, The Customer Service is wonderful, it is an easy application to get up to speed on and provides so much benefit.
Worst experience ever in 20 years of IT procurement. Stay away from these fraudsters.
Caspio was great to use. It took us very little time to learn it and we were able to build a secure database that provides great information to our students.
When we need to do condition assessment of field asset and we have no network connectivity, we all end up frustrated with the platform regardless whether Caspio is to blame.
When I began using Caspio, I experienced great customer service to get me started on the right foot. They spent quality time with me to insure I was successful ... and I was.
At this time there is nothing I can really say bad about this app.
The great news is that if you aren't a programmer they have a great Managed Application Services Team that will do the work for you.
Don't like pressure tactics... its the only negative experience I would say I had. That sales technique makes me feel like they think I'm stupid.
Great experience and I really enjoy using the software. It makes me look very good to my superiors on a daily basis.
The ease of customization, flexibility and pricing won me over. Caspio plans scaled with our business so i never felt like i was paying too much for the service.
It is flexible enough to allow you to build literally any kind of application you want from simple to complex, which is powerful and liberating.
In this respect, Caspio has played out an important and critical role by offering a reasonably priced and powerful platform to them.
I am able to create standardized reports with appealing charts and graphs. I like the latest version of Caspio which incorporated responsive DataPages.
Its user interface made it simple to create and deploy powerful online applications. It was also an excellent platform for rapidly developing and publishing data-driven webpages and web applications.
The best aspects of this app is the ability to quickly get an app on line or modifications to existing apps you have built.
Ease of use and functionality. Good customer service and support.
I love Caspio because it is so easy to use. I work frequently with much larger companies, and they gush when they see how much power we have to manage our data with the Caspio platform.
My overall experience with Caspio has been excellent. In the past, I have used Caspio to build an integrated set of applications for a Statewide startup program.
I really love Caspio, The Customer Service is wonderful, it is an easy application to get up to speed on and provides so much benefit.
Worst experience ever in 20 years of IT procurement. Stay away from these fraudsters.
Caspio was great to use. It took us very little time to learn it and we were able to build a secure database that provides great information to our students.
When we need to do condition assessment of field asset and we have no network connectivity, we all end up frustrated with the platform regardless whether Caspio is to blame.
When I began using Caspio, I experienced great customer service to get me started on the right foot. They spent quality time with me to insure I was successful ... and I was.
At this time there is nothing I can really say bad about this app.
The great news is that if you aren't a programmer they have a great Managed Application Services Team that will do the work for you.
Don't like pressure tactics... its the only negative experience I would say I had. That sales technique makes me feel like they think I'm stupid.
Great experience and I really enjoy using the software. It makes me look very good to my superiors on a daily basis.
The ease of customization, flexibility and pricing won me over. Caspio plans scaled with our business so i never felt like i was paying too much for the service.
It is flexible enough to allow you to build literally any kind of application you want from simple to complex, which is powerful and liberating.
In this respect, Caspio has played out an important and critical role by offering a reasonably priced and powerful platform to them.
I am able to create standardized reports with appealing charts and graphs. I like the latest version of Caspio which incorporated responsive DataPages.
Its user interface made it simple to create and deploy powerful online applications. It was also an excellent platform for rapidly developing and publishing data-driven webpages and web applications.
The best aspects of this app is the ability to quickly get an app on line or modifications to existing apps you have built.
Ease of use and functionality. Good customer service and support.
I love Caspio because it is so easy to use. I work frequently with much larger companies, and they gush when they see how much power we have to manage our data with the Caspio platform.
My overall experience with Caspio has been excellent. In the past, I have used Caspio to build an integrated set of applications for a Statewide startup program.
I really love Caspio, The Customer Service is wonderful, it is an easy application to get up to speed on and provides so much benefit.
Worst experience ever in 20 years of IT procurement. Stay away from these fraudsters.
Caspio was great to use. It took us very little time to learn it and we were able to build a secure database that provides great information to our students.
When we need to do condition assessment of field asset and we have no network connectivity, we all end up frustrated with the platform regardless whether Caspio is to blame.
When I began using Caspio, I experienced great customer service to get me started on the right foot. They spent quality time with me to insure I was successful ... and I was.
At this time there is nothing I can really say bad about this app.
The great news is that if you aren't a programmer they have a great Managed Application Services Team that will do the work for you.
Don't like pressure tactics... its the only negative experience I would say I had. That sales technique makes me feel like they think I'm stupid.
Great experience and I really enjoy using the software. It makes me look very good to my superiors on a daily basis.
The ease of customization, flexibility and pricing won me over. Caspio plans scaled with our business so i never felt like i was paying too much for the service.
It is flexible enough to allow you to build literally any kind of application you want from simple to complex, which is powerful and liberating.
In this respect, Caspio has played out an important and critical role by offering a reasonably priced and powerful platform to them.
I am able to create standardized reports with appealing charts and graphs. I like the latest version of Caspio which incorporated responsive DataPages.
Its user interface made it simple to create and deploy powerful online applications. It was also an excellent platform for rapidly developing and publishing data-driven webpages and web applications.
The best aspects of this app is the ability to quickly get an app on line or modifications to existing apps you have built.
Ease of use and functionality. Good customer service and support.
I love Caspio because it is so easy to use. I work frequently with much larger companies, and they gush when they see how much power we have to manage our data with the Caspio platform.
My overall experience with Caspio has been excellent. In the past, I have used Caspio to build an integrated set of applications for a Statewide startup program.
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.

learn more
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.