Exceed.ai Features

Simply put, this is the most advanced software we were able to find. There are many AI software platforms, but what really pushed Exceed.AI into the forefront for our team was their exceptional customer service. Their reps took the time to learn and understand our company, our business model, and our goals. Then, they've walked with us through each step of the implementation and continue to monitor our usage to make sure our settings are optimized for our specific use case. They check in at least biweekly, even going as far as logging into our account to make tweaks at our request. They save us time, save us money, and go the extra mile to make sure they're on the same page as us.

The integration into our CRM system was a bit confusing - it's not readily clear how fields should be mapped. Their team helped out quickly, but ultimately we're still a little in the dark as to how they came up with those code names for each field of our CRM system. The software also has some preset limitations. It's not a wildly flexible platform, so don't try to reinvent the wheel. It's incredibly good at what it does, there's really not much need to venture far from the out-of-the-box functionality.

With Exceed, you can create an unlimited number of sequences, covering a whole range of use cases, making it good value for money. The support provided during the on-boarding process was also excellent.

Sometimes the product seems a little unpolished.

I like that they are constantly working on improving their system based on customer feedback. Since using Exceed we've been able to significantly increase our website conversion rate, which has led to savings in marketing ad spend. Exceed has been able to pay for itself.

There are occasional bugs leading to downtime in the service, however they have made up for it by providing an appropriate discount on the related invoice. Code is on the large side and not fully optimized for fast delivery that slows down the page load time.

Hadas and the rest of the team are always so quick to respond to any question or need we may have! They always keep us updated on changes or improvements made in the software. What I love most is Exceed is so EASY to use.

The CSVs are time consuming prior to uploading into the software, but it is unavoidable on our end and essentially has nothing to do with Exceed.

Exceed.ai is the employee that is always available. Not only does it respond, nurture and qualify leads in a timely manner, but it was able to touch leads we weren't getting around to engaging with. We didn't have to worry about setting up meetings manually, or leads dropping off when a meeting needed to be scheduled, as Exceed.ai's meeting scheduling feature took care of that for us - right in the email. It also answered user questions and was able to learn and optimize if it was unsure of something.

It would be nice to see a better reporting breakdown on the follow-up emails sent (although I know this is something that the team is currently working on).

Exceed.ai allowed us to touch double the number of leads than we usually would have in a month. The system was able to answer questions, respond to objections and handover leads to the sales rep once it had been qualified - without a sales rep getting involved! The conversations flowed naturally and rarely did the virtual assistant need assistance from the human rep.

I wish there were more reporting metrics that we could see from the user side.

I like the fact qualification got much easier. Also defining the right time for the client got of my back. this automation tool is very helpful to touch with multiple leads in a very smart way that saves time and money.

Need to know what to right to your clients. so it means letting marketing adjust the system or rely on the team all the time (they are great too).

How easy it made for me to re-target leads in my pipeline which had fallen off or I couldn't get in contact with initially. By scheduling emails every couple of days it meant I didn't have to worry about ensuring I was following up the right amount of time and days inbetween.

Initially, it was quite difficult to wrap my head around as it was different from the service I had before but once I got used to it, it was extremely easy to figure out and scale.

Saves a huge amount of work by automatically nurturing and qualifying leads using AI. Great customer success team!

Nothing that comes to mind. Happy with the product overall.