iSalesCRM Features

iSalesCRM

Customer relationship management & marketing automation tool

4.34/5 (153 reviews)

Competitor Feature Comparison

2-Way Messaging
AB Testing
API
Activity Tracking
Analytics/ROI Tracking
Auto-Dialer
Automated Responses
Batch Processing
Business Process Automation
Calendar Management
Calendar/Reminder System
Call Recording
Campaign Management
Charting
Collaboration Tools
Communication Management
Contact Database
Contact Management
Content Management
Customizable Fields
Dashboard
Data Import/Export
Drip Campaigns
Dynamic Content
Email Management
Email Marketing
Email Templates
For Sales Teams/Organizations
Interaction Tracking
Landing Pages/Web Forms
Lead Capture
Lead Distribution
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
MMS
Marketing Automation
Marketing Calendar
Mass Texting
Message Personalization
Mobile Access
Mobile Coupons
Mobile Keywords
Multi-Channel Marketing
Performance Management
Performance Metrics
Pipeline Management
Polls/Voting
Prospecting Tools
Reporting/Analytics
Sales Analytics
Sales Pipeline Management
Sales Reports
Scheduled Messaging
Search/Filter
Segmentation
Shared Contacts
Social Media Integration
Source Tracking
Task Management
Template Management
Territory Management
Third Party Integrations
Workflow Management
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2-Way Messaging
AB Testing
API
Activity Tracking
Analytics/ROI Tracking
Auto-Dialer
Automated Responses
Batch Processing
Business Process Automation
Calendar Management
Calendar/Reminder System
Call Recording
Campaign Management
Charting
Collaboration Tools
Communication Management
Contact Database
Contact Management
Content Management
Customizable Fields
Dashboard
Data Import/Export
Drip Campaigns
Dynamic Content
Email Management
Email Marketing
Email Templates
For Sales Teams/Organizations
Interaction Tracking
Landing Pages/Web Forms
Lead Capture
Lead Distribution
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
MMS
Marketing Automation
Marketing Calendar
Mass Texting
Message Personalization
Mobile Access
Mobile Coupons
Mobile Keywords
Multi-Channel Marketing
Performance Management
Performance Metrics
Pipeline Management
Polls/Voting
Prospecting Tools
Reporting/Analytics
Sales Analytics
Sales Pipeline Management
Sales Reports
Scheduled Messaging
Search/Filter
Segmentation
Shared Contacts
Social Media Integration
Source Tracking
Task Management
Template Management
Territory Management
Third Party Integrations
Workflow Management
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2-Way Messaging
AB Testing
API
Activity Tracking
Analytics/ROI Tracking
Auto-Dialer
Automated Responses
Batch Processing
Business Process Automation
Calendar Management
Calendar/Reminder System
Call Recording
Campaign Management
Charting
Collaboration Tools
Communication Management
Contact Database
Contact Management
Content Management
Customizable Fields
Dashboard
Data Import/Export
Drip Campaigns
Dynamic Content
Email Management
Email Marketing
Email Templates
For Sales Teams/Organizations
Interaction Tracking
Landing Pages/Web Forms
Lead Capture
Lead Distribution
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
MMS
Marketing Automation
Marketing Calendar
Mass Texting
Message Personalization
Mobile Access
Mobile Coupons
Mobile Keywords
Multi-Channel Marketing
Performance Management
Performance Metrics
Pipeline Management
Polls/Voting
Prospecting Tools
Reporting/Analytics
Sales Analytics
Sales Pipeline Management
Sales Reports
Scheduled Messaging
Search/Filter
Segmentation
Shared Contacts
Social Media Integration
Source Tracking
Task Management
Template Management
Territory Management
Third Party Integrations
Workflow Management
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Mobile apps

iOS App


38 reviews

Requires iOS 11.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


16 reviews

iSalesCRM Feature Reviews

25 reviewers had the following to say about iSalesCRM's features:

Eunice O.

Perfect!

2021-01-26

I have made more sales with clients using isales.

Pros

I love the texting and it really helps with lead management.

Cons

I hate the fact that we have to keep adding money for texts and calls apart from the $99/month

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Cristina B.

Easy to use

2021-01-21

Good

Pros

Set up feature of lead management and texting system

Cons

Cost is pretty high based on features and capabilities

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
Alicia C.

Great Value and User Friendly

2021-07-06

Easy to read dashboard and reports.

Pros

I utilize iSales daily to capture and qualify leads.

Cons

Unable to integrate with VanillaSoft CRM, so I utilize Textdrip for this function.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Cory M.

Great System, Needs a Few Tweaks

2021-01-21

ISales CRM is a invaluable tool that helps me track my leads and my clients.

Pros

The software is great about tracking and following leads, email and sms marketing are great.

Cons

Simplified management of marketing and drip systems would be helpful.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
Kevin B.

iSales

2021-01-26

Wish you could trigger actions by states.

Pros

I like the overall being of the product including the lead management.

Cons

It messages people on campaigns who are blocked by me.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No
Read more
Aaron P.

Isales has improved my business

2021-01-29

Pros

My favorite aspect of Isales is the campaign management and client management.

Cons

What I like least is that I can't easily attach photos from the mobile app.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Dennis W.

Health Insurance Menace

2021-01-21

Excellent.

Pros

Organization in all aspects. keeping track of everything texted, times, scheduling, lead management--even between vendors.

Cons

Cost, phone calls are static sounding and low quality when pitching, as well as the lack of explanation when an SMS gets blocked by a certain server. New software, problems and glitches are going to happen and I understand that.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Roger G.

Very useable!

2021-01-21

I have been overall satisfied using iSales.

Pros

iSales has provided me an accessible platform for my contact management.

Cons

iSales is sometimes difficult to navigate.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
James L.

iSales Set Up and Value

2021-01-21

I still need to further test out the lead import and management capabilities, but based on the rest of the application, am confident that it will be effective.

Pros

Key for me is texting capabilities, particularly follow up with initially non-responsive leads. I really, really like how much time I am saving without having to manually follow up with my leads. It's literally saving me 12-18 hours a week.

Cons

The configuration is much more complex than I expected. I was fortunate that one of my team members formerly did application configuration in a previous life. It is really important to set it up correctly or the results are less than optimal.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Virgil M.

Great functionality and great support

2020-02-10

Has solved the problem of keeping track of followups and ensures the contacts are made when they need to be.

Pros

Automated leads management features greatly improve efficiency.

Cons

Wish we had had it long ago. I would have been way ahead on my plan.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Travis E.

There are better values for the money

2021-01-21

Pros

Data management was adequate for my uses

Cons

The cost for my needs was excessive. It was nickel and dimed every other day. It was obnoxious

Rating breakdown

Value for money
Ease of use
Features

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

1/10
Source: Capterra
Helpful?   Yes   No
Read more
Taneka S.

Great tool for success!

2021-01-21

Good CRM with a fairly easy set up.

Pros

The automated text responses to my new lead drops and the ability to do drip campaigns is HUGE for my business.

Cons

Automated notifications to stop drips on holidays would be super helpful too.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
JANICE S.

iSalesCRM

2021-01-22

This has helped me be able to stay in contact with my prospects more and able to have them become clients.

Pros

You are able to track and segment each lead as you see fit.

Cons

The mobile app does not allow you to be able to disposition a lead so that the automatic drips can start.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Joey G.

Great system, when it chooses to work

2021-01-21

Pros

Having automated follow ups and being able to track sales.

Cons

The overall inconsistency of the carrier violations and success when contacting leads in bulk (uploads/drips/campaigns).

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Tanner M.

Using iSales

2021-01-21

The service is great and much better than other CRMs I have used in the past.

Pros

I can start a lead in the drips and then the system takes over so I can use my time elsewhere to do other important activities.

Cons

I don't like that I can't delete leads that are either dead or bad number etc. that are given to me. I probably have 1000 leads just sitting there. I wish there was a way to get rid of those.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Natalie S.

Overall Good

2021-01-26

Pros

The texting and dialing features are great

Cons

Email management is very lacking and makes it pretty much obsolete as a way to market to leads

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Wilma A.

Making calls are more proficient

2021-02-02

I make enough money to pay for.

Pros

Clarity of the lead. Easy to get info about prospective.

Cons

Complicated to work with the CRM. Still don’t is CRM.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
KENNETH W.

CRM Ease

2021-01-21

Great Use

Pros

Leads Integration isthe best.I love that feature

Cons

I would like to do more reports with tghe system

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Nathan W.

A centralized hub for all your leads to stay organized and in touch

2019-10-14

Pros

I most enjoy the fact that the CRM does all of the text/email follow ups for the leads inputted into the system and allows for you to log the activity you've had with the lead, knowing exactly where you are in your sales process.

Cons

I really enjoy the system and the fact that features are constantly being updated. I would ask that when there are updates that there is a tab with a list of newly updated features/patch notes to best stay up do date. Currently, you know there has been an update but it is not always clear on what was fixed/added

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Kovacs Systems


Thank you Nathan for the amazing review! We are so happy to have you on board. Concerning new updates, we did just launch a Support Center page this week with FAQs and video tutorials. Perhaps we can make a section within that page where you can view new updates / patches as they are launched. I expect engineering will have this done by the end of the week.

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Jesse M.

Not bad

2021-01-21

It was okay. Nothing to rave about. Wish there were more features and cleaner presentation.

Pros

When I needed help integrating lead lists or needed other tech support, the IT reps were very helpful.

Cons

I’ve worked with numerous CRMs and just felt this one was a little antiquated.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No
Read more
Susan L.

Fill the Funnel

2021-01-21

Really quite positive experience as it seems to "answer" all the steps needed to receive, develop and track a lead from inception to finish or "the sale."

Pros

The ability to track your progress and be able to refer back to that "progress report"is extremely beneficial as it would otherwise be impossible to follow a developing history on that lead. Further, the components of choosing your geographic region and having the ability to manipulate preset "responses" is helpful.

Cons

Many leads are not in need of healthcare even though they are targeted as a likely candidate for healthcare.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Dana O.

lots of features voicedrops for VM kinda clunky

2021-01-26

overall it is a feature-rich contact system

Pros

The dialing system is pretty good, having it integrated into the platform not having to launch a 3rd party app to do it is quite convenient.

Cons

The VM can be difficult at times when sending drip VM's; a lot of mouse motion why not have it integrated right on the dialer instead of launching a separate applet?

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
Matt I.

Great Software

2019-10-09

This tool helps keep on top of my lead flow.

Pros

I like how it automatically keeps me on task. I love the hands free automation to my leads. Helps keep everything moving in the positive direction.

Cons

Doesn't import the gender for each lead. Not a big deal really, but sometimes names like "Jamie" or foreign names can be confusing.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Kovacs Systems


Thanks for the feedback and great review Matt! We wanted to let you know you can import the gender for leads automatically. In the Lead Vendors page when viewing a specific vendor, check out where it says "Lead vendor fields". This is where you control which fields are collected from this lead vendor. If you want to collect custom fields (such as gender) for your leads, simply type the name of the field in the dropdown, and click Save. Let us know if you'd like us to reach out to help!

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Sidney G.

My thoughts-Sidney

2021-02-02

It has made ease of contacting leads.

Pros

What I value most is the ease of drip campaigns. Being able to reach a large number of people effortlessly is key.

Cons

The mobile app could be improved a little more.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Buddy J.

First CRM Experience - Seems Decent

2021-02-02

Overall neutral/leaning positive. iSales is the first CRM I've used so I have no other point of reference.

Pros

I like the fact that it is constantly being updated and improved.

Cons

I wish that I could filter my text inbox (by disposition, needs response, etc.) and that I could do a keyword search of my text inbox (lead name/info, text content, etc.).

Rating breakdown

Ease of use
Features

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No
Read more