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Pipedrive logo

Pipedrive

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.
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.
PandaDoc logo
4.5
1K

Create, edit, track, and eSign documents quickly and easily

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.3
    Ease of use
    4.4
    Features
    4.3
    Customer support
    4.3
Pros and Cons from PandaDoc users   
avatar
avatar
avatar
+15
Pretty good, the speed of use really stopped me from using it and moving to Qwilr. The design kind of turned me away to find something more user friendly that my customers enjoyed looking at.
If I mess something up, it's difficult to modify without starting all over from the beginning. That said, it's more than likely a user issue as opposed to a problem with the software.
The sales, development, and customer service teams have been SUPER responsive and hungry for feedback. It's really impressive how invested they are in continuing to build and improve the product.
Overall it was a terrible experience, from support to the actual product.
User-friendly interface ,simple procedures and seamless integration with other programs, make the progress easy ,even pleasant for both us and clients.
The only thing I struggle with is a slight lag on the website when actually creating content - I am unsure if and why this happens - however, I feel it could be slightly more responsive.
I like that PandaDoc makes it easy for me to create beautiful, professional looking proposals in just a few minutes.
The Technical team is working on this problem since 1 month and they don't manage to send me back my document. The system is not finished.
When sending out a proposal it is important to have all information be consistent and correct. I love that each proposal contains uniform parts and still allows for necessary customization.
It's been great, we plan to use it indefinitely and are happy with our decision to bring the Afton Tickets sales team onto PandaDoc.
It's very easy to replicate docs when creating documents like proposals and budgets. Great digital signing feature.
Great Pipedrive integration, better experience than Docusign.
PandaDoc makes it very easy to create and templatize amazing looking proposals. The technology has helped us scale our business.
PandaDoc is awesome and just really helped me and my team streamline processes.
Pandadoc is a great tool when working remotely and working with documents, it notifies all the necessary personnel to authorize what is required of them easily.
Flexibility in templates and budgets - real time visibility of document tracking and DocuSign. Love the APP and that I can access proposals from anywhere.
It is pretty easy to use, update quotes, and see when the viewers are looking at the proposals. The signature and dating piece is straight forward once you get the hang of it.
Pretty standard, decent customer service and good support.
Pretty good, the speed of use really stopped me from using it and moving to Qwilr. The design kind of turned me away to find something more user friendly that my customers enjoyed looking at.
If I mess something up, it's difficult to modify without starting all over from the beginning. That said, it's more than likely a user issue as opposed to a problem with the software.
The sales, development, and customer service teams have been SUPER responsive and hungry for feedback. It's really impressive how invested they are in continuing to build and improve the product.
Overall it was a terrible experience, from support to the actual product.
User-friendly interface ,simple procedures and seamless integration with other programs, make the progress easy ,even pleasant for both us and clients.
The only thing I struggle with is a slight lag on the website when actually creating content - I am unsure if and why this happens - however, I feel it could be slightly more responsive.
I like that PandaDoc makes it easy for me to create beautiful, professional looking proposals in just a few minutes.
The Technical team is working on this problem since 1 month and they don't manage to send me back my document. The system is not finished.
When sending out a proposal it is important to have all information be consistent and correct. I love that each proposal contains uniform parts and still allows for necessary customization.
It's been great, we plan to use it indefinitely and are happy with our decision to bring the Afton Tickets sales team onto PandaDoc.
It's very easy to replicate docs when creating documents like proposals and budgets. Great digital signing feature.
Great Pipedrive integration, better experience than Docusign.
PandaDoc makes it very easy to create and templatize amazing looking proposals. The technology has helped us scale our business.
PandaDoc is awesome and just really helped me and my team streamline processes.
Pandadoc is a great tool when working remotely and working with documents, it notifies all the necessary personnel to authorize what is required of them easily.
Flexibility in templates and budgets - real time visibility of document tracking and DocuSign. Love the APP and that I can access proposals from anywhere.
It is pretty easy to use, update quotes, and see when the viewers are looking at the proposals. The signature and dating piece is straight forward once you get the hang of it.
Pretty standard, decent customer service and good support.
Pretty good, the speed of use really stopped me from using it and moving to Qwilr. The design kind of turned me away to find something more user friendly that my customers enjoyed looking at.
If I mess something up, it's difficult to modify without starting all over from the beginning. That said, it's more than likely a user issue as opposed to a problem with the software.
The sales, development, and customer service teams have been SUPER responsive and hungry for feedback. It's really impressive how invested they are in continuing to build and improve the product.
Overall it was a terrible experience, from support to the actual product.
User-friendly interface ,simple procedures and seamless integration with other programs, make the progress easy ,even pleasant for both us and clients.
The only thing I struggle with is a slight lag on the website when actually creating content - I am unsure if and why this happens - however, I feel it could be slightly more responsive.
I like that PandaDoc makes it easy for me to create beautiful, professional looking proposals in just a few minutes.
The Technical team is working on this problem since 1 month and they don't manage to send me back my document. The system is not finished.
When sending out a proposal it is important to have all information be consistent and correct. I love that each proposal contains uniform parts and still allows for necessary customization.
It's been great, we plan to use it indefinitely and are happy with our decision to bring the Afton Tickets sales team onto PandaDoc.
It's very easy to replicate docs when creating documents like proposals and budgets. Great digital signing feature.
Great Pipedrive integration, better experience than Docusign.
PandaDoc makes it very easy to create and templatize amazing looking proposals. The technology has helped us scale our business.
PandaDoc is awesome and just really helped me and my team streamline processes.
Pandadoc is a great tool when working remotely and working with documents, it notifies all the necessary personnel to authorize what is required of them easily.
Flexibility in templates and budgets - real time visibility of document tracking and DocuSign. Love the APP and that I can access proposals from anywhere.
It is pretty easy to use, update quotes, and see when the viewers are looking at the proposals. The signature and dating piece is straight forward once you get the hang of it.
Pretty standard, decent customer service and good support.
Claritysoft CRM logo
4.5
167

User-friendly customer relationship management software

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.7
    Ease of use
    4.5
    Features
    4.3
    Customer support
    4.7
Pros and Cons from Claritysoft CRM users   
avatar
+15
The customer service is OUTSTANDING and they are eager to assist with improvements and enhancements of the CRM. I am happy with this product and recommend it.
The only thing missing that I can think of is that there was no built in social media as a standard part of the platform.
You will have nothing but positive feedback from this software, it is so useful, the email system, when you link it to your Outlook Calendar is amazing as well.
We had employees refuse to use it because they were so frustrated.
You do not have to hire a third party company to make all the changes so your sales team can and will use the CRM. Claritysoft is eager to help make your experience the best it can be.
Early on in our use of ClaritySoft, we had a problem that needed to be addressed.
I like that we can set it up and customize the way we want it. I also liked that is was simple to get a fair price from Clarity and not some drawn out process with a large price tag.
Post the commission amount from a drop down list of sources.
We like that we have the ability to customize the software to meet our needs and also have the ability to created customer modules.
What I personally like most is the ease of use for the contact data, activity reporting, opportunities and calendar scheduling.
Ease of use and the capability for customization. The action plans and workflow functions are great for support a sales process.
Having all of my leads organized and accessible has been the best part of my Claritysoft experience.
Also, Claritysoft's support team has been AMAZING, providing training and tech support as needed to make the transition away from Salesforce extremely easy.
Great support and training form the Claritysoft CRM teams. All of our team members embraced this user friendly software.
I liked the fact that the software was so user friendly, that I could use the software with only having minimal training, and yet still be able to maneuver around the site, changing data, etc.
I particularly appreciated how our account manager customized the plan/pricing to our needs and worked with us to get the platform we needed at the cost we could afford.
Clarity has been spot-on with their support, professional, efficient and honest with us. In the early stages of adoption we were frustrated with the integration of Clarity and our staff.
Easy to use but implementation with email integration has been slow.
The customer service is OUTSTANDING and they are eager to assist with improvements and enhancements of the CRM. I am happy with this product and recommend it.
The only thing missing that I can think of is that there was no built in social media as a standard part of the platform.
You will have nothing but positive feedback from this software, it is so useful, the email system, when you link it to your Outlook Calendar is amazing as well.
We had employees refuse to use it because they were so frustrated.
You do not have to hire a third party company to make all the changes so your sales team can and will use the CRM. Claritysoft is eager to help make your experience the best it can be.
Early on in our use of ClaritySoft, we had a problem that needed to be addressed.
I like that we can set it up and customize the way we want it. I also liked that is was simple to get a fair price from Clarity and not some drawn out process with a large price tag.
Post the commission amount from a drop down list of sources.
We like that we have the ability to customize the software to meet our needs and also have the ability to created customer modules.
What I personally like most is the ease of use for the contact data, activity reporting, opportunities and calendar scheduling.
Ease of use and the capability for customization. The action plans and workflow functions are great for support a sales process.
Having all of my leads organized and accessible has been the best part of my Claritysoft experience.
Also, Claritysoft's support team has been AMAZING, providing training and tech support as needed to make the transition away from Salesforce extremely easy.
Great support and training form the Claritysoft CRM teams. All of our team members embraced this user friendly software.
I liked the fact that the software was so user friendly, that I could use the software with only having minimal training, and yet still be able to maneuver around the site, changing data, etc.
I particularly appreciated how our account manager customized the plan/pricing to our needs and worked with us to get the platform we needed at the cost we could afford.
Clarity has been spot-on with their support, professional, efficient and honest with us. In the early stages of adoption we were frustrated with the integration of Clarity and our staff.
Easy to use but implementation with email integration has been slow.
The customer service is OUTSTANDING and they are eager to assist with improvements and enhancements of the CRM. I am happy with this product and recommend it.
The only thing missing that I can think of is that there was no built in social media as a standard part of the platform.
You will have nothing but positive feedback from this software, it is so useful, the email system, when you link it to your Outlook Calendar is amazing as well.
We had employees refuse to use it because they were so frustrated.
You do not have to hire a third party company to make all the changes so your sales team can and will use the CRM. Claritysoft is eager to help make your experience the best it can be.
Early on in our use of ClaritySoft, we had a problem that needed to be addressed.
I like that we can set it up and customize the way we want it. I also liked that is was simple to get a fair price from Clarity and not some drawn out process with a large price tag.
Post the commission amount from a drop down list of sources.
We like that we have the ability to customize the software to meet our needs and also have the ability to created customer modules.
What I personally like most is the ease of use for the contact data, activity reporting, opportunities and calendar scheduling.
Ease of use and the capability for customization. The action plans and workflow functions are great for support a sales process.
Having all of my leads organized and accessible has been the best part of my Claritysoft experience.
Also, Claritysoft's support team has been AMAZING, providing training and tech support as needed to make the transition away from Salesforce extremely easy.
Great support and training form the Claritysoft CRM teams. All of our team members embraced this user friendly software.
I liked the fact that the software was so user friendly, that I could use the software with only having minimal training, and yet still be able to maneuver around the site, changing data, etc.
I particularly appreciated how our account manager customized the plan/pricing to our needs and worked with us to get the platform we needed at the cost we could afford.
Clarity has been spot-on with their support, professional, efficient and honest with us. In the early stages of adoption we were frustrated with the integration of Clarity and our staff.
Easy to use but implementation with email integration has been slow.
Delta Sales App logo
4.5
2

Field Sales Automation & Employee Tracking App

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    5.0
    Ease of use
    4.0
    Features
    4.5
    Customer support
    5.0
Pros and Cons from Delta Sales App users   
No pros & cons found
Marketing Optimizer logo
4.6
7

Digital Marketing Optimization Software

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    0.0
    Ease of use
    4.5
    Features
    4.0
    Customer support
    4.8
Pros and Cons from Marketing Optimizer users   
No pros & cons found
Dynamics Mobile logo
0

A van sales mobile solution for Dynamics 365 ERPs

visit website
Reviews Sentiment
ic-pricetag

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 Dynamics Mobile users   
No pros & cons found
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.
ActiveCampaign logo
4.6
2.3K

Email Marketing, Marketing Automation, CRM/Sales Automation

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.4
    Ease of use
    4.3
    Features
    4.5
    Customer support
    4.4
Pros and Cons from ActiveCampaign users   
avatar
avatar
avatar
+15
The team is great with helping you troubleshoot any problems and my team loves how easy it is to use.
And that hurt our webinar registration for that week (which was a bummer) and we found out about this on the day of the webinar.
I really love and appreciate the ease of use. It's super easy to throw together an email, assign tags, create lists, etc.
The major problem is the lack of ability to copy an email to more than the recipient. The lack of this feature is putting the continued use of this product in doubt.
I am so happy to have Active Campaign on board. It is just what I needed to help promote my online program.
I've a problem to pay for my upgrade plan due to an currency problem. The website automatically converts the price to my local currency.
Great training, support, sales, and customer success people. The training, the consulting sessions, and follow ups have all been very well managed and super professional, but also fun.
I actually gave up on ActiveCampaign - discouraged by the lack of support.
I like that it saved a lot of my time through automation. It also helped me get a better understanding of the success rate of my campaigns.
They offer great integration with my Wordpress sites, Facebook fan pages, and Zapier (automations integrated with Eventbrite.) Customer support has always been helpful and friendly.
What I love most about Active Campaign is that it is wonderful to use for lead generation, automation, and building your email list.
I love how I can look after my community with personalised emails, other features like tags and links with website are very useful for CRM.
Hands down it has the most capabilities that I was looking for, with ability to really customize and tailor your automations and email sequences. It was easy to use and extremely reliable.
Features seems comprehensive enough to suit my needs and I trust that my data will be protected. Set up support and training has been fantastic.
The customer service is amazing. I love that you can receive automations from people, you can customize everything.
ActiveCampaign has integrated easily and perfectly into my business so far - with great success for my first campaigns both in terms of open rates and engagement as well as revenue.
Everything works as it should, their support is great when you need them (which in my experience has been infrequently), and the price is great.
AC provides the best combination of possibilities (features), user experience (ease of use), and pricing (it's affordable!).
The team is great with helping you troubleshoot any problems and my team loves how easy it is to use.
And that hurt our webinar registration for that week (which was a bummer) and we found out about this on the day of the webinar.
I really love and appreciate the ease of use. It's super easy to throw together an email, assign tags, create lists, etc.
The major problem is the lack of ability to copy an email to more than the recipient. The lack of this feature is putting the continued use of this product in doubt.
I am so happy to have Active Campaign on board. It is just what I needed to help promote my online program.
I've a problem to pay for my upgrade plan due to an currency problem. The website automatically converts the price to my local currency.
Great training, support, sales, and customer success people. The training, the consulting sessions, and follow ups have all been very well managed and super professional, but also fun.
I actually gave up on ActiveCampaign - discouraged by the lack of support.
I like that it saved a lot of my time through automation. It also helped me get a better understanding of the success rate of my campaigns.
They offer great integration with my Wordpress sites, Facebook fan pages, and Zapier (automations integrated with Eventbrite.) Customer support has always been helpful and friendly.
What I love most about Active Campaign is that it is wonderful to use for lead generation, automation, and building your email list.
I love how I can look after my community with personalised emails, other features like tags and links with website are very useful for CRM.
Hands down it has the most capabilities that I was looking for, with ability to really customize and tailor your automations and email sequences. It was easy to use and extremely reliable.
Features seems comprehensive enough to suit my needs and I trust that my data will be protected. Set up support and training has been fantastic.
The customer service is amazing. I love that you can receive automations from people, you can customize everything.
ActiveCampaign has integrated easily and perfectly into my business so far - with great success for my first campaigns both in terms of open rates and engagement as well as revenue.
Everything works as it should, their support is great when you need them (which in my experience has been infrequently), and the price is great.
AC provides the best combination of possibilities (features), user experience (ease of use), and pricing (it's affordable!).
The team is great with helping you troubleshoot any problems and my team loves how easy it is to use.
And that hurt our webinar registration for that week (which was a bummer) and we found out about this on the day of the webinar.
I really love and appreciate the ease of use. It's super easy to throw together an email, assign tags, create lists, etc.
The major problem is the lack of ability to copy an email to more than the recipient. The lack of this feature is putting the continued use of this product in doubt.
I am so happy to have Active Campaign on board. It is just what I needed to help promote my online program.
I've a problem to pay for my upgrade plan due to an currency problem. The website automatically converts the price to my local currency.
Great training, support, sales, and customer success people. The training, the consulting sessions, and follow ups have all been very well managed and super professional, but also fun.
I actually gave up on ActiveCampaign - discouraged by the lack of support.
I like that it saved a lot of my time through automation. It also helped me get a better understanding of the success rate of my campaigns.
They offer great integration with my Wordpress sites, Facebook fan pages, and Zapier (automations integrated with Eventbrite.) Customer support has always been helpful and friendly.
What I love most about Active Campaign is that it is wonderful to use for lead generation, automation, and building your email list.
I love how I can look after my community with personalised emails, other features like tags and links with website are very useful for CRM.
Hands down it has the most capabilities that I was looking for, with ability to really customize and tailor your automations and email sequences. It was easy to use and extremely reliable.
Features seems comprehensive enough to suit my needs and I trust that my data will be protected. Set up support and training has been fantastic.
The customer service is amazing. I love that you can receive automations from people, you can customize everything.
ActiveCampaign has integrated easily and perfectly into my business so far - with great success for my first campaigns both in terms of open rates and engagement as well as revenue.
Everything works as it should, their support is great when you need them (which in my experience has been infrequently), and the price is great.
AC provides the best combination of possibilities (features), user experience (ease of use), and pricing (it's affordable!).
Less Annoying CRM logo
4.8
579

A simple CRM built just for small businesses

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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.
EngageBay CRM logo
4.7
666

Integrated sales & marketing software for growing teams

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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.
Lead Gen & CRM (formerly SharpSpring) logo
4.6
760

Attract, Win, and Grow with Lead Gen & CRM

learn more
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.7
    Ease of use
    4.3
    Features
    4.4
    Customer support
    4.6
Pros and Cons from Lead Gen & CRM (formerly SharpSpring) users   
avatar
+15
Not only is it affordable for a small agency like mine, who works with small businesses, but it's extremely powerful, and capable of executing any strategy my team or my clients require.
The constant failure of the system, the automations fail. They are not fixing the bugs.
I love the ease of use, interface, but most importantly all of Sharpspring employees, and how quickly they respond with tips, ideas, and help with support.
Their billing platform is absolutely ridiculous. They bill your clients directly, and not the agency using the platform saying that the client is the end user, not the agency managing the account.
This allows us to better understand and track our users and help determined the best platforms to promote our campaigns.
We are now remarketing to leads that were missed during the initial buying cycle and reclaiming that lost revenue on top of increasing our close rate on new clients.
I love all the metrics it provides me which helps me cater my newsletter and make adjustments as needed. This is so important so I can actually alter my content for my audience.
The only con I can think of is the lack of display/functionality options in the form and landing page builder.
Very good experience, easy to use, they were helpful on the CRM integration. Overall a very positive experience.
Very pleasant experience so far. Great service and some keen insights about our audience and site visitors.
The price and support speak a lot about the company. The fact that its packed full of features that are easy to use makes it a great product for good value.
Sharpspring is a very powerful program and well worth the price. The integration team was very helpful in getting us up and going and the support team has been available for questions along the way.
SharpSpring has been a successful decision for our agency since we got it in 2017. Within the first month it was making a huge positive difference for us and our clients.
SharpSpring has great customer support team that is always there to answer my questions and help me to get a solution.
Great product with a good cost benefit ratio and a great support.
I have improved in my ability to navigate and save time. It would seem that every day I find a new trick or workflow that saves me time and makes money for my company.
The customer service of our account reps are outstanding. They helped us create some things that were never done before.
I find this product is relatively user friendly, I especially like all the details in the analytics. All the information you ever needed and more.
Not only is it affordable for a small agency like mine, who works with small businesses, but it's extremely powerful, and capable of executing any strategy my team or my clients require.
The constant failure of the system, the automations fail. They are not fixing the bugs.
I love the ease of use, interface, but most importantly all of Sharpspring employees, and how quickly they respond with tips, ideas, and help with support.
Their billing platform is absolutely ridiculous. They bill your clients directly, and not the agency using the platform saying that the client is the end user, not the agency managing the account.
This allows us to better understand and track our users and help determined the best platforms to promote our campaigns.
We are now remarketing to leads that were missed during the initial buying cycle and reclaiming that lost revenue on top of increasing our close rate on new clients.
I love all the metrics it provides me which helps me cater my newsletter and make adjustments as needed. This is so important so I can actually alter my content for my audience.
The only con I can think of is the lack of display/functionality options in the form and landing page builder.
Very good experience, easy to use, they were helpful on the CRM integration. Overall a very positive experience.
Very pleasant experience so far. Great service and some keen insights about our audience and site visitors.
The price and support speak a lot about the company. The fact that its packed full of features that are easy to use makes it a great product for good value.
Sharpspring is a very powerful program and well worth the price. The integration team was very helpful in getting us up and going and the support team has been available for questions along the way.
SharpSpring has been a successful decision for our agency since we got it in 2017. Within the first month it was making a huge positive difference for us and our clients.
SharpSpring has great customer support team that is always there to answer my questions and help me to get a solution.
Great product with a good cost benefit ratio and a great support.
I have improved in my ability to navigate and save time. It would seem that every day I find a new trick or workflow that saves me time and makes money for my company.
The customer service of our account reps are outstanding. They helped us create some things that were never done before.
I find this product is relatively user friendly, I especially like all the details in the analytics. All the information you ever needed and more.
Not only is it affordable for a small agency like mine, who works with small businesses, but it's extremely powerful, and capable of executing any strategy my team or my clients require.
The constant failure of the system, the automations fail. They are not fixing the bugs.
I love the ease of use, interface, but most importantly all of Sharpspring employees, and how quickly they respond with tips, ideas, and help with support.
Their billing platform is absolutely ridiculous. They bill your clients directly, and not the agency using the platform saying that the client is the end user, not the agency managing the account.
This allows us to better understand and track our users and help determined the best platforms to promote our campaigns.
We are now remarketing to leads that were missed during the initial buying cycle and reclaiming that lost revenue on top of increasing our close rate on new clients.
I love all the metrics it provides me which helps me cater my newsletter and make adjustments as needed. This is so important so I can actually alter my content for my audience.
The only con I can think of is the lack of display/functionality options in the form and landing page builder.
Very good experience, easy to use, they were helpful on the CRM integration. Overall a very positive experience.
Very pleasant experience so far. Great service and some keen insights about our audience and site visitors.
The price and support speak a lot about the company. The fact that its packed full of features that are easy to use makes it a great product for good value.
Sharpspring is a very powerful program and well worth the price. The integration team was very helpful in getting us up and going and the support team has been available for questions along the way.
SharpSpring has been a successful decision for our agency since we got it in 2017. Within the first month it was making a huge positive difference for us and our clients.
SharpSpring has great customer support team that is always there to answer my questions and help me to get a solution.
Great product with a good cost benefit ratio and a great support.
I have improved in my ability to navigate and save time. It would seem that every day I find a new trick or workflow that saves me time and makes money for my company.
The customer service of our account reps are outstanding. They helped us create some things that were never done before.
I find this product is relatively user friendly, I especially like all the details in the analytics. All the information you ever needed and more.
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.
Pipeline CRM logo
4.4
622

A Sales CRM Built by Salespeople for Salespeople

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.4
    Ease of use
    4.3
    Features
    4.0
    Customer support
    4.4
Pros and Cons from Pipeline CRM users   
avatar
avatar
avatar
+15
Pipeline Deals is very straightforward and easy to use. The interface is able to be customized which is nice, and the ability to import and export data us useful for reporting.
The layout in the "Contact Info" box is awkward and unclear. Contact, Owner, Company (Funeral Home) information is interspersed in an illogical way.
This software will save and not waste a big budget for doing the businesses and the most advantage is that the solid and realistic budget.
There is NO other option than Pipeline Deals for CRM as far as our company is concerned.
PipelineDeals has great software and an excellent customer service/staff that I can count on, which is essential for my company.
As a smaller company some of the integrations that other CRMs have were either missing or lacking.
Still the best bang for the buck. PROS: Easy to use, reliable, functional Android App that syncs well, customizable in many ways, fair price, and great for sales people.
My overall experience with pipeline deals is sadly we moved over to sales force. Did well in the beginning with our company but after a year got old news.
It is a very nice way to keep all of your prospects top of mind and be able to track your activity as well as set reminders to do certain tasks.
Ease of use, flexibility, customer service, integration has been great and is always improving.
Their support was good and they keep trying to evolve the product which is good.
I love that everyone can create their own dashboards according to the variables or columns that are relevant to their work.
Easy to use - keeps me logged in - custom fields and formatting - interface is simple and smart making it easy to navigate and find what you are looking for. Reporting is easy to read.
It is a fairly good CRM type of tool that I will most likely keep using.
This has not hurt us as our questions get answered whenever they arise by their support team. We are more successful with our business because of this program.
Which makes it difficult to keep track of my relationships with clients... and especially with the several potential clients that I'm talking to. Pipeline Deals is so helpful in keeping me organized.
Solid little CRM but with few native integration options.
The interface was hard to use and hard to learn. We migrated to Hub Spot CRM instead and are happy with our decision.
Pipeline Deals is very straightforward and easy to use. The interface is able to be customized which is nice, and the ability to import and export data us useful for reporting.
The layout in the "Contact Info" box is awkward and unclear. Contact, Owner, Company (Funeral Home) information is interspersed in an illogical way.
This software will save and not waste a big budget for doing the businesses and the most advantage is that the solid and realistic budget.
There is NO other option than Pipeline Deals for CRM as far as our company is concerned.
PipelineDeals has great software and an excellent customer service/staff that I can count on, which is essential for my company.
As a smaller company some of the integrations that other CRMs have were either missing or lacking.
Still the best bang for the buck. PROS: Easy to use, reliable, functional Android App that syncs well, customizable in many ways, fair price, and great for sales people.
My overall experience with pipeline deals is sadly we moved over to sales force. Did well in the beginning with our company but after a year got old news.
It is a very nice way to keep all of your prospects top of mind and be able to track your activity as well as set reminders to do certain tasks.
Ease of use, flexibility, customer service, integration has been great and is always improving.
Their support was good and they keep trying to evolve the product which is good.
I love that everyone can create their own dashboards according to the variables or columns that are relevant to their work.
Easy to use - keeps me logged in - custom fields and formatting - interface is simple and smart making it easy to navigate and find what you are looking for. Reporting is easy to read.
It is a fairly good CRM type of tool that I will most likely keep using.
This has not hurt us as our questions get answered whenever they arise by their support team. We are more successful with our business because of this program.
Which makes it difficult to keep track of my relationships with clients... and especially with the several potential clients that I'm talking to. Pipeline Deals is so helpful in keeping me organized.
Solid little CRM but with few native integration options.
The interface was hard to use and hard to learn. We migrated to Hub Spot CRM instead and are happy with our decision.
Pipeline Deals is very straightforward and easy to use. The interface is able to be customized which is nice, and the ability to import and export data us useful for reporting.
The layout in the "Contact Info" box is awkward and unclear. Contact, Owner, Company (Funeral Home) information is interspersed in an illogical way.
This software will save and not waste a big budget for doing the businesses and the most advantage is that the solid and realistic budget.
There is NO other option than Pipeline Deals for CRM as far as our company is concerned.
PipelineDeals has great software and an excellent customer service/staff that I can count on, which is essential for my company.
As a smaller company some of the integrations that other CRMs have were either missing or lacking.
Still the best bang for the buck. PROS: Easy to use, reliable, functional Android App that syncs well, customizable in many ways, fair price, and great for sales people.
My overall experience with pipeline deals is sadly we moved over to sales force. Did well in the beginning with our company but after a year got old news.
It is a very nice way to keep all of your prospects top of mind and be able to track your activity as well as set reminders to do certain tasks.
Ease of use, flexibility, customer service, integration has been great and is always improving.
Their support was good and they keep trying to evolve the product which is good.
I love that everyone can create their own dashboards according to the variables or columns that are relevant to their work.
Easy to use - keeps me logged in - custom fields and formatting - interface is simple and smart making it easy to navigate and find what you are looking for. Reporting is easy to read.
It is a fairly good CRM type of tool that I will most likely keep using.
This has not hurt us as our questions get answered whenever they arise by their support team. We are more successful with our business because of this program.
Which makes it difficult to keep track of my relationships with clients... and especially with the several potential clients that I'm talking to. Pipeline Deals is so helpful in keeping me organized.
Solid little CRM but with few native integration options.
The interface was hard to use and hard to learn. We migrated to Hub Spot CRM instead and are happy with our decision.
Fathom logo
5.0
209

Free AI Meeting Assistant - Never take notes again!

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    5.0
    Ease of use
    5.0
    Features
    4.9
    Customer support
    5.0
Pros and Cons from Fathom users   
avatar
avatar
avatar
+15
I love the meeting summaries and the tasks it generates. I also love being able to rewatch any of my meetings without having to record, download and save each meeting to my desktop.
I'm afraid the rug will get ripped out from under me and I'll have to pay to access my files some day.
Excellent AI TOOL and the customer service has been excellent as well. Super fast answers from the team and very easy to use.
Inability to upload external recordings for processing, but aware this is on the roadmap for the future.
The team is really great and I can tell they care deeply about the customer. They are quick and responsive and I'm really impressed and excited with the direction Fathom is heading.
My only downside is when someone uses screenshare the fathom app can't also appear.
The tool helps my clients as the summary and reading back what they share is incredibly useful - and demonstrates on reflection the huge value and benefit of the work we do togther.
I guess the only drawback is that you need to pay (more) attention to the meeting and decide why category to place the comments. This mind juggling can be disconcerting.
I love the ease of use within the platform. It's been super easy to use and get used too which is a plus for me because as a salesperson, I'm not the most technical.
The call insights given are really excellent as well, the fact that I can focus on the conversation and easily clip something is amazing.
The ability to share the transcript with others in the meeting is great.
Great experience so far. Customer support has been great and timely.
This is the highest quality call recorder that I've tried- and it doesn't cost a dime. The paid AI upgrades are great too- I haven't needed them yet for my particuar needs.
This serves both as a great way to quickly identify what happened but also an easy way to serve up to our clients what happened.
It's incredibly easy to use. The interface is super simple.
Overall, it is a great investment especially with today’s work environment.
I'm impressed that they're still rolling out new features like AI summaries. Next, I'll integrate it with my CRM for more functionality.
I really like the integration with zoom as it is what we use at my company.
I love the meeting summaries and the tasks it generates. I also love being able to rewatch any of my meetings without having to record, download and save each meeting to my desktop.
I'm afraid the rug will get ripped out from under me and I'll have to pay to access my files some day.
Excellent AI TOOL and the customer service has been excellent as well. Super fast answers from the team and very easy to use.
Inability to upload external recordings for processing, but aware this is on the roadmap for the future.
The team is really great and I can tell they care deeply about the customer. They are quick and responsive and I'm really impressed and excited with the direction Fathom is heading.
My only downside is when someone uses screenshare the fathom app can't also appear.
The tool helps my clients as the summary and reading back what they share is incredibly useful - and demonstrates on reflection the huge value and benefit of the work we do togther.
I guess the only drawback is that you need to pay (more) attention to the meeting and decide why category to place the comments. This mind juggling can be disconcerting.
I love the ease of use within the platform. It's been super easy to use and get used too which is a plus for me because as a salesperson, I'm not the most technical.
The call insights given are really excellent as well, the fact that I can focus on the conversation and easily clip something is amazing.
The ability to share the transcript with others in the meeting is great.
Great experience so far. Customer support has been great and timely.
This is the highest quality call recorder that I've tried- and it doesn't cost a dime. The paid AI upgrades are great too- I haven't needed them yet for my particuar needs.
This serves both as a great way to quickly identify what happened but also an easy way to serve up to our clients what happened.
It's incredibly easy to use. The interface is super simple.
Overall, it is a great investment especially with today’s work environment.
I'm impressed that they're still rolling out new features like AI summaries. Next, I'll integrate it with my CRM for more functionality.
I really like the integration with zoom as it is what we use at my company.
I love the meeting summaries and the tasks it generates. I also love being able to rewatch any of my meetings without having to record, download and save each meeting to my desktop.
I'm afraid the rug will get ripped out from under me and I'll have to pay to access my files some day.
Excellent AI TOOL and the customer service has been excellent as well. Super fast answers from the team and very easy to use.
Inability to upload external recordings for processing, but aware this is on the roadmap for the future.
The team is really great and I can tell they care deeply about the customer. They are quick and responsive and I'm really impressed and excited with the direction Fathom is heading.
My only downside is when someone uses screenshare the fathom app can't also appear.
The tool helps my clients as the summary and reading back what they share is incredibly useful - and demonstrates on reflection the huge value and benefit of the work we do togther.
I guess the only drawback is that you need to pay (more) attention to the meeting and decide why category to place the comments. This mind juggling can be disconcerting.
I love the ease of use within the platform. It's been super easy to use and get used too which is a plus for me because as a salesperson, I'm not the most technical.
The call insights given are really excellent as well, the fact that I can focus on the conversation and easily clip something is amazing.
The ability to share the transcript with others in the meeting is great.
Great experience so far. Customer support has been great and timely.
This is the highest quality call recorder that I've tried- and it doesn't cost a dime. The paid AI upgrades are great too- I haven't needed them yet for my particuar needs.
This serves both as a great way to quickly identify what happened but also an easy way to serve up to our clients what happened.
It's incredibly easy to use. The interface is super simple.
Overall, it is a great investment especially with today’s work environment.
I'm impressed that they're still rolling out new features like AI summaries. Next, I'll integrate it with my CRM for more functionality.
I really like the integration with zoom as it is what we use at my company.
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.
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.
Odoo  logo

Odoo

4.1
788

Full Suite of Integrated Business Apps

learn more
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.0
    Ease of use
    4.0
    Features
    4.1
    Customer support
    3.7
Pros and Cons from Odoo users   
avatar
avatar
avatar
+15
We are implementing the Odoo software and the customer service is amazing. Our team leader, she is extremely helpful and intelligent, asking all the right questions to serve our specific needs.
Many errors in Multi Company, bad interface between electronic accounting from México and multicompany functionality. Hard to develop reports, the product need a similar as Crystal Reports from SAP.
It's great to work and develop on Odoo, it's impressive how fast odoo is growing. Maybe is good to create LTS release for big customer to have more than 3 year of support.
Oh well, it can but then you suddenly need to pay their consultants to have it custom build for you. For everything they start saying you need to pay and pay and pay.
This is a great program for usage in terms of getting all aspects of your business together in terms of important platforms like inventories etc.
The customer support is very bad and we are wasting a lot of time.
The mainly most attractive feature is it's opensource. Apart from this helps you to setup your all type of scaled organisation and the customisation is very easy.
Very poor support of partners. Very bad deep understanding of overall solution in odoo (as main provider).
Grsphics and web interface is awesome, installation is easier, customization can be made. Secure and remotely access, available in SAas and local server, even can be installed on your domain.
We made the mistake of purchasing through Odoo and not a reseller and everything was pretty much wrong from day 1.
We were looking for a user friendly and usable solution for CRMso far we are happy.
Great Software Best balance between cost & functionality.
You can quickly add a new module and remove unnecessary. Compared to SAP, the platform is simply superb.
Odoo is very good, practical and easy to use ERP software. Easy customization that fulfils every clients' organizational needs.
Other than this the system itself is an excellent piece of kit and it has helped our business traverse the gap between startup business to SME.
The fully integration is really great. Not needed to use other software.
The way everything works together via API is astounding. I can't say enough about how flexible this software is.
It's an all in one product that has everything you need to manage the business. It's a complete solution at a low cost.
We are implementing the Odoo software and the customer service is amazing. Our team leader, she is extremely helpful and intelligent, asking all the right questions to serve our specific needs.
Many errors in Multi Company, bad interface between electronic accounting from México and multicompany functionality. Hard to develop reports, the product need a similar as Crystal Reports from SAP.
It's great to work and develop on Odoo, it's impressive how fast odoo is growing. Maybe is good to create LTS release for big customer to have more than 3 year of support.
Oh well, it can but then you suddenly need to pay their consultants to have it custom build for you. For everything they start saying you need to pay and pay and pay.
This is a great program for usage in terms of getting all aspects of your business together in terms of important platforms like inventories etc.
The customer support is very bad and we are wasting a lot of time.
The mainly most attractive feature is it's opensource. Apart from this helps you to setup your all type of scaled organisation and the customisation is very easy.
Very poor support of partners. Very bad deep understanding of overall solution in odoo (as main provider).
Grsphics and web interface is awesome, installation is easier, customization can be made. Secure and remotely access, available in SAas and local server, even can be installed on your domain.
We made the mistake of purchasing through Odoo and not a reseller and everything was pretty much wrong from day 1.
We were looking for a user friendly and usable solution for CRMso far we are happy.
Great Software Best balance between cost & functionality.
You can quickly add a new module and remove unnecessary. Compared to SAP, the platform is simply superb.
Odoo is very good, practical and easy to use ERP software. Easy customization that fulfils every clients' organizational needs.
Other than this the system itself is an excellent piece of kit and it has helped our business traverse the gap between startup business to SME.
The fully integration is really great. Not needed to use other software.
The way everything works together via API is astounding. I can't say enough about how flexible this software is.
It's an all in one product that has everything you need to manage the business. It's a complete solution at a low cost.
We are implementing the Odoo software and the customer service is amazing. Our team leader, she is extremely helpful and intelligent, asking all the right questions to serve our specific needs.
Many errors in Multi Company, bad interface between electronic accounting from México and multicompany functionality. Hard to develop reports, the product need a similar as Crystal Reports from SAP.
It's great to work and develop on Odoo, it's impressive how fast odoo is growing. Maybe is good to create LTS release for big customer to have more than 3 year of support.
Oh well, it can but then you suddenly need to pay their consultants to have it custom build for you. For everything they start saying you need to pay and pay and pay.
This is a great program for usage in terms of getting all aspects of your business together in terms of important platforms like inventories etc.
The customer support is very bad and we are wasting a lot of time.
The mainly most attractive feature is it's opensource. Apart from this helps you to setup your all type of scaled organisation and the customisation is very easy.
Very poor support of partners. Very bad deep understanding of overall solution in odoo (as main provider).
Grsphics and web interface is awesome, installation is easier, customization can be made. Secure and remotely access, available in SAas and local server, even can be installed on your domain.
We made the mistake of purchasing through Odoo and not a reseller and everything was pretty much wrong from day 1.
We were looking for a user friendly and usable solution for CRMso far we are happy.
Great Software Best balance between cost & functionality.
You can quickly add a new module and remove unnecessary. Compared to SAP, the platform is simply superb.
Odoo is very good, practical and easy to use ERP software. Easy customization that fulfils every clients' organizational needs.
Other than this the system itself is an excellent piece of kit and it has helped our business traverse the gap between startup business to SME.
The fully integration is really great. Not needed to use other software.
The way everything works together via API is astounding. I can't say enough about how flexible this software is.
It's an all in one product that has everything you need to manage the business. It's a complete solution at a low cost.
Kixie PowerCall logo
4.7
274

Ultra-reliable, easily-automated calling & texting for sales

learn more
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.6
    Ease of use
    4.7
    Features
    4.6
    Customer support
    4.7
Pros and Cons from Kixie PowerCall users   
avatar
+15
I also love the local-presence. The voicemail drop is fantastic, and the templated texts are so effective.
Several of our team members had trouble with the system, such as it not registering a wireless mic, and problems with calls not coming in properly.
From sales and customer service they have all been super helpful and great to work with.
The call quality is horrible. The iphone app keeps crashing and is sometimes useless.
I like the easy interface and the quick ability to reaching out prospect clients.
The integration to our CRM did not exist, after being told otherwise, so tracking calls and their dispositions did not exist, making it difficult to measure our team.
Also the team that helped us get started was over the top enthusiastic, knowledgeable, and helpful.
Sometimes when sending text messages from the Kixie app on my cell phone there is a lag, resulting in me sending the same message multiple times.
It really does meet all of our needs when it comes to inbound and outbound calls. We couldn't have asked for a better solution at a more affordable price.
It has helped increase my teams productivity and morale, also scaled out to other departments to help improve their synchronicity within business units and customer interactions.
Very easy to use interface, reliable support staff, and very friendly for those who haven't used a powercall system before.
It has been amazing so far. Very easy to use and connected well with our CRM.
Kixie has some awesome tools. They integrate very well with Pipedrive and the zapier connections make it really easy to use with our email and automation platforms as well.
Very easy and intuitive to use and comes with all the bells and whistles needed. Integrates perfectly with our CRM and is priced very fairly for the value we get from it.
I love the efficiency Kixie adds to my daily outreach.
I use this service at my job at TMS and i love every aspect of this the local number dialer the intergrated notes and the sleek design i place on my seccond monitor is easy to use.
They are organized and get back with you almost instantly. The ease of use of the App is incredible and the compatibility with our CRM has been easy to use as well.
It's easy to use and navigate. Extremely useful tool & integrations.
I also love the local-presence. The voicemail drop is fantastic, and the templated texts are so effective.
Several of our team members had trouble with the system, such as it not registering a wireless mic, and problems with calls not coming in properly.
From sales and customer service they have all been super helpful and great to work with.
The call quality is horrible. The iphone app keeps crashing and is sometimes useless.
I like the easy interface and the quick ability to reaching out prospect clients.
The integration to our CRM did not exist, after being told otherwise, so tracking calls and their dispositions did not exist, making it difficult to measure our team.
Also the team that helped us get started was over the top enthusiastic, knowledgeable, and helpful.
Sometimes when sending text messages from the Kixie app on my cell phone there is a lag, resulting in me sending the same message multiple times.
It really does meet all of our needs when it comes to inbound and outbound calls. We couldn't have asked for a better solution at a more affordable price.
It has helped increase my teams productivity and morale, also scaled out to other departments to help improve their synchronicity within business units and customer interactions.
Very easy to use interface, reliable support staff, and very friendly for those who haven't used a powercall system before.
It has been amazing so far. Very easy to use and connected well with our CRM.
Kixie has some awesome tools. They integrate very well with Pipedrive and the zapier connections make it really easy to use with our email and automation platforms as well.
Very easy and intuitive to use and comes with all the bells and whistles needed. Integrates perfectly with our CRM and is priced very fairly for the value we get from it.
I love the efficiency Kixie adds to my daily outreach.
I use this service at my job at TMS and i love every aspect of this the local number dialer the intergrated notes and the sleek design i place on my seccond monitor is easy to use.
They are organized and get back with you almost instantly. The ease of use of the App is incredible and the compatibility with our CRM has been easy to use as well.
It's easy to use and navigate. Extremely useful tool & integrations.
I also love the local-presence. The voicemail drop is fantastic, and the templated texts are so effective.
Several of our team members had trouble with the system, such as it not registering a wireless mic, and problems with calls not coming in properly.
From sales and customer service they have all been super helpful and great to work with.
The call quality is horrible. The iphone app keeps crashing and is sometimes useless.
I like the easy interface and the quick ability to reaching out prospect clients.
The integration to our CRM did not exist, after being told otherwise, so tracking calls and their dispositions did not exist, making it difficult to measure our team.
Also the team that helped us get started was over the top enthusiastic, knowledgeable, and helpful.
Sometimes when sending text messages from the Kixie app on my cell phone there is a lag, resulting in me sending the same message multiple times.
It really does meet all of our needs when it comes to inbound and outbound calls. We couldn't have asked for a better solution at a more affordable price.
It has helped increase my teams productivity and morale, also scaled out to other departments to help improve their synchronicity within business units and customer interactions.
Very easy to use interface, reliable support staff, and very friendly for those who haven't used a powercall system before.
It has been amazing so far. Very easy to use and connected well with our CRM.
Kixie has some awesome tools. They integrate very well with Pipedrive and the zapier connections make it really easy to use with our email and automation platforms as well.
Very easy and intuitive to use and comes with all the bells and whistles needed. Integrates perfectly with our CRM and is priced very fairly for the value we get from it.
I love the efficiency Kixie adds to my daily outreach.
I use this service at my job at TMS and i love every aspect of this the local number dialer the intergrated notes and the sleek design i place on my seccond monitor is easy to use.
They are organized and get back with you almost instantly. The ease of use of the App is incredible and the compatibility with our CRM has been easy to use as well.
It's easy to use and navigate. Extremely useful tool & integrations.
Salesforce Marketing Cloud Account Engagement logo
4.1
639

Salesforce B2B marketing automation for marketing & sales

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    3.8
    Ease of use
    3.8
    Features
    4.0
    Customer support
    3.9
Pros and Cons from Salesforce Marketing Cloud Account Engagement users   
avatar
avatar
avatar
+15
The functionality of Pardot and the analytics are awesome. This software is a great way to successfully streamline marketing efforts to your customers.
I had advised the salesperson of my challenges and concerns with implementing myself which he downplayed and disregarded. It was a complete waste of time and resources for our organization.
Custom redirects are also one of the best features that Pardot has because you can utilize them on all SoMe platforms for prospect tracking and provide more quality on certain links on your website.
After determining that the product simply doesn't work we are transitioning to their competitors. Pardot is still forcing us to pay licensing fees even though their product failed to function.
Overall, it is a very good product. Certainly worth the investment if you are can invest the time and resources to improve your marketing efforts.
The emails send directly to our customers junk mail. So tough to change and their customer service is HORRENDOUS.
It's really been great for us and I love the challenge of designing and building automations. Just be aware that its not all unicorns and butterflies.
We wish it had a drag and drop editor. Not everyone on our team can code and it makes it difficult when we have a heavy season for deploys.
Pardot is wonderful and the customer service team on their side is quick and responsive.
Occasionally the summary report fails to send. We haven’t been able to figure out why but it is a minor issue since we log in multiple times a day to retrieve lead information.
I am Pardot certified and it has been an extremely helpful tool in my Marketing career. It can do very complex marketing tasks but is a great entry point.
After getting one aspect of the technical side set up I was informed I had to pay additional monthly fees due to an API issue.
I really enjoy using Pardot to empower my sales team. I would strongly recommend taking a few courses at the start to make sure that you use and set up your system properly.
When working with automation rules, everything works retroactively, causing potential problems.
Easy to send emails and track activity. Reporting is very easy with all important data right on the dashboard and on the campaign canvas.
We are always able to figure out how to solve a problem, but each time it requires more steps, more time, then more "overhead" to manage in the future.
The good thing is the integration with Salesforce on one side and many other applications that can link pretty well via API, it has a familiar feel to it if you are SFDC user.
There is a slight learning curve in using the software, it requires a significant amount of manual entry - though they have announced a drag and drop editor for next year.
The functionality of Pardot and the analytics are awesome. This software is a great way to successfully streamline marketing efforts to your customers.
I had advised the salesperson of my challenges and concerns with implementing myself which he downplayed and disregarded. It was a complete waste of time and resources for our organization.
Custom redirects are also one of the best features that Pardot has because you can utilize them on all SoMe platforms for prospect tracking and provide more quality on certain links on your website.
After determining that the product simply doesn't work we are transitioning to their competitors. Pardot is still forcing us to pay licensing fees even though their product failed to function.
Overall, it is a very good product. Certainly worth the investment if you are can invest the time and resources to improve your marketing efforts.
The emails send directly to our customers junk mail. So tough to change and their customer service is HORRENDOUS.
It's really been great for us and I love the challenge of designing and building automations. Just be aware that its not all unicorns and butterflies.
We wish it had a drag and drop editor. Not everyone on our team can code and it makes it difficult when we have a heavy season for deploys.
Pardot is wonderful and the customer service team on their side is quick and responsive.
Occasionally the summary report fails to send. We haven’t been able to figure out why but it is a minor issue since we log in multiple times a day to retrieve lead information.
I am Pardot certified and it has been an extremely helpful tool in my Marketing career. It can do very complex marketing tasks but is a great entry point.
After getting one aspect of the technical side set up I was informed I had to pay additional monthly fees due to an API issue.
I really enjoy using Pardot to empower my sales team. I would strongly recommend taking a few courses at the start to make sure that you use and set up your system properly.
When working with automation rules, everything works retroactively, causing potential problems.
Easy to send emails and track activity. Reporting is very easy with all important data right on the dashboard and on the campaign canvas.
We are always able to figure out how to solve a problem, but each time it requires more steps, more time, then more "overhead" to manage in the future.
The good thing is the integration with Salesforce on one side and many other applications that can link pretty well via API, it has a familiar feel to it if you are SFDC user.
There is a slight learning curve in using the software, it requires a significant amount of manual entry - though they have announced a drag and drop editor for next year.
The functionality of Pardot and the analytics are awesome. This software is a great way to successfully streamline marketing efforts to your customers.
I had advised the salesperson of my challenges and concerns with implementing myself which he downplayed and disregarded. It was a complete waste of time and resources for our organization.
Custom redirects are also one of the best features that Pardot has because you can utilize them on all SoMe platforms for prospect tracking and provide more quality on certain links on your website.
After determining that the product simply doesn't work we are transitioning to their competitors. Pardot is still forcing us to pay licensing fees even though their product failed to function.
Overall, it is a very good product. Certainly worth the investment if you are can invest the time and resources to improve your marketing efforts.
The emails send directly to our customers junk mail. So tough to change and their customer service is HORRENDOUS.
It's really been great for us and I love the challenge of designing and building automations. Just be aware that its not all unicorns and butterflies.
We wish it had a drag and drop editor. Not everyone on our team can code and it makes it difficult when we have a heavy season for deploys.
Pardot is wonderful and the customer service team on their side is quick and responsive.
Occasionally the summary report fails to send. We haven’t been able to figure out why but it is a minor issue since we log in multiple times a day to retrieve lead information.
I am Pardot certified and it has been an extremely helpful tool in my Marketing career. It can do very complex marketing tasks but is a great entry point.
After getting one aspect of the technical side set up I was informed I had to pay additional monthly fees due to an API issue.
I really enjoy using Pardot to empower my sales team. I would strongly recommend taking a few courses at the start to make sure that you use and set up your system properly.
When working with automation rules, everything works retroactively, causing potential problems.
Easy to send emails and track activity. Reporting is very easy with all important data right on the dashboard and on the campaign canvas.
We are always able to figure out how to solve a problem, but each time it requires more steps, more time, then more "overhead" to manage in the future.
The good thing is the integration with Salesforce on one side and many other applications that can link pretty well via API, it has a familiar feel to it if you are SFDC user.
There is a slight learning curve in using the software, it requires a significant amount of manual entry - though they have announced a drag and drop editor for next year.
Consensus logo
4.9
163

Personalized video technology for sales & marketing growth

learn more
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.8
    Ease of use
    4.8
    Features
    4.8
    Customer support
    4.8
Pros and Cons from Consensus users   
avatar
+13
Easy to use and easy to share with prospects, plus the tracking makes it easy to see how invested a prospect is as there are various ways to track their progress with your videos.
Navigating around it may sometimes be a little bit difficult for someone who is brand new to using it.
I love that I am able to educate my prospects before I have a formal meeting with them. It helps to make sure that I am tailoring the messaging to each prospect.
These are just small nitpicky complaints but this software overall has quickly become our go to video tool.
Big fan of the data that can be captured from Consensus also feels very secure so that only certain people can view something you send. Great for sending confidential stuff.
Sometimes it can be difficult to find the demo you are looking for.
Its a must have as an account executive, especially from a company that offers a very robust product, we have a library with 50+ videos to choose from to push the deal in the right direction.
No real cons except that there is only 1 link that allows to capture meta data when mktg the product through social media sites.
It has allowed us to build an extensive Demo Library that allows our prospects to determine if we are a good fit for what they are looking for.
I love everything about Consensus. I have been on the pilot team since day 1 and have been a HUGE Consensus user, always on top of the leaderboards, and always making consensus demos every single day.
Consensus demos can save you time on quick deals that may not qualify for an SE Demo. Setup is easy, and I love the interactive experience the customer gets.
Extremely easy to use, perfect when familiarizing the prospect or existing clients to your content.
Time is indeed money in sales and Consensus has proven to be my best friend as I was able to reach my monthly sales quota since.
The ease of use through the GMail integration and the possibility to get realtime insights what customers are watching to be able to engage with them on their priorities.
The Consensus solution is a powerful, easy to use, demo automation platform.
How easy it is to create demoboards via the Gmail integration. It makes the process of sending previously created demo videos and tours fast and seamless.
Easy to use and easy to share with prospects, plus the tracking makes it easy to see how invested a prospect is as there are various ways to track their progress with your videos.
Navigating around it may sometimes be a little bit difficult for someone who is brand new to using it.
I love that I am able to educate my prospects before I have a formal meeting with them. It helps to make sure that I am tailoring the messaging to each prospect.
These are just small nitpicky complaints but this software overall has quickly become our go to video tool.
Big fan of the data that can be captured from Consensus also feels very secure so that only certain people can view something you send. Great for sending confidential stuff.
Sometimes it can be difficult to find the demo you are looking for.
Its a must have as an account executive, especially from a company that offers a very robust product, we have a library with 50+ videos to choose from to push the deal in the right direction.
No real cons except that there is only 1 link that allows to capture meta data when mktg the product through social media sites.
It has allowed us to build an extensive Demo Library that allows our prospects to determine if we are a good fit for what they are looking for.
I love everything about Consensus. I have been on the pilot team since day 1 and have been a HUGE Consensus user, always on top of the leaderboards, and always making consensus demos every single day.
Consensus demos can save you time on quick deals that may not qualify for an SE Demo. Setup is easy, and I love the interactive experience the customer gets.
Extremely easy to use, perfect when familiarizing the prospect or existing clients to your content.
Time is indeed money in sales and Consensus has proven to be my best friend as I was able to reach my monthly sales quota since.
The ease of use through the GMail integration and the possibility to get realtime insights what customers are watching to be able to engage with them on their priorities.
The Consensus solution is a powerful, easy to use, demo automation platform.
How easy it is to create demoboards via the Gmail integration. It makes the process of sending previously created demo videos and tours fast and seamless.
Easy to use and easy to share with prospects, plus the tracking makes it easy to see how invested a prospect is as there are various ways to track their progress with your videos.
Navigating around it may sometimes be a little bit difficult for someone who is brand new to using it.
I love that I am able to educate my prospects before I have a formal meeting with them. It helps to make sure that I am tailoring the messaging to each prospect.
These are just small nitpicky complaints but this software overall has quickly become our go to video tool.
Big fan of the data that can be captured from Consensus also feels very secure so that only certain people can view something you send. Great for sending confidential stuff.
Sometimes it can be difficult to find the demo you are looking for.
Its a must have as an account executive, especially from a company that offers a very robust product, we have a library with 50+ videos to choose from to push the deal in the right direction.
No real cons except that there is only 1 link that allows to capture meta data when mktg the product through social media sites.
It has allowed us to build an extensive Demo Library that allows our prospects to determine if we are a good fit for what they are looking for.
I love everything about Consensus. I have been on the pilot team since day 1 and have been a HUGE Consensus user, always on top of the leaderboards, and always making consensus demos every single day.
Consensus demos can save you time on quick deals that may not qualify for an SE Demo. Setup is easy, and I love the interactive experience the customer gets.
Extremely easy to use, perfect when familiarizing the prospect or existing clients to your content.
Time is indeed money in sales and Consensus has proven to be my best friend as I was able to reach my monthly sales quota since.
The ease of use through the GMail integration and the possibility to get realtime insights what customers are watching to be able to engage with them on their priorities.
The Consensus solution is a powerful, easy to use, demo automation platform.
How easy it is to create demoboards via the Gmail integration. It makes the process of sending previously created demo videos and tours fast and seamless.
VipeCloud logo
4.9
157

Sales CRM With Marketing Suite That Builds Rapport With You

learn more
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.8
    Ease of use
    4.4
    Features
    4.7
    Customer support
    4.9
Pros and Cons from VipeCloud users   
+15
The overall experience with VipeCloud has been amazing. The customer service with [SENSITIVE CONTENT] has been far superior to other companies I have worked with.
Strange but that's what customer service told me to do.
In particular, [SENSITIVE CONTENT] has been outstanding in providing personalized support in exploring how best to use VipeCloud to suit us as a law firm.
Learning a new system and finding resources easily. Also I need to know when and who I send emails to and I’m struggling to find that info.
VipeCloud is a user-friendly, easy to implement platform that has robust features that can be used in multiple ways. The video emailing capabilities are awesome and exactly what I was looking for.
It's hard to find much wrong with VipeCloud since they're always constantly innovating to stay on top of the other CRMs out there.
I love this because I’m able to get important information out to my unit and it looks very professional and eye appealing while also including all the most important things.
I don't like that you can't select WHICH emails you track for opens/clicks.
The team at VipeCloud is fantastic to work with, very responsive and professional.
Its the best out there for creating beautiful professional emails.
Easy to use, great support , I appreciate the flexibility.
That it is so easy to use and to learn how to market a great campaign.
I'm a fairly new client, but have been quite satisfied to this point. My Virtual Assistant recommended it because it's what she uses for.her clients.
Organizing different potential revenue streams through labeled pipelines. Amazing customer response time.
I love that I can do email marketing keep my consultant and customer contacts in here, social media marketing and posting. Video integration is very simple and I can store email templates as well.
Lots of options, images, backgrounds, everything you need to create professional emails for your business. There customer support is top notch as well.
It’s easy to use and integrates well with unit community.
These folks go above and beyond to make sure you are getting what you need from this CRM, and they do it at an unbeatable price.
The overall experience with VipeCloud has been amazing. The customer service with [SENSITIVE CONTENT] has been far superior to other companies I have worked with.
Strange but that's what customer service told me to do.
In particular, [SENSITIVE CONTENT] has been outstanding in providing personalized support in exploring how best to use VipeCloud to suit us as a law firm.
Learning a new system and finding resources easily. Also I need to know when and who I send emails to and I’m struggling to find that info.
VipeCloud is a user-friendly, easy to implement platform that has robust features that can be used in multiple ways. The video emailing capabilities are awesome and exactly what I was looking for.
It's hard to find much wrong with VipeCloud since they're always constantly innovating to stay on top of the other CRMs out there.
I love this because I’m able to get important information out to my unit and it looks very professional and eye appealing while also including all the most important things.
I don't like that you can't select WHICH emails you track for opens/clicks.
The team at VipeCloud is fantastic to work with, very responsive and professional.
Its the best out there for creating beautiful professional emails.
Easy to use, great support , I appreciate the flexibility.
That it is so easy to use and to learn how to market a great campaign.
I'm a fairly new client, but have been quite satisfied to this point. My Virtual Assistant recommended it because it's what she uses for.her clients.
Organizing different potential revenue streams through labeled pipelines. Amazing customer response time.
I love that I can do email marketing keep my consultant and customer contacts in here, social media marketing and posting. Video integration is very simple and I can store email templates as well.
Lots of options, images, backgrounds, everything you need to create professional emails for your business. There customer support is top notch as well.
It’s easy to use and integrates well with unit community.
These folks go above and beyond to make sure you are getting what you need from this CRM, and they do it at an unbeatable price.
The overall experience with VipeCloud has been amazing. The customer service with [SENSITIVE CONTENT] has been far superior to other companies I have worked with.
Strange but that's what customer service told me to do.
In particular, [SENSITIVE CONTENT] has been outstanding in providing personalized support in exploring how best to use VipeCloud to suit us as a law firm.
Learning a new system and finding resources easily. Also I need to know when and who I send emails to and I’m struggling to find that info.
VipeCloud is a user-friendly, easy to implement platform that has robust features that can be used in multiple ways. The video emailing capabilities are awesome and exactly what I was looking for.
It's hard to find much wrong with VipeCloud since they're always constantly innovating to stay on top of the other CRMs out there.
I love this because I’m able to get important information out to my unit and it looks very professional and eye appealing while also including all the most important things.
I don't like that you can't select WHICH emails you track for opens/clicks.
The team at VipeCloud is fantastic to work with, very responsive and professional.
Its the best out there for creating beautiful professional emails.
Easy to use, great support , I appreciate the flexibility.
That it is so easy to use and to learn how to market a great campaign.
I'm a fairly new client, but have been quite satisfied to this point. My Virtual Assistant recommended it because it's what she uses for.her clients.
Organizing different potential revenue streams through labeled pipelines. Amazing customer response time.
I love that I can do email marketing keep my consultant and customer contacts in here, social media marketing and posting. Video integration is very simple and I can store email templates as well.
Lots of options, images, backgrounds, everything you need to create professional emails for your business. There customer support is top notch as well.
It’s easy to use and integrates well with unit community.
These folks go above and beyond to make sure you are getting what you need from this CRM, and they do it at an unbeatable price.
Insightly logo
4.0
639

Insightly is the modern, affordable CRM that teams love.

learn more
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.0
    Ease of use
    4.0
    Features
    3.9
    Customer support
    3.8
Pros and Cons from Insightly users   
avatar
avatar
+15
Insightly CRM is a great option to consider, it has all the needed features like dashboard, process workflow, lead management, opportunities , converting opportunities to project, etc.
API changes caused fatal errors in several of our integrations over the course of our time with Insightly. User interface was never the prettiest.
I love the to-do list and the fact that it makes it so much easier in business to keep everyone on the same page. I also love the ease of use of this CRM.
If we were paying more I would be really dissatisfied. Oh and they are just appalling at sharing their product roadmap.
Pricing and features vary widely with what you're willing to pay which is fair and great frankly. There's even a free plan that gives you a sneak peak into the great features.
There are community threads with problems that are unresolved from 3-4 years ago. Support is non existent and the staff are clueless about their own product.
It's easy to find information about proposals and opportunities that coworkers are working on. It's easy to link contacts, leads, and opportunities.
It is quite pricey for the intended market and the lack of office integration is a no no.
Cloud-based - I liked the ability to use on my handheld.
The reporting is limited for our needs. Attachments are sometimes lost when we send emails through Insightly.
It was easy to use and setup. I like that it was integrated with G Suites, which is how I found out about it in the first place.
The interface looks like something from 1998. The icons are goofy and the learning curve is terrible.
Great for contact management from the perspective of customer support.
Task portion of the app is a bit complicated and takes too many steps. Hate that notes aren't automatically refreshed.
Interface helps you to get familiar with a CRM when you are recently introduce to customer administration matters.
In general, navigating the software is unnecessarily difficult.
Overall, the system is good for a smaller organization that is not putting large stresses on their CRM.
Too many pebbles in the shoe. They move on with the sizzle, but ignore the steak.
Insightly CRM is a great option to consider, it has all the needed features like dashboard, process workflow, lead management, opportunities , converting opportunities to project, etc.
API changes caused fatal errors in several of our integrations over the course of our time with Insightly. User interface was never the prettiest.
I love the to-do list and the fact that it makes it so much easier in business to keep everyone on the same page. I also love the ease of use of this CRM.
If we were paying more I would be really dissatisfied. Oh and they are just appalling at sharing their product roadmap.
Pricing and features vary widely with what you're willing to pay which is fair and great frankly. There's even a free plan that gives you a sneak peak into the great features.
There are community threads with problems that are unresolved from 3-4 years ago. Support is non existent and the staff are clueless about their own product.
It's easy to find information about proposals and opportunities that coworkers are working on. It's easy to link contacts, leads, and opportunities.
It is quite pricey for the intended market and the lack of office integration is a no no.
Cloud-based - I liked the ability to use on my handheld.
The reporting is limited for our needs. Attachments are sometimes lost when we send emails through Insightly.
It was easy to use and setup. I like that it was integrated with G Suites, which is how I found out about it in the first place.
The interface looks like something from 1998. The icons are goofy and the learning curve is terrible.
Great for contact management from the perspective of customer support.
Task portion of the app is a bit complicated and takes too many steps. Hate that notes aren't automatically refreshed.
Interface helps you to get familiar with a CRM when you are recently introduce to customer administration matters.
In general, navigating the software is unnecessarily difficult.
Overall, the system is good for a smaller organization that is not putting large stresses on their CRM.
Too many pebbles in the shoe. They move on with the sizzle, but ignore the steak.
Insightly CRM is a great option to consider, it has all the needed features like dashboard, process workflow, lead management, opportunities , converting opportunities to project, etc.
API changes caused fatal errors in several of our integrations over the course of our time with Insightly. User interface was never the prettiest.
I love the to-do list and the fact that it makes it so much easier in business to keep everyone on the same page. I also love the ease of use of this CRM.
If we were paying more I would be really dissatisfied. Oh and they are just appalling at sharing their product roadmap.
Pricing and features vary widely with what you're willing to pay which is fair and great frankly. There's even a free plan that gives you a sneak peak into the great features.
There are community threads with problems that are unresolved from 3-4 years ago. Support is non existent and the staff are clueless about their own product.
It's easy to find information about proposals and opportunities that coworkers are working on. It's easy to link contacts, leads, and opportunities.
It is quite pricey for the intended market and the lack of office integration is a no no.
Cloud-based - I liked the ability to use on my handheld.
The reporting is limited for our needs. Attachments are sometimes lost when we send emails through Insightly.
It was easy to use and setup. I like that it was integrated with G Suites, which is how I found out about it in the first place.
The interface looks like something from 1998. The icons are goofy and the learning curve is terrible.
Great for contact management from the perspective of customer support.
Task portion of the app is a bit complicated and takes too many steps. Hate that notes aren't automatically refreshed.
Interface helps you to get familiar with a CRM when you are recently introduce to customer administration matters.
In general, navigating the software is unnecessarily difficult.
Overall, the system is good for a smaller organization that is not putting large stresses on their CRM.
Too many pebbles in the shoe. They move on with the sizzle, but ignore the steak.