Contact Management Software

They still dont have a way to show how much your pipeline has increased or decreased over time. For example, if I just wanted to see how many dollars were added in a single month, this tool cant do that. There are a lot of clunky work-arounds but they still wont give you the exact data you are looking for. Review collected by and hosted on G2.com.

A one stop shop that gives me almost everything that I need to run my sales organization. I can track overall sales pipeline and the individual metrics for each of my sales reps. Review collected by and hosted on G2.com.

I'm using this sales cloud for the past 2 years and i havent seen any lag or defect in this product. Review collected by and hosted on G2.com.

Day by day sales cloud helps our customers in increasing sales efficiency and sales growth. Through sales analytics it helps us to customize/enhance our business products to get reach in high level. Eventhough its providing a path to provide a support for those products as well via work order creation and assigning immediate technician to get that fixed. Sles cloud really helps our ORG to increase productivity and better relationship among customers. Review collected by and hosted on G2.com.

I would love some more native integration with other common sales channels, for example LinkedIn. Review collected by and hosted on G2.com.

Our sales team relies heavily on using the phone in our sales funnel, and the auto dialer feature of Close really added some quality of life. Together with the smart views we are able to call exactly the leads we want to reach without much effort. Review collected by and hosted on G2.com.

Nothing, I love this product. It has been a lifesaver for us. Review collected by and hosted on G2.com.

There is no other market tool that provides a system that manages a document's life cycle as completely as Laserfiche. When considering their system, make sure to look at the Workflow piece, Laserfiche Forms, and Records Management as part of your solution; they work so well together that it is difficult to think of using their system without those pieces. Review collected by and hosted on G2.com.

We are taking people out of the document management process. The primary benefit is that people can focus on more value-adding work instead of spending time tracking paper, filing paper, and storing paper. A document's life cycle should be managed electronically; not a burden people have to work. Review collected by and hosted on G2.com.

The CrmOne software is easy to use and works really well for small to medium-sized teams who need a centralized platform to manage customer data. While the interface could be a little more intuitive, once you get the hang of it, navigating the system becomes much easier. The features of system are flawless. Review collected by and hosted on G2.com.

For companies dealing with multi-step sales processes, keeping track of tasks, stages, and timelines becomes chaotic without the organizational capabilities of a Crm Software. Review collected by and hosted on G2.com.

The lack of integrations outside of the Microsoft 365 suite. Since there are many tools for analytics, surveys, data collection and integration (including tag managers and real-time data platforms), it would be great to have connectors from other vendors. Many of the connectors are in preview state and/or require additional licenses/payments to accomplish tasks that are not natively available in the power platform. Regarding customer support, it lacks training material, and many features required in Microsoft blog take much time to be implemented. Review collected by and hosted on G2.com.

Microsoft Power Platform is helping us automate tasks that usually start with the submission of a form/survey, which then triggers automatic tasks, such as sending e-mails, writting notifications in Microsoft Teams, and storing content on Microsft OneDrive. Review collected by and hosted on G2.com.

Customer support was much faster when I first joined - they used to have a great chat widget and respond within a few hours, now it can take days although I haven't tested it recently. It's also expensive. I'm still a mid 6-figure subscription business and the annual cost does hit hard on the cashflow. I also really wish they had an easy to configure, pretty unsubscribe page where people could just have toggle switches for what they want/don't want and I didn't have to build a whole logic automation to make it work. Their optin forms are very old school and ugly - we use convertbox instead. Review collected by and hosted on G2.com.

Marketing automation, email funnels and campaigns. Review collected by and hosted on G2.com.

Sometimes, the customer support team seems less trained and cannot understand the query in detail. Review collected by and hosted on G2.com.

Zoho CRM is a tool to monitor all your Sales team and inside sales team performance at one place. For any organisation its essential to store all kind of leads at one place, bifercate these leads into different categories like lead lost, future reach out, not product fit or many more. Zoho CRM not only helps in doing it but also help in running email campaign for right fit leads to nurture to boost sales.

We are here also able to track all sales numbers, month on month basis or quarter on quarter basis and understand which source of leads is giving more business like is it networking, is it referral or is it inbound. This all is only able to possible with the help of ZOHO CRM and its integration with hubspot sales hub. Review collected by and hosted on G2.com.

The only thing I dislike about Pipedrive is my dislike for many other similar applications. Pipedrive, like everyone else, has no unique ability to help the prospecting efforts of B2B relationship building. Our sales people get paid on profit dollars. Which Pipedrive tracks, easily and effortlessly, but what tracks visits or customer that aren't generating quotes? Of course there are workarounds that clutter they system with "Deals" and "Pipedrives" but that's the problem... its just more clutter that salespeople don't manage... ugh... this is an everybody problem... not just Pipedirve. Review collected by and hosted on G2.com.

Pipedrive is allowing our team to have a better understanding of our close ratio's and the reality behind each individual account and sales person within the account. Our current industry ERP software don't even get that granual. As a sales leader I want to always support winning accounts and push for new and better business. This absolutely helps with that. Review collected by and hosted on G2.com.

With the basic plan, I would like to see more email templates included. Review collected by and hosted on G2.com.

Keeping my customer lists organized so I can keep in contact with them. Also, tracking my leads and by using the pipeline, and can see where every lead is in the slaes process. The next task feature is easy to customize and I always know what I need to be doing every day in my business. Review collected by and hosted on G2.com.

The pricing is a bit high. I started with the Growth plan, which included 5,000 emails and 1,000 lead uploads, and I'm currently using the Hyper Growth plan with 125,000 emails and 25,000 lead uploads.

However, my current requirements fall somewhere between these two packages.

A pay-per-lead upload model would be better suited to my needs. That said, it's great that if you explain your situation and request a coupon, they provide a 10% discount code on your billing. Review collected by and hosted on G2.com.

As an India-based small agency owner, Instantly has helped me connect with potential clients in the US and grow my business virtually. Review collected by and hosted on G2.com.

- Sometimes, you need to refresh the page for the latest updates to be visible.

- Board view has been slow to update more recently, but issue gets fixed with a refresh

- ClickUp does have some out-of-the-box templates you can use to start right away, if you are part of a larger team or if your use cases are a bit more complex, implementation on your own can be quite tricky.

- If you are an Enterprise company like us and have very strict IT security policies, you might have trouble leveraging some of the integrations that ClickUp offers with other products, however that can vary depending on the company's internal policies. Review collected by and hosted on G2.com.

- Improved cross-team collaboration and productivity

- Single source of truth for our projects and activities, no longer distributing the communication on multiple platforms, making it easier to keep track of updates.

- Transparent ticketing system and ticket management for marketing teams

- More visibility over marketing planning which decreases likelihood of cross-overs in terms of activities that are targeting similar audiences. Review collected by and hosted on G2.com.

The UI is very basic. It's neat but hard to use. No draging stuff from one place to the other...etc. You have to click and go to differnt pages to change things. The sidebar doesn't extend so as a new user I had to hover over to see what I'm clicking.

No virtual phone system inbuilt, have to use an integration for that. Review collected by and hosted on G2.com.

It's just a basic CRM. It does help remind remind of follow up tasks and all. And provides a place to keep track of everything like notes of sales call. Review collected by and hosted on G2.com.

Onboarding could be improved with more interactive tutorials or in-app guidance. Review collected by and hosted on G2.com.

EngageBay helps me automate lead capture and scoring, making it easier to prioritize high-value prospects. The intelligent scoring system helps me focus on leads that are more likely to convert, saving time and increasing efficiency.

The visual sales pipeline is a standout feature for monitoring deal progress. It allows you to track deals at every stage, identiffy bottlenecks and forecast revenue accurately. Review collected by and hosted on G2.com.

Uma das minhas críticas ao desenvolvimento no Bizagi é a maneira como a plataforma lida com o gerenciamento de e-mails. Acredito que seria útil ter versões para e-mails, assim como existe para os processos, para um controle mais eficiente e organizado. Review collected by and hosted on G2.com.

Utilizamos o Bizagi para automatizar nossos processos internos, Isso resultou em uma melhoria significativa na nossa eficiência operacional, redução de tarefas manuais e otimização dos nossos processos empresariais. Review collected by and hosted on G2.com.

- There was one (minor) feature that was missing - the ability to @ my colleagues; I mentioned it in a feedback form and got a response from the team acknowledging the gap and giving me a work-around (this is more of a positive I guess!) Review collected by and hosted on G2.com.

- Tracking business contacts and making sure that we're joined up in our communications

- Tracking our sales pipeline (we're a professional services consultancy business)

- Keeping a pipeline of potential recruits. Review collected by and hosted on G2.com.

Redundancy in notifications. I almost always have the portal open, so I don't need the emails as much as maybe someone else would, but the info is clear and shared numerous ways. Review collected by and hosted on G2.com.

Keeping track of leads and opportunities with my sales team leader and the rest of our team. Review collected by and hosted on G2.com.

There is not a whole lot, but I'd like to see some features added. For example, it would be greate if the thank you page can show results of only those that were selected for for a large question set when the combinatations are too large to make different end pages for each. This being said, even this there are work arounds such as linking to a PDF that only shows answers selected and emailing out only answers selected. A seperate variable option would be nice rather than having to add all variables into the question area and then hiding them, but that is minor considering you can do it that way. Review collected by and hosted on G2.com.

It will allow us to produce a survey with logic that gives various endings to inform the public on a website about whether their area imeets criteris for a protected area or OECM. Review collected by and hosted on G2.com.

Truthfully I have not experienced any issues that were not simply user error. Ohanafy has made my life at work much easier, and has led me to become far more efficient during the work day. Review collected by and hosted on G2.com.

Since the program allows us to visualize any and every single data point that we may have, we have been able to be more efficient in making packaging decions, cast smarter sales forecasts, and maintain a sufficient level of inventory of raw materials without ever cutting it close to running dry. Review collected by and hosted on G2.com.

Very rarely it is happening that due to server issues from others the workflows might run slowly but after 10 min it will get back to normal. Review collected by and hosted on G2.com.

In my team we have involved multiple entities. With floww.ai we could able to get that entire flow smooth.

Custom records made entirely smooth entire our sales journey.

And also instant dashboards building very helpful. Review collected by and hosted on G2.com.