CRM Review
November 10, 2013

CRM Review

Anonymous | TrustRadius Reviewer
Score 2 out of 10
Vetted Review
Verified User

Software Version

Online

Overall Satisfaction

  • I love the reporting capabilities to track what my employees are working on and how much work they have completed. It helps me to determine if and what type of additional training may be needed.
  • The ability to locate past emails.
  • The ability to add boxes so my team can track exactly what they need to track.
  • I would love to be able to add screenshots within the body of a reply email.
  • Response emails need to be saved prior to sending. If an employee does not wait a few seconds after saving to send an email, it goes out as a blank email to the intended recipient.
  • I love the reporting capability, however it is not user friendly. if takes me quite some time to create the exact report I am looking for.
  • It has had a negative impact for my team. Emails were not reaching the intended recipients for up to two weeks and emails being sent to us were also lost, thus we did not respond to our clients.
  • CRM works slowly. It took our team twice as long to respond to a request using this tool.
It was not as efficient as I had hoped, however if some changes were made, I would be happy to try it again.
I would ask them how much time they have to invest in really learning the tool and all of its capabilities. I wish I had more time time to devote to learning the full capacity of the tool.