Likelihood to Recommend Converge Technology Solutions
While using 1CRM, I would be able to get the knowledge of customers preference, like how they would like to purchase the products. I'm able to build a good relationship with them. Even if I don't come to know about the contact information of customers, 1CRM ease to recall the full details of the customers.
Read full review If you're looking for a system to help you address accounting that's not suited for marketing agency structures, this is the right tool. It is a bit cumbersome, but it has streamlined our reporting, billing, estimating, and tracking. As for project management, it's great that it integrates with the estimating and finances, but it's just not enjoyable to use. The interface is clunky. So if project management is your main criteria, I'd choose something else. We would never use it to collaborate with clients either because I'd be afraid of making them frustrated by the tool, so we use Basecamp to do that.
Dacia Coffey CEO | B2B Marketing Strategist | Founder | Fractional CMO
Read full review Pros Converge Technology Solutions
Sales management. Marketing management. Read full review The Platinum version has a particularly robust time tracking system, down to a 'timer' function that can be critical for an agency like mine where you want to be accountable for billing a client arruately The ability to make projects available only to those who are permitted to assign their time to it has apparently been very helpful during our revenue reconciliation meetings where time incurred is reviewed against scope The mobile app, while I still feel needs some work, is pretty handy for a quick calendar check if I'm in a client meeting and cannot utilize my browser to get information Read full review Cons Converge Technology Solutions
It should also have voice commands. UX needs to be more interactive. Rest is great. Read full review WMJ's interface is dated. Despite an html5 driven "sheets"-based interface, it takes a lot of time and effort to manage the interface, which could be streamlined considerably. On a UX/UI scale of 1 to 10, with 10 being the best, WMJ would earn a 6 from me. Despite the amount of documentation available, there is a distinct lack of clarity in that documentation, and it doesn't fully cover everything you would expect. Branching thoughts, for instance, are not addressed. Additionally, because there are two editions of the software online, there are two support sites that aren't sequestered. So information from both commingles, creating confusion. Support is available on an email and phone basis. They strongly encourage you to use email, however, and they are resistant to phone time. This is likely because the support staff is limited in number, but has a great depth of knowledge. If you want immediate phone support, however, YOU ARE OUT OF LUCK. You are placed in a queue and the odds of same-day help are low. For email, the response is usually within an hour, but when you are stuck with a configuration issue, or need to generate a report and don't know how to do something, waiting is not optimal. That said, the support team is TERRIFIC. Read full review Usability Converge Technology Solutions
1CRM is wonderful and has helped my company grow and be prosperous. I highly recommend it!
Read full review Support Rating Converge Technology Solutions
I've had some questions and difficulty especially in data reporting and lead tracking but was solved very efficiently.
Read full review Alternatives Considered Converge Technology Solutions
While comparing 1crm with
ClickUp , I'm able to take 5 screenshots in 1crm whereas in
ClickUp i'm able to take only 4 screenshots .
Read full review Workamajig was definitely a lot easier to keep track of projects, timesheets, and out of office calendars all in one.
ClickUp and Zoho were good for project management but JIG definitely has more to offer and it's a little easier to clean. Keeping track of campaigns is much easier in JIG as it assigns project numbers and task numbers to each assignment.
Read full review Return on Investment Converge Technology Solutions
It has overall increased sales productivity. Has reduced lead time for customer and made the deliveries faster and more efficient. Read full review Workamajig allows for a more flexible, productive workflow, especially for people working remotely. Team members on a project are more aware of budgeted hours and timelines because of the various alerts. Workamajig is such a timesaver because it's such an easy quick reference on current or past projects. Read full review ScreenShots