ALTO Exchange vs. Teamleader

This is a good portal for accounting and even sales personel to use in their jobs if they are needing to access purchase orders from our customers

It is great for making proposals, sending invoices and for keeping time. It is also a great CRM tool. I love the business card scanner in the app.

Incentivized

• Clean easy to navigate interface
• Excellent and accurate customer service
• Easy to get activated for both customer and vendor relations

• Comply clients data
• Invoices
• Track and measure time for projects

Incentivized

• When submitting an invoice and error is generated the error is not too clear on how to fix the issue
• Ability to scan or upload PDF invoice to customer
• Email confirmation that invoice has been successfully submitted

• Synching contacts between iPhone and Teamleader could be easier.
• Integration with Aweber would be great.

Incentivized

Besides having some tools to improve, it's a simple yet useful tool to organize data in order to improve patients quality and internal development.

Incentivized

Very effective team. If ANYTHING occurs their assistance is pretty much immediate. They take longer by email but it works everytime.

Incentivized

N/A this was setup by my customer for us to use

Act-On I used for a client. It is more a marketing automation tool than a CRM solution and it is also more suited for bigger organizations.

Incentivized

• Too early to tell just started using it

• Positive: invoices are easy to pay thanks to the direct link, invoices are mostly paid timely
• Positive: it is easy to monitor deals and proposals. When followed up timely, more opportunities become deals.

Incentivized