Likelihood to Recommend I have prepared deeply detailed customised queries to prepare detailed customer reports including markets, segments, classifications and potentials to present to our company management which have been highly appreciated. So, it was well suited in that case. Since I'm traveling a lot for customer visit activities, I frequently need to use it as mobile but it's slightly nightmarish to use its unfriendly search function as well as very slow loading speeds. So, it's less appropriate in that case.
Kerem Kececi Area Sales Manager & Sales Support Executive at Stäubli Robotics Turkiye
Read full review It makes client communication extremely easy - we can message and schedule online appointments. Clients really like those options. We also like the online payment portal. That way clients can pay at their convenience, and we don't end up with credit card information that requires PCI compliance. It also helps with payments. It would also help with invoicing, but unfortunately, there are only 3 linked payment options (Square, Stripe, and PayPal). If you don't use one of those payment processors, you cannot link to billing.
Read full review Pros customised and detailed query preparation offer creation creation of detailed activity reports Kerem Kececi Area Sales Manager & Sales Support Executive at Stäubli Robotics Turkiye
Read full review Great for online appointment bookings. Good for taking payments. Good for onboarding new clients. Integrates with your website. Integrates with Facebook Pages. Read full review Cons slightly complex user interface and menu items very slow loading speeds particularly for mobile smartphone use missing information for current or next steps of the menu while typing or entering something Kerem Kececi Area Sales Manager & Sales Support Executive at Stäubli Robotics Turkiye
Read full review Payment collection: We want to have an option to allow clients to choose the amount they wish to pay. Improved ease of use with forms. Read full review Usability Since it's providing useful features, I like to use Aurea CRM on my company PC at the office for my daily activities. However, we are in highly digital age via mobile devices particularly smart phones and we need to use softwares even in mobility which is highly weak feature of Aurea CRM and needs to be improved as soon as possible.
Kerem Kececi Area Sales Manager & Sales Support Executive at Stäubli Robotics Turkiye
Read full review Overall - easy to use. There are some missing features (like fillable pdf forms), and it also requires using certain credit card processors to link billing (otherwise it doesn't work).
Read full review Support Rating I'm not getting in touch directly with Aurea CRM support team member because they have trained our company's IT team members that are in direct contact with Aurea CRM support channel. As far as I know, the overall support for Aurea CRM is quite good and highly prompt in a professional way.
Kerem Kececi Area Sales Manager & Sales Support Executive at Stäubli Robotics Turkiye
Read full review I do miss the days when I could easily call up a rep and talk to them about any issues I had with the service. But I still do hear back from the customer service rep during the week within 24 hours.
Read full review Alternatives Considered I didn't select Aurea CRM myself. Since our company is global, our headquarter has selected Aurea CRM after certain years of old Oracle based Crm use. As far as I know the old one was having some weaknesses about reporting, analysing via queries, lack of marketing activies etc. That's why our top management has selected Aurea CRM for a better solution which I highly agree with it except terrible mobile use.
Kerem Kececi Area Sales Manager & Sales Support Executive at Stäubli Robotics Turkiye
Read full review I liked vCita a lot more for my home services company mainly because it handled scheduling through the software which was terrific.
Read full review Return on Investment positive impact for efficiency of indoor sales activies positive impact for better report preparation negative impact for mobile use Kerem Kececi Area Sales Manager & Sales Support Executive at Stäubli Robotics Turkiye
Read full review I have no clue I'm assuming that we would not have people making appointments with us if we didn't have this service Read full review ScreenShots