Aurea Process vs. PlanPlus Online vs. Quixy

The tool has potential. Its capabilities and visual aspects could be considered rather basic but this might improve, particularly if the business intelligence/analytics aspect is leveraged. Once running well, it could allow (perhaps smaller) companies to successfully improve their customers' experiences through digitalizing customer journey - and we all know that customer loyalty goes a long way. However, whether or not the tool is comprehensive enough to deliver this for larger companies with more complex, multi- and omni-channel interactions is yet to be seen...

Incentivized

I would recommend this for businesses that have the time to invest in doing things the right way. Garbage in equals garbage out. If you can get over the somewhat steep learning curve and adopting their process this product would be a good fit. If you are short on time (and maybe cash) you may want to look for a simpler and less expensive solution.

Incentivized

Quixy BPM for managing business processes distinguishes itself through its user-friendly interface and the absence of any coding requirements. This makes it an ideal solution for companies looking to streamline their operations. Quixy BPM is suitable for businesses of all sizes and represents a cost-effective way to save time and effort.

• Face-lifted platforms: CX Messenger (formerly Sonic), CX Monitor (formerly Actional), CX Process (formerly Savvion)
• User-friendly UI
• Relatively painless implementation

Incentivized

• Weekly and Monthly Planner is very productive.
• Task Delegation and Pipeline Tracker are easy to use and efficient.
• Goal Planning helped us as well to identify our chances.

Incentivized

• Forms Automation: Quixy helps us in developing forms within minutes and hours with simple drag and drop.
• Report Builder: The report builder tool allows you to generate customized reports based on the data collected available in various data sources.
• Integration: Integration with external systems through API's.

• Standard edition is significantly lighter touch than the (pricier) Enterprise version
• There are similar solutions on the market that are competitively prices and offer positive user experience
• Data migration can be tricky at times

Incentivized

• When it came time to move on due to larger issues the friendliness was not there from the account reps. We did not leave due to them, but due to our growth and need for more.
• The inability to make personalized the labels for our insurance terms.

Incentivized

• Better UI/UX will take the platform to next level.
• Application Library: Having base versions of frequently used applications in the app library helps the users to build applications quickly.
• Having more online help content will help the users to resolve the issues on their own.

It's great once you get the hang of it. I feel like it could be cleaned up a little. Some elements could be moved around or hidden. Overall it's a solid UI

Incentivized

Quixy has allowed us to focus on more important tasks, as the platform takes care of labor-intensive administrative work. The automation of various processes has been invaluable, as it has saved us a considerable amount of time and resources. Overall, Quixy has transformed our administrative work and has enabled us to allocate more resources to critical tasks, leading to better outcomes for our organization.

There are some cases where we just need something simple to get the job done. In our case, we needed a solution with a lot features for our complex setup. A lot of CRMs fell short. PlanPlus Online didn't. They had everything we needed. We didn't have to rely on multiple disparate solutions, and it was within our budget.

Incentivized

PlanPlus Online is much nicer than Salesforce and also much faster.

Incentivized

While Excel is a powerful tool for organizing data and creating basic inventory spreadsheets, it lacks the automation and integration capabilities that Quixy provides. Also, we can integrate with other business systems, such as accounting and order fulfillment systems. So, we can actually have centralized system connected across several departments for automation.

• As our customers vary in size and maturity, the ROI ranges accordingly.
• For younger, smaller businesses this is a useful tool. Digitalization of he customer journey has certainly helped save time and efforts in many cases.
• For more mature market players the tool is not always comprehensive enough. Dashboard and report personalization take time and efforts, and sometimes it feels that a dedicated BI tool would be a more suitable solution.

Incentivized

• Better lead management
• Increased lead efficiencies with drip programs

Incentivized

• Faster Digitalization (time is money)
• Step by Step and independent transition for every department
• Automation of 70% of our manual process till date and counting