Contactbook vs. servis

Contactbook is really simple to use, even for non techies. The people that can collaborate with you just need to log-in and the app starts working. This was really important because we needed an accessible app for anyone involved in the project. Sometimes our clients were just getting started using apps, and the good ui and helpful text from Contactbook helped a lot

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

FreeAgent CRM allows a sales professional to be on top of their pipeline, sales funnel, activity, and projections! It's easy to use, easy to understand, and easy to navigate. It's very customizeable to your organization liking and organizations needs.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Ease of use
• Ready to share just connecting your account
• Nice UI

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Pipeline View
• Task Management
• Sales Funnel Evaluation
• Sales Projection

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• The free trial is not enough to try all the product, but you can start with a beginner plan
• It would be good to be able to speed up the sync process

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Emailing compatibility from the platform
• Calling compatibility from the platform
• A more automated Task logging process

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

It's easy to use, very customizable, and very effective!

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Contactbook was easier to use, because Zoho ContactManager apps weren't so easy to use between our team and our clients. We ended up going for Contactbook because our clients asked for alternatives, and we managed all the project with Contactbook. It has been a good experience since the very start. Also the free trial was nice to gather some information about the app.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

I have not used previous CRMS.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• We managed multiple people's contacts in a project
• We saved a lot of time of contact sharing
• We helped new clients get on board with our leads workflow

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• FreeAgent CRM has allowed me to be on top of my pipeline, which has led to countless closed deals.
• FreeAgent CRM has given me the understanding of my true activity, allowing for me to make adjustments to my sales processes, leading to more sales.
• FreeAgent CRM has allowed me to be on top of the larger enterprises and has led to closed deals with larger accounts.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info