Genbook vs. Infor CRM

I never had to reach out for any help with the system, there was really good information on how to use Genbook. Any time a new feature was out, the how-to video was right there with it. I hate that Genbook merged with Booksy, I've had nothing but issues with Booksy, There's no customer service at all, on any forms of communication if you need help with Booksy.

If you have a mobile workforce, it likely wouldn't be as appropriate (keep in mind we're using the desktop client, and have very limited experience with the web app). It is well suited if your business needs lots of custom processes- find a good vendor. We utilize SimpleSoft out of Ohio, and they have been excellent. Key question: think about where your business is going to be in 5-10 years, and will this CRM solution be able to grow with us?

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• Manufactured time for my more essential job duties as owner
• It requires a credit card for all scheduling. Takes away the whole ask awkwardness.
• Sifts out the not so serious purveyors of massage and keeps those that are.
• Provides gift certificate purchase in increments or whole amounts. Saves me time.

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• Saleslogix functionality can be managed to a very granular level for each individual using it. Within the users profile you can restrict access to modules, remove write permission, remove export privileges, etc.
• Saleslogix has one of the best sync engines I have ever seen. If you allow your outside sales reps to have their own database, they can modify customer record while off line and when they do have internet access they can sync changes in both directions. This functionality works great when you have inside and outside sales staff covering the same territory.
• Saleslogix can be customized using Visual Basic Code syntax. This is a positive aspect as well as a negative. Our existing Saleslogix is so customized that if we were to upgrade to 8.0 it would cost us over $20k to redo some of the customizations. Upgrades are frequently incompatible with customizations.

• The end user’s (the customer's online booking view) is cumbersome and not very appealing in appearance.
• Email to your book of business via Genbook is missing.

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• InforCRM has made dramatic improvements in the web client though in some cases it has been painfully slow to get the most needed things updated. An example is the slow speed of the web client. The newest update is supposed to fix this.
• The web client does not autosave, so users have to remember to hit the 'save' button at each screen. This is the biggest complaint of users going from the desktop client to the web client.
• I personally would like to see data panes (account, contact, etc.) with the capability to set up a different view for each team and/or security level that would access the data.

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Because we've already made the investment in the original on-premise version, the cost per user is relatively low. The product has grown with us and we can now choose a LAN or Web client version and host the site internally, giving us total control of our data. The iPhone and iPad versions allow the sales team quick access in the field and the voice-to-text option is quite handy. SalesLogix doesn't require that our technology stack be constantly up to date which again, keeps our cost down. They are always making enhancements to the product and we can choose to update/upgrade when those enhancements appeal to us enough to justify adding the service pack.

Genbook is an amazing online platform and easy to use and work with on the go.

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It can be a bit slow at times. Its that refresh don't always need to refresh slowing down the user.

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Always friendly and quick to respond.

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We utilize the support of a local-ish vendor. SimpleSoft is their name. they are great, and very responsive

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amazing work

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AcuBase Pro is my practice management software. The only overlap for me is that they both function as customer databases. I would love to see integration between the software in the calendars.

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We selected INFOR CRM over Salesforce simply because it was affordable and didn't have so many 'bells & whistles' that Salesforce has that we were not using. We didn't realize that the compatibility with upgrades were going to be such an issue.

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• Save me money. I do not need to hire a receptionist. People book directly online often without ever speaking with me.
• People can book at all hours of day or night.

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• It's a CRM, so using a CRM as opposed to not using one is typically a step in the right direction.
• Slightly lower TCO than other CRMs.
• Complete end-to-end workflows allow you to quantify and analyze every step in the business process, leading to improved efficiency.

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