Gmelius vs. Simpro

Lead generation for nearly any kind of business. I can't even explain how easy it is to set everything up. I also love that I can send test emails to myself. Sequencing and Scheduling out follow-ups help me stay on top of potential sales, especially smaller sales that aren't always on my radar 24/7. Sending post-sale information on a regular basis. Basically, Gmelius works for the entire sales cycle, pre to post.

Incentivized

Simpro is well suited for job and team management, tracking inventory and the workflow is very logical. The mobile app for our field technicians works very well to clock on and off and then being in a position to report to a customer based on factual information has made invoicing a breeze! Reporting can be a bit frustrating especially on materials used on different cost centre numbers as you can only specify a job number, but not a cost centre number.

Incentivized

• Easy to assign and action emails.
• Easy to add notes for a particular individual to action them without missing out on important details.
• Ready to use templates can be designed for everyday responses to clients.

Incentivized

• Billing: straight from a closed, complete job. Carries overall equipment, hours, takes one click to bill.
• simPRO retains notes on all emails; notes can be entered by anyone to track communication with clients.

Incentivized

• Easier access to dashboard.
• Ability to edit email names more if a person's name doesn't match up with their Gmail account.

Incentivized

• Ability to create leave forms for the employees (to my best knowledge, this doesn't exist).
• Ability to color code jobs, quotes by criticality.
• Assign status to equipment (e.g. "ordered"; "arrived").

Incentivized

As mentioned before, materials reporting could use some work as one cannot report by cost centre number, only by job number. It makes it difficult with large jobs with multiple cost centre numbers to easily extract information for reporting. Other than that the system is user friendly and easy to understand.

Incentivized

It is a great option for solar project management. It needs some improvements for real-time one-page reports, inventory management, scheduling and custom views. I believe these will come because they listen to their customers. I would also like to see some better training and not be expected to pay out of pocket for it.

Incentivized

We switched to Gmelius from Mixmax because we wanted to try the inbox/label sharing features. Ultimately, Mixmax is more accurate with tracking opens, and it is much more user friendly. We switched back to Mixmax after about a year using Gmelius. Mailshake is also a better tool for sending out high volumes of emails, as it is better at making sure your email address doesn't get flagged as spam.

Incentivized

monday.com was easier to set up and you can create boards with loads of subtasks which helps manage a project. Also, the ability to integrate with google was much better as we could link it to the calendar and also store documents that the engineers could see easier onsite. Overall we could make monday.com work better for our business based on how we are set up but simPRO will be great for other businesses with more specific needs.

Incentivized

• I reliably post 20-30% higher activity numbers weekly due to my use of Gmelius
• Gmelius is a significant contributer to my sales success -- The last two years I have more than doubled company-issued sales targets
• Gmelius saves me tons of time each week due to automated campaigns. I would say I've reclaimed at least 20% of my work week scheduling out follow up and pre-scheduling lead gen email campaigns out.

Incentivized

• Increased team collaboration.
• Increased inventory awareness.
• Decreased down time between jobs.

Incentivized