Groove by OptimizeCX vs. Soffront CRM

Groove is great for people who are wanting to provide accountability and organization for teams across your business. It is suited well for an organization that has many email requests coming in every day, because you can assign tickets to specific team members. It would not be suited for an organization that utilizes more phone support, than email support

Lead generation and follow-up with sales are well suited. Social media integration and reporting/dashboards for insights can be improved.

Incentivized

• Creates Tickets when someone emails in or you can create a ticket within the groove system.
• They have great reports on response times and the average amount of time it took for a ticket to close. You can even see individuals average response times as well as specific teams.
• We use their Knowledge Base which is a great tool for creating FAQ and sending people to that.

Incentivized

• The email marketing platform is wonderful. It allows for tracking and you can do AB testing with it as well.
• Landing page and form placement with other companies have also been easy. Regardless of website or landing page that you use the forms integrate and you get an email notification whenever a new lead is added to the database.
• The overall layout of the CRM is also nice to use. You can open up different tabs with information on and then go back to a previous tab without having to use the browser controls. It makes navigating and comparing information very easy to do.

Incentivized

• Better Follow-up by customer success team
• More customization within their major features to fit both, large and small sales teams, alike
• Their site goes down fairly often

Incentivized

• Reporting
• Loyalty features
• Social media integration

Incentivized

It's well organized, but slow.

Intuitive UI. Responsive. Features can be accessed very easily. Not a lot of big white spaces between fields and buttons. Straightforward.

Incentivized

I'm giving them a 3 for the really great support they gave for general questions. They also have a good knowledge base. I'm giving them only a 3 though because of my last customer service when I need a billing resolution. I was very disappointed in how they handled that. I also find it very bad practice to send out ONE email notice that they were raising my rate three times as much at the end of the month. When I was with Desk.com, I had numerous emails over months letting me know their billing plans were changing. Even worse than refusing to refund me the difference was that they just stopped responding to me.

Reaction times and relationship with vendor is very good. Good answers and solutions to problems/issues logged.

Incentivized

We also use Trello for project management. I have used both systems and we like Groove because it allows for our clients to contact us via email. They do not have to go to a ticket submission page, they can just email us directly and it will create a ticket. Groove also provides analytics on how long it takes to respond to tickets

Soffront performs many of the same functions as both of these providers but it offers a great deal more all in one place. I do not have to log into different programs or switch programs to get the information that I need. This has greatly increased efficiency. The pricing for Soffront is also better when you add in the other features that it comes with, in fact it saved me money when I switched.

Incentivized

• We wasted a lot of time setting up the product before we discovered a lot of features listed on the website aren't ready for public use

• The software has been positive for especially on the email marketing side. I have seen about a 23% increase in revenue and new contacts by using the email marketing feature.
• The landing page and form integration has averaged me about 20 new leads a month for my business which is plenty to keep us busy and on track for growth of the business.

Incentivized