Contact Management Software - Reviews

Show Filters 
Hide Filters 
Filter 2937 vetted Contact Management reviews and ratings
Clear all filters
Overall Rating
Reviewer's Company Size
Vendor
Product
Last Updated
Industry
Department
Experience
Job Type
Role

Reviews (1-25 of 368)

Andrew McClean profile photo
February 15, 2019

User Review: "Zoho CRM - Is it for you?!"

Score 8 out of 10
Vetted Review
Verified User
Review Source

Well suited for basic sales and pipeline management. Not appropriate if those leads or prospects need to be transferred into other organizations or companies. Good to use on more individualized sales teams, but not particularly great when it comes to collaborations. Limited tagging and chatting o...

    Adam Montgomery profile photo
    September 28, 2018

    User Review: "Zoho CRM has it all!"

    Score 8 out of 10
    Vetted Review
    Verified User
    Review Source

    Zoho CRM is a great CRM for organizations of all sizes. It's best used as a tool to organize and communicate with clients and prospective clients. Our sales staff uses it on a daily basis to continuously keep notes on their communication with clients during the sales process.

      Lex Zamudio-Meza profile photo
      January 12, 2019

      User Review: "Salesforce for multiple uses"

      Score 5 out of 10
      Vetted Review
      Verified User
      Review Source

      Salesforce was used as an information platform to import and export information and data from multiple POS systems and import them into a financial software program. Salesforce was also used as POS for clients and to keep track of our inventory.

        Ignacio Cruz profile photo
        December 20, 2018

        Freshsales CRM Review: "Great outbound sales CRM"

        Score 10 out of 10
        Vetted Review
        Verified User
        Review Source

        As an organization we use Freshsales CRM for our outbound and inbound sales. We actually use the blossom plan. We have a business that depends on prospecting for new leads and this platform is perfect for that. It let's you create sales campaigns for prospecting with different stages and actions ...

          Josh Randall profile photo
          December 20, 2018

          vCita Review: "Perfect for managing client communications via your website!"

          Score 8 out of 10
          Vetted Review
          Verified User
          Review Source

          We use vCita to manage prospective client communications. It allows us to have a widget on the website so we can address pre-sale questions and also allow for appointments to be scheduled. We use it on purchase pages of the website. vCita works well for us and clients like the ability to ask ques...

            Barbara Carneiro profile photo
            November 30, 2018

            Contactually Review: "Excellent software for contact tracking and nurturing"

            Score 9 out of 10
            Vetted Review
            Verified User
            Review Source

            They have amazing templates for outreach and nurturing and allow me to connect directly with my email, so if I contact someone from my email, Contactually knows it. If the contact responds, Contactually knows it, removing all sorts of manual reporting, which is fantastic! They even connect with y...

              Yemsi Pino profile photo
              September 19, 2018

              Zoho CRM Review: "Online CRM software that fits our job"

              Score 9 out of 10
              Vetted Review
              Verified User
              Review Source

              I use the software in our organization to receive the requirements for any product we need to deliver. We receive all the information and send a ticket and mail with a code with the requirements and time for the process and delivery the pre publish product

                Pradeep Bele profile photo
                August 29, 2018

                Review: "SAP CRM a product for Customer interaction"

                Score 9 out of 10
                Vetted Review
                Verified User
                Review Source

                We provide the service to our clients to be used for their CRM sales, services and marketing purpose. The business problems we addressed were marketing segmentation and strategy for business planning. This has been used for increasing sales across different regions throughout the organisation, an...

                  Iryna Orliuk profile photo
                  November 12, 2018

                  Salesforce Review: "Most User-Friendly CRM to Use"

                  Score 9 out of 10
                  Vetted Review
                  Verified User
                  Review Source

                  Our organization works with Salesforce as the main product. We customize it for our customers and support them afterwords. I use Salesforce as administrator setting up to prepare demos of our mobile product that synchronizes with Salesforce. Mostly we use Salesforce to customize organization for ...

                    No photo available
                    December 13, 2018

                    User Review: "SugarCRM - great product"

                    Score 7 out of 10
                    Vetted Review
                    Verified User
                    Review Source

                    When our company got acquired in early 2018 we had various sales teams located globally. Some of the teams did not use a CRM. With SugarCRM we were able to streamline all reporting, communication and accountability among the teams. The CRM has helped us ensure the teams are not targeting the same...

                      No photo available
                      November 19, 2018

                      Freshsales CRM Review: "Freshsales – It goes okay."

                      Score 7 out of 10
                      Vetted Review
                      Verified User
                      Review Source

                      We initially came to Freshsales after hunting around for a CRM solution with a sales-focus and integrated telephony– as we found that the system we use to manage projects and inbound enquiry (Trello) was falling short on functionality, such as automatic recording and logging of email/phone intera...

                        No photo available
                        February 01, 2019

                        Freshsales CRM Review: "Freshsales - A great CRM for small business & Outbound/Inbound Sales Teams"

                        Score 10 out of 10
                        Vetted Review
                        Verified User
                        Review Source

                        I own a small business and I use the Freshsales CRM primarily for my outgoing sales and prospecting efforts. It is very helpful in tracking and maintaining the communication and follow-up for outgoing prospecting calls and emails. It is very streamlined, and incredibly easy to customize the layou...

                          No photo available
                          December 14, 2018

                          Review: "QuoteWerks saves time and money and takes the guess work out of quoting."

                          Score 10 out of 10
                          Vetted Review
                          Verified User
                          Review Source

                          We are a managed service provider and currently use QuoteWerks on a daily basis. QuoteWerks allows us to quickly and easily get custom quotes for products and services out to a myriad of clients without wasting precious work hours. QuoteWerks is able to pull real-time stock and pricing informatio...

                            No photo available
                            November 01, 2018

                            User Review: "QuoteWerks Works"

                            Score 9 out of 10
                            Vetted Review
                            Verified User
                            Review Source

                            QuoteWerks is used across our entire organization. We use it for any sale that occurs whether a new client acquisition or product add-on. The business problem this resolved was eliminating "napkin quotes" and standardizing our client offerings. It assisted in simplifying the sales-to-service proc...

                              No photo available
                              September 26, 2018

                              Zoho CRM Review: "Good for sales teams"

                              Score 8 out of 10
                              Vetted Review
                              Verified User
                              Review Source

                              We use Zoho CRM platform across the whole organization, but mostly Zoho CRM is used by our marketing and sales teams. We use the platform to automate our sales and marketing processes, as well as to generate reports and analyze results. So far, we are pretty satisfied with this product.

                                No photo available
                                November 02, 2018

                                Salesforce Review: "A very good way to manage the sales process"

                                Score 7 out of 10
                                Vetted Review
                                Verified User
                                Review Source

                                Managing client information is incredibly easy. They understand the sales process and have built that into their design so that it takes the headache out of keeping track of the sales cycle.

                                  Ashley Gennett profile photo
                                  August 14, 2018

                                  Zoho CRM Review: "Zoho has made our customer database so easy to use & update!"

                                  Score 10 out of 10
                                  Vetted Review
                                  Verified User
                                  Review Source

                                  Zoho is great for anyone who has to handle a customer database -- large or small. With the customizable views, reports, dashboards, you can be sure that you are getting everything you need from the software. The ability to add customizable modules is also extremely helpful. As for less appropriat...

                                    Sarah Lohsl profile photo
                                    July 31, 2018

                                    Zoho CRM Review: "Zoho makes working fun!"

                                    Score 10 out of 10
                                    Vetted Review
                                    Verified User
                                    Review Source

                                    Zoho CRM is being used by my entire sales team as well as my billing department. The CRM helps us keep track of prospective customers, current leads, and current customer accounts. We also recently started using the system to keep track of our billing and it has been a great help in keeping that ...

                                      Jeffery Cropper profile photo
                                      May 07, 2018

                                      Web+Center Review: "Web+Center is Worth Checking Out"

                                      Score 10 out of 10
                                      Vetted Review
                                      Verified User
                                      Review Source

                                      We use Web+Center as our main help desk/ticketing system. We also use it to keep track of all computer/electronic assets and who they are assigned to. This allows a record of work performed as well as a searchable source of repairs performed in the past. Due to the fact that is it open source, I ...

                                        Christopher Cater profile photo
                                        August 10, 2018

                                        Review: "vCita is terrific for home-service companies"

                                        Score 10 out of 10
                                        Vetted Review
                                        Verified User
                                        Review Source

                                        Teach Me Tech uses vCita as the main CRM system for the company. We use it to hold customer information like phone number, address, work history, and payment information. It also is our deployment software. When it’s time for a job the dispatcher will look to the software to inform the tech where...

                                          Tolga Özgentürk profile photo
                                          August 08, 2018

                                          Zoho CRM Review: "Great product for prospect monitoring and improving sales results"

                                          Score 8 out of 10
                                          Vetted Review
                                          Verified User
                                          Review Source

                                          Zoho is being used to monitor incoming traffic into our website. It allows us to monitor the actions of the site visitors and engage to them based on their needs. Live monitoring of prospect engagement results into increased sales oppurtunities and therefore we're pleased as a company to be using...