Contact Management Software - Reviews

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Reviews (1-25 of 362)
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.

    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...

      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...

        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 ...

          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

            Andrew Murphy profile photo
            September 07, 2018

            Swiftpage Act! Review: "ACT! helps you manage your Clients! Great CRM."

            Score 7 out of 10
            Vetted Review
            Verified User
            Review Source

            ACT! is our CRM package that our Sales reps use to track their customers...This program helps management track activities by our Outside Sales Reps and keep track of where they are.

              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...

                MaryLee Trettenero profile photo
                August 21, 2018

                Review: "vCita Has Some Great Features And A Few Software Glitches"

                Score 4 out of 10
                Vetted Review
                Verified User
                Review Source

                I use vCita on my website so clients can book appointments with me. I am a one man show so it's the whole organization. I needed to automate my bookings. Prior to vCita I did everything manually.

                  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...

                      Ismail Egilmez profile photo
                      August 08, 2018

                      Zoho CRM Review: "Brilliant Software"

                      Score 9 out of 10
                      Vetted Review
                      Verified User
                      Review Source

                      Zoho CRM is used in our sales department. We use it to reach out to those who visit our website. It's helpful to see where the visitor is from and it's nice to be able to send them messages. By using Zoho we are now able to get in touch with website visitors and create potential business for inbo...

                        Mark Dille profile photo
                        July 22, 2018

                        Review: "Salesforce.com...The best CRM for ALL types of Sales People!"

                        Score 10 out of 10
                        Vetted Review
                        Verified User
                        Review Source

                        I think SFDC is perfect for both prospecting for new customers and keeping track of your current customers. I have used homegrown CRM tools and a few other tools in the past and Salesforce.com is above and beyond the best solution that I have ever used. Very simple customer interface and allows y...

                          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 ...

                            Ryan Weller profile photo
                            June 26, 2018

                            "Claritysoft - IT Admin's Review"

                            Score 9 out of 10
                            Vetted Review
                            Verified User
                            Review Source

                            Reports, reports, reports! Our clients love data (and who doesn't!), and Claritysoft's robust reporting capabilities shine bright. It is a bit difficult to configure the reports, but that complexity is an added feature IMO.

                              Justin Moore profile photo
                              June 21, 2018

                              User Review: "GoldMine - easy to use!"

                              Score 8 out of 10
                              Vetted Review
                              Verified User
                              Review Source

                              Our university still utilizes Banner, which requires us to have information stored there and migrate it to GoldMine twice per day. Banner is NOT user-friendly, but our set up makes it more robust than GoldMine. GoldMine makes information available with fewer clicks and puts it in a better format ...

                                Debbie Sonntag profile photo
                                August 10, 2018

                                Review: "vCita for On-Line scheduling and File Sharing"

                                Score 5 out of 10
                                Vetted Review
                                Verified User
                                Review Source

                                We are using vCita to schedule calls with clients and prospects and to send/receive secure files containing sensitive data.

                                  Dominic Johnson profile photo
                                  August 09, 2018

                                  Zoho CRM Review: "Zoho is a seamless replacement for Salesforce."

                                  Score 10 out of 10
                                  Vetted Review
                                  Verified User
                                  Review Source

                                  We switched to Zoho CRM from Salesforce at the beginning of the 2018 year. It's used track both prospects, clients, sales, referrals, etc. It's used by Sales, Billing, and Account Management. It helps with tracking and analytics for our Sales. It automates some processes such email campaigns and ...

                                    Said Sadi Eren profile photo
                                    August 08, 2018

                                    Zoho CRM Review: "Zoho Everyday"

                                    Score 8 out of 10
                                    Vetted Review
                                    Verified User
                                    Review Source

                                    We are using Zoho in our Sales and Marketing departments heavily. It makes it easier to reach out to prospects and get details from them. By SalesIQ, we are able to talk to people online on the website. Also, we are able to differentiate between customers and non customers.

                                      Kemal Ertas profile photo
                                      August 07, 2018

                                      Zoho CRM Review: "Engage with your website visitors in real time"

                                      Score 8 out of 10
                                      Vetted Review
                                      Verified User
                                      Review Source

                                      We use Zoho for the sales department. The main use case is to separate Intercom product support requests from website visits. We make sure to engage with certain potential website visits. Since we can also see what page they are looking at, we can customise the message to capture the visitor's at...

                                        Sabrina Marshall-Wojtewicz profile photo
                                        June 20, 2018

                                        Review: "Contactually is a great starter CRM with developing intermediate and advanced features"

                                        Score 9 out of 10
                                        Vetted Review
                                        Verified User
                                        Review Source

                                        Contactually has been our go-to CRM for our Austin Chapter and has helped us develop and maintain relationships with key stakeholders in the community who support our mission as well as veteran entrepreneurs we work with.

                                          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
                                              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
                                                  October 16, 2018

                                                  Salesforce Review: "A very mature product that is well-tested. It does require professional installation."

                                                  Score 7 out of 10
                                                  Vetted Review
                                                  Verified User
                                                  Review Source

                                                  Our entire sales department, as well as customer success, uses Salesforce. We use it to drive marketing campaigns, maintain customer data and connections, and to manage opportunities and sales forecasting.