Customer Relationship Management (CRM) Software - Reviews

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Reviews (201-225 of 1,625)

Sean Conyette profile photo
January 16, 2019

Great ROI for Investment

Score 9 out of 10
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Any SMB organizations that utilize email as a customer access channel for leads generation, interaction, and conversion. ERP solutions may not benefit from this application at the time we integrated. We don't use the CRM portion of the application to its fullest capabilities as we use Net Suite w...

Tiffany Thielepape profile photo
Score 8 out of 10
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I used to use Salesforce Lightning at my last job to track contract and project revenue for all clients. It was used by the entire company as a means to keep all SLAs and revenue projections in one place. We were able to more accurately track revenue this way, as well as manage one-offs and large...

Lex Zamudio-Meza profile photo
Score 5 out of 10
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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.

Russ Johns profile photo
Score 7 out of 10
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We use Nimble as a traditional CRM and also tracking out leads and deals. One of the best features we use is to have Nimble improve the quality of the data.

Bruce Emmerling profile photo
Score 8 out of 10
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ADAPTcrm was used as across an entire organization of about thirty employees. The product provides a number of powerful features that can be both highly useful and sometimes frustrating for new users. The program provides features that can help manage employee placement and payroll. In some regar...

Bruce Emmerling profile photo
Score 8 out of 10
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Infusionsoft was used to help support outreach efforts for a local organization that I was working with. The software application is essentially a CRM type program that provides sales and communications support without a huge price tag found on rival packages. It was used with a small base of vol...

Lukasz Kokot profile photo
Score 7 out of 10
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In my opinion, a scenario where a business has a large sales force with hundreds or even thousands of accounts and sales reps that need the information to be available to them at any moment is what Dynamics 365 is well suited for. Also, when a company needs to track what the salespeople do with t...

Sara Barrett profile photo
Score 8 out of 10
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We use Demandforce for appointment management and electronic patient communication. It is used throughout our entire organization, from our front desk staff to our marketing staff. We use it to securely send automatic appointment reminders, newsletters and text messages to our patients.

Jeniriana Rodriguez profile photo
Score 10 out of 10
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We have used this software for almost two years now. We have really seen a noticeable change with the whole organization, the sales, and the attraction of clients who every day feel more satisfied with our promotions and services. We have been able to tackle the problems that we had with the Info...

Duglas Zapata Villaveces profile photo
Score 9 out of 10
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We had an excellent case of application with the license of Insightly enterprise managing a project that our company led in the Caribbean, specifically in Haiti, using Insightly allowed us to take better control of the progress of the project, allowing us to focus on the points of improvement, es...

Joe Gatto profile photo
Score 10 out of 10
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Close.io is best for a small business sales team that has a lot of leads coming in consistently. It isn't good for a one man sales rep or soloprenuer because it has a lot of functionality & take time to set up. It's perfect for the forward thinking organization that knows it needs to rely on outb...

Matt Meinel profile photo
Score 9 out of 10
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BASE is good for B2B enterprise sales people. We have a very small marketing department. I have not seen how well it integrates with Marketo or the like, but having used salesforce.com at previous places, I can say I am much more productive with Base than with previous CRMs.

Cameron Walker profile photo
December 20, 2018

Reliable CRM Solution

Score 6 out of 10
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It is best to have a knowledgeable consulting team if transitioning to Oracle CRM from another CRM Software or implementing it for the first time - Be sure to have your assigned administrators take an Oracle Course for Admin Essentials and Reporting.

Ignacio Cruz profile photo
December 20, 2018

Great outbound sales CRM

Score 10 out of 10
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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
Score 8 out of 10
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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...

Megan De Salvo profile photo
December 20, 2018

Freshdesk Review

Score 10 out of 10
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Freshdesk is a tool we use to allow clients to submit help desk tickets to our business. Fresh Desk is very easy to use and has helped not only our productivity, but our communication with our client base ten fold. It allows us the freedom to communicate and help our clients at a manageable pace ...

Jane Kabochi profile photo
Score 8 out of 10
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Oracle CRM is a reliable customer relationship management software that we use in our company. It's easy to use and it's used in the whole organization and from it, we have managed to cultivate and create a long-lasting and fruitful relationship with our clients. It has helped us diversify and in...

Richard Gichangi profile photo
Score 9 out of 10
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This solid CRM platform is essential and works efficiently in helping your organization stand out and become competitive in your respective industry and build long-lasting and memorable relationships with your clients. Still, from its intuitive and user-friendly technical build-up, it makes it ea...

Stefan Trbojevic profile photo
December 13, 2018

Manipulating your data

Score 6 out of 10
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Pipedrive is well suited for tracking purposes, such as checking when was the last time you spoke with your contact/person, and setting reminders such as "contact this person to have them look at the new catalog of our products," "Check up on how satisfied this person is with our product," etc. S...

Audréa Trinh profile photo
Score 8 out of 10
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ActiveCampaign (AC) is an easy and effective marketing automation tool for small businesses. I have implemented AC in the marketing department in order to send different and multiple types of campaigns (simple newsletters, invites, nurturing campaigns) and also to create lead funnel automations. ...

Cristian Bodnarasec profile photo
Score 7 out of 10
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Oracle CRM On Demand is used by our organization in sales, marketing and finance for tracking sales, opportunities and customer contacts. The sales people own the data and they have to make sure everything is up to date as the data drives the marketing campaigns, business plan/forecasts and even ...

Jane Beisell, PMP, CIA, Professional Organizer, Productivity Coach profile photo
Score 6 out of 10
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My main goal for obtaining Insightly was to gather all existing contacts in one user-friendly database, expanding the list to capture leads/opportunities as they arose. It was crucial that there was an easily traceable method for creating various workflow scenarios based on the type of lead. All ...

Annie Koelker profile photo
December 02, 2018

Great Tool

Score 9 out of 10
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Workamajig is used company-wide. It has become extremely critical to our business. After using it for several years, it's grown to be a super resource for referencing past jobs (for timelines, hours spent, designers on the project, etc) and even quoting new ones.

Kalyn Hoffman profile photo
Score 7 out of 10
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ONTRAPORT is definitely well-suited for sales businesses and companies. This allows you to track sales from various imports while tracking individual information on customers. You can essentially track and build any reporting you would like with the drag and drop system. However, this is not as w...

Barbara Carneiro profile photo
Score 9 out of 10
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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...