Still getting to know Aline...
November 30, 2024

Still getting to know Aline...

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Modules Used

  • Sherpa by Aline

Overall Satisfaction with Aline

I use Aline for my senior living CRM. It helps me keep track of what I've done and where I've been. I like the AI feature and plan to take advantage of the options.

Pros

  • Show me metrics in real time.
  • Allow for photos.
  • Dictation

Cons

  • I want to add a task without having to do it after having completed a task.
  • I don't like that you cannot simply click on your task and then complete it.
  • I wish there was a search bar for Outreach.
  • It's hard to say as I've only been using it for 3 months.
I enjoyed the training that I did in the beginning but having not had the opportunity to implement a lot of what I learned I can't speak to this question. Also, not using it for very long I've had little time to seek support.
Maybe it's my experience with Sales Force that has me rating it somewhat poorly, but I find it to be a little wonky at times. Here are some examples: I don't like having to complete a task before being able to set up a future task. I don't like that I cannot click on a task to complete it. Overall, Salesforce was more clear, and my notes were displayed in a more linear fashion than I preferred.
I did not select Aline. I prefer Salesforce.

Do you think Aline delivers good value for the price?

Not sure

Are you happy with Aline's feature set?

Yes

Did Aline live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Aline go as expected?

I wasn't involved with the implementation phase

Would you buy Aline again?

Yes

It's well suited to what I do, but I'm used to Salesforce, and I need to get used to the differences and optimize the other features. I've only been in this position for 3 months, and my building is not finished, so I imagine when I start touring and working with more prospects, I'll have a more detailed experience.

Using Aline

2 - Executive director/sales.

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