Easy to use CRM system for midsize companies
June 21, 2019

Easy to use CRM system for midsize companies

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

Overall Satisfaction with amoCRM

Easy to use CRM with a lot of integrations. We use amoCRM as a primary solution to work with leads in our company. Our company has several brands and we use amoCRM to work with clients from different brands and unify our business processes in one solution. We use amoCRM for:
1. All leads from websites are added to amoCRM and stored there.
2. Call center works with these leads to call to clients, sorts lead and push them to different steps in the sales funnel, make an appointment for the clients.
3. We built the analytics of our sales and leads based on data from amoCRM.
  • Easy to use interface. You can customize your lead's view to show the most important information for amoCRM users.
  • Ready to use Integrations. You can integrate amoCRM with your virtual PBX service, end-to-end analytics service, mailing services.
  • Rich API. You can easily export all leads from amoCRM to different services and work with this data.
  • Customization. You can add your own fields to lead card to fit your needs.
  • Access management. You can set up different rights for different users, so only several users can, for example, delete leads or export data.
  • Buggy UI. Sometimes you have to reload the page to have the right data displayed.
  • Price. It might be expensive for small companies.
  • API Limitation. You can export only 500 leads per request.
  • We unified our business processes and replaced Google Sheets with amoCRM, our lead management time decreased.
  • We built analytics based on amoCRM data and track our sales correctly, now we don't loose leads.
  • Our lead management process is fully automated with this solution.
Reasons why we chose amoCRM:
1. It's customizable, we can add custom fields and processes.
2. It has a lot of ready integrations with services we use.
3. Rich API that allows building completely custom analytics based on data from CRM.
4. UI can be customized too. We show our internal users all the data they need to work with the client.
amoCRM is a great tool for midsize companies to build business processes of managing leads and work with clients in one place. It's very easy to integrate with your products because it has a lot of ready integrations with popular services. Also, a lot of companies offer a custom developed solution based on amoCRM to fit your business needs. amoCRM might not be so great of a solution for a small company because of its price and when you have less than 15-20 new leads per day. Also, you should definitely check API documentation if you need a fully customizable solution, it might not fit your needs.

amoCRM Feature Ratings

Customer data management / contact management
10
Workflow management
8
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
8
Interaction tracking
9
Call center management
8
Lead management
10
Email marketing
7
Task management
8
Billing and invoicing management
5
Reporting
5
Forecasting
7
Pipeline visualization
10
Customizable reports
4
Custom fields
10
Scripting environment
7
API for custom integration
8
Role-based user permissions
8
Marketing automation
8
Mobile access
8