Great software, but CRM is its weakest point
October 19, 2016

Great software, but CRM is its weakest point

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

Overall Satisfaction with Brightpearl

Brightpearl support is very good usually, however the volume of reminder emails can be very annoying.
We use Brightpearl for everything except accounts. We find it fairly straightforward to use, although there is a bit of a learning curve to begin with.

We find the integration from quote, through sale, product dispatch, invoicing to receiving payment very straightforward. The ability to easily split orders in order to part dispatch is great, and the inventory management is good.
  • The entire sales process is very straightforward and easy enough to use. The ability to sort the data in almost any way imaginable for reporting purposes is really handy.
  • Product and inventory management is comprehensive. The ability to use customer specific SKUs as well or instead of our own is a really useful feature for us.
  • CRM has a few issues we are not so keen on. Customers are individuals first, company second. There is therefore no reporting on a company as a whole. For instance if you wanted to see volume of sales by customer there is no way to combine all the contacts within one company to give one figure without exporting and manipulating in Excel.
  • It is also not possible to make simple company wide changes, each individual within the company is treated as a separate contact and must be edited individually.
  • Reporting for the CRM is a little patchy in what can and can't be done.
  • Brightpearl saves a lot of time compared with how we were managing before with Sage, Salesforce and a LOT of Excel spreadsheets.
  • The reporting is great so that we can see in real time all the key figures we need.
Brightpearl seemed to have the most "out of the box" functionality. Although many features in Brightpearl can be added with apps, the other systems seemed to need an app for everything.
Brightpearl is ideally suited for sales, inventory, and accounts. If the CRM system is not your primary requirement you will be OK with Brightpearl.