Kustomer's features can lack intuition, but once comfortable on the platform, it is easy to navigate and find your information in a nicely unified place.
Overall Satisfaction with Kustomer
Kustomer is used across our Operations Department, which includes our Customer Care Team, our Daily Operations Team, our Truck Operations Team, our Recruiting Team and certain members of our Sales Team. On my team, it is primarily used for our CRM but Customer Care works closely with other teams within Kustomer to connect our bellhop movers and drivers with our customers, and it is also used for inner office communication.
- Kustomer allows you to add multiple inboxes that can be shared and viewed across a large team. For Customer Care, we can see the "to do" list for our team but we can also easily see what other team members and users are working on in other inboxes. This provides open communication and accountability between and across departments.
- Kustomer allows you to tag and prioritize different tasks and assign them to certain teams and users. This makes for easy organization and assigning tasks.
- Kustomer allows us to have information unified within one space. You can see all interactions from and to a customer, as well as all inner office communication about that customer in the same place.
- For our team, the feature that defaults all notes to begin in "done" status is difficult. Throughout each day we need to have notes open and assigned back and forth to different teams, and we have to remember to manually "open" each note. There is too much room for human error with this setting, and it is easy for important notes to be missed if a user forgets to open the note.
- Similarly, it can be hard to remember to assign emails/notes to a particular team in addition to a user. We almost exclusively work out of team inboxes, and if someone on Care writes an email to a customer, the email will automatically be "done" when it is created, and it will be assigned to the user who wrote it, but not also to the user's team. There are instances where an email needs to be snoozed for several days/hours with further action needed, and unless the user remembers to assign the email to their team it may "awake" from the snooze and not be visible to anyone except the user who created it. Similarly to my first comment, this leaves a lot of room for human error and is not very intuitive.
- Personally, I do not love that all tickets/emails/notes are jumbled together in the same inbox. While this gives visibility to everything on the "to do" list at the same time, it can be visually overwhelming. We have created unique folders for certain types of projects or categories of work, but have experienced tech glitches or just the awkwardness of another step to manually read the note, determine what type of category it is, and then manually assign it to another folder. Would love to have things auto-sort and take out this manual lift.
- I love the idea of the autopilot setting, but we have not been able to use this for our work because it sorts items based on time, and not based on priority. In our line of work, we may have an urgent situation arise that needs attention before an email that was sent in 60 minutes ago. The autopilot feature would push the email to my associates sooner than it would the urgent situation from 5 minutes ago. Due to this, we manually monitor inboxes and assign work to ourselves and others.
- It has had a positive impact because prior to Kustomer we were using 3 different tools that did not integrate together.
- Kustomer has allowed us to unify our communication, which saves time and provides greater accountability and easy information access.
- It also has helped us monitor team performance and quality due to the high visibility and open inboxes, which has positively affected our people management and coaching.
We selected Kustomer because we'd been using Slack for inner office communication, Talkdesk for phone calls, and Front for emails. Kustomer has unified our communications and allowed us to eliminate some tools. I have used Asana in a previous job and I preferred some features there and found it a bit more intuitive, but it does not offer as many integration features as Kustomer and is more of an organizational tool than a CRM.
I think that it has been good. I am not the primary one in contact with Kustomer support. I know that we have experienced technical issues at different points, which has been frustrating, but in my experience, each problem has been quickly resolved. Working in a fast-paced environment, even fairly minor outages have a big impact, and this has happened to us a few times since using Kustomer.
Do you think Kustomer delivers good value for the price?
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I wasn't involved with the selection/purchase process
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In general, Kustomer is a nice way to organize information in the right place and have team-wide visibility and accountability. The downside is that we have found it needs a lot of manual work and memory to use the functions correctly and this not only makes training new users somewhat complicated but leaves room for human error with tools like the user assignments, snoozing and marking items as done.