A Flexible and Customizable CRM
February 01, 2022

A Flexible and Customizable CRM

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

Overall Satisfaction with MACAW CRM

Macaw helps us respond to all of our customers’ data in a single place making it easy to contact and manage.

Pros

  • Blending of CRM within an insurance flow
  • Great Lead Management, Quotation and Underwriting
  • High level support for marketing campaigns and setting up successful content strategies
  • Great support for legacy back-office system

Cons

  • Not very user friendly
  • Configuration with older back-office system is a bit of a hassle
  • Searches and uploads sometimes take a long time
  • Leads management
  • Quote management
  • Integration with legacy back-office system
  • Allowed work from home due to its web UI
  • Made using legacy back-office system easier, except for more complex cases
  • Not user friendly and a bit hard to onboard into
MACAW provides deep integration with insurance-relevant tools, like underwriting and rating engines, which are not supported in shallow CRMs like Hubspot.

Do you think MACAW CRM delivers good value for the price?

Yes

Are you happy with MACAW CRM's feature set?

Yes

Did MACAW CRM live up to sales and marketing promises?

Yes

Did implementation of MACAW CRM go as expected?

Yes

Would you buy MACAW CRM again?

Yes

MACAW integrates well with Salesforce. As they say, they manage leads, opportunities, quotes and policies well. The underwriting and rating engines can be integrated if it's required. MACAW is a great solution for combining multiple systems into one and lowering overhead. It is not a great fit for non-technical departments.

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