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December 14, 2021

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

Overall Satisfaction with

We use for our sales team. Each sales manager has the ability to highlight their own vendor and client updates. The application seems to work well for client management including pipeline updates, contacts, and financials, due dates, and team management. We initially tried to use it for project management, however, this platform does not allow the users to go into granular details.
  • Contact list.
  • Great for sales.
  • Financials.
  • Vendor management.
  • Project management.
  • Add due dates to calendar.
  • Email reminders for over due tasks.
  • Email notifications when additions or changes are made.
  • Management contacts.
  • Sales management. is aesthetically clean and user-friendly. Very little training is needed to use the platform. Team members are able to see any updates and add content as appropriate. Multiple projects can have their own page, where each user may or may not have access. The timelines, due dates, financials, and contacts are just a few options added to our columns. Attachments can also be added.
I've not had any issues with the platform, other than the limited users included in the licensing. I've not tried to contact the customer support system at has been an awesome CRM for our Sales Managers. The platform keeps everyone on the team updated with the current client updates and latest pipeline forecasting all in one place. Each team can have their own "file" where they custom build the needs of that team's responsibilities, such as projects, comments, due dates, timelines, and attachments.

Do you think delivers good value for the price?


Are you happy with's feature set?


Did live up to sales and marketing promises?


Did implementation of go as expected?


Would you buy again?


Great for sales teams working with a pipeline. This allows others to see the prospect pipeline, sales manager responsible for each client, the financials, due dates, priorities, and timelines. The platform is user-friendly with little need for instruction. If you're looking for a CRM, is a great platform for your team. If you're looking for a project management tool, I would suggest a different platform. Feature Ratings

Task Management
Resource Management
Gantt Charts
Workflow Automation
Team Collaboration
Support for Agile Methodology
Document Management
Email integration
Mobile Access
Timesheet Tracking
Change request and Case Management
Budget and Expense Management
Project & financial reporting
Integration with accounting software
4 & Collaboration

We are 100% remote, and allows all teammates to work from one platform.
I give a "5" when rating the project management capabilities. does not go as granular for a true project management tool.