User friendly CRM | TrustRadius

Use Cases and Deployment Scope

It is used as our CRM by all the staff. Easy to use and navigate.

Pros and Cons

User friendly.
Exporting data quickly.
Importing data quickly.

Telephone numbers should contain dialing code in same column when exporting.
Should be easier to import dialing code for telephone numbers by country code.
Data should automatically mark other contacts closed when an appointment is scheduled with that company (should say 'having appt').

Return on Investment

Value for money.
Good performance visibility.

Key Insights

Do you think VanillaSoft delivers good value for the price?

Yes

Are you happy with VanillaSoft's feature set?

No

Did VanillaSoft live up to sales and marketing promises?

Yes

Did implementation of VanillaSoft go as expected?

Yes

Would you buy VanillaSoft again?

Yes

Likelihood to Recommend

It's easy to use.
Could do with refining the export process.
Should be easier to import both the UK and overseas telephone numbers from one spreadsheet.